Sqgee

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Gocardless

Monzo

Stripe

Squeeg

In this tutorial you will see the different settings available in the general section and what these do.

General Settings on Squeegee

In this tutorial you will see how to change the appearance of your app to suit your business colour scheme or just your own preference.

How to Customise Your Squeegee App Appearance

Learn how to personalize your Squeegee experience by creating a custom theme. This guide will walk you through adjusting background colors and other visual elements to match your preferences.

Setting a Custom Theme in Squeegee

By the end of this module, you'll be able to set your preference on the global image quality of attachments and view the amount of storage being used.

Attachments Settings

In this tutorial you will see some of the extra settings for jobs and scheduling that you can enable on Squeegee.

Extra Settings in Jobs & Scheduling

In this tutorial you will see how to enable the 'Replan Always Updates Schedule' both in global settings and for individual replanning.

Replan Always Update Schedule

In this tutorial you will see how to enable/disable certain views and permissions for workers and planners.

Worker/Planner Restriction Settings

In this tutorial you will see how to enable time tracking, add predefined pause reasons, how it works on a job, how to add a manual time records and edit these, and see the Advanced Time Tracking report area.

Time Tracking on Squeegee

In this tutorial you will see how to setup predefined skip reasons and charges on your Squeegee account.

Configure Skip Reasons and Charges

In this tutorial you will see how to create predefined deactivation/delete reasons. These are in place so users are required to provide a reason for deactivating or deleting a customer.

Add or Update Customer Deactivate/Delete Reasons

Learn how to set and update your customers' default notification methods, and see which one they have set at a glance. 

Change Default Notification Method for New & Existing Customers

In this tutorial you will see how to enable your preferred SMS option, how to view remaining credits, how to purchase more and turn on auto topup.

SMS Settings on Squeegee

In this tutorial you will see the different email settings available on Squeegee.

Configure Email Settings

In this tutorial you will see how to set up two way emailing on your Squeegee account.

Set Up Two-Way Email on Squeegee

In this tutorial you will see how to use the message templates and tokens on Squeegee.

Message Templates and Tokens

In this tutorial you will see how to create, edit and insert a canned response in Squeegee.

Creating, Editing and Inserting Canned Responses

In this tutorial you will see which other settings you can edit or enable for notifications and messages.

Other Settings for Notifications & Messages

This guide provides a straightforward process for connecting essential financial services like your bank, GoCardless, Stripe, and HMRC, streamlining your invoicing and payment management. By following the steps outlined, users can easily integrate these services, enhancing their financial operations and ensuring compliance. It's an invaluable resource for anyone looking to optimize their payment systems and improve overall efficiency.

Connected Services: connecting your bank, GoCardless, Stripe and HMRC

Learn how to connect your bank with the Squeegee app in order to sync and reconcile payments when needed. 

Connect Your Bank: Bank Reconciliation Setup

In this tutorial you will see how invoicing works on Squeegee.

Invoicing on Squeegee

How to:
Enable Square POS
Update the invoice payment period
Enable payment confirmation for automatic payments
Hide done and paid option 
Enable duplicate automatic payment protection
Hide Pay with Card from Invoices
Hide Direct Debit from Invoices
Hide cancelled transactions
Set default notes for invoices
Adjust the email, phone number and website detailed on invoices 
Refresh invoice, payment, appointment and pending payment statuses 
Show long description on quotes
Disable auto allocation

Invoicing & Payments: Remaining Settings 

Learn how to add and interact with Payment Accounts in Squeegee. 

Payment Accounts

In this tutorial you will see the global settings available for the directory and portal on Squeegee.

Directory & Portal Settings

In this tutorial you will see the recommended archiving settings for your Squeegee account.

Archiving Settings

In this tutorial you will see the extra permissions that can be set for users in the settings tab.

User Settings on Squeegee

In this tutorial you will see what quote settings are available on Squeegee.

Quote Settings

Learn how to manage job scheduling exceptions by setting up custom partial skip options. This guide shows you how to add specific discount rules, charge percentages, and internal notes to ensure your invoices accurately reflect incomplete or modified service jobs.

Partial Skips

Extra Settings in Invoicing & Payments

In this tutorial you will see how to restore, download and run a backup on your account. Backups are in a Squeegee specific format, so only really apply to your Squeegee account. If you want your own backup of your data, you should run the 'All Job Data' report (further details on step 4).

Data Backups 

Appearance: Changing Your App Appearance, App Background and Hiding VP

Setting a Custom Theme

Extra Settings in Notifications & Messages

Email Settings & Options

SMS Settings, Options & Credits

Set Up Two-Way Email (Gmail Example)

Learn how to enable VAT on your Squeegee account and edit both global and individual customer VAT settings. 

All Settings

Settings > General

Settings > Appearance

Settings > Attachments

Settings > Jobs & Scheduling

Settings > Notifications & Messages

Settings > Invoicing & Payments

Payment Accounts

Settings > Quotes

Settings > Directory & Portal

Settings > Data

Settings > Archiving

Settings > User Settings