CLIP Software Customer Service

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

Jonathan Conaway

Digging Deeper

Go to CLIPitc

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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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