Squeegee Training Academy Module 7 Admins and Owners Global Settings

07 Admin and owner global settings

Module 7 shows business owners and admins the global settings they'll need to set up before starting to use Squeegee with customer and job data.


Lesson content

By the end of the unit, you will understand where to find the global settings for your account and how they affect the way the system works on customers, jobs etc.

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.

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.

By the end of this module, you'll be able to set the default job frequency for repeating jobs, the default job duration and default assignee as well as choosing how the charts appear on the my work and work planner views.

By the end of this module, you'll understand how this setting needs to be set for replanning to work the way you need it to for your business. You'll know what to expect when replanning jobs from the planners.

By the end of this module, you'll be able to understand these settings and set them accordingly for your business.

By the end of this module, you'll be able to set the settings for workers and planners on your account to match your business needs.

By the end of this module, you'll understand the Day Pilot settings and be able to set them how you need them to work for your business.

By the end of this module, you'll be know where to find the global settings for work-sign off and time-tracking on jobs and be able to set a list of predefined reasons for workers to choose from to pause the timer.

By the end of this module, you'll be able to enable skip reasons for jobs and set a list of predefined reasons for workers to choose from when marking jobs as skipped.

By the end of this unit, you'll know where to find the message templates for the different types of communication.

By the end of this module, you'll know where to find the setting for hiding one of the payment methods.

By the end of this module, you'll know where to locate connected services to link up and manage.

By the end of this module, you'll be able to set a global payment period which then gives a 'due date' on invoices.

By the end of this module, you'll be able to set the invoice automation settings as you need to for your business.

By the end of this module, you'll be able to set this setting to suit your business.

By the end of this module, you'll be able to choose if you'd like to have either or both of the automated payment method options to be hidden from the invoice to all customers.

Module 7.12.6 shows where to add default invoice notes in settings and gives some ideas as to what should be included in this section of the invoice.

By the end of this module, you'll be able to set your invoice and expense tax rates, enter your tax number and set the tax label.

By the end of this module, you'll be able to set an invoice prefix and set the start number of the invoices in Squeegee for when you're ready to go live with the system.

By the end of this module, you'll be able to choose which bank account should be linked to different payment types during bank reconciliation. 

By the end of the module, you'll be able to have set everything needed to send quotes and handle the booking element once customers have replied as you wish to.

By the end of this unit, you'll know where to request a data import from and how to archive older transactions and data if needed.