Understanding Service Reports

Once you approve a meet and greet for a client, you will then be able to access their client profile via their event note, or through your client list. Introduce yourself to the client before meeting them by reading their profile. This will give you a sense of who they are, what type of home they live in, what pets they have and their routines, to get a sense of how you might adjust your approach to care.

Service reports themselves are designed by PetPals and programmed in, which is what will be shown in your Service Event. The picture here shows a example of a basic report which we will explain the core elements of.

Time To Pet - Service Event Breakdown

1. Service Window

  • Clients will select a three hour window which will be displayed at the top (e.g., 10:00 AM - 1:30 PM). Client will typically book their preferred arrival as the middle of the window.

  • If you are set to arrive at the end of the window, by which the service report will be delivered after the service window has closed, a message to the client and team should be sent.

2. Flags & Client Info

Flags are used by Admin for billing, scheduling, and to alert Pals of client specific information. Flags are NOT visible to the client. The rest of this section displays the client’s name and address (redacted for privacy).

  • Flags may indicate client’s neighborhood or area (e.g., "Southeast").

  • May indicate Medication Required flags

  • May indicate if its a Key Swap client

3. Event Notes & Home Care Instructions

  • Event Note: Specifies arrival time expectations.

  • Trash Day Reminder: Indicates when to take out the trash.

  • Mail Check Instruction: Notes if mail needs to be collected.

  • Primary Phone Contact: Provides an option to call or text the client.

  • Door Code: Secure keypad entry instructions.

  • Home Care Instructions: Includes additional tasks like adjusting curtains, lights, or temperature.

4. First/Last Visit Button

  • Indicator showing the first or last visit of an entire petsit, which is helpful for tracking your personal notes to the client and home care needs given the time of week or service scheduled.

5. Service & Pet Information

This section, while in fine print, is arguably the most important. This section indicates what specific type of service you are performing for the client. Additionally, it will indicate any add-on fees you are responsible for. If the flag at the top states “medication required” you would check this section for the medication fee to verify if you are giving medications for that specific visit. Another example is if you provide daily dog walks for a client who goes out fo town but still wants you to drop by to feed their cat. You may want to check this section to ensure you know what specific duties you are being hired to perform for that time slot.

  • Lists the type of service being provided (e.g., Dog Walk - 60 min).

  • Identifies which pets are included in the visit (Kora).

6. Pet Profile Picture

  • Displays an image of the pet for quick recognition.

7. Schedule Tab

  • Opens the main schedule view to see all planned visits.

8. Mileage Tab

  • Tracks travel distance for services.

  • Track your milage between services, or all driven milage for work related purposes.

9. Route Mapping and View

Time to Pets Route Map allows Pals to quickly plan their route between services to minimize travel time.

  • Floating Action Button (+): Expands event notes

  • Floating Action Button (-): Minimizes event notes

10. Navigation Arrow

Selecting this button will automatically direct you to the clients address through your preferred map app