Squeegee

Course Curriculum

Chapter 1: Squeegee Training Academy Overview – which modules do I need to take?

Lecture 1: Which modules are for me?

Chapter 2: Module 1 – The basics, navigating the menu and getting help

Lecture 1: Module 1 – The basics, navigating the menu and contacting support

Chapter 3: Module 2 – Workers

Lecture 1: Module 2.1 – The worker menu items

Lecture 2: Module 2.2 – The My Work Chart

Lecture 3: Module 2.3 The My Work List

Lecture 4: Module 2.4 My Work List Actions (mobile view)

Lecture 5: Module 2.5 – Actions on the completed job

Lecture 6: Module 2.6 – Using the search and filter options on 'My Work'

Lecture 7: Module 2.7 – Day Pilot

Chapter 4: Module 3 – Workers and Planners

Lecture 1: Module 3.1 – Worker and Planner menu items

Lecture 2: Module 3.2 Replan global setting

Lecture 3: Module 3.3.1 Replanning and scheduling jobs from the planners

Lecture 4: Module 3.3.2 replanning and scheduling jobs from the multi-planner

Lecture 5: Module 3.4 Edit due date, start time and estimated duration

Lecture 6: Module 3.5.1 setting the job order; from work planner

Lecture 7: Module 3.5.2 How to move jobs in the multi planner

Lecture 8: Module 3.5.3 How to use optimise drive function

Lecture 9: Module 3.6 Using the job list

Lecture 10: Module 3.7 Assigning work to users and teams from the planner views

Lecture 11: Module 3.8 using the overview to see all jobs and filter by user/team on a map

Lecture 12: Module 3.9 sending appointment reminders from the planners

Lecture 13: Module 3.10 adding day notes to the ‘Work Planner’ and ‘My Work’ views

Chapter 5: Module 4 – Canvassers

Lecture 1: Module 4.1 adding prospective new customers to the canvassed list

Lecture 2: 4.2: Adding jobs and quotes for canvassers with the job editing role

Lecture 3: Module 4.3 viewing and converting prospective canvassed customers

Chapter 6: Module 5 – Job Editors

Lecture 1: Module 5.1 editing job details from the planner views

Chapter 7: Module 6 – Creators

Lecture 1: Module 6.1 creating customers, quotes, jobs and payments as a creator

Chapter 8: Module 7 – Admin and owners global settings

Lecture 1: Module 7.1 Understanding the admin and owner roles and permissions

Lecture 2: Module 7.2 – General Settings

Lecture 3: Module 7.3 – Attachments

Lecture 4: Module 7.4 – Jobs and Scheduling

Lecture 5: Module 7.5 The replan updates schedule setting

Lecture 6: Module 7.6 Functions on completing jobs

Lecture 7: Module 7.7 Settings for showing/hiding options for workers and planners

Lecture 8: Module 7.8 Settings for Day Pilot

Lecture 9: Module 7.9 Settings on work sign off and time tracking

Lecture 10: Module 7.10 Settings on predefined reasons for skipped jobs

Lecture 11: Module 7.11.1 Default notification method

Lecture 12: Module 7.11.2 – SMS settings

Lecture 13: Module 7.11.3 – Email settings

Lecture 14: Module 7.11.4 – Message templates

Lecture 15: Module 7.11.5 – Hide Automatic payment methods from invites

Lecture 16: Module 7.12.1: Invoicing and payments – connected services

Lecture 17: Module 7.12.2 – Invoice payment period

Lecture 18: Module 7.12.3 – Invoice automation

Lecture 19: Module 7.12.4 – Duplicate GoCardless Payment Protection

Lecture 20: Module 7.12.5 – Hide automated payment options from invoices

Lecture 21: Module 7.12.6 Default invoice notes

Lecture 22: Module 7.12.7 Expense and invoice tax rate

Lecture 23: Module 7.12.8 Invoice prefix and start number

Lecture 24: Module 7.13: Payment Accounts

Lecture 25: Module 7.14: Quotes

Lecture 26: Module 7.15: Data

Chapter 9: Module 8 – Adding and editing customers

Lecture 1: Module 8.1 Adding and editing customers

Lecture 2: Module 8.2 Customer notes

Lecture 3: Module 8.3 Customer settings

Lecture 4: Module 8.4 Customer attachments

Chapter 10: Module 9 – Adding and editing jobs

Lecture 1: Module 9.1 Adding jobs to customers

Lecture 2: Module 9.2 Viewing jobs on customers

Chapter 11: Module 10 – Scheduling by rounds, planning and replanning

Lecture 1: Module 10.1 Adding a location and frequency to a round

Lecture 2: Module 10.2 Scheduling new jobs by rounds – seeing the benefits of scheduling

Chapter 12: Module 11 – Services and attachments

Lecture 1: Module 11.1 Services and setting service default prices

Lecture 2: Module 11.2 Attachments

Chapter 13: Module 12 – Users, teams and work assignment

Lecture 1: Module 12.1 Adding users and teams and setting their permissions

Lecture 2: Module 12.2 Assigning work to users and teams

Chapter 14: Module 13 – Quoting

Lecture 1: Module 13.1 Creating quotes

Lecture 2: Module 13.2 Sending quotes for acceptance, viewing replies and booking in.

Lecture 3: Module 13.3 Quote status indicators

Chapter 15: Module 14 – Invoicing

Lecture 1: Module 14.1 Creating and sending invoices

Lecture 2: Module 14.2 Viewing invoices from different views

Chapter 16: Module 15 – Payments