Name: Day to Day - Using the planners
SKU: Squeegee
Rating: 4.7 (81 reviews)

Squeegee®

If you prefer to see the guidance step by step with written instructions, just scroll through them in your own time here ⬇️

Using the planners as an admin and worker to view and assign work, mark as complete or skipped with associated automations, and reversing this to put the jobs back in not done / not skipped.

See how to use the tools in Squeegee to optimise routes and navigate to appointments. 

01.3 Day to Day - Navigation (including optimised drive)

01.2 Day to Day - Using the planners

See how to use the job list and the sort and filter functions.

01.4 Day to Day - Job list - sort and filters

See how to use the automatic invoice function and manually invoice multiple jobs

01.6 Day to Day - Invoicing

See how to replan jobs and either update the schedule for following appointments or leave future appointments as originally planned.

01.5 Day to Day - Replanning

See how to set up and send appointment reminders using the customers' default notification methods

01.1 Day to Day - Appointment reminders

01 Day to Day

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01.2 Day to Day - Using the planners

Using the planners as an admin and worker to view and assign work, mark as complete or skipped with associated automations, and reversing this to put the jobs back in not done / not skipped.

01.4 Day to Day - Job list - sort and filters - 2 mins

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