To add a new customer to Squeegee:



Go to the customer view

Pink plus button


Add new customer

Enter as many details as you can about the customer


Start typing the address as it is written

Verify their address using the pin on the map for more accurate routing


Add mobile numbers to the first phone number field and landlines to the alt phone number field

To add a note that will show on the planners in bold, use '#!text' with no spaces or even '#!emoji'


Select any options that you want to change from the ones set in settings that will override them on the customer



Add any additional notes for invoices that are customer specific



Choose whether workers can see the price for this customer (again this overrides the main setting)

Choose whether you require a signature

and set the customer state. Inactive customers can be viewed as a separate group and won't have any future jobs scheduled, but you can still chase outstanding debt and see history.


Don't forget to press save!




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