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Chippie help docs

From quote to job

What happens when a quote is accepted, why the job is created automatically, and why the job keeps the details as they were agreed.

On this page
  1. Acceptance creates the job
  2. The job carries a snapshot of the deal
  3. Track the job to done
  4. Common questions

In any job management system, acceptance is the moment a priced offer becomes committed work. Done right, the system creates the job for you and freezes the agreed details, so what you quoted is what the job says, even if things change later. This is exactly what Chippie automates.

Acceptance creates the job

When a quote is accepted, either by you in the app or by the client from their emailed link, Chippie automatically creates the job and a draft invoice in one step. No retyping, no copy-paste, no "I'll set that up tonight". The paperwork for the rest of the job's life is already started the moment the client says yes.

The job carries a snapshot of the deal

The job takes the quote's details as they stood at acceptance. That is deliberate: the accepted quote is the agreement. Editing the quote afterwards does not silently rewrite the job, which protects both sides when there is a question about what was agreed.

Track the job to done

Jobs track status from ready through to completed, and can be scheduled on the calendar. Every status change is logged, so there is a history of what happened and when. When the job completes, the invoice becomes ready to send.

Common questions

The client accepted by email. Do I need to do anything?

No. The acceptance lands in the app, the job and draft invoice are created, and the quote shows as accepted.

What if the scope changes mid-job?

Price the change and agree it with the client, then update the job's details. The original acceptance stays on record.

Can I create a job without a quote?

Jobs come from two places: an accepted quote, or a recurring job that generates its next job on schedule. For one-off work, the quote is the front door, and accepting your own quote in the app takes seconds.

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