Entering Contracts in CLIP

CLIP has tools to make Data better  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.

KnowItAll  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.

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

General Rules  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.

CLC Sample Contract  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.