Squeegee Support

Getting Started 7

• 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.

See all 7 articles

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 17

• 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 17 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 2

• How to Create and Import Squeegee CSV Files
• Exporting customers from iPhone contacts.

Features Explained 21

• Attach documents and images
• Ad-hoc invoicing
• Two way messaging
• Auto-receipt capture
• Multiple notification templates

See all 21 articles

Messaging 8

• 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 8 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?

Connected Services 4

• What do I need to connect to Xero?
• How do I connect my Xero Account?
• How do I sync my existing Xero customers into Squeegee?
• How do I sync my Squeegee Customers to Xero?

Troubleshooting 3

• Why does It keep signing me out?
• Taking payment automatically after work completion.
• I get an Alert when syncing with Xero