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Chippie help docs

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.

In any job management system the calendar answers two different questions: when am I going to look at work I have not won yet, and when am I doing work I have. Chippie keeps both on one calendar, colour-coded so you can tell them apart at a glance.

Two kinds of booking

Booking Belongs to What it is
Site visit A pending quote The look-and-measure before the price
Work session A ready or in-progress job The actual doing

Tap a date on the calendar, pick from your pending quotes or ready jobs, and the booking lands linked to the client and the work rather than as a loose calendar note. That link is the whole point: a calendar entry that knows which job it belongs to can take you to the job, and to the client's address.

Plain-language times everywhere

Quotes and jobs show their next scheduled time in plain language on lists and detail pages:

  • "Today" and "Tomorrow" rather than a date you have to decode.
  • A weekday name for anything inside the week.
  • The date itself once it is further out.

So you do not have to open the calendar to know what is next.

Getting to site

Because the booking is linked to the client, the client's address is right there: tap to navigate from the job page. No copying an address out of one app and into another while sitting in the ute.

Common questions#

Can I schedule a job across several days?
Yes. Book a work session for each day the job runs, and each session shows on the calendar against the same job.
What about repeat work like fortnightly maintenance?
That is what [recurring jobs](/docs/recurring-jobs) are for. Chippie generates the next job on schedule and can put it on the calendar automatically.
Does the client get told when I book a visit?
No. The booking is your side of the record. Confirm the time with the client the way you normally would.
Why are site visits and work sessions separate?
Because one is unpaid and speculative and the other is committed work. A week that looks full is a different week depending on which it is full of.

Stop doing this in a spreadsheet

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

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