Crew members can view and apply to open positions directly from the Project Vacancies section in the mobile app.

Once they apply:

  • A ToDo is automatically created for the planner
  • A new activity is logged in the project (web app)

This ensures the office team is immediately informed and can manage requests from the web app.

Withdrawing a request

If needed, the crew member can withdraw their application at any time — as long as the position has not yet been confirmed by the planner.

This action is also done directly from the mobile app.

Once the request is withdrawn:

  • A ToDo is created for the planner
  • A new activity is logged (web app)

This keeps everything transparent and up to date between crew and office.

Crew flexibility (mobile)

From the mobile app, crew members can:

  • Apply to open positions
  • Manage their availability
  • Withdraw requests if their situation changes

How to create and manage ToDos in SquidWeb

Keeping track of tasks between office and crew can quickly become messy — especially when working across multiple projects.

With SquidWeb ToDos, you can assign tasks in seconds and make sure they are completed directly from the mobile app.

What you can do with ToDos

  • Create and assign tasks instantly
  • Add context and instructions
  • Send tasks directly to crew members
  • Track progress in real time
  • Complete tasks in one click from mobile

How to create a ToDo

1. Go to a project
2. Open the Activities section
3. Click on New ToDo
4. You can define:

  • Title (caption) – A short description of the task
  • Detailed instructions (body) – Add context or specific actions to complete
  • Recipient – Assign the task to the responsible person
  • Due date and time – Set clear deadlines
  • Reminder – Ensure the task is not forgotten
  • Priority – Highlight urgent or important tasks

5. Save the ToDo

Example: “Please contact the driver to arrange the pickup”

Create ToDos from different areas

ToDos can be created from multiple parts of SquidWeb, such as:

  • Projects
  • Leads
  • Payroll
  • Mailbox
  • Delivery Notes
  • Contacts

This allows you to assign tasks wherever the need arises.

How ToDos work on mobile

Once created a ToDo external:

  • The assigned person receives the task instantly
  • The ToDo appears directly in the mobile app
  •  The crew can open and complete it easily

No need for calls or external communication.

✔️ Completing a ToDo

ToDos can be completed directly from the mobile app:

  • Open the task
  • Click “Complete”

That’s it — fast and simple.

Tracking ToDos

From the web app, you can:

  • See all active ToDos
  • Track completion status
  • Review completed tasks

This gives full visibility to the office team.

Result

With ToDos in SquidWeb:

  • Communication becomes structured
  • Tasks are not lost
  • Office and crew stay aligned

You can now open and use the Mobile App interface directly inside the SquidWeb Web App.

This allows you to access the mobile-optimized layout without switching devices or logging in again.

The Mobile App view opens in a modal window inside the Web App and runs in your existing session.

How to open the Mobile App view

From the planning calendar

  1. Log in to the SquidWeb Web App.
  2. Go to the planning calendar.
  3. Select a crew member.
  4. Right-click on the crew member.
  5. Choose “Open in Mobile App.”

The Mobile App interface will open in a modal window.

Where else is this available?

The same option is also available in:

  • Inside a project → select a crew member
  • Project details page → via the client mark
  • Contact person details page → crew profile
  • Locations page → location details
  • Project location details

The Mobile App view is not limited to public profiles — it can also be used for locations.

How it works

  • The Mobile App interface runs inside the Web App in an embedded frame.
  • No additional login is required.
  • It uses your office account session (not the crew or client account).
  • You remain inside the Web App while using the mobile layout.

What you can access in Mobile View

Depending on the context, you can view:

  • Public profile
  • Functions
  • Tags
  • Skills
  • Membership crews
  • Location details

The layout follows the mobile-optimized structure for clearer navigation and faster review.

Why use the Mobile App view?

  • Access the mobile interface without switching devices
  • Review information in a cleaner, mobile-optimized layout
  • Navigate quickly between Web and Mobile views
  • Maintain your current session without additional login steps

Calendar Subscriptions – ICal & Google calendar!

 

With one swift click of a button under Personal Calendar, Jobs and Planning Calendar the ICal and Google Calendars can be synced with ICloud Mail, Microsoft Outlook (ICal) and Google Calendar (G).

 

Google Calendar

Once the button named: G has been clicked, an email will arrive with the google calendar link and the option to Add this calendar.  By clicking the link and Adding to calendar the Google Calendar page opens displaying the Job / Project.
A Sync button can be seen when opening a Job / Project entry in Google Calendar. Click Sync to see the latest changes.

 

ICal

Copy and paste ICal link in ICloud Mail, Microsoft Office etc. to sync the Job / Project with other email providers. Go to the calendar section of the email provide and subscribe from web using the pasted ICal link.

 

For more info. check:

Sending and replying is made easy with the new AI integration! It can support with drafting the body of the email, auto-correcting, rephrasing in different tones and languages.

Type in a prompt and the AI will draft an email which can be Accepted and used or further edited.

Summarize an already existing long email chain with the summarize AI feature.

Click here to video video tutorial:

Mobile users can receive Company documents and Rate Card documents via Mobile Documents page.

User rights

In order for the Mobile Documents page to be visible under the mobile app the company role Mobile Documents needs to be assigned to a function. This would be given to the client that receives the documents and needs to be able to view them. Whoever sends the documents needs Edit Company Documents rights in order to access company settings and set the flag next to the documents so that the client can receive the documents.

Company Settings – Company documents

Once the rights have been given the company documents which should be displayed to the users need to be checkmarked under Company Settings

Rate Card Documents

Under rate card documents container, the document can be uploaded and the rights must be given under column: Rights (assign:a). When uploading a new document the selection under Type must be Rate Card. In order for the Rate Card Assignments to be viewed the permission Read Rate Cards need to be given.

Viewing Documents under Mobile App – Mobile Documents

Once the appropriate rights are given (read Companies& Mobile Documents) and the documents checkmarked the crew member can view the documents under Mobile Documents. The documents can be downloaded or viewed directly via mobile app

Crew member expenses upload

A crew member can upload the expenses directly in the mobile app where they can be then viewed and processed by the office crew.

In order to upload the expenses the crew member must log in to the mobile app and access the jobs page, select a particular booked job and scroll to the bottom of the page.

The type to be selected is ” Crew member expenses”.

 

Contact details – DHL Label Creation

In order to be able to see the option for DHL shipping under Contact Details the company settings need to be set up accordingly.

Create New DHL Shipping

Recipient Address – populate with the according name and address by filling in the below fields ( if they haven’t already automatically been filled in).
*name
*name add
*Street address
*house number
*address add 1
*postcode
*city
*state
*country

Parcel information – populate with the according details pertaining to the sender in the below fields
*Sender company
*Sender address
*Shipping dimensions
*Length (cm)
*Width (cm)
*Height (cm)
*Weight (kg)

 

Once all the above fields are populated click on CREATE and a new tab will open with the DHL Paket label shown.

 

The shipping / tracking number can also be found under the Contact Activities container.