Squeegee Training Academy Overview - which modules do I need to take?
  • Which modules are for me?
Module 1 - The basics, navigating the menu and getting help
  • Module 1 - The basics, navigating the menu and contacting support
  • Know the basics?
Module 2 - Workers
  • 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 - Workers and Planners
  • 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 - Canvassers
  • 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 - Job Editors
  • Module 5.1 editing job details from the planner views
  • The job editor role
Module 6 - Creators
  • Module 6.1 creating customers, quotes, jobs and payments as a creator
  • All about the creator role
Module 7 - Admin and owners global settings
  • 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 - Adding and editing customers
  • 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 - Adding and editing jobs
  • 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 - Scheduling by rounds, planning and replanning
  • 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 - Services and attachments
  • Module 11.1 Services and setting service default prices
  • Module 11.2 Attachments
  • Services and attachments quiz
Module 12 - Users, teams and work assignment
  • 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 - Quoting
  • 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 - Invoicing
  • Module 14.1 Creating and sending invoices
  • Module 14.2 Viewing invoices from different views
  • Do you know everything about invoicing in Squeegee?
Module 15 - Payments