Entries by Helena San Juan

Automate Receipts with a Google Drive Folder

Accounting teams often receive paper receipts from employees, crew members and suppliers. Collecting these documents usually means scanning receipts, sending emails, downloading attachments and manually importing each document into the accounting system before it can be reviewed. SquidWeb simplifies this process by monitoring a shared Google Drive Folder. As soon as a new receipt is […]







Process Receipts from Emails

Accounting teams often receive receipts by email from employees, crew members and suppliers. Processing these documents manually usually involves downloading the attachment, saving it locally, creating a receipt and entering the information before it can be reviewed. SquidWeb simplifies this workflow by allowing users to create receipts directly from email attachments. With a single action, […]







Process Bank Statements from Emails

Companies regularly receive bank statement PDFs from their banks by email. Processing these statements often involves downloading attachments, organising files and manually importing transaction data before it can be reviewed by the accounting team. SquidWeb simplifies this process by allowing users to process supported bank statement PDFs directly from a configured Public Mailbox. Depending on […]







Travel Groups

When multiple crew members travel together, coordinating vehicles and passengers can quickly become difficult. Travel Groups allow you to organize shared transportation directly within a project, making travel planning part of your normal scheduling workflow. Each Travel Group represents a single journey, such as a car, train or shuttle, and crew members are assigned directly […]







Share project instructions with Dynamic Info Notes

Clear communication is essential for every successful project. Project Dynamic Info Notes allow planners to share project-specific information directly through the SquidWeb Mobile App, ensuring that each recipient only sees the information relevant to their role. Unlike project comments, these notes are designed for digital communication and are not included on confirmation documents, work orders, […]







Save Signatures & Sign Documents in Bulk

Digital signatures are an essential part of many workforce processes, from signing contracts to approving Delivery Notes and other important documents. While digital signing is already faster than paper-based workflows, repeatedly drawing or uploading the same signature — or signing documents one by one — can still become a repetitive task. With Saved Signatures, SquidWeb […]







Crew Optimizer

Workforce planning becomes increasingly complex as your organisation grows. With dozens of planners, multiple projects and hundreds or even thousands of crew members, manually selecting the best person for every position quickly becomes one of the most time-consuming parts of the planning process. Who should receive this job? Who still needs contract hours? Who worked […]







Check VAT Number

Verifying a customer’s VAT Number is an important step for many businesses working with companies across Europe. Besides confirming that the VAT Number is valid, it is often necessary to keep a record of the validation for future reference. SquidWeb simplifies this process by allowing users to validate VAT Numbers directly from a Contact. Once […]







Project Crew Status

Managing a project often involves coordinating multiple teams working on different tasks, locations or stages of the same production. Rather than treating every crew as a single group, SquidWeb allows planners to organise work using individual Project Crews. Each Project Crew can have its own crew members, Crew Mode, location, rate card and operational information. […]







Crew Modes

Managing attendance, working hours and project sign-offs can vary significantly from one company to another. Some organisations rely on Crew Chiefs, others give responsibility to clients, while some prefer fully self-managed workflows through the mobile app. Rather than enforcing a single process, SquidWeb allows companies to configure how these responsibilities are handled by using flexible […]