Each service booking entered into a service order will appear as an entry in the dairy. The information held within a typical diary entry is explained here.
When you have a number of staff working in your pet sitting business, they will have access to their own staff diary and staff job list. In the job list your staff are able to tick an "acknowledge box" which appears against every job that you assign to them. When they tick this box, you will see a tick against the appropriate entry in your administrators dairy. This tells you that the job has been acknowledged such that it will be completed.
Other uses of the Acknowledge Marker
Often your staff will check their diaries at a given time of the day and so when assigning a job such as a daily dog walk, the completion of the acknowledge marker can indicate to you (the administrator) that your staff have already viewed their diary and so are unlikely to be viewing it again. This is useful information when for example, a job is subsequently cancelled you will know you have to contact your staff by another means such as by phone or by txt to prevent them from attending the job.
To learn more about how your staff will use the acknowledge marker click job list....
In the job list your staff are able to tick a "completion box" which appears against every job that you assign to them. When they tick this box, you will see a tick against the appropriate entry in your administrators dairy. This tells you (the administrator) that the job has been completed.
To learn more about how your staff will use the completion marker click job list....
Name of Pet(s) (Diary Ref)
There is a text box known as the Diary Ref that you complete at the time of entering yourclient's details. Whatever you type into this box will appear in any diary entries associated with the client which helps with identification. You can type whatever you like into the diary ref but we generally recommend an abbreviation of the pet or pets names. Alternatively you could type something like "cats" if you normally perform cat feeding visits for a client. This means that you won't clutter up your diary with the names of 4 cats!
To learn more about how to change your diary ref click changing client details....
Time of Job (Optional)
When inputting jobs into a service order the time of the job always has to be entered. However it doesn't follow that you would always want the time to be displayed in the corresponding diary entries. For example it might be sufficient to start a lunchtime dog walk at some time between the hours of 11:30am to 1:30pm.
The time given to any job governs which diary column the job will appear in. If it is sufficient that the job gets done within a given diary period then you don't need to show a specific time in the diary. If however the job must be done at a given specific time you can choose to show the time.
There is an option to "Show Time" as you enter your job information. If this is set to "Yes", the time of the job will be shown in the staff diary and staff job schedules. To learn more about this function, click edit jobs....
Time Block (optional)
The time block is the time period during which the job should be carried out. Use of time blocks is optional, but if a time block has been selected when the job is scheduled, then the time block will be shown in the admin diary entry and also in the Schedule, staff jobs list and the staff diary.
In order to be able to schedule a service within a time block, the available time blocks must be set up for the the relevant service item. Please see the Advanced Service Attributes help screen to find out how set up time blocks for your services.
Service Short Description
This is the short description given to the job itself which tells you the nature of the job (for example whether it is a dog walk or a home visit). For more information about job codes clickservices.
If you are using the Key Management feature of Pet Sitter Plus, a key icon will be displayed for a diary entry if you have a key registered for the client. The key icon is colour coded as follows:
a black key is shown if the diary entry is in the past
a red key is shown if you have a key registered for the client, but it has not been assigned to the staff member who is scheduled to carry out the job - indicating that they do not have the key required to do the job
a green key is shown if you have a key registered for the client and it has been assigned to the staff member who is scheduled to carryout the job - indicating that they DO have the key required to do the job.
A note can be added to any job by the administrator. Notes are shown in corresponding diary entries and so are difficult to overlook.
Client Surname (On Tool Tip)
If you employ staff, Pet Sitter Plus will need to show the staff name against each diary entry in the admin diary. Due to space constraints, there is not enough room to show the client name, staff name and the pet name together, so the client name is shown as a tool tip when the cursor is hovered over the entry.
Staff Name / Client Name
If you employ staff, the staff name will be displayed in admin diary entries. If you do not employ staff (sole trader), the client name will appear instead of the staff name.
Client Charge / Compensation Payment
The admin diary always shows the client charge rate.
The staff diary always shows the staff compensation payment.