CLIP Software Customer Service

Check out the CLIPitc training schedule!

Globally update different areas under the property tab (Status, Taxable, Route Sheet Notes, Fuel Surcharge. etc...)

Update All Properties CLIPitc

Setting up and using Job Changes in CLIPitc

Changing One Job Into Another to Accommodate Situational Scopes

Grouping Jobs in CLIPitc and the CLIP Mobile APP

Cómo usar CLIPitc en una tableta o teléfono inteligente en el campo

Uso de la aplicación móvil CLIPitc

How to set up and apply a fuel surcharge in CLIPitc

Fuel Surcharge in CLIPitc

This article walks through the job costing report in CLIPitc

CLIPitc Reports: Job Costing

Setting up and applying late fees in CLIPitc

Late fees in CLIPitc

Complete list of instructional videos for CLIPitc

Videos on CLIPitc

CLIPitc - Single Payment

Billing/Invoicing with CLIPitc (without QB)

Settings>Company Info CLIPitc

How customers can make payments via the Customer Portal

Customer payments using the Customer Portal - CLIPitc

How customers can process payments directly to an emailed invoice

Customer Payments to an emailed invoice

Removal of Data

CLIPitc Permission's Definition

This article will discuss Pattern Packages and how to use them.

Pattern Packages

How to suggest, comment, and vote on ideas submitted by you and fellow CLIPitc users!

CLIPitc User Suggestion Board

Link to Training Calendar

This article discusses the Customer Portal and how it can be useful to your customers

Customer Portal

Jonathan Conaway

Stephen

Jacob Reeves

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

CLIPitc

List of new features updated as we add them to CLIPitc

News, Features, and Updates in CLIPitc!

Announcements

CLIPitc - New User Tutorial for new users

CLIPitc - New User Tutorial

Creating Pattern Jobs In CLIPitc

How to schedule jobs in CLIPitc (weekly, biweekly, # of days between)

Types Of Scheduling For Jobs In CLIPitc

How to setup your material list in CLIPitc for easy use throughout the program

Setting Up Your List of Materials In CLIPitc

How to print out paper route sheets for crews in CLIPitc

Printing Paper Route Sheets In CLIPitc

How to add a single new customer to your business in CLIPitc

Adding Customers In CLIPitc

​Adding leads and generating estimates in CLIPitc is easy! See the process and options.

Estimates and Leads in CLIPitc

How to setup multiple properties & locations where work is performed for a customer

Setting Up Customer Properties and Packages In CLIPitc

How to apply jobs and installments to customers in CLIPitc

Adding Jobs and Installments To Customers In CLIPitc

How to set the tax rate you're charging and declaring jobs and properties as taxable.

Applying Tax Rates To Customers In CLIPitc

Adding Employees To CLIPitc

How to setup crews in CLIPitc to allow groups of employees accomplish work together

Setting Up Crews In CLIPitc

How to setup users in CLIPitc and adjust their access rights to different portions of the program

Setting Up Users and Their Permissions in CLIPitc

The steps to take that allow acceptance of card payments through CLIPitc using CLIP Payments and the Customer Portal

Charging Credit Cards In CLIPitc Using CLIP Payments

How to synchronize CLIPitc with QuickBooks online

Syncing CLIPitc with QuickBooks Online

How to synchronize CLIPitc with QuickBooks Desktop

Syncing CLIPitc with QuickBooks Desktop

How to import customers from an Excel spreadsheet into CLIPitc's Customer List

Importing Customers from Excel into CLIPitc

How to change the default currency within CLIPitc

Changing the Currency Type In CLIPitc

Getting Started

How to use the "To Do" in your office to keep track of communications and office tasks.

Using "To Dos" in CLIPitc

Routing In CLIPitc

How to Use the Adjust Schedule Feature In CLIPitc

Reassigning Dates and Crews on Jobs In CLIPitc using Adjust Schedule

How to use the CLIPitc on a tablet or smartphone in the field

Using the CLIPitc Mobile App

How to record work inside of CLIPitc (if you're not using the mobile app)

Recording Work Inside CLIPitc

How to utilize group job to track situations where you're servicing multiple jobs at one location in CLIPitc

Recording Times for Multiple Jobs at Once In CLIPitc

How to finalize jobs and send them to the invoice bank in CLIPitc

Finalizing and Posting Work In CLIPitc

Daily Practices of CLIPitc

How to add a payment page to accept payments from customers when they don't have the portal or an emailed invoice.

CLIPPay Anonymous payments

CLIPitc setting up and using CLIPPay Autopay

Charging CLIPPay program fee in CLIPitc

How to transfer invoices to QuickBooks from CLIPitc

Invoicing with CLIPitc and QuickBooks

How to access advanced reporting and virtual terminals for your CLIPPay credit card transactions.

CLIPPay MerchantTrack

Setting Up Prepay Customers in CLIPitc

How to print invoices in CLIPitc when you aren't using QuickBooks

Printing Invoices Without QuickBooks In CLIPitc

How to set up your account when planning to do your billing without QuickBooks in CLIPitc

Preparing Your CLIPitc Account for Billing Without QuickBooks

Processing Installments in CLIPitc

How to add charges in CLIPitc for services performed outside of the original scope of jobs

Creating and Applying Additional Charges in CLIPitc

How to update your payment information for your CLIPitc account

Adding and Updating Payment Information In CLIPitc

How to map your CLIPitc records to QuickBooks Online and Desktop

Mapping CLIPitc Records to QuickBooks

Texting and Emailing invoices/statements in CLIPitc

Billing: Texting/Emailing Invoices/Statements in CLIPitc

Gaven Flinton

Billing

Upgrading and Downgrading Your CLIPitc Plan

How to change and update your password in CLIPitc

Changing or Resetting Your Password In CLIPitc (Forgot Password)

Miscellaneous Questions or Troubleshooting Steps

CLIPitc Message Center

How to set up your Customer Portal to allow your customers to interact with your business and make payments on their own

Setting Up Your Customer Portal In CLIPitc

How to setup the template before and after service emails in CLIPitc

Setting Up Pre and Post Service Emails In CLIPitc

How to setup and retrieve reminders to notify customers before you arrive

Setting and Retrieving Call Aheads In CLIPitc

Interact With Your Customers

Managing Snow Work and Events through preparation and the mobile application.

Handling Snow (Basics)

Learn how to create labels for all of your customers in CLIPitc using Mail merge in Microsoft Word

How do I Create Mail Merge Labels from CLIPitc?

How do you track crew positions in CLIPitc?

How do I track crew GPS locations in CLIPitc?

How to setup and use chemical application programs and other types of rounds in CLIPitc.

Creating and Implementing Programs and Rounds In CLIPitc

How to add documents and photos to customer accounts

How to Add Documents to Customer Files

How to setup and apply a decrease in price on job charges.

Creating a Discount for Customers

How to translate notes for your crews in CLIPitc into different languages

Translating Route Sheet Notes on Jobs

Resetting job count, variable schedule, programs and rounds and other end of year functions.

CLIPitc End of Year Functions

Digging Deeper

Learn how to run customized reports in CLIPitc

Running and Defining Custom Reports in CLIPitc

Examples of Reports in CLIPitc and How You Can use Them

How to Run Reports In CLIPitc and the Information on Them

CLIPitc Reports

Tracking where your CLIPitc customers came from or how they found you for marketing reports.

Tracking How Your Customers Find You

How to calculate your Man Hour Rating in CLIPitc

Calculating Your Man-Hour Rating

Improving Profitablity

Go to CLIPitc

Find answers and get help from Intercom Support and Community Experts

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