Glossary

Quick definitions of terms used throughout HeyChief.

A

Appointment A type of Job for time-based work that typically happens in one session. See Jobs.

Automation A rule that triggers actions based on events. "When a job is completed, send a review request." See Marketing & Automation.

At Risk A customer segment indicating someone who hasn't visited in 30+ days.

B

Balance due The amount a customer still owes on an invoice. Calculated as total minus payments received.

C

Campaign A one-time message sent to multiple customers. Email newsletters, SMS promotions, etc. See Marketing & Automation.

Channel The communication method: SMS, email, form, review. All channels flow into the Inbox.

Chief HeyChief's AI assistant. Knows your business, can answer questions, draft content, and take actions. See Chief.

Conversation A threaded exchange with a customer across any channel. See Inbox.

Customer Any person or business you provide services to. See Customers.

D

Deposit An upfront payment collected before work begins, often at quote approval. Applied to the final invoice.

Draft An unsent quote, invoice, or campaign still being edited.

F

Fee A line item type for additional charges (after-hours, travel, rush).

I

Inbox The unified communication hub showing all customer conversations across SMS, email, forms, and reviews. See Inbox.

Invoice A request for payment sent to a customer. See Quotes & Invoices.

J

Job The primary container for work in HeyChief. Every piece of work you do for a customer is a Job. See Jobs.

Job number A human-readable identifier like #1042.

L

Lifetime value (LTV) Total revenue generated by a customer across all their jobs.

Line item An individual service, material, fee, or discount on a job, quote, or invoice.

M

Material A line item type for physical goods you provide or install (parts, supplies, products).

N

Net 30 (or Net 15, Net 60) Payment terms indicating when an invoice is due. Net 30 = due in 30 days from issue date.

P

Partial An invoice status indicating some payment received but balance remaining.

Payment Money received from a customer. Applied to invoices. See Quotes & Invoices.

Pricebook Your catalog of services and materials with standard pricing. See Pricebook.

Project A type of Job for complex work that progresses through stages. See Jobs.

Q

Quote A proposal showing what work will cost. Requires customer approval. See Quotes & Invoices.

R

Request A Job status indicating a customer has inquired but nothing is confirmed yet.

S

Segment A group of customers sharing a characteristic. VIP, At Risk, New, etc. See Customers.

Sequence A series of automated messages triggered over time. Part of a welcome flow, follow-up series, etc.

Service A line item type for work you perform (labor, expertise, time).

Snooze Hiding an Inbox conversation until a specified time, when it resurfaces.

Status Where a job, quote, or invoice is in its lifecycle. See specific concept pages for valid statuses.

T

Tag A label you apply to customers for organization and targeting. "Referred by Mike," "Commercial," "VIP."

Terms Payment terms on an invoice: due on receipt, net 15, net 30, net 60.

U

Unit How a line item is priced: each, hour, visit, square foot, linear foot.

V

VIP A customer segment indicating high lifetime value (typically $500+).

Void An invoice status indicating it was canceled and no longer counts as receivable.

W

Wiki Your internal knowledge base in HeyChief. Content here helps Chief answer questions accurately.

Common status flows

Job statuses

request → quote_sent → approved → scheduled → in_progress → completed → invoiced → paid

Quote statuses

draft → sent → viewed → approved / declined / expired

Invoice statuses

draft → sent → viewed → partial → paid / overdue / void

Industry-specific terms

HeyChief adapts to your industry. Here's how common terms map: