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How Chippie works
Step by step, from first client to paid invoice. Each page starts with how the job works in any system, then shows the Chippie way.
Contents
Key takeaways
- The whole product is one loop: quote, job, invoice, paid. Everything else hangs off it.
- Each page explains the job first and the button second, so the steps still make sense if you use something else.
- The free plan covers the whole loop for one person.
- Nothing here needs a desk. All of it works from the phone on site.
The loop everything hangs off#
Every page below sits somewhere on the same four-step loop. If you are new, read it in this order; if you are looking something up, jump straight to the page you want.
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Quote
Line items, a price and a client, sent as a PDF and a link they can open on a phone.
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Job
An accepted quote becomes a job, carrying its details with it. No re-keying.
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Invoice
A finished job becomes the invoice the same way, with GST worked out if you are registered.
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Paid
Send it, track whether it has been opened, and confirm the payment when the client says they have paid.
Every help doc#
- Getting started Getting started with Chippie Send your first quote, add your logo, then invoice and get paid. The Getting started checklist on your dashboard walks you through each step.
- Getting started Confirm your email address Confirming your email is optional. Quotes and invoices go to your clients whether or not you have opened the link in your welcome email.
- Getting started Plans and billing Free covers 1 user and 20 jobs a month. Professional adds unlimited jobs and a second user; Team includes 4 users and more. The owner changes the plan on the web under Upgrade Plan.
- Getting started From the demo to your own business Enter your email on the demo banner and press Get Started, set your name and password, then press Set Up Business, name your business and choose to keep or clear the sample data.
- Getting started Install the Chippie app Get Chippie for iPhone from the App Store or for Android from Google Play, and sign in with the same email. On a computer, use it in your browser or add it as an app.
- Getting started Working with no signal Pages you have opened, and your upcoming jobs, open with no signal. Edits to descriptions, prices, photos, signatures and job holds are kept on your phone and sent when you're back online.
- Getting started Speak instead of typing Tap the microphone beside a description or notes box, speak, and tap it again. Chippie types what you said into the box, after anything already there.
- Getting started Your dashboard, Business Pulse and the map The dashboard shows what's on today and this week, what's waiting and what you're owed. Business Pulse, linked under the dashboard's numbers, shows your win rate, trends and stuck quotes. The Map shows every job and client.
- Clients Managing clients Add clients one at a time, import them from your phone's contacts or Xero, or paste a list into Chip. Every quote, job and invoice for a customer stays on their record.
- Clients Finding and merging duplicate clients Open Clients, Possible duplicates to see clients that look like copies, pick the one to keep and merge the rest into it. Their quotes, jobs and invoices move across. Merging can't be undone.
- Clients Several addresses and contacts for one client A client can have many sites (addresses), each with its own contacts such as a tenant or caretaker. Add sites on the client's page under Sites, and site contacts on the site's page. Every quote and job at that address shares them.
- Clients Assets and service history Record the units you service at a site, such as an air conditioner, pump or cool room, and keep each one's service history. Set up asset types in Settings, Assets, add units on the site's page, and record each visit from the job.
- Your business Your public profile page A free web page for your business with a request-a-quote form, ready to share on Facebook, Google or in a text when you can't take a call.
- Your business Your logo, licences and business numbers on documents Add your logo, licence numbers and ABN or company number once, and they print on every quote and invoice. What shows where.
- Your business Quote, job and invoice numbers Every quote, job and invoice is numbered for you. How to set where numbering starts, for example to carry on from your old system.
- Your business Changing your region or tax registration Your region sets your currency, tax, date format and bank fields. What changes when you switch region, or register or deregister for GST or VAT.
- Your business Inviting your team Go to Team Management, press Invite Member, enter their email and role, and press Send Invitation. Free has 1 user, Professional 2, Team 4 plus extra users.
- Your business Team roles and permissions Owner does everything; Manager runs the business but not billing; Member does the day-to-day work with prices; Field sees their own jobs without prices. Change what each role can do under Team Management, Roles.
- Your business Your account and signing in Sign in with your password or press Email me a sign-in link. Change your name and password, switch business or delete your account on My Account.
- Your business Notifications Choose what you hear about in Settings, Notifications. Each event can show a toast, go in the bell, send a push to your phone and play a sound. Turn on push once per phone or browser.
- Your business Your own statuses, like "Waiting on materials" Click the coloured status badge on a quote, job or invoice to give it one of your own workflow statuses, or press Add Status to make a new one. Rename and arrange them in Settings, Theme & Appearance.
- Your business Changing the wording of your emails and texts Edit the email and text message your clients get in Settings. Quote wording is on the Quotes tab, invoice wording on the Invoicing tab. Placeholders like {client_name} fill in for each client.
- Quoting Creating your first quote Press New Quote on the Quotes page, pick the client, describe the work, add a price or line items, press Create Quote, then Send it by email or text.
- Quoting From quote to job Accepting a quote creates the job and a draft invoice. Jobs can also be created without a quote. The job keeps the quote's details as they were agreed.
- Quoting Photos and files on quotes, jobs and invoices Press Add Photo on the quote or job page to take or choose photos. Tick Show to client on each one the client should see. PDFs and other files go on a quote or invoice through Edit on its list row, then Notes, Add Attachment.
- Quoting What your client sees, and how they accept Your client opens the link in your quote email or text, reads the quote, and presses Accept quote or Decline. Accepting makes the job and invoice for you. Invoices have an I've paid this invoice button.
- Quoting Enquiries from your website and profile Quote requests from your public profile, your website form or the Find a tradie map land in Enquiries on the Quotes page. Open one and press Make pending quote to start the quote.
- Quoting Following up quotes with no reply Ask Chip "which quotes need a follow-up?" to list quotes sent a week or more ago with no answer, and have Chip re-send the ones you pick. Or open the quote and send it again.
- Quoting Charging by the hour (hourly rate quotes and jobs) Set your hourly charge-out rate in Settings, Jobs tab. On a quote or job choose Hourly rate beside Price, add estimated hours if you like, and bill the hours worked when the job is done.
- Quoting Send jobs and enquiries from GoHighLevel, Zapier, Make or Google Ads Create a private address in Settings, Integrations and paste it into GoHighLevel, Zapier, Make or a Google Ads lead form. What they send lands in Chippie as an enquiry, or as a client and a job.
- Quoting Start a quote from a document On the New Quote form press From a document, then drop, choose or paste your own quote (a spreadsheet, Word document, PDF or photo). Chip fills the form for you to check, and nothing is saved until you press Create Quote.
- Invoicing and payments From job to invoice Chippie drafts the invoice when a quote is accepted or a job is created, and it is ready to send when you mark the job complete. To bill for work with no job, press New Invoice on the Invoices page.
- Invoicing and payments Sending and tracking invoices Send an invoice by email or text from the invoice page, give the client a link that opens with no login, and see which invoices are unpaid or overdue.
- Invoicing and payments Taking payments Clients pay you by bank transfer and tell you with one tap. You confirm the payment, or mark cash and other payments as paid yourself.
- Invoicing and payments Payment reminders Have Chippie email clients about unpaid invoices on a schedule you set, asking you first or sending on its own.
- Invoicing and payments Bank details on your invoices Add your bank account once in Settings and every invoice shows it, so clients can pay by transfer. Where to enter it, and where it appears.
- Invoicing and payments Connecting Xero Push your clients, invoices and payments from Chippie to Xero automatically, with paid status flowing back. How to connect, which accounts to choose, and what syncs.
- Jobs and scheduling Scheduling jobs and your crew Open the job and press Schedule to book a visit, ticking who's going. To add a worker later, open the visit, press Assign, tick them and press Save Crew.
- Jobs and scheduling Recurring jobs Set up repeat work once on Jobs, Recurring Jobs, or from a job with Make Recurring, and Chippie makes each job on schedule, ready to book and invoice.
- Jobs and scheduling Timesheets, clocking on and visit time Turn on Timesheets in Settings, Features. Then clock on and off from the dashboard or My time, time each visit from the job page, and see everyone's hours on the Timesheet tab of the Calendar.
- Jobs and scheduling Job costing and profit on a job Turn on Job costing in Settings, Features. Each job then has a Job costing card where you add costs, labour hours and an estimate, and see cost to date, profit and margin.
- Jobs and scheduling Private notes on quotes, jobs and invoices Quotes, jobs and invoices have a Notes card for your team only. On a quote or job press Add notes (or the pencil, Edit), type, and press Save. Clients never see notes.
- Jobs and scheduling Syncing your visits with Google Calendar Each person connects their own Google account in Settings, Integrations, Google Calendar. Chippie keeps a calendar named Chippie there with their visits, and changes to a visit's time, title or notes in Google come back to Chippie.
- Tax and GST GST on quotes and invoices Answer Yes to GST registration in Settings, Tax tab, and press Save Region & Registration. Every quote and invoice then adds GST; tap a line's GST chip to make that line GST-free.
- Chip AI What Chip AI does (and won't do) Chip answers how-to questions with a link to the exact page, looks up your records, and drafts changes you approve with one tap. It never invents a price and never writes without your tap.
- Chip AI Chippie MCP server: connect Claude or ChatGPT Ask your own AI assistant about your quotes, jobs and invoices. How to connect Claude or ChatGPT to Chippie's MCP server, what each permission allows, and how to disconnect.
- Safety and compliance SWMS (Safe Work Method Statements) Build a SWMS by ticking the hazards for the job, get the crew to sign on site, and finalise it into a signed PDF kept in your document vault. On every plan, including free.
- Safety and compliance The Vault for licences, insurance and certificates Keep your insurance, licences, warranties and other business documents in the Vault, with expiry dates. Signed SWMS and sent service reports are saved there for you.
- Account and data Exporting all your data Download every record and file your business keeps in Chippie, as spreadsheets and JSON, on every plan.
- Account and data Deleting clients, quotes, jobs and invoices Delete from the record's menu or its list row. Deleting a client also deletes its quotes, jobs and invoices; deleting a quote deletes its job and invoice. The confirm window lists everything that goes. It cannot be undone.
- Account and data Archiving and unarchiving quotes, jobs and invoices Archive a finished quote, job or invoice to take it off your lists without deleting it. Find it again under Archived quotes, Archived jobs or Archived invoices at the bottom of the list, and press Unarchive to bring it back to the status it had.