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
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 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 group jobs into 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 job checklists an fields?
How do I enable custom job checklists and fields on individual customers, jobs and users?
How do I enable custom checklists and fields 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
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
Which device is best to run Squeegee?
FAQ's
Squeegee is built for strong performance and security. To get the best experience, your device should meet the following guidelines:
Android Devices
Smartphones and tablets running Android 12 or later
At least 6GB of RAM is recommended for smooth performance
Devices with 4GB of RAM may run Squeegee, but performance can be reduced, especially if system or background apps are using a significant portion of memory
iOS Devices
iPhones running iOS 13 or later
iPads running iPadOS 13 or later
Desktop Devices
If using Squeegee on a desktop, we recommend using Google Chrome for optimal efficiency. For further guidance, you can read our 'Best Practice on Desktop' article.
Please note that performance can vary depending on how large your Squeegee account is and how much data your device needs to process.
Further details are available here.
