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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 set up the customer portal

    Give customers their own branded portal in ClippingCash to view quotes, invoices, and job history and pay online. Invite them by email or text in one click.

  3. 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.

  4. 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.

  5. How to manage your email settings and templates

    Edit the email templates ClippingCash sends to customers, set your preferences, and use the delivery logs to prove whether an email actually went out.

  6. How to automate invoice generation

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

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

    Serve the ClippingCash customer portal from your own web address with your branding. Add a DNS record, verify it, and understand the verification states.

  8. 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.

  9. 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.

  10. 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.

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

    Stop billing over winter without losing anything. Your account pauses, reactivates automatically on March 1, and you can come back early whenever you like.

  12. 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.

  13. How to check Stripe webhook events when a payment looks stuck

    Webhook Management monitors the Stripe events that tell ClippingCash a payment happened. Use it when a customer has paid but the invoice still says unpaid.

  14. 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.

  15. 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.