The Crew Planner page is the all in one tool for all the staff in your company.
Crew calendar, Profiles, Ratings, Bookings, Vacations accounts and more!
The Crew Planner has everything you need to organize and plan the whole team.
The MainPanel displays the crew calendar, an interactive and color coded crew planners dream, and the SidePanel is filled with all the information you can legal access about which ever member of the crew is selected.
The SquidWeb invoice warning system alerts you when an invoice is overdue and provides incremental reminders to notify the client to pay the outstanding amount.
The report can be created and sent directly from the invoice list and emailed to the contact or robots can be set up to trigger the email.
The intervals at which these warnings are triggered is defined in company settings or individually for each client in the claim management, any invoice that has not been paid at the end of the first set period will be marked in the invoice list “Payment” column and the first warning report will be sent. This will continue until the invoice is marked as paid or all warning steps have been exhausted. The payment column has 5 due date positions: 3 for payment reminders and 2 for legal action.
The dates at which the warnings are due may also be manually edited for each invoice by selecting the “change due dates” option from the invoice list action menu:
This is also useful for example when a payment agreement has been made with a client where the standard due date intervals do not apply. Setting the expected date for each payment reminder will avoid unnecessary communication being sent to a client.
Full details on how the invoice warning system works can be found in our tutorial video here:
This tutorial show you how to create a receipt and process an incoming invoice through to completion. Incoming invoices can be uploaded to a receipt and stored for accounting records.
Bank transfers can be made directly from a receipt and its status tracked for all users to see.
Items represent any service or product that may be added to an invoice, receipt or quote in SquidWeb along with any rates, prices and VAT attributed to them.
Items are organized into groups and are created, edited and listed in the items page.
When an item is added to a report, the position values of the item are automatically updated to it.
Projects are the heart of SquidWeb and will be a big part of a user’s day-to-day.
SquidWeb will automatically generate all documents with the project’s details and information already included and ready to be sent to client and crew.
Select a rate card for the whole project, individual crews or just one team member.
Templates are the preset content for emails, messages and documents sent from Squid.
If it can be sent from Squid, a template can be made for it. The more templates you have set up, the less time you have to spend writing emails and texts.
Set up your templates in multiple languages and Squid will give you the right template for the right contact.
Rate card set universal pricing for clients, crew, regions and locations.
Create templates to save time when adding new contacts and set up default rates to cover everything else!
Set rates for a company, a person, a job title, a city, a venue or just one day.
The GUI is how you, the user, interact with SquidWeb. This includes all windows, icons, menus, pages and features that may be manipulated by the mouse or keyboard.
Understanding how SquidWeb’s GUI is laid out and how to navigate it, will help new users get started.
All of SquidWeb’s support and tutorial material are made for users with s basic understanding of SquidWeb terminology and design. This video will introduce you to SquidWeb and the tools to start working.