Sqgee

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

New Customer Welcome Message

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

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.

Adding Notes and Tags to Customers or Jobs

Learn how to restore deleted customers and jobs within Squeegee. You'll also see how to view all deleted customers in the Deleted Customers report. 


Restoring Deleted Customers & Jobs

Learn how to use the new advanced customer and job search, which will allow you to search for different specifications, group searches and create audiences from them. 

Advanced Customer & Job Search

In this tutorial you will see how to create and apply a discount to a job and a customer in Squeegee.

Adding Discounts to Customers and Jobs

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

Merging Multiple Customers

In this tutorial, you will see how to filter the owing list, search for specific customers, record a payment from this tab, tag in bulk, send a bulk and individual payment reminder.

Navigating Owing & Sending Payment Reminders

Learn how to accurately input and pin customer locations using the Squeegee address lookup. This guide provides step-by-step instructions for searching, verifying, and manually adjusting address coordinates to ensure precise mapping, and how to workaround this if the address suggestion is not populated. 

Verifying Addresses: Further Guidance

Customers balances will show as being in credit if the customer's total paid amount equals more than their total invoiced amount. If this occurs unexpectedly, this has generally been triggered by one of the below: 

Resolving a Credited Balance

Learn how to add a new customer in the system, including their contact details, notes, and communication preferences. This guide also covers viewing customers and editing them. 

Adding, Viewing and Editing Customers 

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

Pricing: Create and Apply a Bulk Price Change 

Sending a Welcome Message

Learn how to add jobs in Squeegee directly to the customer. You will also see how to view the appointments for this job and edit it. 

Customers and Jobs: Adding/Managing/Editing Customers and Jobs