- Which modules are for me?
- Module 1 - The basics, navigating the menu and contacting support
- Know the basics?
- Module 2.1 - The worker menu items
- Module 2.2 - The My Work Chart
- Module 2.3 The My Work List
- Module 2.4 My Work List Actions (mobile view)
- Module 2.5 - Actions on the completed job
- Module 2.6 - Using the search and filter options on 'My Work'
- Module 2.7 - Day Pilot
- Think you know all about the worker role?
- Module 3.1 - Worker and Planner menu items
- Module 3.2 Replan global setting
- Module 3.3.1 Replanning and scheduling jobs from the planners
- Module 3.3.2 replanning and scheduling jobs from the multi-planner
- Module 3.4 Edit due date, start time and estimated duration
- Module 3.5.1 setting the job order; from work planner
- Module 3.5.2 How to move jobs in the multi planner
- Module 3.5.3 How to use optimise drive function
- Module 3.6 Using the job list
- Module 3.7 Assigning work to users and teams from the planner views
- Module 3.8 using the overview to see all jobs and filter by user/team on a map
- Module 3.9 sending appointment reminders from the planners
- Module 3.10 adding day notes to the ‘Work Planner’ and ‘My Work’ views
- What do you know about workers and planners?
- Module 4.1 adding prospective new customers to the canvassed list
- 4.2: Adding jobs and quotes for canvassers with the job editing role
- Module 4.3 viewing and converting prospective canvassed customers
- The canvasser role quiz
- Module 5.1 editing job details from the planner views
- The job editor role
- Module 6.1 creating customers, quotes, jobs and payments as a creator
- All about the creator role
- Module 7.1 Understanding the admin and owner roles and permissions
- Module 7.2 - General Settings
- Module 7.3 - Attachments
- Module 7.4 - Jobs and Scheduling
- Module 7.5 The replan updates schedule setting
- Module 7.6 Functions on completing jobs
- Module 7.7 Settings for showing/hiding options for workers and planners
- Module 7.8 Settings for Day Pilot
- Module 7.9 Settings on work sign off and time tracking
- Module 7.10 Settings on predefined reasons for skipped jobs
- Module 7.11.1 Default notification method
- Module 7.11.2 - SMS settings
- Module 7.11.3 - Email settings
- Module 7.11.4 - Message templates
- Module 7.11.5 - Hide Automatic payment methods from invites
- Module 7.12.1: Invoicing and payments - connected services
- Module 7.12.2 - Invoice payment period
- Module 7.12.3 - Invoice automation
- Module 7.12.4 - Duplicate GoCardless Payment Protection
- Module 7.12.5 - Hide automated payment options from invoices
- Module 7.12.6 Default invoice notes
- Module 7.12.7 Expense and invoice tax rate
- Module 7.12.8 Invoice prefix and start number
- Module 7.13: Payment Accounts
- Module 7.14: Quotes
- Module 7.15: Data
- Do you know your global settings for admins and account owners?
- Module 8.1 Adding and editing customers
- Module 8.2 Customer notes
- Module 8.3 Customer settings
- Module 8.4 Customer attachments
- Do you know everything about adding customers?
- Module 9.1 Adding jobs to customers
- Module 9.2 Viewing jobs on customers
- Do you know all there is to know about adding jobs?
- Module 10.1 Adding a location and frequency to a round
- Module 10.2 Scheduling new jobs by rounds - seeing the benefits of scheduling
- Do you know how to schedule by rounds?
- Module 11.1 Services and setting service default prices
- Module 11.2 Attachments
- Services and attachments quiz
- Module 12.1 Adding users and teams and setting their permissions
- Module 12.2 Assigning work to users and teams
- The users, teams and work assignment quiz
- Module 13.1 Creating quotes
- Module 13.2 Sending quotes for acceptance, viewing replies and booking in.
- Module 13.3 Quote status indicators
- Quiz on quotes!
- Module 14.1 Creating and sending invoices
- Module 14.2 Viewing invoices from different views
- Do you know everything about invoicing in Squeegee?