< Client Portal Settings < Auto Assign Requests to Order

 

When Job Requests from the client portal are submitted, they are not (by default) assigned to a service order.

 

However, when requests are assigned to orders, the scheduling notepad for service orders is accessible on the main Job Request processing screen (Diary & Scheduling > Job Requests). The scheduling notepad is where you could store notes regarding the processing of an order from “request” stage through to “scheduled," and only shows on the main Job Requests page when the requests are assigned to an order.

To ensure that you always have an easily accessible notepad in list format (to enable easy access to and sharing of information by managers and administrators), you could auto-assign job requests to orders.

The option is available in ADMIN > SETTINGS > Client Portal Settings > Auto Assign Requests to Order.

 

This function means that new job requests (which are services ordered by clients from their online account) are automatically assigned to an order, meaning that the notepad associated with that order is accessible from the main job request processing screen.

 

Screen shot - Client Portal Settings

 

When the “Auto assign requests to Order” function is checked, job requests from the client portal will automatically be assigned to an order, so that you can easily see the scheduling notes in list format for the Assigned Orders on the main Job Request processing screen. 

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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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