Contents
In any job management system the client record is the anchor: every quote, job and invoice hangs off it, so the full history for a customer lives in one place instead of scattered across texts and emails. Chippie works the same way.
What a client record holds
| Field | What it does |
|---|---|
| Name | Appears on every quote and invoice for this client |
| Where quotes and invoices are sent, and where acceptance comes back from | |
| Phone | One tap to call from the job page |
| Street address | Drives the map and tap-to-navigate on job pages |
| Notes, photos, documents | Attach to the client and to their work, and stay attached |
Add one from the Clients screen, or on the fly while creating a quote. The address does double duty: getting to site is one tap from the job.
Bulk import when you are switching
If your contacts live in a phone export, a spreadsheet or an old app, you do not have to retype them. Paste the messy list into Chippie's bulk import and it turns the text into client records, up to 50 at a time. This is the fastest way to move a whole business across.
- It reads unstructured text, so a copied column or an emailed list both work.
- Fifty at a time, repeated as many times as you need.
- Review before it commits, so a badly split line is caught rather than saved.
The client history
Open a client and you see everything you have ever done for them: quotes sent, jobs done, invoices paid and unpaid. Next time they call about "that job from last spring", the answer is on the screen rather than in a shoebox.
This is the reason to put even small jobs through the system. A client record with three years of work on it is worth something; a client record with a phone number is a contact.
Common questions#
How many clients can I have?
Can I import from another job management app?
Does the address have to be exact?
What happens to a client's history if I edit their details?
Stop doing this in a spreadsheet
Chippie does the quoting, the invoicing and the GST maths for you.
Have a play