CLIPxe

The latest and greatest version of CLIP that is installed directly on a computer

Jonathan Conaway avatar S Dave Tucker Sr. avatar
136 articles in this collection
Written by Jonathan Conaway, Stephen, and Dave Tucker Sr.

Videos On CLIPxe A-M

Complete list of instructional videos for CLIPxe A-M
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Videos on qCLIPxe

Complete list of instructional videos for QuickBooks version of CLIP
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Videos On CLIPxe N-Z

Complete list of instructional videos for CLIPxe N-Z
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Videos On CLIP2Go

Complete list instructional videos for CLIP2Go
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Handling Travel Times, Breaks in CLIPxe

Accounting for travel, break and lunch times, training and other non-billable times correctly.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Operations That Disallow Simultaneous Users

There are certain functions that only one user can do at a given time in CLIPxe or qCLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

You must fill the value . . .

Unable to save a customer or job screen due to certain fields marked as required, needing to be filled in.
S
Written by Stephen
Updated over a week ago

Finding the Size of a Property

How to measure a property in CLIPxe and qCLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Should I convert to CLIPitc?

What are the pros and cons of upgrading?
Dave Tucker Sr. avatar
Written by Dave Tucker Sr.
Updated over a week ago

[CLIPxe] Anti-Virus and Incremental Backups

Why can Anti-Virus and incremental backups interfere with CLIPxe functioning well?
Dave Tucker Sr. avatar
Written by Dave Tucker Sr.
Updated this week

CLIPitc How to View Upcoming Work Projections

How do I find out how much money I will make, how many hours I've sold, or how much material I will need?
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Missing Balance Record

CLIPxe missing balance record message appears when indexing files
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] How To Create A Shortcut

CLIPxe need a new shortcut on the desktop? Here are the steps!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Schedule Calendar

CLIPxe has a calendar for upcoming work - also called Adjust Schedule
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Adding/Removing CLIP2Go Licenses!

Adding or removing CLIP2Go licenses
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Changing Payment with Us

Changing Credit Card or Payment Method with Us
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[QCLIPxe] Sending Payroll over to QuickBooks

[QCLIPxe] Sending Payroll/Timesheets over to QuickBooks Desktop
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Reprint Final List Report

After posting transactions or posting work from jobs in CLIP - this will show you how to reprint the final list report
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[qCLIPxe/CLIPxe] Fill in Lat/Lon for Google Maps Routing

In order for Google Maps to find locations and addresses correctly, lat/lon will need to be filled in globally.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] New User Tutorials

New Users to the latest Desktop version XE come here to learn
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] End of Year Functions

End of Year Start of Season Global Replacement
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Next Visit Date Change - Based on Day of Week

Global Replacment - Global Change based on day of week - starting jobs at certain date each year ( start of season )
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

**NEW** [qCLIPxe/CLIPxe] How To Update CLIPxe (11/27/2019)

NEW Latest Desktop Update XE version How to update CLIPxe qCLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Upgrade from CLIP Desktop to CLIPxe

Older desktop users - upgrade to CLIPxe / QCLIPxe using these steps
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Receiving Autopay or ACH

Automatic Payments using ACH
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
CLIP Tips

[CLIPxe] CLIP Tips - Update All Rounds

This is a quick article on using the Update All Rounds button from Pattern Programs - for those using Programs Rounds in XE version.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

CLIP Tips - Frequently Asked Questions ( FAQ )

FAQ Frequently Asked Questions CLIPxe QCLIPxe Desktop Version
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Verification Server

XE program is a desktop version that requires certain utilities to be installed & the computer must be operating correctly - Verification
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Archive History

After years & years of adding customer after customer into the desktop version - sometimes archiving history is needed, see steps for this.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[qCLIPxe] - Setting Invoices to Transfer as 'Email Later' or 'Do Not Print'

CLIP Tip - How to set invoices in QCLIPxe as 'email later' or 'do not print' in QuickBooks
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] CLIP Tips - Preview Toolbar 'Save As' Feature!

CLIP Tip - Preview Toolbar allows for using 'Save As' to save it as different file formats: Image File, PDF, Text, Excel Spreadsheet, etc.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] CLIP Tips - Time Stamp Your Notes!

CLIP Tips Time Stamp Notes !
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] CLIP Tips - Closing CLIP Correctly!

CLIP Tips Closing CLIP Correctly !
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] CLIP Tips - Limited Route Sheet Notes!

CLIP Tips Limited Route Sheet Notes
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
The Basic Stuff

[CLIPxe] Billing Process (non QCLIPxe)

CLIPxe billing process non QuickBooks version
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How do I make a backup?

Backup is VERY important - Always make backup to external image / media especially for the desktop version
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Hardware Specifications

Hardware Specifications - CLIPxe / QCLIPxe computer server Minimum Recommended
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How To Setup Pattern Customers

Setup Pattern Customers New User CLIPxe QCLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How to Set Up Pattern Jobs

Setup Pattern Jobs CLIPxe QCLIPxe New Users
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Adding and Scheduling Jobs

Adding jobs to customers and scheduling them
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Variable Scheduling

Variable scheduling for shifting visit patterns.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How To Record Work

CLIPxe QCLIPxe How To Record Work
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Employee Tracking

CLIPxe QCLIPxe Employee Tracking
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How do I handle Prepay customers?

Couple methods for handling prepay customers
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How to Move CLIP (One Computer to Another)

CLIPxe QCLIPxe How to move CLIP from one computer to another or server
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Networking CLIP

CLIPxe QCLIPxe Networking CLIP Multiple Computers in office
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Using Custom Fields

CLIPxe QCLIPxe Using Custom Fields Customer Job
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Supplies

CLIPxe Statement Invoices Paperwork supplies
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Customer wants to have a service done once more and then to be placed on hold until he calls, how do I handle this?

CLIPxe QCLIPxe customer wants to have a service done once more and then to be placed on hold until he calls, how do I handle this?
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Setup Minimum Charge Jobs

CLIPxe QCLIPxe setting up minimum charge jobs
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[qCLIPxe/CLIPxe] Recording MultiDay Jobs!

CLIPxe QCLIPxe Recording Multi-Day Jobs Incomplete Work
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Man Hours - How to Calculate

CLIPxe QCLIPxe How to Calculate Man Hours Dollar Per Man Hour Goal
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Does CLIPxe work on MAC (Apple) Computers?

CLIPxe QCLIPxe Work on MAC Apple Computers Needs Windows Installed
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
A Quick Fix

[CLIPxe/QCLIPxe] Why are my daily grosses and company status report not showing my contract customer qamount?

CLIPxe QCLIPxe why are daily grosses & company status not showing my contract customer amount ?
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Why does a job keep showing up on the route sheet when I’ve told CLIP that it is done?

Jobs showing up more times than you expect? Maybe some scheduling options are set wrong.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How to Run Through the Support Utility

Desktop version support utility-how to run major issues index files
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] jobs are not showing up that are supposed to?

CLIPxe QCLIPxe jobs are not showing up that are supposed to?
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Index Files

CLIPxe QCLIPxe Index Files - Indexing Update
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Cannot Reach Verification Server

Cannot Reach Verification Server or Could Not Establish Internet Connection message when opening CLIPxe QCLIPxe Desktop
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Clear Out Work Bank - Running Support Menu

Cannot open Work Bank Someone else is using it at this time CLIPxe QCLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How To Maximize A Minimized Program

CLIPxe QCLIPxe How To Maximize A Minimized Program
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Clear out Memory Files

CLIPxe QCLIPxe Clear out Memory Files
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Clear Out Temp Files

CLIPxe QCLIPxe Clear Out Temp Files
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
Reports

[CLIPxe/QCLIPxe] Customer Reports

Reports in CLIP from reports > customer reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Job Reports

Reports in CLIP from Reports > Job Reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Programs & Rounds Reports

Reports in CLIP from Reports > Programs / Rounds Reports - We describe where they are, how to get them, and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Employee Reports

Reports in CLIP from Reports > Employee Reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Sales Reports

Reports in CLIP from Reports > Sales Reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Custom Reports

Reports in CLIP from Reports > Custom Reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Sales Person Reports

Reports in CLIP from Reports > Sales Person Reports - We describe where they are, how to get them and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Crew Member & Chemical Reports

Reports from reports > Crew Member & Chemical Usage Reports - We describe where they are, how to get them, and what they do for you!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Email List

Report on what customers have email address filled in
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
Digging Deeper

[CLIPxe/QCLIPxe] CLIP Reports

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPXE] Estimates in CLIP

This article will teach you how to do estimates in XE - desktop version -- also called proposal or contracts.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Permissions in CLIP

Password Management System - having different users accessing and restricting what they can use.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Color Changer

How to change the color of fields in CLIPxe.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Using Microsoft MapPoint

[OLD] We've now replaced this with using Google Maps
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Service Notifications

How to notify customers after or before you do a service (can also upsell using these)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] CLIP Translator

How to translate your route sheet notes in jobs.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Logo on Invoices

How to add your logo to invoices in CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Mail Merge Work Shop

Ready to mail merge information from CLIP to a Word Document for a letter to your customer base? Learn how to here!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe] Using Credit Cards

Using Credit Cards in CLIPxe through Bluepay!
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] How to Add the Mobile Phone to Route Sheet

Customizing a route sheet to add the mobile phone number.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Setting up CLIP Portal

How to setup the customer portal for CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Custom Reports - User Defined List

Customized Reports - User Defined List Create Reports
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Printing Labels

How to print labels for your customers from CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Discounts

How to setup discounts in CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Modifying Reports

Want to modify a route sheet or a print out from CLIP ? Be careful though, follow the steps here - there is limited support for this !
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Lawn and Weather Conditions

Learn how to setup weather conditions in CLIPxe for chemical applications
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Changing Themes

How to change the theme in CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Contact Management System

How to use the CMS in CLIPxe (internal jobs for the office)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Appointment Scheduling

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago
Global Replacements

[CLIPxe/qCLIPxe] Global Replacement – Change Crew to Another Crew

How to change crews using global replacement (lots of jobs at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Change Countdown for Jobs

How to replace the count down field for the jobs end of year functions
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement - Include in Estimate and Estimate Code

How to globally replace all of the include in estimate and estimate code fields (lots of jobs at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Change Route Sheet Notes

How to change or add route sheet notes for jobs globally (lots of jobs at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Change Tax Type on Jobs

How to change tax type in jobs globally (lots at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Job Category

How to replace job category in jobs globally (lots of jobs at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Customer Flag

How to change customer checkbox globally (lots of customers at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacement – Put Jobs on Hold

How to put all jobs on hold globally (at one time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/qCLIPxe] Global Replacements

How to change stuff globally (jobs and customers all changed at one time) in CLIPxe
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[QCLIPxe] Global Replacement - Item List

How do I update all of my items in jobs globally (all at the same time)?
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[CLIPxe/QCLIPxe] Global Replacement: Change Job Type From Automatic to Zone

How to change the Job type for all jobs globally (all at the same time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[qCLIPxe] Global Replacement - Installment Item List

How to replace all of the installment items for customers at the same time.
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

[qCLIPxe/CLIPxe] Global Replacement - Adjust Prices

How to adjust the prices for all jobs or customers globally (all at the same time)
Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago