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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 take card payments if you have Stripe connected.
Every help doc#
- Getting started Getting started with Chippie Set up your Chippie account, add your first client, and send your first quote from your phone in about ten minutes.
- Clients Managing clients Add clients one at a time or bulk import a messy contact list, and keep every quote, job and invoice for a customer in one place.
- Quoting Creating your first quote Build a quote with line items, choose what the client sees, and send it as a branded PDF with an online acceptance link.
- Quoting From quote to job What happens when a quote is accepted, why the job is created automatically, and why the job keeps the details as they were agreed.
- Invoicing and payments From job to invoice The invoice is drafted the moment a quote is accepted and becomes ready to send when the job completes, so invoicing is never a separate chore.
- Invoicing and payments Sending and tracking invoices Email a PDF invoice from your phone, give the client a secure view link, and track the payment from submitted to confirmed to paid.
- Invoicing and payments Taking payments Accept bank transfer, cash, or card payments through Stripe, and record every payment against the invoice so paid means paid.
- Scheduling Scheduling jobs Put site visits and work sessions on the built-in calendar, colour-coded by type, with plain-language next times on every quote and job.
- Scheduling Recurring jobs Set up repeat work once and Chippie generates the next job on schedule, with calendar placement, so regular clients never fall through the cracks.
- Tax and GST GST on quotes and invoices GST calculates automatically on every line-item quote and invoice, with per-item GST-free toggles, your ABN on the invoice, and a BAS-readiness view.
- Chip AI What Chip AI does (and won't do) Chip reads your business data, drafts admin behind an approval card, and polishes wording. It never invents a price and never writes without your tap.
Something not covered here#
Stop doing this in a spreadsheet
Chippie does the quoting, the invoicing and the GST maths for you.
Have a play