Pet Sitter Templates

Pet Sitter Templates

There is a huge number of templates that someone in the Pet Sitter role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Pet Sitter. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Daily Pet Care Schedule
2. Pet Information Form
3. Veterinary Contact List
4. Pet Sitting Agreement
5. Pet Medication Log
6. Pet Sitting Invoice
7. Pet Sitting Expense Tracker
8. Pet Sitting Client Feedback Form
9. Pet Sitting Marketing Flyer
10. Pet Sitting Monthly Report

Reports

Reports are often prepared by a Pet Sitter to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Client Satisfaction Report
3. Pet Health and Wellness Report
4. Daily Activity Log Report
5. Inventory and Supplies Report
6. Marketing and Advertising Effectiveness Report
7. Staff Performance Report
8. Client Retention Report
9. Pet Behavior and Training Report
10. Incident and Accident Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pet Sitter does and how they do it.

1. Daily Pet Care SOP
2. Feeding and Watering SOP
3. Exercise and Playtime SOP
4. Medication Administration SOP
5. Grooming and Hygiene SOP
6. Pet Transportation SOP
7. Emergency Response SOP
8. Client Communication SOP
9. House Sitting SOP
10. Pet Health Monitoring SOP

Presentations

Pet Sitter presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Pet Health Report
2. Pet Sitting Schedule
3. Pet Owner Information Sheet
4. Pet Emergency Preparedness Guide
5. Pet Behavior Assessment Form

Legal Docs

There are several key times when a Pet Sitter needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Pet Sitting Agreement
2. Liability Waiver and Release Form
3. Emergency Contact Information Form
4. Veterinary Release Form
5. Consent and Authorization Form

Health & Safety Templates

Health & Safety templates for a Pet Sitter ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Animal Handling and Restraint Protocol Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Pet Sitter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Schedule Calendar
2. Pet Feeding and Medication Calendar
3. Pet Exercise and Playtime Calendar
4. Pet Grooming and Bathing Calendar
5. Pet Vaccination and Health Check-up Calendar

Invoice Templates

Several types of Pet Sitter invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Pet Sitting Invoice
2. Dog Walking Invoice
3. Overnight Pet Sitting Invoice
4. Pet Grooming Invoice
5. Additional Services Invoice

Survey Templates

For a Pet Sitter to get insights related to the work they do, they need to send out Pet Sitter surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Pet Health and Wellness Survey
3. Pet Behavior and Training Survey
4. Pet Owner Preferences Survey
5. Pet Sitter Performance Evaluation Survey

Meeting Agendas

Having premade Pet Sitter meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Client Consultation Meeting
3. Training and Development Meeting
4. Marketing and Promotion Meeting
5. Financial Review Meeting

Budget Templates

To manage finances well, a Pet Sitter would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Pet Food and Supplies Budget
3. Veterinary Expenses Budget
4. Advertising and Marketing Budget
5. Miscellaneous Expenses Budget

Dashboards

Dashboards are a useful way for a Pet Sitter to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Revenue Dashboard
2. Client Retention Dashboard
3. Pet Health and Wellness Dashboard
4. Daily Schedule and Task Management Dashboard
5. Customer Feedback and Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Pet Sitter needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Pet Sitting Proposal
2. Dog Walking Services Proposal
3. Overnight Pet Care Proposal
4. Pet Transportation Proposal
5. Pet Grooming Services Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Pet Sitter templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.