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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.

On this page
  1. Build the quote
  2. Choose what the client sees
  3. Send it
  4. Polish the wording if you want
  5. Common questions

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: description, type (labour, materials, equipment, flat fee, subcontractor or other), quantity, unit, unit price, and a GST toggle 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.

Send it

Email the quote straight from your phone. The client gets a branded online quote page from a secure link: they can view, accept or decline without installing anything or creating an account. 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 can tidy 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.

Does the client need an account to accept?

No. The emailed link opens a page where they accept or decline in one tap.

Is GST handled?

Yes, per line item. See GST on quotes and invoices.

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