There are two ClippingCash apps and they are not the same. The worker app is for crew: their jobs, their photos, their check-ins. The owner app is for you: the whole business in your pocket.
1 Install and sign in
Install the ClippingCash owner app and sign in with your usual ClippingCash email and password. Same account as the dashboard, so there is nothing separate to set up.
If the password is not working, reset it or use a magic link. That works the same on any surface.
2 Find your way around
The main destinations are:
- Today, the day’s work, and where you will spend most of your time. See run your day from Today.
- Route, today’s stops in driving order, with drag-to-reorder and optimize. See dispatch today’s route.
- Calendar, the days ahead. See see your week in the calendar.
- Customers, your customer list.
- Quotes, quoting from the field.
3 What is under More
The More menu holds the rest:
- Quotes
- Invoices
- Recurring plans
- Services and pricing
- Messages
- Account
- Sign Out
That list is worth a look on day one, because the useful thing about it is how much is there. Invoices, recurring plans and your service catalogue are all editable from a phone, which means the answer to “I’ll sort that when I’m back at the computer” is usually “or I could do it now, in the truck, before I forget.”
4 Owner app or worker app
Do not install the worker app on your own phone expecting to run the business from it, and do not give crew the owner app.
| Owner app | Worker app | |
|---|---|---|
| Who | You | Crew |
| Sees | Everything | Their own jobs |
| Money | Yes | Job payments only |
| Customers | Full list | Job-related only |
If you are a solo operator you may genuinely want both: the owner app to run the business, the worker app for the on-site check-in and photo flow that is built around doing the work.
5 What it is best at
The owner app earns its place in three moments:
Standing in someone’s garden. Quote the work while looking at it, instead of guessing from memory that evening.
Between stops. Check what is next, see whether the afternoon is realistic, answer a customer text.
When somebody rings. Answer “can you come Thursday” with the calendar in your hand rather than “let me check and call you back”, which is a call you then have to remember to make.
That last one wins work. The operator who answers immediately gets the job over the one who rings back tomorrow.