Pfändung documents

Pfändung documents can be uploaded to SquidWeb and the system will remind you how much is owed each payroll until the debt is settled.

Quote templates

For quotes are sent often or to multiple contacts (sending crew service conditions to new clients for example), a quote template can be created.
A template is created just like any other quote but the type is changed to “Template”, it can then be used at any time when created a new quote to save you the task of rewriting the same items again and again.

Simply leave the “amount” column empty so the template can be adjusted to meet and client request.

Email templates can also be created to accompany quote templates, saving you time writing email text and providing clients with a uniform and professional service.

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Rotate documents

Documents that have been uploaded to SquidWeb with the wrong orientation can be rotated 90° left of right.

Open the document preview page and right click on the PDF preview to open the rotate option menu.

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Using SquidWeb efficiently

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…

Check out the video here!

Uploading company stationery

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.

To see how its done check out this video!

Team ToDos

Team ToDo’s are used to send messages to all users of a specific login type instead of an individual.

A Team ToDo can be created to all Accountants for example, instructing them to check all invoices before the months end.

ToDos

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!

Check out this video to see how its done!

The Project Crew Item duplicator

This feature will make creating project crews much faster.

CTRL+D will allow multiple crew positions to be copied to any other date, or crew, within the project. Its Copy/Paste but much better.

Select all the positions you which to duplicate and press CTRL+D to trigger the duplication dialog.

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Scroll wheel click

Click the scroll wheel on your mouse to open pages and features in a new tab.

This is very useful to quickly open multiple pages to work on or save for later.

Resize crew photo

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.