How do I set up the customer portal? | Docs | Squeegee

Table of contents

All questions & guides

Overview

How do I create quotes?

How do I send quotes?

How do I send automatic/ manual invoices?

How do I apply a discount?

How do I set up automated payments with Stripe?

How do I set up automatic payments with GoCardless?

How do I set up bank reconciliation?

How do I use bank reconciliation?

How do I record payments?

How do I record expenses?

How do I generate customer statements?

Overview

How do I set up the customer portal?

Overview

What does Squeegee do?

How do I use Squeegee?

Which device is best to run Squeegee?

Who uses Squeegee app?

How do I transfer my exisiting data to Squeegee?

Do I pay per user and does everyone have individual access?

Apart from my subscription, are there any other costs?

Who do I contact if I have a problem?

What are the ways I can manage my data?

How do I access my Squeegee renewal invoices?

Overview

How do I use time tracking reports?

Overview

How do I set up my general settings?

How do I configure my directory and portal settings?

How do I configure my attachment settings?

How do I configure my VAT settings?

How do I configure my quote settings?

How do I configure my worker/planner restriction settings?

How do I ensure replanning always updates my schedule?

How do I configure skip reasons and charges?

How do I set my email settings?

How do I set my SMS settings?

How do I set up two-way email?

How do I create message templates and tokens?

How do I set up and use canned responses?

How do I change a customers default notification method?

What are some extra invoicing and payments settings I can enable?

What are some extra notifications and messaging settings I can enable?

What are the extra user permissions I can enable?

What extra jobs and scheduling settings can I enable?

How do I add or update customer deactivate/delete reasons?

What are the recommended archiving settings?

Overview

How do I add a customer?

How do I add a new user and set their permissions?

How do I add and assign skills to users?

How do I assign work to users and teams?

How do I create, edit and manage rounds?

How do I view and plan jobs on a map?

How do I use the forward capacity planner?

How do I replan jobs?

How do I use optimised route navigation?

How do I attach job files and pictures?

How do I use automatic email attachments?

How do I set up job time recording?

How do I create custom forms?

How do I enable custom forms on individual customers, jobs, users and quotes?

How do I enable custom forms globally?

How do I create and apply a bulk price change?

Overview

How do I set up my profile?

How do I manage my subscription?

How do I download/ view my subscription invoices?

How do I change my password?

How do I enable two-factor authentication?

How do I add and interact with payment accounts?

How do I perform a data backup?

How do I change my app appearance?

How do I set a custom theme (app appearance)?

Overview

How do I send bulk messages?

How do I schedule a message?

How do I set up push notifications?

How do I create custom audiences?

How do I customise message templates in SEND?

How do I create and publish a marketing campaign?

Video walkthroughs

Overview

0 Setting up a free trial

1 Get your account ready

2 Add your first customer and job

Overview

1 Day to Day - Appointment reminders

2 Day to Day - Using the planners

3 Day to Day - Navigation (including optimised drive)

4 Day to Day - Job list - sort and filters

5 Day to Day - Replanning

6 Day to Day - Invoicing

Overview

Module 10.1 adding a location and frequency to a round

Module 10.2 Scheduling by rounds

Overview

Module 11.1 Setting default service prices

Module 11.2 Viewing and adding attachments

Overview

Module 12.1 Adding users and teams and setting their permissions

Module 12.2 Assigning work to users and teams

Overview

Module 13.1 Creating quotes

Module 13.2 Sending quotes for acceptance viewing replies and booking in

Module 13.3 Quote status indicators

Overview

Module 14.1 Creating and sending invoices

Module 14.2 Viewing invoices and their statuses

Overview

Module 15.1 Recording payments

Module 15.2 Automatic payments

Module 15.3 Inviting customers to sign up to auto-payments

Module 15.4 Automatic payments on the customer finance tab

Module 15.5 Bank Reconciliation UPDATED

Module 15.6 Detaching a record in bank reconciliation

Module 15.7 Credit notes, write offs and tips

Overview

Module 16.1 Creating expenses

Overview

Module 17.1 Message templates and tokens

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

Module 17.3 bulk messaging from planner views

Overview

Module 18.1 Viewing and downloading reports

Overview

Module 21.1 SEND audiences

Module 21.2 SEND templates

Module 21.3 SEND campaigns

How do I set up the customer portal? | Docs | Squeegee