How It Works Features Compare Support Blog Start Free Trial
Support

Settings, reports and integrations

Configure ClippingCash: texting, the customer portal, email sending, QuickBooks sync, automations, your subscription, and your reports and analytics.

Everything that makes ClippingCash fit the way you already work, plus the reports that tell you how the business is doing.

  1. How to text your customers

    Text customers right from ClippingCash. Send reminders, quote and invoice texts, and keep the whole conversation on the customer record.

  2. How to send customers a service report after each visit

    Turn on service reports in ClippingCash: after a visit, the customer gets a link showing the service, time on site, the on-site check and before and after photos, with a one-time review request.

  3. How to set up the customer portal

    Give customers a portal where they approve quotes, ask for more work with photos, skip or move a visit, see their plan and pay online. Growing and up.

  4. How to read your dashboard and reports

    Know where your lawn care business stands in ClippingCash. Use the dashboard for today and reports for the bigger money picture, then export the numbers.

  5. How to see which yards make you money

    Use Profit by property in ClippingCash to rank every yard by what it earns per crew-hour, minus what a crew-hour costs you, worst yard first.

  6. How to connect QuickBooks

    Link QuickBooks Online to ClippingCash for two-way sync of customers, invoices and payments, so you stop typing the same numbers into two systems.

  7. How to automate invoice generation

    Generate invoices automatically when jobs are completed, send them without touching them, consolidate daily emails, and handle failed generation.

  8. How to put the customer portal on your own domain

    Serve the ClippingCash customer portal from your own address, like portal.yourbusiness.com. Add the domain, create a CNAME and a TXT record, verify, and get a free certificate that renews itself. Business plan.

  9. How to send customer email from your own domain

    On the Business plan, customer email can come from an address at your company's own domain, like billing@yourcompany.com, with just your company name as the sender. Add the DNS records, then switch it on.

  10. How to build a one-page website for your business

    ClippingCash can build a one-page website for your lawn care business at your ClippingCash address, filled in from your services, prices, phone and logo. Edit it, publish it, and send visitors to your request page. Growing plan and up.

  11. How to handle text conversations from the dashboard

    Read and reply to customer texts from the dashboard, start a new message, and keep every conversation on the customer record instead of a personal phone.

  12. How to get customer texts on your own phone

    Text forwarding sends a copy of each customer text to your cell and to team members you pick, from your business number. You still reply in ClippingCash.

  13. How to use AI replies for customer texts

    Turn on AI replies in ClippingCash: Draft writes a suggested reply into the Messages box for you to edit and send, Auto-send answers customer texts by itself, with hard limits on what it will never do.

  14. How to read your analytics and revenue forecast

    Service performance, customer analytics, crew performance and seasonal trends, plus a revenue forecast with best and worst case scenarios.

  15. How to download your year-end tax package

    Download one zip of CSVs from ClippingCash covering invoices, payments, refunds, sales tax by month and worker earnings, ready to hand to your accountant.

  16. How to change plans or cancel

    Manage your ClippingCash subscription: move up or down a tier, see what your plan limits are, and understand what happens to your data if you cancel.

  17. How to pause your account for the off-season

    Pause your ClippingCash account for winter yourself. Billing and customer reminders stop, you can still collect, print statements and export, and it reactivates on March 1.

  18. How to see who changed what

    The ClippingCash activity log shows every user action across your account, filterable by action type. Use it to answer who changed this, and when.

  19. Owner app: install and sign in

    Get the ClippingCash owner app on your phone and find your way around it. What is on each screen, what is under More, and how it differs from the worker app.

  20. Owner app: run your day from Today

    The Today screen in the ClippingCash owner app: switch between list and map, see timed versus anytime jobs, and add a job without leaving the screen.

  21. Owner app: get paid and fix property details from your phone

    In the ClippingCash owner app for Android: record a payment, charge a card on file, send an invoice, and edit a property's gate code, pets and parking without going back to a computer.