Platform/Report cards & digital agreements
07 / Report cards & digital agreements

Send agreements before a service and report cards after

Create agreement and report-card templates, link them to bookings and pet records, and share them with customers online.

app.petos.com / bookings / documents
PetOS workspaceBooking documents
Booking documentsCoco’s service record
Coco · Full groomingAlex Morgan · Booking BK-3284
In service
Digital agreementSigned

Matted-coat agreement linked to this booking.

TemplateMatted-coat care
CustomerAlex Morgan
Signature completeSigned online by AlexSigned PDF linked to this booking
DOCUMENT PREVIEWMatted-coat care
Customer signatureSigned
Report cardDraft

Coco’s visit in photos, with a clear summary for Alex.

ServiceBath · dry · brush · paw trim
VISIT NOTECoco settled in quickly and stayed calm for brushing.
At homeBrush the coat between visits
BookingBK-3284
PetOS product workspace previewPetOS
Before, during, and after a service

Keep each document with the service it belongs to

Collect an online signature before the appointment, build a pet report during the service, then share the finished card.

Before the service

Send the agreement

Send an agreement for a booking and collect the customer's signature online. A configured matted-coat workflow can prompt your team when needed.

Agreement · BK-3284Before service
TemplateMatted-coat care
CustomerAlex Morgan
Signature statusNot sent yet
Customer signatureReady for Alex Morgan
Send agreement
During the service

Build the report as the visit happens

Staff can add photos and a quick note from their phone during the service. The booking, customer, and pet are already linked, so there’s less to put together afterward.

PetOSReport card
Coco
Coco · Full groomingAlex Morgan · BK-3284
In service
Visit photos2 added
Coco during a bath
Bath
Coco being brushed
Brushing
Add a photo
Visit noteAdded
Coco settled in quickly and stayed calm for brushing.
Added to Coco’s report
ON THE PHONE, DURING THE VISIT

A photo and a note, right when they happen.

01Open Coco’s linked booking
02Add a visit photo
03Save a quick note

The report is ready to finish and share after the service.

After the service

Share and review

Send report cards one at a time or in bulk, and check the agreement status for each booking.

Coco · Grooming reportReady to share
Coco’s full groomingAlex Morgan · BK-3284
CompletedBath · dry · brush · paw trim
NOTE FOR ALEXCoco settled in quickly and stayed calm for brushing. Coco’s coat felt soft after the bath and dry.
At homeBrush the coat between visits
AgreementSigned · BK-3284
Send report card
Four ways to document customer communication

Prepare the right document, then follow its status

Templates, linked records, photos, and signatures stay close to the booking and pet they describe.

Report templates

Create reusable report-card templates

Choose which sections appear in each report-card template, so your team starts with the right fields for every service.

Linked report cards

Connect reports to the right booking and pet

Link the report card to a booking, customer, and pet. Add photos, then send it individually or in bulk.

Digital signatures

Collect signatures on digital agreements

Create an agreement template, send it for online signature, and generate a signed PDF.

Matting prompts

Use a configured matted-coat prompt

When configured, PetOS can prompt the team to send the associated agreement before a service.

PetOS provides agreement templates and signatures but does not review agreement wording. Consult qualified counsel about how to write and use agreements.

Fits grooming and boarding workflows

See the documents in a real service context

Grooming salons and pet hotels can keep report cards and agreements connected to the booking, customer, and pet.

Service document workspaceService record
Coco · Full groomingAlex Morgan · Booking BK-3284
Grooming

Matted-coat agreement

Configured prompt before service.

BookingBK-3284
SignatureSigned online
DocumentSigned PDF
SIGNED AGREEMENTMatted-coat care
Alex MorganSigned online

Grooming report card

Full grooming · Coco · BK-3284

Coco having a bath
Bath
Coco during brushing
Brushing
Coco after grooming
Finished
NOTE FOR ALEXCoco settled in quickly and stayed calm for brushing. Coco’s coat felt soft after the bath and dry.
CompletedBath · dry · brush · paw trim
At homeBrush between visits
Prepared byMaya · Groomer
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Report cards & digital agreements

Add documents to your service workflow

Explore PetOS for your kind of business, or see how customer and booking records connect.

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