Sqgee

Setting up 'Profile' 

About Page

Gocardless

Monzo

Stripe

Squeeg

Settings 

Training guides

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

Setting Quote Settings on Squeegee

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 how to add a pre existing attachment on Squeegee to an email.

Adding Attachments to Emails

How to add a subject line to an email within Squeegee 

Adding a subject to an email in Squeegee 

In this tutorial you will see how to access previous backups and run a manual backup.

Data Backups 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

By the end of this module, you'll be able to know where to upload your business logo for use in other places in the app, and how to change the look of the charts in the planner views.

General Settings 

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

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 

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

Learn how to sync your transactions via the Chart of Accounts section and reconcile customer payments, transfers and expenses. You will also see how to detach errors. 

Bank Reconciliation: Syncing Transactions, Reconciling Payments, Expenses, and Detaching Records

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 connect your Stripe account, invite customers to sign up and also how to manually or automatically charge them. 

Stripe: Setting Up, Inviting Customers and Charging Them Manually or Automatically 

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 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 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 which other settings you can edit or enable for notifications and messages.

Other Settings for Notifications & Messages

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 the different email settings available on Squeegee.

Email Settings

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 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

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

VAT Settings (global and individual)

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

Invoicing on Squeegee

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

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

Worker/Planner Restriction Settings

Learn how to connect your GoCardless account, invite customers to sign up and also how to manually or automatically charge them. 

GoCardless: Setting Up, Inviting Customers & Charging Them Manually or Automatically 

Account: Managing Your Subscription, View Renewal Invoices, and More

In this tutorial you will see where you can view and download your Squeegee subscription invoices.

Download or View your Squeegee Subscription Invoices

In this tutorial you will see how to add a card, manage your subscription subscription, view any updates, edit notifications and change the billing date.

Account Settings

Google

Google Sheets is a powerful online tool to help you do quantitative analysis. Learn how to use formulas to manipulate and analyze datasets, such as Google Sheets' COUNTIF and SUMIF functions, among many others.

Google Sheets

Three

Gmail

Planner Views: From Overview to Job List

Replanning work

In this tutorial you will see how the multi planner works and what features are available within it.

Navigating the Multi Planner

By the end of the module, you'll be able to sort and filter jobs from the job list and perform actions in bulk to selected jobs such as moving them to a particular round to optimise planning and efficiency.

Using the Job List

This guide provides a straightforward process for shifting your entire schedule on the Sqgee platform, ensuring you can easily manage your time and tasks. By following the steps outlined, users can efficiently back up their data and adjust their schedules to accommodate changes. It's an essential resource for anyone looking to optimize their scheduling and maintain organization in their daily activities. Viewing this guide will empower you to take control of your time management effectively.

Shift Entire Schedule

Learn how to use the Visual Planner to group jobs and perform bulk actions. 

Using the Visual Planner to group/action

Learn how to reset your entire schedule in the Squeegee app in order to clear any overdue appointments. 

Reset Your Schedule in Squeegee

1.1 Appointment Reminders

In this tutorial you will see how to use the Day Pilot on Squeegee.

Day Pilot

In this tutorial you will see the features of the My Work tab in Squeegee.

My Work in Squeegee

In this tutorial you will see how to use the work planner and set up the optimised drive from this view.

Navigating the Work Planner and Optimised Drive

Customers: Adding/Managing Customers and Jobs, Tagging Them, and Validating Addresses

In this tutorial you will see how to filter your customers to only see certain specifications or just how to search for individual customer properties.

Searching and Filtering on the Customer List

In this tutorial you will see how to add both standard and important tags to customers individually and in bulk and then search using these tags.

How to Tag Customers and Jobs on Squeegee

In this tutorial you will see how to add a job to a customer from the customer list, job list, and planner views.

Adding Jobs to a Customer Via Different Tabs

Learn how to send payment reminders in bulk to all owing customers via the Owing tab and how to send individual payment reminders also. 

Sending payment reminders from the Owing tab

In this tutorial you will see how to validate addresses in bulk or individually and how to edit this on a customer or job.

How to Validate Addresses on Squeegee

Restore Deleted Customer 

In this tutorial, you will see how to merge customers so that all the job data is under one set of details.

How to Merge Multiple Customers in Squeegee

By the end of this module, you'll be able to add a new customer and enter their name, address, contact details and customer source.

Adding and editing customers 

Messaging in Squeegee

In this tutorial you will see how to send bulk messages from the planner views and customer list on Squeegee.

Bulk Messaging on Squeegee

By the end of this module, you'll know how to view all inbound and outward bound messages from inbox and group by customer.

Module 17.2 Inbox (the replacement for the all messages view)

Quotes: Creating, Sending and Status Indicators

In this tutorial you will see how to send a quote, mark it as accepted, see how it will alert in Squeegee and how to convert this to a job to book the customer in.

Sending Quotes for Acceptance, Viewing Replies and Booking in

In this tutorial you will see what the different quote status indicators look like and what they mean.

Quote Status Indicators

In this tutorial you will see how to create a quote.

Creating a Quote on Squeegee

Invoicing: Manual, Automatic, Collative and Invoicing as PDF

In this tutorial you will see how to include past and future job invoices within one invoice. 

How to Create an Invoice for Multiple Jobs

In this tutorial, you will learn how to create and send an invoice.

You do have the option to enable Automatic invoice creation in Settings > Invoicing & Payments > 'Automatically Create invoices'. However, this shows how to do this process manually should you wish.

Creating and Sending Invoices

Learn how to edit a customer in order to configure their invoice email attachments. This is great for attaching customer, job and occurrence attachments to a customer's invoice notifications. You can also enable automatic PDF invoicing and attach any custom fields here too. 

Configure Invoice Email Attachments for Customers

In this tutorial you will see how to make the invoice attachment appear in pdf format for your customer. This is especially useful for bigger clients whose email security is more strict as they can't always open links and pdfs are preferable.

Configure Invoice Email Attachments as PDF

Payments: Recording Manual Payments (or other), Sending Payment Reminders, and Bulk Pricing Updates

In this tutorial, you will see how to record credit notes, write offs and refunds. You will also see the two different ways to record tips on Squeegee.

Recording Credit Notes, Write Offs, Tips and Refunds

In this tutorial you will see how to record manual payments on Squeegee.

Recording a Manual Payment on Squeegee

In this tutorial you will see how to filter, search and view payments.

Viewing the Payment Screen

Learn how to create a price update using the Pricing function, select your affected customers, notify customers and rollback if needed. 

Create and Apply Price Change Using the Pricing function 

Creating Expenses & Expense Categories

Balance

Learn how to generate a customer statement in Balance. 

Generating Customer Statements in Balance 

Admin Tools: Round, Services, Attachments and More

Custom Fields

How to enable custom fields on individual customers, users and jobs for job completion if you do not want these enabled globally. 

Enabling Custom Fields on individual customers, jobs and users 

How to enable custom collections/fields globally, so that they appear on every customer/user/job completed. 

Enabling Custom Fields globally 

How to create a new custom collection and the custom fields within it. 

Creating Custom Collections & Fields

Reporting

Tour through the Reporting section in Squeegee to see the Customers, Jobs and Financials screen breakdowns. 

Reporting Section Explained: Customers, Jobs, Financials 

In this tutorial, you will see how to view the reports available on Squeegee and download them.

Viewing and Downloading Reports

Adding Users and Assigning Work (Including Skills and Teams)

In this tutorial you will see how to add a new user to your Squeegee account.

How to Add a New User and Set their Permissions on Squeegee

In this tutorial you will see how to assign work from several different tabs in Squeegee.

Assigning Work to Users and Teams

In this tutorial you will see where you can add skills and how to assign these to users.

Add and Assign Skills

In this tutorial you will see how to create a permanent and temporary team.

Creating Teams on Squeegee

Customer Portal

This tutorial will show you how to set up the customer portal on your Squeegee account.

Our recommendation is to get the embed code to add onto your own site and typically this looks like this:

<script src='https://widgets.sqg.ee/main.js' defer></script>
<div data-sqc="layout"
data-sqa="YOUR=ACCOUNT-ID-IN-PORTAL-SETTINGS"
data-sqe="https://sqgee.com">

</div>

However the widgets can be separated and embedded onto different pages on your website if you wish.
[Portal ID found in Settings>Other]

Setting up the Customer Portal

User Management: Adding Users, Setting Their Permissions and Assigning Work

This tutorial will show you how to merge services together in Squeegee.

How to Merge Services

In this tutorial you will see how to upload an existing attachment to a customer/job as well as the attachment tab.

How to Upload and View Attachments

Admin Tools: Rounds, Services, Attachments and More

In this tutorial you will see how to setup and edit the Profile section on Squeegee.

How to Set Up Your Profile on Squeegee

In this tutorial you will see how you can change your Squeegee account password from the profile tab.

How to Change Your Password via Profile

In this tutorial you will see how to set up two-factor authentication for your Squeegee account.

Enable Two-Factor Authentication on Squeegee

In this tutorial you will see how to enable push notifications via the profile tab on Squeegee.

How to Enable Push Notifications For Alerts via the Profile

Setting up ‘Profile’ & Trialling Squeegee

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

General Settings on Squeegee

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

Configure Email 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

All Settings

In this tutorial you will see how to customise the welcome message and how it is triggered.

Squeegee Academy (Walkthrough Tutorials)