Pets and site details¶
Record the animals at an address and the access details a technician needs before the van door opens.
Both belong to the service location, not to the customer. A technician at an address sees the pets and the instructions for that address, and a second address on the same account keeps its own.
Record access and standing instructions¶
A gate code, a dog that bites, where to park — anything true of the property on every visit — goes in the location's Access & standing instructions for this property. It is shown to technicians on every visit there, on the web and in the phone app, under the same heading.
It is not the place for a note about the person (use About this person on the customer) or about one job (use the visit's own note).
To add or change a location's instructions on the web:
- Open the customer and open the account view — see Accounts and service locations.
- Choose Edit beside the location.
- Type into Access & standing instructions for this property — for example
Gate code 4821. Dog in the side yard. Park on the north side. - Choose Save.
The account view's location list shows each location's instructions after Access:, or No access instructions recorded.
While booking a visit. When the location you are booking has no instructions yet, the booking form asks for them in Access & standing instructions for this property. What you type there is saved to the location, for every visit there, not to the one visit. When instructions already exist, the form shows them read-only as Property access (already recorded). See Booking visits.
On the phone. A customer's screen has a Properties card listing every address on the account with its instructions. Tap Add or Edit beside an address, type the instructions, and tap Save. Technicians can do this too, from the field.
Record pets¶
To add a pet when the customer is lead at one location:
- Open the customer and find Pets.
- Fill in Name, Breed and About this pet.
- Choose Add.
To change a pet, select it in the list, edit it and choose Save. To remove one, choose the × beside it.
To manage pets at any location on an account with several addresses:
- Open the location — from the account view with Edit, or, on the file of a customer who is lead at several locations, by choosing a location header under Pets by location. Only locations that already have pets are listed there; open any other location from the account view.
- Under Pets at this location, fill in the pet's details and choose Add pet.
A customer who leads no location — for example a second contact who only receives invoices — has no pets section on their file.
On the phone, the customer screen's Pets card has Add; a pet needs at least a name or a breed.