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CLIPitc
CLIPitc
CLIPitc (CLIP in the cloud) is our online version, hosted in the cloud.
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+2
60 articles in this collection
Written by
David Tucker II,
Jonathan Conaway,
Stephen
and 2 others
Uso de la aplicación móvil CLIPitc
Cómo usar CLIPitc en una tableta o teléfono inteligente en el campo
Written by
Adrian Godinez
Updated over a week ago
CLIP itc Reports: Job Costing
This article walks through the job costing report in CLIPitc
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Written by
Stephen
Updated over a week ago
Videos on CLIPitc
Complete list of instructional videos for CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
CLIPitc - Single Payment
How to make single payments in CLIPitc
Written by
Adrian Godinez
Updated over a week ago
Announcements
News, Features, and Updates in CLIPitc!
List of new features updated as we add them to CLIPitc
Written by
David Tucker II
Updated over a week ago
You currently are using CLIP Desktop
Why you should think about upgrading to XE or ITC
Written by
Dave Tucker Sr.
Updated over a week ago
Getting Started
CLIPitc - New User Tutorial
CLIPitc - New User Tutorial for new users
Written by
Jonathan Conaway
Updated over a week ago
Creating Pattern Jobs In CLIPitc
How to create Pattern Jobs in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Types Of Scheduling For Jobs In CLIPitc
How to schedule jobs in CLIPitc (weekly, biweekly, # of days between)
Written by
Jonathan Conaway
Updated over a week ago
Setting Up Your List of Materials In CLIPitc
How to setup your material list in CLIPitc for easy use throughout the program
Written by
Jonathan Conaway
Updated over a week ago
Printing Paper Route Sheets In CLIPitc
How to print out paper route sheets for crews in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Adding Customers In CLIPitc
How to add a single new customer to your business in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Estimates and Leads in CLIPitc
Adding leads and generating estimates in CLIPitc is easy! See the process and options.
Written by
David Tucker II
Updated over a week ago
Setting Up Customer Properties and Packages In CLIPitc
How to setup multiple properties & locations where work is performed for a customer
Written by
Jonathan Conaway
Updated over a week ago
Adding Jobs and Installments To Customers In CLIPitc
How to apply jobs and installments to customers in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Applying Tax Rates To Customers In CLIPitc
How to set the tax rate you're charging and declaring jobs and properties as taxable.
Written by
Jonathan Conaway
Updated over a week ago
Adding Employees To CLIPitc
How to add Employees to CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Setting Up Crews In CLIPitc
How to setup crews in CLIPitc to allow groups of employees accomplish work together
Written by
Jonathan Conaway
Updated over a week ago
Setting Up Users and Their Permissions in CLIPitc
How to setup users in CLIPitc and adjust their access rights to different portions of the program
Written by
Jonathan Conaway
Updated over a week ago
Charging Credit Cards In CLIPitc Using CLIP Payments
The steps to take that allow acceptance of card payments through CLIPitc using CLIP Payments and the Customer Portal
Written by
Jonathan Conaway
Updated over a week ago
Syncing CLIPitc with QuickBooks Online
How to synchronize CLIPitc with QuickBooks online
Written by
Jonathan Conaway
Updated over a week ago
Syncing CLIPitc with QuickBooks Desktop
How to synchronize CLIPitc with QuickBooks Desktop
Written by
Jonathan Conaway
Updated over a week ago
Importing Customers from Excel into CLIPitc
How to import customers from an Excel spreadsheet into CLIPitc's Customer List
Written by
Jonathan Conaway
Updated over a week ago
Changing the Currency Type In CLIPitc
How to change the default currency within CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Daily Practices of CLIPitc
Using "To Dos" in CLIPitc
How to use the "To Do" in your office to keep track of communications and office tasks.
Written by
Jonathan Conaway
Updated over a week ago
Routing In CLIPitc
How to optimize your routes in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Reassigning Dates and Crews on Jobs In CLIPitc using Adjust Schedule
How to Use the Adjust Schedule Feature In CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Using the CLIPitc Mobile App
How to use the CLIPitc on a tablet or smartphone in the field
Written by
Jonathan Conaway
Updated over a week ago
Recording Work Inside CLIPitc
How to record work inside of CLIPitc (if you're not using the mobile app)
Written by
Jonathan Conaway
Updated over a week ago
Recording Times for Multiple Jobs at Once In CLIPitc
How to utilize group job to track situations where you're servicing multiple jobs at one location in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Finalizing and Posting Work In CLIPitc
How to finalize jobs and send them to the invoice bank in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Billing
CLIPPay Anonymous payments
How to add a payment page to accept payments from customers when they don't have the portal or an emailed invoice.
Written by
David Tucker II
Updated over a week ago
CLIPitc setting up and using CLIPPay Autopay
How to setup and use CLIPPay Autopay
Written by
David Tucker II
Updated over a week ago
Charging CLIPPay program fee in CLIPitc
Written by
David Tucker II
Updated over a week ago
Invoicing with CLIPitc and QuickBooks
How to transfer invoices to QuickBooks from CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
CLIPPay MerchantTrack
How to access advanced reporting and virtual terminals for your CLIPPay credit card transactions.
Written by
David Tucker II
Updated over a week ago
Setting Up Prepay Customers in CLIPitc
How to Handle Prepaid Customers CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Printing Invoices Without QuickBooks In CLIPitc
How to print invoices in CLIPitc when you aren't using QuickBooks
Written by
Jonathan Conaway
Updated over a week ago
Preparing Your CLIPitc Account for Billing Without QuickBooks
How to set up your account when planning to do your billing without QuickBooks in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Processing Installments in CLIPitc
How to process installments in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Creating and Applying Additional Charges in CLIPitc
How to add charges in CLIPitc for services performed outside of the original scope of jobs
Written by
Jonathan Conaway
Updated over a week ago
Adding and Updating Payment Information In CLIPitc
How to update your payment information for your CLIPitc account
Written by
Jonathan Conaway
Updated over a week ago
Mapping CLIPitc Records to QuickBooks
How to map your CLIPitc records to QuickBooks Online and Desktop
Written by
Jonathan Conaway
Updated over a week ago
Miscellaneous Questions or Troubleshooting Steps
Upgrading and Downgrading Your CLIPitc Plan
How to change your CLIPitc plan settings
Written by
Jonathan Conaway
Updated over a week ago
Changing or Resetting Your Password In CLIPitc (Forgot Password)
How to change and update your password in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Interact With Your Customers
CLIPitc Message Center
Send your customers emails through CLIP!
Written by
Adrian Godinez
Updated over a week ago
Setting Up Your Customer Portal In CLIPitc
How to set up your Customer Portal to allow your customers to interact with your business and make payments on their own
Written by
Jonathan Conaway
Updated over a week ago
Setting Up Pre and Post Service Emails In CLIPitc
How to setup the template before and after service emails in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
Setting and Retrieving Call Aheads In CLIPitc
How to setup and retrieve reminders to notify customers before you arrive
Written by
Jonathan Conaway
Updated over a week ago
Digging Deeper
Handling Snow (Basics)
Managing Snow Work and Events through preparation and the mobile application.
Written by
Jonathan Conaway
Updated over a week ago
How do I Create Mail Merge Labels from CLIPitc?
Learn how to create labels for all of your customers in CLIPitc using Mail merge in Microsoft Word
Written by
David Tucker II
Updated over a week ago
How do I track crew GPS locations in CLIPitc?
How do you track crew positions in CLIPitc?
Written by
Jonathan Conaway
Updated over a week ago
Creating and Implementing Programs and Rounds In CLIPitc
How to setup and use chemical application programs and other types of rounds in CLIPitc.
Written by
Jonathan Conaway
Updated over a week ago
How to Add Documents to Customer Files
How to add documents and photos to customer accounts
Written by
Jonathan Conaway
Updated over a week ago
Creating a Discount for Customers
How to setup and apply a decrease in price on job charges.
Written by
Jonathan Conaway
Updated over a week ago
Translating Route Sheet Notes on Jobs
How to translate notes for your crews in CLIPitc into different languages
Written by
Jonathan Conaway
Updated over a week ago
CLIPitc Reports
Running and Defining Custom Reports in CLIPitc
Learn how to run customized reports in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago
How to Run Reports In CLIPitc and the Information on Them
Examples of Reports in CLIPitc and How You Can use Them
Written by
Jonathan Conaway
Updated over a week ago
Improving Profitablity
Tracking How Your Customers Find You
Tracking where your CLIPitc customers came from or how they found you for marketing reports.
Written by
Jonathan Conaway
Updated over a week ago
Calculating Your Man-Hour Rating
How to calculate your Man Hour Rating in CLIPitc
Written by
Jonathan Conaway
Updated over a week ago