Everything in ClippingCash starts with a customer and the properties you service for them. These articles cover adding them, importing them in bulk, and keeping their records straight.
How to add a customer
Add a customer in ClippingCash — name, address, and contact info — so you can quote, schedule jobs, and send invoices.
How to take quote requests online
Turn on your Request a quote page in ClippingCash, share the link, and work the Quote requests inbox: make a request a customer and start the quote, or dismiss it. Customers also get a personal referral link.
How to show instant prices on your request page
Let a homeowner type an address, see the lot outlined on a satellite map, trim it to the grass and get an estimated price per service from your area pricing, then send the request with their pick.
How to import your customers from a spreadsheet
Move your customer list into ClippingCash from Yardbook, Jobber, or any spreadsheet. Upload a CSV or Excel .xlsx file, map the columns, and import. No specific format required.
How to add and manage properties
See every service address across all your ClippingCash customers in one place, search by address or customer, and check which properties have a routing pin set.
How to fix a property's map pin
When an address geocodes to the wrong spot, drag the pin, type exact coordinates, or re-run the geocode. Keeps routing and on-site GPS accurate.
How to read a customer's ledger and balance
Every invoice, payment, tip, credit, refund and adjustment in one filterable ledger. See a customer's running balance and what CR means before you chase money.
How to delete a customer's personal data
When a customer asks you to delete their information, remove their contact details, addresses, photos and texts from ClippingCash while your invoices and payments still balance.
How to approve customer change requests
When a customer updates their own details, or a worker moves a property pin, it lands in a review queue. How to approve, reject, and clear it.