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Chippie help docs

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.

In any job management system repeat work is where manual admin quietly costs the most. The fortnightly mow or the quarterly filter change does not need re-quoting; it needs to reliably exist in your system every time it comes around. Recurring jobs do exactly that.

Set it up once

Create a recurring job for the repeat work and it needs three things:

  1. The client it belongs to.
  2. What the work is, priced the way you price it.
  3. How often it repeats, whether that is weekly, fortnightly, monthly or quarterly.

From then on, Chippie generates the next job on schedule.

The jobs arrive by themselves

Each generated job is a normal Chippie job. It tracks status, sits in the client's history, and becomes an invoice like any other work. Chippie can also put the generated job on the calendar automatically, so the repeat work shows up where you plan your week.

Why this beats a calendar reminder

A reminder A recurring job
Tells you to do admin Has already done the admin
Is a note, attached to nothing Is a job, attached to the client
Leaves you to create the invoice Has a draft invoice waiting at the end
Gets dismissed on a busy morning Sits in the job list until it is dealt with

The difference is whether regular clients get invoiced consistently or whenever you remember. Over a year of fortnightly work, that gap is not small.

Common questions#

Can I skip one occurrence?
Yes. Each generated job is its own job, so handle a cancelled visit like any other cancelled job. The recurrence keeps going.
Can I change the frequency later?
Yes. Edit the recurring job and the schedule follows from the change.
Do recurring jobs count toward the free plan's monthly jobs?
Yes. Generated jobs are real jobs, so they count toward the free plan's 20 jobs a month like any other.
What if I want to re-price the work?
Edit the recurring job so future occurrences carry the new amount. Jobs already generated keep what they were generated with, so nothing changes retrospectively.

Stop doing this in a spreadsheet

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

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