CRM for pet sitters and dog walkers, from first meet to the final invoice.

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.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.

Clientthe relationship and agreed brief
Worktasks with a responsible person
Billinginvoices and commercial context
Workspace369 client record showing history, files, communication, and invoices in one profile

Online booking pages start on Specialist, email appointment reminders are included on every plan, 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 and 12× Cadet usage at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

CRM for pet sitters and dog walkers compared

Pet-care software leads: Pet Sitter Plus (Solo $36 a month) lists GPS check-in, visit reports, pet profiles and key management, Time To Pet (Lite $25 a month) lists GPS and a client portal on every plan, and Precise Petcare starts at $20 a month for one sitter. Workspace369 lists no GPS visit tracking or pet profiles and its online booking starts at Specialist, so it fits only as the client-paperwork layer beside pet software.

ToolEntry price (monthly)Billed yearlyVisit proofClient portal and pet recordsMain entry-plan limitTrial
Pet Sitter Plus$36 (Solo)Not shownGPS check-in/out, visit reportsPortal, pet profiles, vaccination tracking, key managementStaff cost $14 each (Team)30 days, no card
Time To Pet$25 (Lite)$250 a yearGPS on every planPortal and app, client and pet fieldsTexting, videos and integrations from Solo ($50)14 days, no card
Precise Petcare$20 (Solo)$513 a year for 2-5 staffGPS, Live Sitter Map, late alertsClient accounts, profile updatesPrice rises by staff bandNot shown
PetPocketbook$25$23.75 a monthVisit tracking, report cardsPet parent portal5% pet parent service fee30 days, card not stated
Gingr$109 (Spa)$100 a monthNot listedCustomer portalFacility-style plansNot shown
Workspace369$29 (Cadet, one user)$23.25 a monthNot listedClient portal; custom fields5 active projects, 1 seat14 days, card required

Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Administrative Hurdles in Pet Sitting Administration

Outdated Booking Dates

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.

Unverified Emergency Contacts

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.

Disconnected Invoice Details

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.

Scattered Client Conversations

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.

See the workspace your clients feel.

01

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile
02

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details

Workflow for Pet Care Operations

01

Intake and Client Records Setup

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.

02

Proposal and Scheduling Alignment

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.

03

Processing Late Schedule Changes

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.

04

Task Adjustment and File Review

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.

05

Invoicing via Client Portal

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.

Client operations for pet sitters & dog walkers

  • An operator can modify the travel dates in the scheduling module and verify that the updated dates appear accurately inside the client records.
  • The new emergency contact name inputted by the operator is visible within the project files and can be cross-referenced during active task reviews.
  • Invoices generated after the schedule modification accurately reflect the new date ranges and are visible to a test client inside the client portal.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.
Start free trial Talk to sales

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Verification and Test Criteria

How does the system handle a client changing visit dates before travel?

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.

Can the client portal be used to update the authorized contact?

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.

Does Workspace369 track live dog walking routes or access codes?

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.

How are invoices adjusted when pet-sitting dates change?

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.

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.