Crew sign off & Automation of delivery notes processing

In Mobile App – Crew sign off by siging and uploading Delivery Note

Project delivery notes can be created, signed and sent digitally and 100% paper free!

The crew sign off feature allows the crew leader to enter the hours of all crew members and generate a PDF of the DN for the client to check. The client can then add a rating and sign with their finger before the crew leader sends the document back to the office.

Signed documents will arrive in the project documents container for planners for process and be visible in the Today page Delivery Note container.

In SquidWeb Desktop – Processing of Delivery note automatically

Once delivery notes are uploaded the delivery note can be processed under Project Document Inbox container. In order to see the option the permission needs to be assigned which is called: Automated Delivery Note.

By clicking “Automated Processing” under Project Document inbox container the Payable and Chargeable hours are automatically calculated. Before the visualisation can be seen under Project Crew Items table the notification of how many rows have been changed.

 

2

Client login

A client account can be access via a mobile device or desktop and will let clients keep up to date with their project’s progression.

Clients will be able to see all project information, crew lists and documents (if the rights have been set to “a”).

This tutorial video is created for the client,  it explains all the features of a client account and shows them what they can do – share it with a new client to show them how it works.

2

Adding a new location

When you add a new location to SquidWeb 3,  geolocation data is used to calculate the location of a venue. The details you enter are used calculate where in the world your new location is and places the location pin on the map.

But remember, the pin will NOT be accurate to the front door of the location, this means you have to move the pin to the exact meeting point you want your crew members to use when they have a job there. This might be the loading bay of an arena or the service entrance to hotel, but make sure click and drag that pin to where you want the crew to meet!

Here is our guide to add new location in SquidWeb:

SquidWeb wiki Locations