Accreditation reports
Accreditation reports can be generated directly from a project…
July 19, 2019/by SuperAdministratorAdd and Edit new Crew Tags
Crew tags can be assigned to a crew member from their crew profile.…
January 29, 2020/by SuperAdministratorAdding a new location
When you add a new location to SquidWeb 3, geolocation data…
July 11, 2019/by SuperAdministratorApprove a crew member profile picture
Crew members may update their profile picture at any time from…
November 23, 2020/by SuperAdministratorAssigning languages to contacts
When a contact is assigned a language, all future reports and…
July 19, 2019/by SuperAdministratorAutomated Accounting
September 8, 2021/by SuperAdministratorBank transfers
Bank transfers can be sent alongside the creation of receipts…
August 2, 2019/by SuperAdministratorBlocking dates
Block dates are set when a crew member is unavailable to work…
July 19, 2019/by SuperAdministratorBooking with crew calendar
Working with the project page and the crew calendar side by side…
July 22, 2019/by SuperAdministratorBulk Mail tools
A bulk, or group, email can be sent from SquidWeb in a number…
January 13, 2020/by SuperAdministratorClient login
A client account can be access via a mobile device or desktop…
July 22, 2019/by SuperAdministratorClosing a project
After the project is finished and all project documents have…
July 29, 2019/by SuperAdministratorUpload Company Documents
Company documents, such as terms of trade, can be uploaded via…
November 12, 2020/by SuperAdministratorContract and documents
Mobile users can find a copy of their contract, view their monthly…
August 1, 2019/by SuperAdministratorCreate projects from the context menu
If you create a new project via the context menu in the projects…
July 19, 2019/by SuperAdministratorCreating an invoice from a project
When your project is finished, you need to create an invoice…
July 22, 2019/by SuperAdministratorCreating projects in SquidWeb 3
Projects are the heart of SquidWeb and will be a big part of…
July 22, 2019/by SuperAdministratorCrew external expense report – desktop SquidWeb
A crew member expense report is sent to an external payroll company…
April 15, 2020/by SuperAdministratorCrew info mobile app
A "crew info" documents is a document that can be made available…
March 9, 2020/by SuperAdministratorCrew Planner
The Crew Planner page is the all in one tool for all the staff…
July 22, 2019/by SuperAdministratorCrew profile comment
The crew profile comment field is located at the bottom of the…
April 14, 2020/by SuperAdministratorCrew sign off & Automation of delivery notes processing
In Mobile App - Crew sign off by siging and uploading Delivery…
July 22, 2019/by SuperAdministratorDigital signatories
Signatories can be added to a document in SquidWeb, this will…
April 21, 2020/by SuperAdministratorDigital signed crew documents
Crew trainings and documents that require a crew signature can…
November 10, 2020/by SuperAdministratorEasy menu access
If you are working in squid and need access to the menu or to…
July 19, 2019/by SuperAdministratorExporting invoices & debtor accounts
This video will show you how to export your invoices and debtor…
July 25, 2019/by SuperAdministratorGetting Started
You will receive a welcome email from SquidWeb support when you…
July 22, 2019/by SuperAdministratorGUI
The GUI is how you, the user, interact with SquidWeb. This includes…
July 22, 2019/by SuperAdministratorHow to create a crew member login
All new mobile users must first be given an account within SquidWeb,…
July 22, 2019/by SuperAdministratorHow to install desktop app
SquidWeb is Progressive Web App (PWA) so you can access it directly…
July 22, 2019/by SuperAdministratorHow to make a vacation request
A request for vacation can be made from the appointments page…
May 4, 2020/by SuperAdministratorHow to process project documents
After the project is done and the CL uploads the project reports…
July 19, 2019/by SuperAdministratorItems
Items represent any service or product that may be added to…
July 22, 2019/by SuperAdministratorJobs and appointments
The SquidWeb mobile app allows crew members to review and respond…
July 22, 2019/by SuperAdministratorKey accounts
A Key Account is an account (or client in the case of SquidWeb)…
January 14, 2021/by SuperAdministratorMailbox
SquidWeb's mailbox is an integrated email system that allows…
October 9, 2019/by SuperAdministratorMark and remove spam emails
An Email can be marked as spam in the Mailbox by selecting it…
June 3, 2020/by SuperAdministratorMembership Crews
The membership crew feature allows users to assign a crew member…
March 11, 2020/by SuperAdministratorMobile payrolls
After a job is complete and the office staff have processed the…
July 22, 2019/by SuperAdministratorNavigating with Tab
Tab works in SquidWeb in the same way it functions throughout…
July 19, 2019/by SuperAdministratorPayrolls
Once a project has finished and the planner has cleared the position…
October 21, 2019/by SuperAdministratorPfändung documents
Pfändung documents can be uploaded to SquidWeb and the system…
August 21, 2019/by SuperAdministratorPlanner receipts
Planners can create and edit receipts for invoices…
Planning calendar
The Planning calendar provides a daily break down of all project…
July 25, 2019/by SuperAdministratorPlanning calendar pre-call status indicator
The pre-call indicator displays the current status of the crew…
April 14, 2020/by SuperAdministratorProject: Default view button
The default button will reset the project, including all filters,…
January 29, 2021/by SuperAdministratorQuote templates
For quotes are sent often or to multiple contacts (sending crew…
August 21, 2019/by SuperAdministratorRate cards
Rate card set universal pricing for clients, crew, regions…
July 22, 2019/by SuperAdministratorReceipts
This tutorial show you how to create a receipt and process an…
July 22, 2019/by SuperAdministratorReject receipt
A receipt can be rejected by changing its status from the receipt…
May 29, 2020/by SuperAdministratorRequest documents
A document can be request from a contact in SquidWeb, if a crew…
December 3, 2020/by SuperAdministratorResize crew photo
If a crew member's profile picture is bigger than 100kb it can…
July 19, 2019/by SuperAdministratorRotate documents
Documents that have been uploaded to SquidWeb with the wrong…
July 30, 2019/by SuperAdministratorScroll wheel click
Click the scroll wheel on your mouse to open pages and features…
July 19, 2019/by SuperAdministratorHow to set mailbox autoresponder
The mailbox autoresponder can be set when you are on vacation…
December 16, 2020/by SuperAdministratorFaster ways to process your mail
SquidWeb mailbox has a number of features designed to help you…
October 27, 2020/by SuperAdministratorSquidWeb Messenger: How to set up your account
SquidWeb Messenger is a self-hosted online chat service with…
February 11, 2021/by SuperAdministratorSquidWeb Mobile: Update your Profile Picture
mobiYou can update your profile picture at anytime from the profile…
November 23, 2020/by SuperAdministratorSupplier receipts
Supplier receipts differ from normal receipts as the project…
August 21, 2019/by SuperAdministratorTeam ToDos
Team ToDo's are used to send messages to all users of a specific…
July 19, 2019/by SuperAdministratorTemplate documents
A Google doc can be uploaded to company settings with variables…
August 22, 2019/by SuperAdministratorTemplates
Templates are the preset content for emails, messages and documents…
July 22, 2019/by SuperAdministratorThe crew chief’s guide
The crew chief of any given project has access to extra features…
July 22, 2019/by SuperAdministratorThe Project Crew Item duplicator
This feature will make creating project crews much faster.
CTRL+D…
July 19, 2019/by SuperAdministratorCTRL+D…
ToDos
ToDo's serve as SquidWebs internal messaging system. Users can…
July 19, 2019/by SuperAdministratorUploading company stationery
Company stationery will be applied to all reports and documents…
July 19, 2019/by SuperAdministratorUsing SquidWeb efficiently
SquidWeb is full of shortcuts and features that will help make…
July 19, 2019/by SuperAdministratorRecruitment – Vacancies
This feature is currently only supports websites built using…
May 25, 2020/by SuperAdministratorVacation request for crew members
Crew members can make a vacation request from the appointments…
April 21, 2020/by SuperAdministratorWorking with Bookmarks
Bookmarks are used to navigate quickly to important or frequently…
January 20, 2021/by SuperAdministratorWorking with Leads
SquidWeb Leads feature is designed to help generate new potential…
January 6, 2021/by SuperAdministrator