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Chippie help docs

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.

In any job management system a quote is a priced offer attached to a client: what the work is, what it costs, and what happens when they say yes. Chippie keeps that structure and handles the paperwork around it.

Build the quote

Create a quote against a client, or add the client as you go. A quote holds a description of the work, optional itemised line items, terms and notes.

Line items break the price down properly, and each one carries:

Field Options
Description Free text
Type Labour, materials, equipment, flat fee, subcontractor, other
Quantity and unit However you price it: hours, metres, each
Unit price The rate, not the total
GST On or off, per item

Totals and tax calculate automatically, so the maths is never the thing you get wrong.

Choose what the client sees

You decide whether the client sees the full line-item breakdown or just the total. Some jobs deserve the detail; some clients only want the number. Either way the PDF carries your business details and logo, and your own copy keeps the breakdown.

Send it

Email the quote straight from your phone. What the client receives is:

  • A branded PDF they can save or forward.
  • A secure link to an online quote page that opens on any phone.
  • Accept and decline buttons that need no account and no app.

When they accept, the acceptance flows straight back into the app and the job is created automatically.

Polish the wording if you want

A one-tap AI polish tidies up the quote description's wording. You see the rewrite before it sticks and you can undo it. It changes words, never prices.

Common questions#

Can I edit a quote after sending it?
Yes, quotes can be edited freely until they are accepted. After acceptance the job carries the agreed details, which is deliberate. See [From quote to job](/docs/quote-to-job).
Does the client need an account to accept?
No. The emailed link opens a page where they accept or decline in one tap, with nothing to install and nothing to sign up for.
Is GST handled?
Yes, per line item, with a GST-free toggle on each one. See [GST on quotes and invoices](/docs/gst-on-quotes-and-invoices).
Can I hide the line items from the client?
Yes. Each quote chooses whether the client sees the full breakdown or just the total. The line items stay on your copy either way.
Does the AI polish change my prices?
No. It rewrites the description's wording only, you see the rewrite before it sticks, and you can undo it.

Stop doing this in a spreadsheet

Chippie does the quoting, the invoicing and the GST maths for you.

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