<      Options < Default Service Detail

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There are three default options for how you control the level of detail you would like Administrators and Schedulers to see in certain areas of Pet Sitter Plus.

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This setting controls the service detail in:

• Schedule List view

• Schedule Column view

• The Schedule tab in a client record

• Any Service Order

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The three options are:

• “Hide all details” for the most basic view of the Schedule, displaying no staff or invoice notes, no links to quotes or invoices, and no financial information.

• “Show staff notes” will always include staff notes on the Schedule.

• “Show all details” if you prefer to see all information available, including links to quotes and invoices, staff and invoice notes, plus compensation and client charge information.

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ON DESKTOP:

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Navigate to Admin > Settings > Schedule Settings > Default Service Detail 

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STEP 1​​

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• Select the default view that you would like your Schedule to display when you log in from "Show all details", Show staff notes" or "Hide all details".

• Click "Update".

"Show all details"

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This setting is for:

• “Show all details” – see all information available, including links to quotes and invoices, staff and invoice notes, plus compensation and client charge information.

• Tapping the “–” or “+” will change your view to show more or less detail.

"Show staff notes"

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This setting is for:

• “Show staff notes” will display staff notes on the Schedule but links to quotes and invoices, plus compensation and client charge information will not be visible.

• Clicking the “–” or “+” will change your view to show more or less detail.

"Hide all details"

​

This setting is for:

• “Hide all details” for the most basic view of the Schedule, displaying no staff or invoice notes, no links to quotes or invoices, and no financial information.

• Clicking the “–” or “+” will change your view to show more or less detail.

ON MOBILE:

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STEP 1​​

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• Tap the Navigator, and select Admin > Settings > Schedule Settings > Default Service Detail  

STEP 2

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• Select the default view that you would like your Schedule to display when you log in from "Show all details", Show staff notes" or "Hide all details".

• Tap "Update".

"Show all details"

​

This setting is for:

• “Show all details” – see all information available, including links to quotes and invoices, staff and invoice notes, plus compensation and client charge information.

• Tapping the “–” or “+” will change your view to show more or less detail.

 

"Show staff notes"

​

This setting is for:

• “Show staff notes” will display staff notes on the Schedule but links to quotes and invoices, plus compensation and client charge information will not be visible.

• Tapping the “–” or “+” will change your view to show more or less detail.

 

"Hide all details"

​

This setting is for:

• “Hide all details” for the most basic view of the Schedule, displaying no staff or invoice notes, no links to quotes or invoices, and no financial information.

• Tapping the “–” or “+” will change your view to show more or less detail.