Description
Squaremates can help you build a custom app in the Square Dashboard.
In this demo, Abhi asks Squaremates for an app to manage the customer lifecycle: tracking leads, sending scheduling reminders, sending invoices after a job, managing payments and showing the month's jobs in a calendar. Squaremates asks a few setup questions, then builds and publishes the app. When the first version can't load business data, Squaremates diagnoses the issue and publishes a fixed version. The demo ends with a tour of the app: upcoming jobs, a lead pipeline, customers and follow-up drafts.
Chapters
0:00 Build a customer lifecycle app with Squaremates
0:26 Describe the app
1:19 Approve the build and answer setup questions
2:22 Publish the app
2:39 Open the app
2:55 Fix a data connection error
3:33 Tour the finished app
4:07 Recap
AI can make mistakes. Please check responses. Squaremates does not provide financial, tax, or legal advice. Squaremates Apps is available to Square sellers in the US.
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