Squeegee Training Academy
Learn how to use Squeegee at your own pace. With simple to follow videos, guiding you through each module with accompanying written steps.
00 Setting up a trial and getting started
A quick look at the training overview to see which modules you need to take.
01 Day to Day
See Squeegee in Action as it is used day to day in thousands of businesses like yours
10 Scheduling by rounds, planning and replanning
Module 10 shows businesses the benefits of scheduling by rounds and how to replan and reschedule rounds.
11 Services and Attachments
Module 11 shows businesses how to add default prices to services and how and where attachments can be added.
12 Users, teams and work assignment
Module 12 shows businesses how to add new users and teams, and how to assign work to them.
13 Quoting
Module 13 shows businesses how to create and send quotes and set up the automation to enable the customer acceptance flow.
14 Invoicing
Module 14 shows businesses how to create, send and view invoices to customers.
15 Payments
Module 15 shows businesses how to record payments and charge customers using the auto-payment methods set up.
16 Expenses
Module 16 shows businesses how to enter expense categories and expenses selecting a tax rate
17 Messaging
Module 17 shows businesses the different message templates in the app and how to use the list of tokens to personalise messages to customers.
18 Reporting
Module 18 shows businesses where to find and download different types of reports in Squeegee
19 Advanced Customer Portal
Module 19 shows businesses an example of what an advanced customer portal could look like and how to get one set up.
20 Ultimate Customer Portal
Module 20 shows businesses an example of an Ultimate Customer Portal and how the information gathered comes through into Squeegee
21 Squeegee SEND
Module 21 shows an overview of how to use Squeegee SEND to create and send out a marketing campaign