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Knowledge base
FAQs:
Getting Started
5
How do I configure my account?
Downloading squeegee as a chrome app.
Selecting a subscription/starting free trial
New to Squeegee? Start here.
Signing up for Squeegee via Google, facebook and Apple.
Account
2
How can I update my payment details?
How do I disconnect my Apple, Facebook or Google account?
Settings explained
5
General settings tab.
Jobs and scheduling.
Notifications & Messages settings.
Invoicing and payments.
Data Settings.
Customers
4
Detailed add a new customer with video
What's the best way to search for customers?
How do I add multiple E-mails to one customer?
How do I merge a customer?
Jobs and Scheduling
14
Add/edit a new job with video
What do the Work Planner Icons Mean?
Detailed different types of scheduling with videos
Rescheduling work planner.
How can I create a quote?
See all 14 articles
Invoicing and Payments
10
How to record payments
How do I create and Email/SMS an invoice?
How do I record a payment?
Why cant I record a payment?
Why aren't my invoices being sent/received?
See all 10 articles
Automated Payment Methods
7
GoCardless Direct Debit Payments
What do the GoCardless Statuses Mean?
Setting up GoCardless. (Customer)
Setting up GoCardless. (User)
Viewing GoCardless Statuses
See all 7 articles
Importing
1
How to Create and Import Squeegee CSV Files
Features Explained
20
Attach documents and images
Ad-hoc invoicing
Two way messaging
Auto-receipt capture
Multiple notification templates
See all 20 articles
Messaging
7
Appointment Reminder Templates
Setting Up Customers for Notifications
Sending Appointment Reminders
How do I remind my customers about their appointments?
What is Squeegee SMTP?
See all 7 articles
Route Optimisation
2
Can I use day pilot manually?
How do I use day pilot?
Additional users and work assignment
2
How do I add new users?
How can I re-assign multiple jobs?
Reports
3
What is the monthly revenue forecast?
All about the reporting tab.
Can I link squeegee with QuickBooks?
Troubleshooting
Troubleshooting
2
Why does It keep signing me out?
Taking payment automatically after work completion.
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