Service checklists

💡 Tip

Use checklists to standardize service quality across the whole team — and as proof for the owner of what was done. The more standardized, the less rework and complaints.

Checklists are verification lists the team fills in during the visit — they standardize quality and serve as a record of what was done to the pet.

One checklist per stage

The screen has four checklists, one for each moment of the visit, chosen by the segment tab (Pet Shop, Clinic, Daycare/Hotel):

• Scheduled checklist — filled when booking/receiving (e.g. Perfume, Add-ons/Bows);
• Received checklist — on the pet’s arrival (e.g. Customer’s belongings, Attention points like fleas/ticks);
• Finished checklist — when done (e.g. Problems found, Suggestion of other services);
• Delivered checklist — at delivery (e.g. Note).

Item types

Each checklist can have items of different types:

• Checkbox (yes/no, e.g. Perfume);
• Multiple choice (pick among options, e.g. Customer’s belongings — Collar, Leash, Shampoo…);
• Free text (e.g. Note, Attention points).

Build the items according to your store’s routine and click Save.

Where the checklist shows up

The checklist configured here appears inside the appointment — in the last step when creating it (see Create an appointment) and in the Checklist button of the visit’s details window. So the team fills it in on the spot and it stays recorded.

See also

• Understand the Agenda
• Create a service
• Use Pet Care day to day