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CLIPitc - New User Tutorial for new users

CLIPitc - New User Tutorial

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

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

How to print out paper route sheets for crews in CLIPitc

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

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

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

How to apply jobs and installments to customers in CLIPitc

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

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

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

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

How to synchronize CLIPitc with QuickBooks online

How to synchronize CLIPitc with QuickBooks Desktop

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

How to change the default currency within CLIPitc

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