Searching for customers from the customer screen, you have multiple options for this:
In the customer tab you can sort your customers via various different means:
You can also change your customer view options to narrow your search as shown below:
In order to search for specific customers, you can also search by name, customer reference number, address, phone number, email address, towns, and rounds you have set up by pressing the search button [magnifying glass, top right]
Searching via name:
Searching via address:
Searching via round:
Searching via postcode:
Searching via email:
Searching from the owing screen.
Searching from the owing screen is very similar to the customer tab,
Navigate to the owing screen and you will see the same custom options:
You can also search by name, customer reference number, address phone number, email address, postcode, town, and again by round, meaning you can see multiple owing from the same round/location.
Searching from the work planner tab:
Navigate to the work planner tab, there you will see your work calendar and work for that day, if you press the search button you will be able to search via name, customer reference number, address phone number, email address, postcode, town, and by round:
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