Mastering Services: Your Digital Yard Gatekeeper

In LIVERYLive, a “Service” is more than just a price on a bill – it’s a way to enforce your yard rules automatically. By setting specific rules, you can stop “policing” your clients and let the app handle the details.

1. Stop the Last-Minute Rush (Late Charges)

Tired of owners booking a mane pull or an early bring in 10 minutes before you start?

• How it works: Set the Days Notice needed for a service. If a client requests it within that limit, the app automatically applies a Late Booking Fee.
• The Result: You still get the work, but you get paid extra for the inconvenience – and clients quickly learn to book ahead!

2. Manage Your Workload (Daily Limits)

Don’t let your staff get overwhelmed. Use daily limits to control exactly how much work your team takes on.

• Staff Capacity: If you only have enough staff to handle 3 “Full Livery Upgrades” on a Sunday, set the daily limit to 3. Once those slots are gone, the app won’t accept more.
• Blocking Days: Want to keep your weekends free from schooling sessions? Set the daily limit to 0 for Saturdays and Sundays. The service effectively “disappears” for those days.

3. Approval Control (Requests vs. Auto-To-Do)

You decide what goes on the daily list.

• Direct to To-Do: For simple things like “Extra Hay,” set them to go straight to the staff list.
• Approval Required: For time-heavy tasks like “Clip & Wash,” set them to Request. These won’t appear on the staff list until you have approved them, ensuring you have the time and space to get it done.

4. Shop Items (Quantity)

For physical products like shavings, haynets, or feed, you can enable Quantity.

• How it works: Instead of a simple “Yes/No,” the owner chooses exactly how many they need.
• The Result: Your staff see the exact number on their list, and the invoicing is 100% accurate every time.

At a Glance: Which Rule to Use?