Setting Unique Permissions and Work Assignment in Squeegee

Manage your entire workforce easily with Squeegee. Set unique permissions for each, and assign work to individuals and teams in seconds.

Do you need some workers to have access to everything, whilst some you'd like parts of the information on your account hidden from?

Do you need to have default assignees as individuals or teams for some or all jobs, but be able to switch quickly when things change?

Squeegee has the answer with it's unique worker roles and permissions at every level and intelligent work assignment:

  • Quickly set unique permissions an change these on the fly if needed
  • Hide or show prices globally for a worker or individually on different jobs/customers
  • Provide access to just the reports your workers need
  • Assign or re-assign work in seconds when plans change to meet the needs of your clients.
  • View worker locations on a map view in real-time, with status updates on jobs as they are happening.

Managing your workers couldn't be simpler in Squeegee. View the workload at a glance for the day, week or month and quickly assign to the workers or teams best suited to the task.

Unique user roles and permissions

Set completely unique user roles and permissions for each worker in your team. Give them access to just what they need to complete their daily tasks.

On top of that, choose whether to show or hide pricing for users limited to the 'Worker' and 'Planner' permissions for all or selected jobs and enable selected push notifications for business admins and owners for the different types of alerts.

Choose from:

  • Owner
  • Administrator
  • Creator
  • Job Editor
  • Reporting (configure allowed reports)
  • Planner
  • Worker
  • Canvasser

For a detailed view of the different actions each user type can perform, take a look at our training modules 2-6

The Squeegee Training Academy Modules 2-6

Even with prices hidden, did you know that workers can still record a payment handed to them on site? They don't see the invoice amount customer balance or job price, but can select the amount of cash or the value of a cheque or card payment made to them in person.

Manage Workload Effectively

View the jobs for the day on a map view, filter by worker or team and see updates in real-time.

The overview shows today's job for administrators to see how the work is going for that day in real-time.

It shows job locations as well as worker/team locations where they last had the app open and job statuses allowing you to see progress as they day goes on.

Click into any job location marker to view the details, see the update history and any attached invoices, images and documents.

Be Proactive with Squeegee

When inevitable things get in the way of your schedule, don't let these disturb your customer's experience. Be proactive with Squeegee and deliver what you've promised to clients.

Be proactive not reactive with Squeegee and intervene with re-assigning work to available teams when things like traffic disrupt plans.

View real-time progress and step in to ensure you have clients who receive the service they were expecting, and your businesses doesn't end up behind schedule.

See how businesses with multiple workers rate using Squeegee

Save admin time and money like these businesses

Squeegee are always developing their system with new features allowing us to give even better user experience to our customers.

We have been using the squeegee quoting system for a couple of months now and its transformed how we create, track and then convert quotes. Having a list of all quotes and their status from sent, pending, accepted, declined and then converted is fantastic. We can track our conversion rate and also pick up if customers have not opened their quote email. Squeegee are always developing their system with new features allowing us to give even better user experience to our customers.

Squeegee assists our day to day running of our small busy team.

I like the fact [Squeegee] is an intelligent, practical system enabling me to be reactive to the many issues that occur during the daily routes. The re-planning toggle has been invaluable to quickly be responsive during the day as the target is forever moving.

Squeegee has been a fantastic addition to our business

Squeegee has been a fantastic addition to our business. The system allows us to send an automatic invoice to customers as soon as the job is marked as complete. Not only this, with the integration of GoCardless and Stripe, it also allows automatic payments to be collected directly from the customer at the time of invoicing. This has significantly reduced the time needed to collect and chase payments and substantially reduced late payments within the business.

Related Articles

Check out these articles from our blog relating to businesses with multiple users.

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Susie Bishop
4th March 2022