CLIP Software Customer Service

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

Jonathan Conaway

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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