Squeegee Support

Customers 4

• Detailed add a new customer with video
• How do I add multiple E-mails to one customer?
• How do I merge a customer?
• What's the best way to search for customers?

Jobs 15

• What do the Work Planner Icons Mean?
• How do I remind my customers about their appointments?
• Detailed add/edit a new job with video
• Detailed different types of scheduling with videos
• How can I create a quote?

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Reports 2

• What is the monthly revenue forecast?
• All about the reporting tab.

Payments 8

• What do the GoCardless Statuses Mean?
• How do I create and Email/SMS an invoice?
• Why aren't my invoices being sent/received?
• How can I send a bulk payment reminder?
• Managing and setting tax rates.

See all 8 articles

Importing 1

• How to Create and Import Squeegee CSV Files

Account 8

• How do I disconnect my Apple, Facebook or Google account?
• How do I add new users?
• How do I configure my account?
• How can I update my payment details?
• What is Squeegee SMTP?

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Features Explained 19

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

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Getting Started 3

• Creating a Customer (basic)
• Creating a Service (basic)
• Downloading squeegee as a chrome app.

Payments 7

• GoCardless Direct Debit Payments
• How to record payments
• How do I record a payment?
• Why cant I record a payment?
• Setting up GoCardless. (Customer)

See all 7 articles

Jobs 4

• Appointment Reminder Templates
• Setting Up Customers for Notifications
• Sending Appointment Reminders
• Rescheduling work planner.

Settings explained 5

• General settings tab.
• Jobs and scheduling.
• Notification settings.
• Invoicing and payments.
• Data Settings.