Streamlining Contract Entry in CLIP: Best Practices and Guidelines
This guide outlines best practices for entering contracts in CLIP to enhance accuracy and efficiency. It emphasizes the importance of color-coding fields, creating a comprehensive manual for standard contracts, and utilizing CLIP’s new Packages option. Ensure all employees have access to up-to-date processes for contract entry and utilize KnowItAll to document internal operations. The guide also covers setting up limited contracts, incorporating discounts from QuickBooks, and properly categorizing chemical applications and service jobs.
Streamlining Contract Entry in CLIP: Best Practices and Guidelines
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Presentation Transcript
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
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
You can include extra information on your website. • Make sure that you store them in CLIP. Writing Contracts
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
Just mow it (reoccurring until they cancel) CLC Sample Contract
Just mow it (reoccurring until they cancel) CLC Sample Contract
Monthly Discount Plan • Enter in a contract for the customer including lawn apps and jobs. CLC Sample Contract
