Business Management
Tools for handling finances, expanding operations, and managing payments and invoicing.
Accounting
Tools that streamline financial tracking, reporting, and reconciliation, enabling accurate record-keeping and simplified management of expenses, revenue, and tax compliance.
Add Multiple banks
Bank reconciliation with multiple bank accounts
Attachments
Upload attachments
Bank Reconciliation
Bank Reconciliation
Squeegee BALANCE
Accountancy package
Invoicing
Create and send bills to clients for completed jobs.
Payments
Process and track payments to ensure smooth cash flow
Financial History with Pay Balance Button
Financial History with Pay Balance Button
Auto-Payment sign-up
Allow customers to sign-up to an auto-payment method directly
Payments
Set up automatic payment methods and record in person transactions easily
POS payments
POS payments
Data & Insights
Track and monitor key performance metrics live.
Device Auditing
Audit which devices access your account and when
Insights & Reports
Insights & Reports
Multi-Business & Franchising Tools
Multi-business and franchise tools to enable businesses to easily set up Franchisees including fees, charges and wages
Worker Time Tracking
Worker Time Tracking
Customer Services
Features for client interaction, including messaging and a portal for easy access and communication.
Portal
Give clients access to manage bookings and view their outstanding invoices
Portal Chat for existing customers
Portal Chat for existing customers
Self Service Quotes
We can create a custom quote flow for your customers to obtain quotes directly form your portal/website.
Custom Instant Quote Flow Service Available
Custom Instant Quote Flow Service Available
Hosted on your website
Portal elements shown to your customers on your own website
Customer Messaging
Communicate with clients in real time for better service.
Two way messaging
Two way messaging
Private Number SMS available
Private Number SMS
Squeegee SEND
Marketing and advanced communications tool
Customer Messaging
Send and receive messages from customers within Squeegee and configure push notifications for required alert types.
Job Management
Solutions for scheduling, quoting, task assignment and efficient routing of jobs.
Quoting
Create accurate job quotes for customers quickly.
Advanced Quoting
Advanced Quoting
Quotes
Schedule in quote appointments and create quick quotes on the job that can be sent then and there for customer approval.
Custom Instant Quote Flow Service Available
Custom Instant Quote Flow Service Available
Instant quotes hosted on your website available (configuration costs)
Give customers the ability to get quotes instantly straight from your website
Scheduling
Organize and plan job timings for efficient workflows.
Scheduling
Set up schedules for recurring jobs once. Easily view the entire workload or per worker view and adapt the schedule as required.
Appointment Time Optimisation
Optimise with appointment times
Upcoming appointments
Allow customers to view their future appointments
Permissions & Assignment
Control access and assign tasks to team members.
Device Auditing
Audit which devices access your account and when
No fixed number of users
The ability to add unlimited number of users for flexible workers
Worker skills
Worker skills
User Permissions & Work Assignment
User Roles & Permissions & Work Assignment.
Route Optimisation
Plan the most efficient routes for job completion.
Appointment Time Optimisation
Optimise with appointment times
Day Pilot & Route Optimisation
Day Pilot and Route Optimisation
Day Pilot owner view
View Day Pilot as different workers to see their location, job order and progress
Visual Planner
Perform actions in bulk by first drawing an area on a map
