Name: Welcome to Squeegee from your dedicated account manager
SKU: Squeegee
Rating: 4.7 (81 reviews)

Welcome to Squeegee

from the Customer Success Team at Squeegee

Hello and welcome, Allow us to introduce ourselves we’re the Customer Success Team at Squeegee, here to help you get started with your account. We understand that adopting a new software platform can feel daunting, especially if you wouldn’t consider yourself particularly “techy”.

What we do bring is experience in helping businesses get the very best setup from day one. By taking a little time to configure your account and explore the features available, you’ll quickly start to see how much time Squeegee’s intelligent automations can save you.

Before long, the only thing you’ll wish is that you’d started sooner.

It's tempting to download a new piece of software and want to see impact instantly, but we strongly advise against importing all of your customers as the very first step, and instead get to know the system and your preferences first.

So Where to start?

When you see all the training modules for Squeegee, you'll soon realise that it's a pretty big system and this can be daunting for some businesses, especially when you're so busy with little to no time on your hands. Ask yourself this though - why did you start looking at software solutions in the first place? The likely answer is that there's the promise of saving time and energy on admin tasks allowing your business to scale effectively.

In small businesses with just 5 users, the time saved by automating quoting, invoicing, payments and using bulk notifications for communications is equivalent to a whopping two full time members of staff so putting in the initial effort required to move over really IS worth it.

So in answer the question? My advice is to start with the global settings you want to have on your account and test these out on a couple of dummy customers with your own details before anything else.

Act as your own customer

Once your global settings are all as you'd like them (and remember I'm here to help if you're not sure about anything) then the next step is to take a look at the message templates in Module 17 and set these up using the available tokens at the top of each. If you take a look at the full module on our website using the link, you'll also see some written instructions as well as a handy document on tokens, what they mean with examples of how they look in messages.

Lastly make sure you have set yourself up as a dummy customer with some repeating and ad-hoc jobs and start testing!

The Squeegee Academy

Modules 8 and 9 on the Squeegee Academy focus on adding and editing customers and jobs. If you're doing this after setting your default global settings, it should be pretty simple as the customers and jobs follow some of thee such as:

Customers defaulting to:

Preferred notification methods;
Whether invoices are automatically generated;
Whether invoices get automatically sent once created;
Whether options for direct debit and card payments show on invoices if set up on the account;
Whether time is to be tracked on jobs for this customer;
Whether tax is enabled on invoices for this customer;
Default payment periods or custom;
Default invoice notes or custom;
Whether prices are hidden from workers and
Whether signatures are required.

The aim is to have the bulk of your business set to the default, then you will only need to edit any customers that specifically require it, otherwise they can all be added without even a glance to the customer settings speeding things up significantly.

The same can be said for jobs where defaults can be set on: