Jobs

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
How do I remind my customers about their appointments?
Appointment reminders in Squeegee allow you to send appointment reminders to your customers for any day in the future, including today. They are configured ...
Wed, 11 Nov, 2020 at 12:48 PM
Detailed 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, 11 Nov, 2020 at 12:48 PM
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
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
How can I re-assign multiple jobs?
Navigate to the work planner tab, Once there, find the work you wish to assign, and press on the avatars (circles) to the left of the jobs and they...
Wed, 25 Nov, 2020 at 11:36 AM
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
How do I use day pilot?
Navigate to the day pilot tab. Once there you will see all the work that you have assigned/ been assigned for that day, From this screen y...
Wed, 25 Nov, 2020 at 11:37 AM
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
How do I add Job's from multiple sites to one billing address.
How to add various addresses/jobs to one billing address (Customer).  - This tool is helpful in organizing your jobs that fall under the same customer.  ...
Wed, 25 Nov, 2020 at 11:40 AM