Features currently included in PETRAX 4.1:

Company Information

• Tax ID #, complete contact information
  Invoice terms, sales tax computation
  Create a customized note to appear on invoices

Client and Pet Information

• Mailing, business and physical addresses, emergency and inclement weather contacts, numerous phone numbers for each contact.
• Large fields for driving directions, pet & home supplies locations, free form field for client’s home care instructions and home task checklist.
• Alarm company database and specify codes, passwords and panel locations for each client.
• Complete veterinary clinic database including contact information, after hours instructions, directions and a private notes section to detail your relationship with this clinic. Select a specific veterinarian for each client.
• Detail pet’s name, birthdate, breed, description, behavior information, medical history, care instructions, feeding and medicating specifics as well as play and exercise preferences.
• Track the referral source of each client and create reports detailing the source to sales information for any timeframe. Easily identify the effectiveness of advertising options and the demographics of clients.

Services

• Create an unlimited number services and products to offer your clients and assign a rate for each service. Optionally, create a repeat pattern for regular clients.
• Specify whether each service should appear on the schedule, be subject to sales tax, and/or whether the assigned representative should be compensated.
• Assign an abbreviation to appear on the schedule for each service.

Representatives

• Complete “Employee” file: name, address, phone numbers, birthdates, hire/fire/contract renewal dates, notes fields, SSN and emergency information.
• Select whether compensation is fixed rate like salary or dependent upon the type and amount of work performed.
• For each representative, assign a flat rate or percentage to be paid for each service the company offers. (for example, pay 40% of standard visits, 100% of holiday charges, and $10.00 for veterinary transportation).
• Override sitter compensation by offering bonus percentages and/or flat amount increases for individual clients.
• Payable reports created detailing sitter compensation per service per order per client.
• Create and print a work order for each reservation which includes complete contact, client, pet and reservation information. This is everything you and your sitters need to know to service a client, their home and pets.

Scheduling

• Create a default schedule for each client associating services to be rendered in a standard day, with an amount for each service, with a representative to perform each service and a time frame (early, am, noon, pm, late, once) to complete each service.
• Easily enter a sitting reservation by entering start and end dates. PETRAX then automatically assigns all the above information for each day included. Entering a reservation is so quick it can be done while you’re on the phone with the client!
• View and print the calendar by representative and day, week or month.
• Calendar includes the client’s name, service abbreviations, sitter and first and last visit notations.
  Email sitters schedules and workorders or export to Outlook for PDAs.

Bookkeeping

• Create invoices, track payments and A/R details.
• Easily post payments and adjustments to reflect coupons, discounts, late fees, surcharges, or credits.
• Checkbook ledger to enter deposits and withdrawls and categorize each transaction.
• Group deposit posted payments.