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Entering Contracts in CLIP PowerPoint Presentation
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Entering Contracts in CLIP

Entering Contracts in CLIP

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Entering Contracts in CLIP

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  1. Entering Contracts in CLIP

  2. Force people to enter in the information that they are supposed to enter. • Color code things to make it obvious what should be entered. • Make a manual that explains every option on your Standard Contracts. • Use the new Packages option. CLIP has tools to make Data better

  3. Use KnowItAll to document processes within your company. • Make sure all of your processes for entering contracts can be found by everyone in the company. • Also make sure everyone has the latest most up to date copy of how to enter your contracts. KnowItAll

  4. You can include extra information on your website. • Make sure that you store them in CLIP. Writing Contracts

  5. Limited Contracts you need to setup min/max/charge over max • Discounts come from QuickBooks (for qCLIPxe) • Enter installments under the installments tab. • Chemical Applications should be entered under Programs and Rounds. • Jobs that aren’t Part of the contract should be setup as Per Service. General Rules

  6. Just mow it (reoccurring until they cancel) CLC Sample Contract

  7. Just mow it (reoccurring until they cancel) CLC Sample Contract

  8. Monthly Discount Plan • Enter in a contract for the customer including lawn apps and jobs. CLC Sample Contract