New to ClippingCash? These short, screenshot-by-screenshot guides walk you through the core workflow — from adding your first customer to getting paid. Each one takes just a couple of minutes.
GUIDE 1
Add a customer
Create a customer with their address and contact info so you can quote, schedule, and bill them.
GUIDE 2
Create & send a quote
Build a professional quote with line items and send it for the customer to approve.
GUIDE 3
Schedule & complete a job
Put a job on the schedule, then complete it on-site with GPS-stamped before/after photos.
GUIDE 4
Record a payment
Mark an invoice paid — cash, check, card, or ACH — and keep your books current.
Want to see the whole picture first? Here’s the owner dashboard, where today’s jobs, pending quotes, and your money snapshot all live in one place:
