Jobs and Scheduling

Add/edit a new job with video
Go to the customer from the customer view and press 'create a job' The address is pulled through from the customer address, but you can pres...
Wed, 9 Dec, 2020 at 12:19 PM
What do the Work Planner Icons Mean?
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 currentl...
Wed, 25 Nov, 2020 at 11:20 AM
Detailed different types of scheduling with videos
There are a few different ways you can schedule repeating work in Squeegee:  number of weeks,  number of months, on a specific week of a month and  by ...
Wed, 11 Nov, 2020 at 12:49 PM
Rescheduling work planner.
A detailed video showing the replanning process: In order to reschedule jobs, navigate to the work planner tab. Once there you will be able t...
Mon, 7 Dec, 2020 at 2:09 PM
How can I create a quote?
Creating a Quote can be done via the Customers tab.  -Select the customer you wish to send a quote to. - Once you select your customer. You will g...
Wed, 25 Nov, 2020 at 11:34 AM
Customising the work planner.
Squeegee's work planner is an amazing tool; great for any business needing to have quick and efficient planning of Jobs. You may also change and organ...
Mon, 7 Dec, 2020 at 2:11 PM
How to create and organise a round.
In order to create a round, navigate to the rounds tab and press the pink plus button: Once selected it will ask you to name your round [Example, win...
Wed, 25 Nov, 2020 at 11:36 AM
Adding a Default price to a service.
In order to do this, first go to the services tab, select the service, or create a new one if needed (Pink plus button on the services tab) In order to ...
Wed, 9 Dec, 2020 at 11:49 AM
All About Multi Planner
The multi planner tool allows users to quickly and efficiently organize jobs and appointments.  Multi planner offers a variety of actions that benefit in ...
Wed, 23 Dec, 2020 at 5:56 PM
How can I deactivate a job from the schedule?
In order to remove a job from the schedule but not delete the customer, if you first go into the work planner and select the job you wish to make inactive, ...
Wed, 25 Nov, 2020 at 11:38 AM