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.
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…
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!
Tab works in SquidWeb in the same way it functions throughout Windows- Tab will move focus to the next tab stop and Shift+Tab will move focus back to the previous tab stop.
This can be used to navigate projects pages or dialoges.
However, when a dialog pops up, using Shift+Tab will jump focus straight to the last tab stop, allowing you to release the dialog instantly.
After the project is done and the CL uploads the project reports to SquidWeb, it will appear on your today page.
Use the doc to fill in the project hours and then be sure to mark it as process so others know the job is done!
A correctly processed document will no longer appear in the today page documents container.
If you create a new project via the context menu in the projects list, a new project dialog with the same client and company will be triggered!
The context menu is accessed by right clicking on a project or pressing the menu key on your keyboard.
Block dates are set when a crew member is unavailable to work for a set period of time, if an attempt to book the crew member is made over a block date, the planner will be alerted by the system.
Block dates are added in the Crew Planner and will allow you to set the duration, days and reason for the absence.
Individual or multiple weekdays can be blocked in one action with this feature. Great for crew members that are studying for example.