Welcome to the Power Pet Sitter Mobile Application

Transcription

1 Welcome to the Power Pet Sitter Mobile Application This is a guide for Sitters and Administrators who will be using the Power Pet Sitter Mobile App, out on Android and Apple Devices. You can find it by searching your respective App stores. Table of contents PG 2 - Logging in PG 3 - Legend for Displayed Icons & colors PG 4 - Adjusting your Filter PG 5 - Managing information PG 8 - Marking visits off as complete PG 10 - Viewing completed visits (Admin Or Access to Reports tab required) Note: This manual includes all features of Power Pet Sitter, including our Check In Feature. If the business you re working for does not have Check In enabled, you will not see any of the check in icons or features.

2 Logging in: You will log in with the username and password that you use to log into the software. Please remember that the system is case sensitive. The app will save the username for the last successful login. Upon hitting login, you will see the uncompleted appointments for the current date only.

3 Legend: - This icon means the appointment is not approved. Unapproved appointments can t be marked as complete, but you will be able to see the information. - This icon next to any Time block means that the visit has a specific Visit time Set. You can view it by tapping into the appointment Details. RED & GREEN color background - Just like on our desktop software, you will see the FIRST visit of an appointment in GREEN, and the LAST visit of an appointment in RED. Add-ons will reflect the colors if they re attached to the Primary first/last visit. If the business you re working for has our Check In feature enabled, you will see these additional icons. - This icon represents a visit that is eligible to be checked in. Only Primary Services are available to be checked in Add-on visits will never show this option, as they are connected to the primary service. You may only check in one visit at a time. - This icon represents a primary service that has been checked in for your profile. It will come with a by the minute elapsed timeclock. - This icon will only be visible to those who have Admin/Manager permissions, and represents an actively checked in visit that is not your own. You will also see the elapsed time is, to the minute. Visits that are Checked In will always show at the top of your screen with an IN PROGRESS status, regardless of what you adjust in the Filter. This is so you don t lose that visit.

4 You can adjust what visits you see by using the Filter. Date range: Select the date range that you would like to see. The application will provide a popup calendar for your ease. All Clients: If you re an admin, you already have the rights to search all of your clients. If you re a sitter, the clients that you are marked as Primary or Secondary will show up on this list. Status: You can choose to see All appointments, Completed appointments and Pending appointments. The application will always default to Pending, unless this is altered. Visits that are checked in will populate under Pending as In-Progress.

5 Managing information: The only way to access and manage a Client's or Pet's information is through tapping an instance of an appointment. This will bring you to the appointment details. Primary Phone number and Client address are linked, meaning you can bring up your phone s Phone app to call a Client, or send them a text message, as well as tapping the address to pull up a Maps program. You have three paths of action. 1. Manage or Add a Pet. 2. Manage Client Information. 3. Mark the appointment as complete. This will mark this visit and any add-on services attached to this visit as Complete and attach a GPS marker. If you re checked in, marking a visit as complete serves as your Check Out time.

6 Managing Pet information: To edit or view a pet, tap the pet s name that appears under the Pet header. If the Pet has a picture, this will load. Every field that populates can be edited. The information that is shown is pulled directly from the software and will be current. Make sure you hit save when you re done! Editable fields: Pet Picture (You can take a picture with your phone or from your phone s gallery and crop it to size before uploading) Name Pet Type Breed Gender Pet Notes Litter Box Leash Location Carrier Location Food location Aggressive Vaccinations Chip information Medications Primary and Emergency Vets To add a pet, simply tap Add Pet. This will create a NEW pet profile for the Client.

7 Managing Client information: To manage or update a Client s information, tap Edit Client Info. This will bring up the basic editable information. Make sure to hit Save when you re done! Editable Fields: Phone numbers (Work, Home, Mobile & Other) Emergency Numbers Alarm information (Company, Phone, Location, Password, Arm and Disarm codes) Gate Code

8 Checking in and Marking Visits as complete: If the business you re working for requires you to check in, you do so by tapping the white icon on the Appointment List. You will Check Out by marking the visit as complete. You can mark of a single visit by opening the Visit Details and hitting Mark as Complete. This will mark any add-on that is attached to that visit off as Complete as well. You do not have to be checked into a visit to mark it as complete. If you want to mark more than one visit as complete at a time, select Visits in the upper right-hand corner of the home screen of the App. This will open a new screen that shows you every uncompleted appointment that is currently showing in the filter. If your filter is set for the current date, that list will only show you the current date pending appointments. To see a broader range, adjust your filter, hit refresh and load the list again.

9 Select the visits you want to mark as complete and hit the Mark Complete button. You re all done! All visits selected will be marked as complete, along with a date, time and GPS stamp that can be seen by Admin. If you have checked into a visit and have gone over the Max Service Time set by your administrator, you will be automatically checked out of the visit and the Administrator will be given an notification.

10 Complete Visit Report Only visible to Admin, Managers, and staff members that have the permission to View Reports. You can find the details of recently completed appointments by utilizing this report. It displays the specifics of who marked things off, what time, for which time block and appointment. If you have our Check-In Feature enabled, you will also see Check In Time and Total Time Elapsed. This list is sortable by each underlined header and is generated around the visit date. Clicking on the header you d like to sort or resort by will refresh the page with the newly organized list. If something comes up with no Time or Place of Completion detail, this means the visit was marked off through the software. If it shows up with 0.00, the sitter s phone may not have their Location enabled. This is imperative to the system catching GPS Coordinates. This completes the User Manual for our Mobile Application! Any further questions or issues should be reported to our Support department. Support@powerpetsitter.com.