Squeegee Training Academy
Learn how to use Squeegee at your own pace. With simple to follow videos, guiding you through each module with accompanying written steps.
A quick look at the training overview to see which modules you need to take.
Module one takes you on a brief tour through the items in the menu on the left showing you how to navigate around the app and how to contact the support team.
Module two goes through the features that can be accessed by users limited to the worker role, and using the app to perform actions as a worker.
Module 3 goes through the additional features that can be accessed by workers who also have the planner role including re-planning work.
Module 4 demonstrates what users with the canvasser role can see and do on their app and how to convert canvassed prospects as an admin.
Module 5 shows what users with the 'job editor' permission can see and do in addition to workers and planners.
Module 6 shows the menu items that a creator sees and the additional features they can access on top of worker/planner, canvasser and job editor roles.
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.
Module 8 shows businesses how to add and edit customers individually and how to import customers to Squeegee in bulk.
Module 9 shows businesses how to add jobs to customers and view them to make changes.
Module 10 shows businesses the benefits of scheduling by rounds and how to replan and reschedule rounds.
Module 11 shows businesses how to add default prices to services and how and where attachments can be added.
Module 12 shows businesses how to add new users and teams, and how to assign work to them.
Module 13 shows businesses how to create and send quotes and set up the automation to enable the customer acceptance flow.
Module 15 shows businesses how to record payments and charge customers using the auto-payment methods set up.
Module 16 shows businesses how to enter expense categories and expenses selecting a tax rate
Module 17 shows businesses the different message templates in the app and how to use the list of tokens to personalise messages to customers.
Module 18 shows businesses where to find and download different types of reports in Squeegee
Module 19 shows businesses an example of what an advanced customer portal could look like and how to get one set up.
Module 20 shows businesses an example of an Ultimate Customer Portal and how the information gathered comes through into Squeegee