The CLIPitc Mobile App is a very lightweight and clean-looking program developed for use with both tablets and smartphones of either Apple or Android operating systems.  We did our best to make the app as user-friendly as possible so your crew leaders can catch on quickly and spend a minimal amount of time on their phones when they're recording their work throughout the day.
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We've also set it up so you will only need one device for each crew as opposed to buying a phone for each employee.  A bonus is that the app is not data intensive and will enable you not to have to spend extra from the budget on a significant data plan. 

In this article, we'll show you (In Reverse Order) how to install the app and look at the app's four main sections: Record, Time Clock, ToDo's, and Settings.

The app is available for both Android and iOS devices. To find it, simply visit the app store/play store from your phone or tablet and search for "CLIPitc mobile." This should appear as the top result. After it's downloaded, open the app and log in with your normal CLIPitc username and password. All the information from your CLIPitc account will automatically fill into the app.

Under the Settings section (the gear icon), your crew leader can set things up for that day of work. Everything should only take a minute or two and save lots of time throughout the day.

If you are logging into the CLIPitc App for the first time, it will ask you to Select a Crew from Settings. Just choose the crew you want to record work with. If the work isn't showing up, take a sec to log in to CLIPitc from your computer or tablet and check to make sure the jobs are assigned to the correct crew.

For the Settings screen,
Here's what the Settings screen will look like after a crew has been selected.
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The Daily Work Settings:

Use this section to control which jobs appear in your Daily Work list or workbank. These options only changes what you see—it doesn’t affect the actual jobs.

Setting up Crews

First, you'd need to set up all employees in CLIPitc on your computer so they can appear in the mobile app. Crews may change daily due to vacations or sick days, but the crew leader can quickly add or remove employees by tapping the three-dot icon. There's also an option to make another employee a Crew Leader.

Manage Work

Get Work: Load scheduled jobs into the workbank up to a specific date.

Optimize Route: Arrange your scheduled jobs in the most efficient order.

Reload Route: Update your route if there have been changes to job or routing details.

Finalize Jobs: Complete jobs that have been stopped or marked as done. This posts them to customer history and cannot be undone.

Weather Options: Automatically record local weather or enter weather and lawn conditions manually.

Materials Report: View all materials needed for the day’s assigned jobs.

Cache Setting: Clear any temporarily stored data. Use this if the app is running slowly or lagging.

Application Settings: Here you can change the app’s theme and language to suit your preference.

To Dos help you track tasks like customer follow-ups and Call aheads. Each To Do is linked to a specific customer and can be assigned to a CLIPitc user.

Tap the To Do icon next to the Settings gear to view your tasks for a chosen date range. You can switch between List view and Calendar view.

Your employees can track their hours throughout the day using the Time Clock feature. This shows the hours they worked in a day and is separate from the time spent on jobs. Think of the Time Clock as a payroll tool.

Before using it, make sure all employees are set up in CLIPitc on your computer.

Tap the Time Clock icon next to the To Do icon. You’ll see a list of all employees on the crew. You can clock in or out the entire crew using the button at the bottom, or tap an individual employee to clock them in or out.

Tap the green or red button to clock them in or out throughout the day. Their daily time history will appear under “Current Time.” To switch to another employee, tap Back and select their name.

You can also edit employee time from your computer by going to the Employee tab, selecting View More, and opening the History tab.

The record section (the Truck icon) is where your crews will spend most of their time. This is where they can view all the jobs they need to do in order, view notes for jobs, materials, record work, and do a few other things. We'll go over how to do everything one step at a time.

On the first screen, you will see a list of customers with their jobs listed underneath. Customer names appear in gray and their jobs appear in black. If a customer has more than one job, such as mowing and chemical applications, each job will appear on its own line under that customer.

Jobs are listed in route order. Route numbers can be assigned manually from the computer under each job. If you are on the Plus or Enterprise plan, you can also automatically route jobs by going to the Daily tab and clicking Routing.

Use the search bar to find a specific customer or property. You can also click the cone shaped icon in the top right corner to change which crew’s jobs are shown in the workbank.

Jobs that have not been started are shown in grey.
Jobs highlighted in green have been started and are in progress.
Jobs highlighted in yellow are paused.
Jobs highlighted in red are stopped and completed.

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To record work, Start by tapping the first job.

From there you'll see the screen below with all the information that's specific to this job.

Let's look at the main functions of the rest of the buttons one by one.
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Start : Tapping this will begin the time clock for this job.

Pause (icon with two lines): Tapping this will pause the time recorded for the job. This could be necessary if your crew takes a lunch break in the middle of a job, or are interrupted for other reasons.

Stop: Ends the time clock for the job and marks it as completed. The job will be removed from the workbank by default. You can keep completed jobs visible by enabling Show completed jobs in the mobile app Settings.

NOTE: if your crew is taking an unpaid lunch break remind them to also clock out individually under the Time Clock section.

Add Job to Group (plus icon): Sometimes you might want to group jobs together. This could be handy if you were in a neighborhood with three neighbors in a row. Instead of recording the times separately for each job you can group them together. CLIPitc will then divide the total time by the number of properties and distribute the man hours accordingly.

To group jobs together just tap Add Job to Group (the plus icon) and you will see a list of all the jobs not yet recorded. Just tap Add next to the jobs you want to group. To record the times, just press Start Job. End the job only after you have completed all the jobs in the group.
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NOTE: after you end the job it will be removed from the job list and the crew won't be able to make any more adjustments from the field. If someone makes a mistake and starts or ends the job at the wrong time, you can edit it before it's finalized from your computer under the Daily tab.

Click More to view the additional options...

Notes Section: These notes are pulled from the job under the customer's account. You can add important information that you need the crews to see such as gate combinations, or reminders to lock the gate before they leave. They are setup from your computer under the customer's job under notes > job notes.

Details Section: From this section, you can view the customer’s details, including the property address and job charge. You can also add images, record weather conditions, and capture customer signatures.

Set Conditions: Here you can change the weather conditions for this specific job.
NOTE: Changing the condition under a specific job does NOT change the default. Change the default under the Settings section of the app. Under Set Conditions, you can also setup Lawn Conditions. These are completely customizable.  You can make this list whatever you want from your computer by going to Customize>Change Lists>Lawn Conditions.

Contact Section: In this section, you'll be able to view the customers phone numbers and emails.

After your crew records a job, it won't automatically show up in the customer's history! That's because we want you, as the owner or manager, to have a chance to glance over all the information and make changes easily before it's more permanent. To make changes or finalize everything, from your Computer, go to the Daily Tab>Record Work> and search for the appropriate Crew/Date. On that screen, you can make any changes that you want. Once you're done, simply click Finalize All and the information will go into all your customers' history, ready to be billed!

Another tab you’ll see in the mobile app is the task pane, represented by three horizontal bars in the top left corner. From here, you can access Customers, the Lead Map, the Dispatch Map, or you can sign out of your CLIP account.

Customers

Here you can manage customer account details, set up to dos and jobs, and send estimates and invoices. Click the cone shaped icon in the top right to change how the customer list is sorted.

Lead Map

This section lets you view lead customers and jobs on a map. It visually organizes customer and prospect locations to improve efficiency, highlight opportunities, and streamline routes for field teams.

Dispatch Map

This map displays jobs and crew locations, providing real time visibility into where work is happening.

You can create and send estimates directly from the mobile app. To do this, go to the Customers section and select the customer you want to send an estimate to.

Once you are in the customer’s account, tap the Estimate tab at the bottom, then select Create New Estimate.

First Enter the name of the estimate and change any of the other details you'd like.

Afterwards go to the Services tab and click on "Add Service to Estimate" to add a new Job to the estimate.

Check the circles for the jobs you want on the estimate and Click "Save".

Once you are done and are ready to send the estimate, click "Save" in the top right and then "Send Estimate" at the bottom:

Then the Estimate is sent! You can also have Customer's sign and accept the estimate on site by going to the Details tab, click the "Add Signature" button, have them sign, change thee "Status" to "Accepted" and then Save.

And you are done! You have created, had the estimate signed, and accepted it! Now those jobs should be listed in the customer Package found in their Property.

If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have!