All new mobile users must first be given an account within SquidWeb, this video will show you how to create an account for a crew member and send them the welcome link that will help them get started!
The welcome link contains a unique URL that is only valid for 24 hours, if the crew member misses this window, they can use the forgotten password feature to send themselves a new link.
Project delivery notes can be created, signed and sent digitally and 100% paper free!
The crew sign off feature allows the crew leader to enter the hours of all crew members and generate a PDF of the DN for the client to check. The client can then add a rating and sign with their finger before the crew leader sends the document back to the office.
Signed documents will arrive in the project documents container for planners for process and be visible in the Today page Delivery Note container.
Once delivery notes are uploaded the delivery note can be processed under Project Document Inbox container. In order to see the option the permission needs to be assigned which is called: Automated Delivery Note.
By clicking “Automated Processing” under Project Document inbox container the Payable and Chargeable hours are automatically calculated. Before the visualisation can be seen under Project Crew Items table the notification of how many rows have been changed.
A client account can be access via a mobile device or desktop and will let clients keep up to date with their project’s progression.
Clients will be able to see all project information, crew lists and documents (if the rights have been set to “a”).
This tutorial video is created for the client, it explains all the features of a client account and shows them what they can do – share it with a new client to show them how it works.
SquidWeb is full of shortcuts and features that will help make your life easier.
We have combined all the tips and tricks we learned from our users at the 2019 Squidlympics to create this ultimate user guide to efficient project creation.
Using these shortcuts will help you streamline your workflow and might help you out in the busy season…
Company stationery will be applied to all reports and documents created in SquidWeb so all your company’s important information is available for clients. There are some design criteria that need to be met when uploading your stationery to SquidWeb.
The stationery needs to be in the top 45mm and the bottom 50mm of the documents and it must be uploading in PDF form.
ToDo’s serve as SquidWebs internal messaging system. Users can created a ToDo for another team member that links them directly to the page where the task needs doing.
Once the ToDo has been assigned to another user, it will be visible on the Today page of both the creator and the recipient until it is completed.
The only way to complete a ToDo, is to create a “ToDo Complete” and send it back to the creator.
You can even create ToDos for yourself!
If a crew member’s profile picture is bigger than 100kb it can slow SquidWeb down, if there are many crew members with large profile pictures this can greatly affect the time taken to load features like the crew planner.
To solve this issue simply resize the image to remove and unnecessary background content from the photo.