Squeegee makes light work of creating and sending quotes then booking in new jobs.
Creating a new quote takes a matter of seconds, simply add the job details, price and frequency, include any attachments for approval and send off to your client via SMS or email.
Receive instant notification once the quote is accepted or declined to follow-up quickly by either amending or booking in.
Keep customers notified every step of the way with booking notification once the cycle is completed, then follow up with appointment reminders to ensure they don't forget to give access on the day.
Add unique notes for each quoted job with any attachments such as terms and conditions for customers to approve with their quote
Add unique notes for each quoted job with any attachments such as terms and conditions for customers to approve with their quote
Keep on top of customer communications to win more quotes and get new jobs booked in.
With push notifications enabled on your devices, you can be notified instantly when a customer accepts a quote, open this in Squeegee alerts and convert to a job in seconds.
Book the job in on the quoted dates or amend from here then send out automated booking notifications instantly to keep customers in the loop.
View all quotes to see whether they have been paid, sent and delivered
Take a look at the all quotes view to quickly see the payment and delivery status of either the most recent invoices at a glance, or use the intelligent filters and search for all accepted, all declined etc.
Click through to see the full quote in the system and to action directly from there.
Before Squeegee I used to leave paper invoices and spend hours through the week checking payments online and marking them off on my spreadsheet. Now with just one swipe on my phone I can mark a job as done and either set up a Direct Debit or send an invoice by text or email. Not only has the automation that squeegee offers reduced my admin by around 90% but it's also greatly improved my cashflow. Amazing
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.
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.
Make every day more productive and profitable
