Quick tips for using Chronly

When you visit Chronly on your mobile device, you'll be prompted to add it to your home screen. Accept the prompt (or tap Add to Home Screen on iPhone) and it works just like an app, opening anywhere you have internet.

Head to Settings and open Business Profile to upload your logo, then go to Brand Settings to set your colours. Once saved, your invoices, quotes, jobs and other customer-facing screens pick up your branding automatically.

Open a quote or invoice and check its analytics to see if your client engaged with it. You'll see Email Clicks with a click rate, and Page Views showing how many times the quote or invoice page was viewed.

New quotes and invoices are saved as Draft so you can refine them before anyone sees them. Nothing goes to your customer until you click Send Quote, so remember to send it once it's ready.

When sending a quote or invoice, choose Schedule Send instead of Send Now and pick the date, time, and timezone. Use Add Email to send it to more than one address, and add a note in the Message box if you like.

When you're filling in a line item, click the Tax Rate dropdown and choose Add a tax rate. You can set up a new tax right there instead of hunting for a settings page first.

When adding a line item, choose Find Existing to pull in a saved product, or Create New if it doesn't exist yet. Setting up products for items you sell often saves you from retyping the same details every time.

You don't need to set up a customer ahead of time. When picking a Customer on a quote, invoice, or job, just start typing and select Add a customer from the dropdown to create them on the spot.

Open a quote, click Options, and turn on Allow quote to be accepted from link so the customer can approve it without calling you. Want this on every new quote automatically? Set it as your default under Settings.

Open a job and click Share Job to generate a link you can send directly to your customer, no login required. Use Create a Share Link to set one up, and turn on uploads so they can drop files back to you.

On an accepted quote, click Create Job with AI and it generates the job, badges, and fills in the relevant details for you. You can also set every accepted quote to automatically become a job, so you never have to do this step by hand.

Payment approval takes 2-3 business days, so set it up early rather than when a customer is waiting to pay. Once approved, turn on Enable Payments by Default and pick which Default Payment Methods to accept, so new invoices and checkouts are ready to collect card and bank payments automatically.