CRM for pet sitters & dog walkers
A pet-sitting client may change visit dates and the authorized contact shortly before travel. Workspace369 brings client records, scheduling, tasks, conversations and invoices into one workflow so the team can review the revised plan and assign the follow-up. Online booking pages and automatic appointment reminders are included from Specialist, and workflow automations send internal notifications and client emails on every plan. Test the change with sample records and confirm the responsible person before going live.
Key facts
CRM for pet sitters & dog walkers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "intake and client records setup" to "invoicing via client portal".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When pet owners alter travel plans, administrative records become disjointed. If an operator relies on memory, scheduling conflicts occur immediately. Managing client records manually without a clear framework for updates leads to missed dates. Operators must open the client records, inspect the original file notes, and adjust the scheduled dates to prevent gaps in administrative tracking before the pet owner leaves for their trip.
Travel disruptions often force pet owners to update their authorized emergency contact at the last minute. If this new contact information is buried in unorganized conversations, the administration team cannot coordinate tasks effectively. Without updating the client records and files manually, the team lacks the correct contact data needed to manage the project, resulting in administrative confusion during the pet-sitting period.
Changing visit dates impacts administrative billing accuracy. If invoices are generated from stale project data, the final billing statement will not match the actual dates of service. Operators must manually review conversations and files to adjust invoices before sending them to the client portal. This administrative review ensures that the financial records align precisely with the modified pet care schedule.
Pet sitters frequently receive updates across multiple communication channels. When a client changes visit dates and the authorized contact before travel, these details get lost if conversations are not associated with the main client records. Operators spend excessive time searching through raw messages instead of executing administrative tasks, delaying the update of essential scheduling records and project milestones.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
The operator initiates the workflow by creating comprehensive client records for the pet owner. They upload necessary files regarding pet habits and general care instructions directly into the system. The operator records the initial travel dates, emergency contact names, and phone numbers in custom fields. This establishes the baseline client file before any scheduling or project milestones are assigned to the team.
The operator generates Proposals outlining the pet-sitting services and fees. Once the client approves and e-signs the proposal, the operator creates the project and populates the scheduling calendar with the requested visit dates. Tasks are then created for each visit, so every scheduled day has a matching task in the project.
When a pet-sitting client changes visit dates and the authorized contact before travel, the operator opens the client records, updates the emergency contact field, and moves the visits on the calendar. The operator then updates the project files to reflect the new travel timeline, ensuring every record matches.
Following the schedule modification, the operator reviews all active tasks associated with the project. They adjust task deadlines to align with the new visit dates. The operator uploads any updated client text instructions to the files section, and records a decision in the agreed brief about these changes.
The operator generates final invoices reflecting the updated scheduling details. They post the invoices to the client portal for the pet owner to review. By keeping conversations, scheduling, and invoices within one system, the operator can verify that the billed amounts correspond to the updated project dates before archiving the completed pet-sitting record.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
The operator moves the visits on the calendar and updates the specific project dates. They also update the client record fields so the new travel timeline is reflected across all tasks and files before the client departs.
The pet owner views files and proposals in the client portal and sends contact changes through conversations. The operator enters the new authorized contact in the client record, so the whole team works from current details.
Keep keys and access codes in your approved access-management process, and live location and route planning in a dedicated walking app. Workspace369 runs the business around every visit: client records, proposals, projects, tasks, files, conversations, scheduling, invoices, and the client portal.
The operator reviews the updated scheduling entries for the project, opens the invoicing module, and edits the line items to match the new dates. The updated invoice is then published to the client portal for customer access.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
