The following icons can be found on the work planner:
General Icons
Job Notes
There are notes attached to this job.
Customer Owing
This customer currently has an outstanding balance owing.
Customer in Credit
This customer is currently in credit.
First Appointment
This is either the very first appointment or the first since the schedule was reset.
Auto Invoicing
Automatic invoicing is switched on for this customer regardless of your global setting.
Debit on Invoice
This customer is automatically debited using GoCardless when an invoice is generated.
Important Tag
This prefixes an important tag in the customer notes that you prefixed with #!
Payment Types
Cheque
This customer last paid by cheque.
Bank Transfer
This customer last paid by bank transfer
Cash
This customer last paid by cash.
Manual Card
This customer last paid by manual card payment.
Credit Note
This customer last paid via a credit note.
Write Off
This customers last invoice was written off.
Imported
This customers most recent payment was imported from another system.
Other
This customer last paid by some other method.
Refund
This customers last payment was refunded.
GoCardless
This customer last paid by GoCardless.
Stripe
This customer last paid by Stripe.
Planner icons
Done job
This job has been marked as done.
Done and invoiced
This job has been marked done, and an invoice has been generated for the job.
Done and paid
The job has been done, and a payment recorded against it.
Due on an original date
This job is due, without having been replanned at any point.
Overdue on original date
The job is overdue from the original planned date
Due today
The job is due to be completed on this day.
Replanned job
This shows the job has been replanned from a different date to this date
AD-Hoc job
This is a AD-Hoc or "one-off" job appointment
If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401