Pet-care work is built on trust and precise instructions. A sitter must know which pet can approach the door, where the leash is kept, how medication is given, what behavior to expect, and who to contact in an emergency. FieldCRM connects pet and household notes with requested visits, pricing, scheduling, visit updates, payment, and follow-up without replacing the professional's safety procedures or care judgment.
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Each stage stays attached to the same customer and work history.
Create a clear household and pet record with names, species or breed, temperament, feeding, medication, walking equipment, routines, triggers, veterinarian, emergency contact, access method, and owner travel dates. Record meet-and-greet observations and any service the business cannot safely provide. Avoid storing sensitive access information that is not necessary for the visit.
Price the actual care plan: visit length, number of pets, frequency, medication support, walks, overnight care, holidays, travel, or added household tasks. Define arrival windows and cancellation terms clearly. Keep the approved schedule and instructions beside the quote so a recurring series starts from an agreed service rather than an informal message.
Schedule visits with the current pet, access, feeding, medication, and emergency notes visible. Save visit completion, observations, photos, incidents, supply concerns, and payment status. Follow up promptly when instructions change, a pet needs owner attention, keys must be returned, or the household wants to book the next travel period.
Keep route preferences, leash location, behavior triggers, approved walk length, arrival window, and visit notes consistent across the people serving the household. Changes can be reviewed before the next walker arrives.
Organize travel dates, feeding, litter or yard tasks, medication, security steps, emergency contacts, and daily updates for a multi-visit booking. The sitter can confirm every expected visit separately.
Record introductions, handling boundaries, household access, pet compatibility, requested care, and unresolved questions before accepting unsupervised service. The owner decides whether the booking is an appropriate fit.
Keep owner-provided instructions, timing, confirmation notes, supply location, and escalation contacts visible while leaving clinical decisions to the veterinarian and owner. Each completed care task retains visit context.
Capture pet profile, temperament, feeding, medication, access, and emergency details
Build estimates for walks, drop-ins, overnights, and recurring pet care
Track visit notes, photos, payment status, closeout, and customer follow-up
Yes. Owners can organize pet-specific routines, behavior, care notes, and visit history within the customer's connected record so instructions are easier to review.
Yes. Requested work, scheduled visits, completion notes, payments, photos, and later follow-ups can stay connected without treating every visit as a brand-new customer.
No. The pet-care business must establish its own screening, emergency, medication, key-control, insurance, and safety procedures. FieldCRM supports the operational record.
See how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
