Service Report Settings

Modified on Fri, 01 Dec 2023 at 04:38 PM

Include Check-in / Check-out on Service Report

Here is a summary of the options on the Service (Visit) Report settings screen. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.

TABLE OF CONTENTS

How to Send Service Reports to your Clients
Include Check-in/out Data on the Service Report
Change the Service Report Email Subject Title
Personalize the Service Report Email Signoff
Opt Out of Receiving Copies of the Service Report

How to Send Service Reports to your Clients

Staff can save and send a Service Report to clients after a visit with a pet. They can add photos from their phone to include in the service report.

Tip: You can customize your report using custom fields.

To be able to send Service Reports:

Navigate to: Admin > Settings > Service Report Settings.
Slide the option to ON.
Click "Update."

Detailed instructions....

Include Check-in/out Data on the Service Report

On these Service Reports (Feedback), you can include the GPS recorded time and location settings from Check-In and Check-Out. If you include this data, the client will see the time and location (from the GPS stamp) of staff at the point of Check-In and Check out.

To include Check-in/out Data:

Navigate to: Admin > Settings > Service Report Settings.
Slide the option to ON.
Click "Update."

Detailed instructions....

Change the Service Report Email Subject Title

You can create a personalized Subject Line for the Service Report emails plus you can personalize the email sign-off too (see below.)

To set your own Service Report Title:

Navigate to: Admin > Settings > Service Report Settings.
Enter a title for your Service Reports.
Enter text such as "How we got on today... " or "We visited your pet today."
Optional: Enter {COMPANY_NAME} to include your Company's Name in the Service Report Title
Click "Update."

Detailed instructions....

Personalize the Service Report Email Signoff

In the Service Report email, you can personalize the email subject and the sign-off for the email.

To personlize the Service Report Email Signoff:

Navigate to: Admin > Settings > Service Report Settings.
In "Service Report Email Signoff" add the closing message you want on each email.
Click "Update."

Detailed instructions....

Opt Out of Receiving Copies of the Service Report

A copy of all Service Reports will be sent to your company email address. However, if you wish to OPT OUT of receiving these copies, you can by switching this function to ON.

To stop CC Copies of the Service Report being sent to the Company email:

Navigate to: Admin > Settings > Service Report Settings.
Slide the option to ON.
Click "Update."

Detailed instructions....