Working with complex projects often means navigating between different layers of information, from overall project details to specific crews and individual items. This can quickly become time-consuming and harder to manage.

How it works

As you interact with the project, the side panel responds in real time:

  • Selecting the project shows the side panel in Project mode, displaying project-level sections
  • Selecting a crew group switches the side panel to Crew mode, focusing on crew-related panels (e.g. Crew optimizer)
  • Selecting a crew item switches the side panel to Crew item mode, where the content adapts depending on the item:
    • Empty item → shows the Crew optimizer
    • Filled item → shows the Crew profile and related details

There’s no need to manually switch between views — the interface adjusts instantly to your context.

With the Side Panel View Modes, SquidWeb simplifies this process by adapting the panel automatically based on your selection.

More control when you need it

In addition to the automatic behavior, you can also manage the panel manually through the menu:

  • Fold all panels to get a cleaner and more focused view
  • Filter the content by view mode (Project, Crew, Crew Item, etc.)

This combination gives you both flexibility and control, depending on how you prefer to work.

The side panel helps you:

  • Spend less time searching for information
  • Stay focused on the task at hand
  • Navigate complex projects more efficiently
  • Keep your workspace clean and structured

 

You can now create a visual banner for each project directly in SquidWeb.

This helps planners quickly recognize projects and adds visual context to project information.

Project banners can be generated using AI or uploaded manually.

How to create a project banner

  1. Open a project in the Web App

  2. Go to the project information section

  3. Click on the banner area

  4. Choose:

    • Generate with AI, or

    • Upload your own image

If you generate a banner with AI, SquidWeb uses the available project information (project name, dates, location) to create a contextual image.

Where the banner appears

Once created, the banner is displayed:

  • In the project information section in the Web App

  • In the mobile app project view for planners

  • In the mobile view for clients

This provides a consistent visual reference across devices.

Why use project banners

Adding a banner helps:

  • Quickly recognize projects

  • Improve visual organization

  • Add context to project information

  • Reduce confusion in large project lists

Project banners are optional but recommended, especially when managing multiple projects at the same time.

When creating a project, selecting a contact does more than just assign a client — it also determines which rate card is used.

Each contact can have a default rate card linked to it. Once you select that contact, the system automatically applies the corresponding rate card and fills in the relevant parameters.

How it works

  • Create a new project
  • Select a contact
  • The default rate card assigned to that contact is automatically applied
  • Project fields are filled based on that rate card
  • Create the project
  • You can see and edit all the rate card parameters applied on the project details container
  • Open the rate card by double-clicking the label in the project
  • Review and edit all parameters from one place

If multiple rate cards match:

If a contact has more than one matching rate card, the system selects the first active one and applies its parameters to the project.

 

Did you know you can navigate SquidWeb without clicking through menus?

With the Command Palette, you can quickly search and open pages, trigger actions, and access panels — all from one place.

How to open it

Press Ctrl + K (Windows) or Cmd + K (Mac)

🔎 Search and navigate

Simply start typing to:
• Find pages and modules
• Jump directly to specific sections (Accounting, Planning, Settings, etc.)
• Open contacts, projects, emails, etc

⌨️ Use quick commands

You can refine your search using special prefixes:
> → Show available actions
@ → Open panels (main panel or side panels)
open → Shows open tabs

Navigate using:
↑ ↓ to move
Enter to select
Ctrl + Enter to open in a new window

💡 Why use it?
• Faster navigation
• Fewer clicks
• Full keyboard control
• Improved productivity for power users

The Command Palette helps you move through SquidWeb more efficientl, especially when working across multiple projects and modules.

 

Watch a short tutorial here:

 

 

 

 

With the location pictures feature in the SquidWeb mobile app, planners can now add images to specific locations to help crew members easily recognize and find the exact place on site.

Visual references reduce confusion and improve preparation — especially for larger venues, multi-entrance buildings, or unfamiliar sites.

How to add location images

From the mobile app

• Open the location

• Upload one or multiple images

• Select one image as the main image

From the web app

You can also manage location images directly from SquidWeb:

• Go to location details

• Click “Open location details on mobile app”

• A mobile modal view opens inside the web app

• Upload images and select the main image

The mobile interface opens in a modal window and logs you in automatically, so there is no need to switch devices.

Where is this available?

The mobile view for locations can currently be accessed from:

Locations page → location details

Inside a project → select project crew → location details

Why this matters

Adding visual references improves:

• Faster orientation on site

• Fewer misunderstandings

• Better preparation before arrival

Location pictures ensure your crew knows exactly where they’re going — before they even arrive.

🎥 Watch the full tutorial here

 

 

With SquidWeb, planners can request the same crew member across multiple projects — even when working times overlap. This provides maximum flexibility when planning complex schedules or reacting to last-minute changes.

Crew members are transparently informed through the mobile app and can clearly see all overlapping job requests. They can review each job, switch between requests, and actively decide which assignment to confirm or refuse.

This workflow ensures that changes, including time-critical scenarios such as Spare to Fix rebookings, are handled in a controlled and transparent way. Planners stay flexible, crew members stay in control, and double bookings are avoided through clear communication and active confirmation.

Parallel Requests

The possibility to add any text and clickable link to all document types has arrived!

The actual adding of the text needs to be done via Admin permissions, ideally put together a Google Doc. with all helptexts and links and the product support team will update the documents.

Once the helptext is added it can be seen via Squid Mobile!

 

Check out this video:

 

In order to have a clear overview of TODOs and stay on top of activities, this symbol is designed to help signal which projects have open TODO TODOs that are not completed. This also can be seen under Accountings, Payrolls, Invoices, Receipts, Quoates, Delivery Notes etc.

The symbol will disappear once the TODO TODO is completed.

Check out this quick video to show you how it works!

Overview

Receipts can be created directly via the SquidWeb Mobile App and are automatically synced with SquidWeb.

To use this feature, users must have the appropriate company role permissions to view and edit receipts.

Using the mobile app, users can:

  • Create new receipts

  • Upload or scan receipt documents using the device camera

  • Attach invoices or supporting documents to a receipt

When creating a receipt, users can select a template to automatically prefill key fields such as:

  • Item description

  • Tax types

  • Account and contact information

The receipt amount can be entered as gross or net using the toggle switch, and different tax types can be applied depending on the receipt and local tax requirements.

Each receipt includes status updates and an activity log, allowing users and office teams to track the progress of the receipt and all related actions.

For a step-by-step walkthrough of the mobile receipt flow, see the video tutorial: How to manage receipts in SquidWeb 

 

 

Overview

The wokflow of automating crew booking touches on several features such as: Find the best person container, Bulk options ( Add spare, Suggest crew, Change crew) and Robots ( Add spare robot, delete and assign spare robot).

Keep in mind the company role “Find Best Crew” should be assigned also!

 

Find the best Person

The Find the best person container calculates the eligibility of all crew members for a selected shift (or shifts) and lists them in order of priority for you to add to the project.

SquidWeb takes into consideration the crew members contracted hours, current amount worked hours (monthly) and their travel time to the job location to provide you with a list of names to add to your project.

Please notes methods are defined in Company settings.

 

Drag and drop crew members via shift tile view!

 

Bulk Actions

Add spare

A user can perform a quick bulk action by adding a spare with a specific function and insert a new position in an existing project. This process can be automated by adding a robot and making sure the robot action type is “PROJECT ADD SPARE”.

 

 

Suggest crew

A user can perform a bulk action on suggesting a crew members based on the input data. Unlike the Find the best person feature this option is a fully automated option meaning the Project crew items will be automatically changed based on the suggested crew.

 

Change crew

When crew members need to be changed from one project crew to another, the bulk action can enable a quick and easy chanbe by selecting the crew members and applying Bulk Action Change Crew.

 

Default spare robot – Add, delete and assign spare

 

There are 3 different robot automations that can be executed such as: adding spare positions to project robot, deleting empty spare positions and assigning crew members using the find the besr person method to assign crew members.