CLIPitc

CLIPitc (CLIP in the cloud) is our online version, hosted in the cloud.

51 articles in this collection
Written by David Tucker II, Jonathan Conaway, and Dave Tucker Sr.

Videos on CLIPitc

Complete list of instructional videos for CLIPitc

Written by Jonathan Conaway
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 Bluepay

The steps to take that allow acceptance of card payments through CLIPitc 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

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

Invoicing with CLIPitc and QuickBooks

How to transfer invoices to Quickbooks from CLIPitc

Written by Jonathan Conaway
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

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

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