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[CLIPxe/QCLIPxe] How do I Handle Multiple Properties?
[CLIPxe/QCLIPxe] How do I Handle Multiple Properties?

CLIPxe QCLIPxe How to Handle Multiple Properties

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Multiple properties can be handled several ways depending on what program you have (CLIPxe or qCLIPxe). The first and second methods below will be options using CLIPxe and the third method is for qCLIPxe using QuickBooks.

Method 1

First, you can enter a customer for the main billing company. Enter jobs for each
property under that customer. You might want to enter the names of the jobs
with the job name and the address of the property, i.e. "Mow and Trim 123
Main St". It is recommended that you use a different set of job numbers since
you will have the same job listed multiple times. This way all of your reports
will still be accurate. For example, if your pattern job numbers are 1-100 make
the job numbers start with 200.

Advantage: All properties are consolidated onto one bill.

Disadvantage: Your customer will not be able to figure out how much you
are charging for each property. Your crews can get confused as to which
property needs to get the job. You are limited to 99 jobs per customer. If this customer has 20 properties and each property has 5 jobs, you will be short.

Method 2 (The preferred method)

Enter each property as a separate customer with its own jobs and billing
parameters. Enter the billing address as the name and address of your customer.

Advantage: Your customer will be able to see what each property is costing
him. He will have separate bills for each property. Your crews will not get
confused as to which property they are doing. You will not run out of jobs for
your properties.

Disadvantage: You will not get a consolidated bill for the customer.

Method 3

Use the Master Customer feature using the power of qCLIPxe with QuickBooks - click here to access detailed information on the Master Customer feature.

If you have any questions, please let us know!

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