Creating an Account and Using Squeegee App | Scribe

    Creating an Account and Using Squeegee App

    • Susie Bishop |
    • 95 steps |
    • 15 minutes
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    So you want to give Squeegee a go! \ \ First navigate to: [https://sqgee.com](https://sqgee.com/) or download the app from the App Store or Google Play Store for apple or android (check out our device guide here for specifications: <https://squeeg.ee/what-devices-can-i-use>)
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    Click "SIGN UP for your Free Trial."
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    Enter your:\ Name (you can enter your business name later), \ email and \ secure password\ \ OR\ \ Sign in with Google, Facebook or Apple
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    If you entered an email and password, go on to: "REGISTER WITH EMAIL"
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    Squeegee updates are generally in the form of occasional newsletters informing you about new features and upcoming events. We recommend you are in this group to stay ahead and see what's coming up! If you're happy with this, Click "YEAH, SURE!"
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    At the top of the quick start page, there's a section on verifying your email. This should already be in your inbox or ocassionally it will land in your spam folder.
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    Open your email from "Squeegee® App \ Click verify email
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    Click "Sign In To Squeegee® App"
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    Sign back in using your newly saved details:
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    Now go to **[[Finish Setting Up Your Business Profile]]** Enter your Business name
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    Enter your business phone number
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    and business address (this is necessary for route optimisation)
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    Select the address from the list to verify
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    and pin the location on the map
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    Update the number of users to the number of users in your business and click "save"
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    In the next section 'Invoicing And Getting Paid we recommend keeping the top setting "create invoices automatically' enabled. \ \ This is because in Squeegee, an invoice needs to be generated (not necessarily sent) for the customer to show as owing. \ \ Beneath this setting, there is the option to also autmatically send the invoice. The invoice template can be customised to include details about the appointment to inform the customer that it has been completed as well as having the attached invoice for their records so is used by many businsses in replacement for the old style 'call slip' pushed theough the customers post box.
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    Just under here are the tax preferences. This setting is based on your country, state or local tax regulations. \ \ For UK businesses you must enable taxes if you are vat registered or past the vat threshold.
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    For Payment and Banking services there are two auto-payment methods that can be set up:\ Stripe - for one off or recurring card payments\ and / or \ Gocardless for direct debit mandates \ \ If you already have an account for either of these, then you can attach them, if not, you can set them up directly from here by clicking through:
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    Click "Connect your Stripe account"
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    Click "GoCardless Account"