Merge PDFs and Enclose Delivery Notes in Invoice Report

Invoice Preview

 

When previewing an Invoice and there is a Project Calculation report template the following actions can be performed:

* Option to choose which document to share / release by ticking the first checkbox
* Option of enclosing delivery notes by ticking the second checkbox
* Option of merging all PDFs into one PDF

 

 

Contact Details

 

Under Contact Details the 2 options for Merging Invoice Documents and Enclose Delivery Notes can be also checked off meaning if done it will automatically be checked in invoice preview by default.

These parameter can be setup for contact using a robot – please contact support if you are interessed.

Mobile Project Vacancies

User Story

The mobile page “project vacancies” will show jobs (project crew items) for which crew members can apply.

 

Crew Member Vacancies Application via Mobile App

In order for the crew member to be able to apply they need to have an active contact, active ratecard or active contact contract (this can be done under company settings, see admin section below). Once the crew member wants to apply for a job on click they are redirected to Crew Details Page.

 

 

 

Planners

In order for crew members to be able to view the Project Vacancy page on SquidWeb Mobile App they need to be given permissions for Mobile Project Vacancies (read & apply) and Projects (Read). Then they will be able to view the page and apply to all open vacancies in project for which they have company permissions to.

 

Admin

Beforehand the planners need to make sure that the Vacancy Method is set in company settings so that their project with Confirmed or Confirmed and Quote status will be seen by crew members.

 

Once this is done the crew members are set and ready to apply. Once the request has been sent the project will display the crew member and the status will be changed to Crew Request and will be shown under Project and Planning Calendar. In paralel the planners will be notified with the help of the automated robot so that when the request is made by the crew member they can see the notification in the messenger channel and also via Today page -> TODO.

 

Granting crew members location access

When wanting to grant crew members location access one must go to the Profile Settings, under mobile app and enable the access under Map Service.

In order to disable the access if needed, under the browser settings the permissions can be removed.

SquidWeb updates 18.04.2023

New features and updates:

  • Crewplanner: days before contracts starts or after contracts ends are marked with grey background 
  • Payrolls: update A3 payroll export 
  • App: show toast to confirm, create event “CONFIRMED_DATE_BLOCKED” when cm block date on date that already has job confirmed by cm 
  • App: add precall/checkin/checkout on Home
  • Projects: add delivery note report template with break column
  • Projects: find the best person improvements
  • Projects: add drag and drop shift tiles

Fixes:

  • Application/Person: fix that event APPLICATION_WELCOME_CREW_MEMBER is not triggered correctly when executed on persons page
  • Crewplanner: fix missing crew/spare filter
  • Companysettings: fix download of project delivery note templates

Covid-19 documentation request

A new tag has been added to SquidWeb to help track if a crew member is Covid-19 tested or vaccinated, the skill can be added to the crew member’s profile once they have submitted a valid vaccination certificated or negative test document.

The can be requested from SquidWeb and the crew member can upload it from their mobile or desktop device like any other document. We will use the COVID-19 Vaccination Certificate document request as an example to show you how to complete this process:

  • Open the Personal Documents Container menu,
  • Select “Request new document” and select “COVID-19 Vaccination Certificate”
  • Select your company and click save to send the request to the crew member

The document will be marked yellow in the personal documents container until the crew member submits a document. The crew member will receive the request on their mobile app home screen and it will remain there until they upload their Covid-19 certificate.

Once the crew member has submitted a document it must be confirmed by the office before it is valid. The document will me marked blue in the personal documents container until it is confirmed by an office member. To confirm the document:

  • Open the (blue) document from the personal documents container menu
  • Check the document is indeed valid
  • Select Mark as confirmed from the document details container menu

The skill will then be automatically added to the crew member’s profile container under “Documented skills”. This tag will inform all other planning staff that the crew member has vaccination documentation. If a job requires vaccination documentation, the tag filter can be applied to the crew planner to display only crew members with this skill tag present in their profile.

Google Account Access Explained

Some features in SquidWeb require you to grant permission for SquidWeb to access your Google account, but why do we need this access, and exactly what do we do with it?

SquidWeb only uses the access to your Google account to access or change information of items create from a SquidWeb feature – Template documents for example, allow you to generate a Google document of a pre-defined layout directly from SquidWeb, this document is created in Google documents and stored in your Google Drive, therefore SquidWeb requires permission to access these two features.
Allowing all requested permissions to your Google account will give SquidWeb the ability to use all its required features in connection with Google, those permissions are as follows:

  • Google Drive Access: Allows Squidweb to add or remove template documents and spreadsheets to your Google Drive.
  • Google Docs & Spreadsheet Access: Allows Squidweb to create template documents and spreadsheets from SquidWeb to your Google account.
  • Google Calendar Access: Allows Squidweb to create events from SquidWeb planning features to your Google calendar.
  • Apps Script projects: This allows SquidWeb to send PDFs from Google back into SquidWeb.

For full details on how these permissions are given in SquidWeb, see our short tutorial video here:

 

Project: Default view button

The default button will reset the project, including all filters, back to the original project view with a single click.

The button is located in the header of the project crew items container and once clicked, any crew filters or supplier selections you have made to the project since you started working on it will be reset to display all PCI’s and all crews in their original order.

1

Upload a document from Google docs

SquidWeb’s template document allow you to generate a doc from SquidWeb with pre-filled variables to quickly produce bespoke files without any work. Now with the use of Google App Script, it is possible to upload those documents directly back to SquidWeb without the need to download it first.

To do this you must first activate Google App Script by visiting https://script.google.com/u/3/home/usersettings and connecting with SquidWeb. Once you have activated the function a new toolbar item “SquidWeb” will appear on your google docs and you can upload a completed template document back to its original location in SquidWeb.

Delete Projects, Items & Crews

Project Crew Items, Crews and Projects may be deleted from SquidWeb and then recovered again at any time.

To delete a Project Crew Item or an entire Crew, simply select it and hit thee delete button, once deleted the element may be recovered from the Trash page by selected the “Show Deleted” option in their respective container menus.

A deleted project may also be recovered from the project list container menu, however opening a deleted project does not return it to the project list right away, the project is instead reopened first, allowing users to check old bookings or project info before recovering it from trash.

Check out the tutorial for full details

 

How to set default mailbox

A mailbox can be set as your default mailbox in SquidWeb settings, a public or private mailbox from the system can be assigned as your default. Once set, new mail will be set sent from this address unless specified otherwise.

Choosing a default mailbox is simple:

  • Navigate to your profile settings in the top right corner of the dashboard
  • Select ‘User Settings’
  • Select your chosen mailbox from the ‘mailbox’ dropdown menu
  • Save