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Syncing your visits with Google Calendar

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Syncing your visits with Google Calendar

Each person connects their own Google account in Settings, Integrations, Google Calendar. Chippie keeps a calendar named Chippie there with their visits, and changes to a visit's time, title or notes in Google come back to Chippie.

Contents

Each person connects their own Google account, and Chippie keeps a calendar named Chippie in it with their visits. Google Calendar sync is included on the Pro and Team plans.

Where: Settings → Integrations, the Google Calendar card, or Connect Google Calendar under the Calendar

Press Connect Google Calendar and choose your Google account.
If Google says it hasn't verified the app, tap Advanced, then continue to chippieapp.com.
Press Allow. You come back to Chippie, and your visits appear in the Chippie calendar in Google within a minute.
Optional: under Which visits go to Google Calendar, choose All business visits or Only visits I'm assigned to and press Save.

Watch out: Chippie never writes into your other Google calendars. Edit visits in the Chippie calendar; an event you move in your main calendar is not a Chippie visit.

What goes to Google

Every kind of visit: quote site visits, job work and other events, from 30 days ago onward. Cancelled visits are removed.
Each event has the visit's title, time, site address, your notes, and a block Chippie adds: the client's name and phone, the job or quote number, who is going, and a link back to the visit. Prices, line items and the client's email address never go to Google.
Which visits start out going there follows where your calendar opens: Owners, Managers and Members start with All business visits, and the Field role with Only visits I'm assigned to. Anyone whose role can see every job can switch between the two.
A visit with two people on it goes to each of their own calendars.

What comes back from Google

A change to a visit's time, title or notes in the Chippie calendar comes back to Chippie, usually within a minute. Who is going, the client and the job are changed in Chippie.

New event: an event you create in the Chippie calendar becomes an Other event in Chippie, assigned to you.
Deleted event: it leaves your Google calendar only. The visit stays in Chippie.
Changed in both places: the later change wins. The other version is kept in the visit's history.
Not allowed: if your role can't change that visit, Chippie puts it back the way it was in Google.

When a change or new event reaches Chippie, the bell says so: you get Updated from your Google Calendar (or Added), and the visit's crew and the Owners, Managers and Members get a notification naming you. Each can be turned off in Settings → Notifications under Activity: Your Google Calendar change reached Chippie and A teammate changed a visit in Google Calendar.

Showing your Google busy times

Turn this on and the times you're busy in your own Google calendars show on Chippie's calendar as hatched Busy (Google) blocks, so nobody books you then. Booking someone over a busy time, or over another of their visits, shows a warning after you save; the booking is still saved.

In the Google Calendar card, next to Show my Google busy times in Chippie, press Turn on.
Google asks for permission to see when you're busy. Press Allow.
Under Calendars to read busy times from, tick the calendars that count (your main calendar is ticked to start) and press Save.

Chippie reads only that you're busy, never the event's title or details. Events you've marked Available in Google don't count. Anyone in your business who can see your schedule sees the blocks. If all-day events fill your days with busy blocks, turn on Ignore all-day events and press Save. To stop, press Turn off: the busy times are forgotten.

Disconnecting

Press Disconnect in the Google Calendar card. Chippie removes the Chippie calendar from your Google account, stops reading your busy times and gives up its access. Your visits in Chippie are untouched. When someone leaves your business, their Google Calendar is disconnected the same way.

If the card says Google stopped accepting Chippie (for example after you changed your Google password or removed Chippie's access in your Google account), press Reconnect Google Calendar.

In the phone apps

Connecting doesn't work inside the iPhone and Android apps yet, and neither does turning on busy times, because both open Google's permission page. Do those on the web at chippieapp.com. After that the apps show your connection, and you can change which visits go to Google, tick calendars and disconnect there.

Common questions#

Does Chippie sync with Google Calendar?

Yes, both ways. Each person connects their own Google account under Settings, Integrations, Google Calendar, or with Connect Google Calendar under the calendar. Their visits appear in a calendar named Chippie in Google.

Which plan do I need for Google Calendar sync?

Google Calendar sync is included on the Pro and Team plans, including during a trial.

If I move a visit in Google Calendar, does it move in Chippie?

Yes. A change to the time, title or notes of a visit in your Chippie calendar in Google comes back to Chippie, usually within a minute. Everything else, such as who is going, is changed in Chippie.

Can my whole team's visits go in my Google Calendar?

Yes. Owners, Managers and Members start with all business visits; the Field role starts with only the visits they're assigned to. Change it in the Google Calendar card under Which visits go to Google Calendar, then Save.

Does Chippie tell me when a change from Google Calendar comes in?

Yes. The person who made the change gets a bell notification once it reaches Chippie, and so do the visit's crew and the Owners, Managers and Members. Turn either off in Settings, Notifications, under Activity.

What happens if I delete a visit in Google Calendar?

It disappears from your Google calendar only. The visit stays in Chippie and on everyone else's calendars.

Can Chippie see my personal Google Calendar?

Only if you turn on Show my Google busy times in Chippie. Chippie then reads only when you're busy in the calendars you tick, never what the events are, and shows those times as Busy (Google) blocks.

Can I connect Google Calendar from the iPhone or Android app?

Not yet. Connect it on the web at chippieapp.com; once connected, it works the same in the apps.

Google says it hasn't verified Chippie. Is that safe?

Yes. Google shows that screen until it finishes reviewing Chippie's calendar access. Tap Advanced, then continue to chippieapp.com, and choose Allow.

More help docs

Getting started with Chippie Send your first quote, add your logo, then invoice and get paid. The Getting started checklist on your dashboard walks you through each step.
Confirm your email address Confirming your email is optional. Quotes and invoices go to your clients whether or not you have opened the link in your welcome email.
Plans and billing Free covers 1 user and 20 jobs a month. Professional adds unlimited jobs and a second user; Team includes 4 users and more. The owner changes the plan on the web under Upgrade Plan.
From the demo to your own business Enter your email on the demo banner and press Get Started, set your name and password, then press Set Up Business, name your business and choose to keep or clear the sample data.
Install the Chippie app Get Chippie for iPhone from the App Store or for Android from Google Play, and sign in with the same email. On a computer, use it in your browser or add it as an app.
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Speak instead of typing Tap the microphone beside a description or notes box, speak, and tap it again. Chippie types what you said into the box, after anything already there.
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Managing clients Add clients one at a time, import them from your phone's contacts or Xero, or paste a list into Chip. Every quote, job and invoice for a customer stays on their record.
Finding and merging duplicate clients Open Clients, Possible duplicates to see clients that look like copies, pick the one to keep and merge the rest into it. Their quotes, jobs and invoices move across. Merging can't be undone.
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Your public profile page A free web page for your business with a request-a-quote form, ready to share on Facebook, Google or in a text when you can't take a call.
Your logo, licences and business numbers on documents Add your logo, licence numbers and ABN or company number once, and they print on every quote and invoice. What shows where.
Quote, job and invoice numbers Every quote, job and invoice is numbered for you. How to set where numbering starts, for example to carry on from your old system.
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Team roles and permissions Owner does everything; Manager runs the business but not billing; Member does the day-to-day work with prices; Field sees their own jobs without prices. Change what each role can do under Team Management, Roles.
Your account and signing in Sign in with your password or press Email me a sign-in link. Change your name and password, switch business or delete your account on My Account.
Notifications Choose what you hear about in Settings, Notifications. Each event can show a toast, go in the bell, send a push to your phone and play a sound. Turn on push once per phone or browser.
Your own statuses, like "Waiting on materials" Click the coloured status badge on a quote, job or invoice to give it one of your own workflow statuses, or press Add Status to make a new one. Rename and arrange them in Settings, Theme & Appearance.
Changing the wording of your emails and texts Edit the email and text message your clients get in Settings. Quote wording is on the Quotes tab, invoice wording on the Invoicing tab. Placeholders like {client_name} fill in for each client.
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From quote to job Accepting a quote creates the job and a draft invoice. Jobs can also be created without a quote. The job keeps the quote's details as they were agreed.
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Enquiries from your website and profile Quote requests from your public profile, your website form or the Find a tradie map land in Enquiries on the Quotes page. Open one and press Make pending quote to start the quote.
Following up quotes with no reply Ask Chip "which quotes need a follow-up?" to list quotes sent a week or more ago with no answer, and have Chip re-send the ones you pick. Or open the quote and send it again.
Charging by the hour (hourly rate quotes and jobs) Set your hourly charge-out rate in Settings, Jobs tab. On a quote or job choose Hourly rate beside Price, add estimated hours if you like, and bill the hours worked when the job is done.
Send jobs and enquiries from GoHighLevel, Zapier, Make or Google Ads Create a private address in Settings, Integrations and paste it into GoHighLevel, Zapier, Make or a Google Ads lead form. What they send lands in Chippie as an enquiry, or as a client and a job.
Start a quote from a document On the New Quote form press From a document, then drop, choose or paste your own quote (a spreadsheet, Word document, PDF or photo). Chip fills the form for you to check, and nothing is saved until you press Create Quote.
From job to invoice Chippie drafts the invoice when a quote is accepted or a job is created, and it is ready to send when you mark the job complete. To bill for work with no job, press New Invoice on the Invoices page.
Sending and tracking invoices Send an invoice by email or text from the invoice page, give the client a link that opens with no login, and see which invoices are unpaid or overdue.
Taking payments Clients pay you by bank transfer and tell you with one tap. You confirm the payment, or mark cash and other payments as paid yourself.
Payment reminders Have Chippie email clients about unpaid invoices on a schedule you set, asking you first or sending on its own.
Bank details on your invoices Add your bank account once in Settings and every invoice shows it, so clients can pay by transfer. Where to enter it, and where it appears.
Connecting Xero Push your clients, invoices and payments from Chippie to Xero automatically, with paid status flowing back. How to connect, which accounts to choose, and what syncs.
Scheduling jobs and your crew Open the job and press Schedule to book a visit, ticking who's going. To add a worker later, open the visit, press Assign, tick them and press Save Crew.
Recurring jobs Set up repeat work once on Jobs, Recurring Jobs, or from a job with Make Recurring, and Chippie makes each job on schedule, ready to book and invoice.
Timesheets, clocking on and visit time Turn on Timesheets in Settings, Features. Then clock on and off from the dashboard or My time, time each visit from the job page, and see everyone's hours on the Timesheet tab of the Calendar.
Job costing and profit on a job Turn on Job costing in Settings, Features. Each job then has a Job costing card where you add costs, labour hours and an estimate, and see cost to date, profit and margin.
Private notes on quotes, jobs and invoices Quotes, jobs and invoices have a Notes card for your team only. On a quote or job press Add notes (or the pencil, Edit), type, and press Save. Clients never see notes.
GST on quotes and invoices Answer Yes to GST registration in Settings, Tax tab, and press Save Region & Registration. Every quote and invoice then adds GST; tap a line's GST chip to make that line GST-free.
What Chip AI does (and won't do) Chip answers how-to questions with a link to the exact page, looks up your records, and drafts changes you approve with one tap. It never invents a price and never writes without your tap.
Chippie MCP server: connect Claude or ChatGPT Ask your own AI assistant about your quotes, jobs and invoices. How to connect Claude or ChatGPT to Chippie's MCP server, what each permission allows, and how to disconnect.
SWMS (Safe Work Method Statements) Build a SWMS by ticking the hazards for the job, get the crew to sign on site, and finalise it into a signed PDF kept in your document vault. On every plan, including free.
The Vault for licences, insurance and certificates Keep your insurance, licences, warranties and other business documents in the Vault, with expiry dates. Signed SWMS and sent service reports are saved there for you.
Exporting all your data Download every record and file your business keeps in Chippie, as spreadsheets and JSON, on every plan.
Deleting clients, quotes, jobs and invoices Delete from the record's menu or its list row. Deleting a client also deletes its quotes, jobs and invoices; deleting a quote deletes its job and invoice. The confirm window lists everything that goes. It cannot be undone.
Archiving and unarchiving quotes, jobs and invoices Archive a finished quote, job or invoice to take it off your lists without deleting it. Find it again under Archived quotes, Archived jobs or Archived invoices at the bottom of the list, and press Unarchive to bring it back to the status it had.

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