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2010 CLIPxe Pro Enhancements v.7.0.3007

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Help Files

Added numerous Tutorials online

Tech Support

We have a live receptionist to take your calls.

Most calls are answered within the hour.

Extensive use of Logmein123.com

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File Maintenance

Get balance from QB

Made the audit report work for Rounds as well.

SAVE AS now copies jobs as well.

Made the screen larger

Warning that Installments are on hold

Customer history can be emailed

Estimates from Jobs was enhanced

Audit Trail Reports

Job # added to the Audit report

Sped up accessing customer record

Sped up History tab

Edit Estimate status on Job Screen

Added Salesman field to Estimate Export

Google Earth

Job Notifications - Lawn Condition

Added the Property name to the email

Added the filter to only active lawn conditions

Added function to send to multiple email addresses

Can send job notifications to multiple email addresses for one customer.

New filter to only the customers that have a Lawn Condition and the Property

Address to the email.

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Programs and Rounds

Added the Website to the Invoices

Added function to view number of days overdue for rounds

Sped up recording work screen for recording programs and Rounds

Can replace all with one simple button

Can add a round to a program, adding it to all customers

Added a “Hold Till” date on the rounds

Rounds History Report

Invoices History filter date for Invoice History

Added the Print Company Info check box

Added the Routing sequence to the Grid for printing Invoices

Added the ability to select multiple crews (1-3,6,9)

Previous balance can be placed on Rounds Invoice.

Added the lawn condition code to history on P&R Invoices.

Addons can be added to the price and description of main Round.

Added the "Use customer # for Invoice #" option to P&R Invoices

Added a Summary Sheet Report

Customer Record User can change all of the rounds at once, instead of going through each

one

Added check box "Use Pricing Sheet" to allow the user to adjust as

necessary.

Added a default Price Field for Rounds when adding to customer.

Added a CALC to the Rounds, similar to Jobs

Save As now copies the jobs as well as the customer record.

Installments now show tally of total contract price

New User Interface

Record work - Multi-user

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Increased the size of the screens

Drag and Move ability for headers on Job and Customer tables.

Reports

Budget to Actual Hours (Gant Chart)

Add Export to Excel

User Defined

Added Historical Budgeted Man Hours to field list

Added the customer’s email address to the field list

Added the customer’s email address to the merged reports for emailing merges.

Added functionality so that the audit report works for Rounds as well as jobs

Added the Gantt chart report to Clipxe

Job Costing – Added Materials cost to the job costing report.

Job Costing – Added the Materials cost to the export data to excel option.

Job Costing - allow multiple job numbers in filter (1-5,7,9)

Job Costing – actual costs – uses Payroll information and material and equipment

costs.

Added fields to the

Adjust schedule, added total dollars and made the screen larger

Work Projections, Added total Man Hours to Preview

Payroll report export to Excel

System/Chemicals/Materials in Job - Can print chemicals and materials

Memorize

Sales by Job Type – Export to Excel

EOY Functions

Price adjustment works for Rounds that do not use a Pricing sheet.

Ability to reset programs and rounds by the program code.

Future Usage Report

Rounds - Future Usage Report - What will I need to order?

CMS

Email CMS’s to employees as Outlook appointments.

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Double click on the attachment and Outlook puts in all the information for the

appointment:

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Alert notifications for CMS’s for other people using clip:

The alert that pops up on your screen:

You can adjust some of the settings for the alerts:

Credit Cards

Integration with Blue pay for credit card processing.

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For better transaction rates, and

Enter in new credit cards directly from clip and have them synchronize to Blue Pay.

You can access reports directly from Blue pay’s website.

CLIP2Go (Windows Mobile Version)

Print the Field note from the Note Screen

Added the "Area" field to the Materials recording, you can specify where you

applied the material

Works with Garmin software

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Clip2go Web

Same format that you were familiar with in Clip2go, but compatible with more devices.

Area for adjusting Chemicals and Conditions.

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You can even add new chemicals to your jobs as you do them.

Built in punch clock for the guys to punch in and out during the day.

Add invoice notes, start and skip jobs, and add jobs on the go.

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Works with Multiday jobs.

Clip Connect New way of recording work on the field. Similar to Clip2go Web, but it works

almost any phone, with a basic media plan.

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Projects

Allow Project Description grid to be sorted by headers.

Credit Limits

Replace all from the Pattern Round

Add round to program to all customers.

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CLIP Portal

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Online Backups

You can never be too safe.

CLIPxe will create a small, Zip file, that you can mark for daily updates using IDrive.

This creates an almost automatic backup of your data.

Also added a save to Location for the backup utility so that you can save to a flash drive

(it will be in the next update).

Google Earth

Use GoogleEarth to see your properties

Install GoogleEarth from www.googleearth.com (it is free)

From the main customer screen, use the Google Earth button:

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By clicking on this button, CLIPxe will take you to a Satellite view:

More Speed!

We increased the speed of loading File Maintenance

We increased the speed of Job Costing report

We increased the speed of loading programs and rounds

We increased the speed of loading the history

We increased the speed of adding new customers

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Adding Customers

Auto Route the Customer based on the Lat/Lon and its’ closeness to

other customers.

When adding new customer, CLIP gives you the option of finding the next closest

customer and changing the Routing sequence number to one that is 10 numbers above the

closest neighbor.

CLIP will then set the “Set Defaults” “Default Routing Sequence” in the Customer’s

account to the closest neighbor.

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Added the ability to email from the Office Tab

Added a signature option for your emails

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Audit Report for Customer and Job

Also from the Menu:

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Billing

Cut Off Date

Now you can continue to do work after the 1st but only bill the work that was done

up to the 1st.

CLIPxe will take these debits and “hold” them out while you do billing, then, when

you close the period, CLIP will add them back to the activity.

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Jobs

Materials Added qbItem and qbClass to each material

Added ability to Transfer materials to Quickbooks (QClipxe only)

Added function to change the item and Class in Record work.

"Reason for On Hold" field added. A new field has been added to the job schedule

screen, if a job is put on hold you can enter a brief reason why.

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Adjust Schedule

Click on the magnifying glass to see the detail for each day (handles up to 6 crews at a

time.)

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Now, you can drag and drop between crews.

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All column positions in all grids are “remembered”

You can adjust your column orders, CLIPxe will remember them.

Pattern Parent is available to you:

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This allows you to “connect” this job to the pattern. This is used for marketing, replace information and other functions.

qCLIP Master Customer

Setup multiple properties to bill to one record in QuickBooks

Added the Get Invoice Number function in Transfer Invoices

Transfer Payroll information to QB

Payroll transfer, can transfer details for each employee for each customer.

Show the Balances from QB on Route Sheets

Can specify if an invoice needs to be emailed, printed, or both.

Choose to email the invoices

There is an added function on the qCLIP Customer screen:

Current Balance from QB shows on RT Invoices.

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You can transfer the amounts on the prepaid jobs to help QB keep track of the amount of credit the customer has left.

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Reports

Job Costing Report, Actual costs

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User Defined Lists

Export to Map

CLIP will open MapPoint and show you the result of the report:

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Memorize reports:

Gant Chart Report

This report tells you what you have done for the customer.

It outputs to an Excel sheet for analysis

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Route Sheet Invoices

The pins are different colors for each crew. Draw a box around them to pick the ones

you want to print invoices for.

When you are done, click on the “Process and Return” button.

Rounds History Report

The rounds history report is primarily to see how many service calls have been made by

the various technicians. You pick the round you want to see as your base, this would

most likely be the Service Call round from a Service Call Program. The report will find

all of the times that this Service Call has been done and then show you the Service call

and the three prior Rounds that were done on that property. This gives you the ability to

see what rounds caused the service call and who was responsible for it.

The output is in Excel form so that you can do further analysis.

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Appointment Scheduling You can handle appointments in CLIPxe

See the quick start.

CLIPxe is not done yet!

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