< Adding a New Service < Short and Long Descriptions

Each service that you create has a short description and a long description. To create a service you have to complete BOTH the short and the long description. It is essential that you read and understand these notes in full before creating your services.

  • The Short Description is limited to 20 characters.

  • It is designed to be an abbreviation of the service as it appears in the schedule.

  • When creating your service short descriptions, it is helpful to understand the way the schedule has been designed. Each short description appears in the schedule in the Column View and Compact View. If you create service items with short descriptions that are too long, the schedule will become cluttered and less easy to manage.

  • The short description does not appear on quotes or invoices and should not be used to describe the service in full.

 

For more information on how service short descriptions appear in schedule entries, see Column View Entries Explained.

  • The service Long Description MUST be entered. It is used to describe the service in full.

  • The long description will appear:

    • In service item drop down lists when adding services to service orders.

    • On all quotations and invoices.

    • On the Client schedule.

    • If you select the option, it will appear in the Client Portal as a service that clients can request and on their schedule.

    • In financial reporting

    • On the Staff Dashboard.

 

Copying an Existing Service item may save you time setting a service up again from the beginning, particularly if some of your services are similar.

ON DESKTOP:

Navigate to Admin > Services > Service Items

STEP 1

How do I add a new service item?

  • Click "+ New Service Item".

 

servicesv6-add1.jpg
STEP 2​​

  • Enter your Short Description - this will be seen on your internal schedule column and compact views, and on the Staff Dashboard. Note: shorter descriptions work best and there is a 20 character limit.

  • Enter your Long Description - this will be seen on quotes, invoices, schedule list view, reports, and in the Client Portal.

  • IMPORTANT: Read the page on Copying an Existing Service to determine whether it will save you time to do this first.

  • Click "Create New Service Item".

  

servicesv6-add2.jpg

ON MOBILE:

STEP 1​​​​

  • Tap the Navigator, and select Admin > Services > Service Items

STEP 2

  • Tap "+ New Service Item".

STEP 3

  • Enter your Short Description - this will be seen on your internal schedule column and compact views, and on the Staff Dashboard. Note: shorter descriptions work best and there is a 20 character limit.

  • Enter your Long Description - this will be seen on quotes, invoices, schedule list view, reports, and in the Client Portal.

  • IMPORTANT: Read the page on Copying an Existing Service to determine whether it will save you time to do this first.

  • Tap "Create New Service Item".

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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