# Get your jobs, quotes, invoices or clients in a spreadsheet

Source: https://help.mucka.ai/ai/get-a-spreadsheet-from-mucka
Category: Mucka AI
Last updated: 2026-10-26

> Ask Mucka for a spreadsheet and it makes an Excel file straight from your records, to download in the app or sent to you on WhatsApp.

Ask Mucka for a spreadsheet and it makes one: your jobs, quotes, invoices or client list, as an Excel file. It opens in Excel, Google Sheets and Numbers.

## Ask for it

Type it into the Mucka chat, or send it on WhatsApp, the way you would say it:

- "Put all my still to book jobs in a spreadsheet"
- "Excel of Dave's jobs for November"
- "Export my overdue invoices"
- "Spreadsheet of quotes I've sent to Acme Lettings"
- "Can I have my client list as a spreadsheet?"

Mucka tells you how many it found. In the app, tap **Download spreadsheet** under its reply. On a phone this opens the share sheet, so you can save it to Files, open it in Excel or send it on. On WhatsApp the file comes into the chat.

## What you can narrow it by

- **Jobs:** status (your own statuses, like "Still to book"), job type, client, engineer, and the dates they are booked for.
- **Quotes and invoices:** status (for example sent, accepted, overdue or unpaid), client, and the dates they were made.
- **Clients:** the whole list.

If Mucka can't narrow it the way you asked, it says so and makes nothing, so you never get the whole lot under the wrong name.

## What is in it

- **Jobs:** job number, client, address and postcode, job type, status, the date and time it is booked for, engineer and notes. At the end is an empty **Book for** column, so you can go down the list and plan dates.
- **Quotes:** number, client, description, status, total, and when it was made, sent, valid until and accepted.
- **Invoices:** number, client, description, status, total, what has been paid, what is still owed, and when it was made, due and paid.
- **Clients:** name, contact, email, phone, address, postcode, type and account reference.

Every row comes straight from your records. Mucka doesn't type the list out, so nothing is missed or changed along the way.

<Callout>
You only get what your role can see. Someone who can only see their own jobs gets just their own jobs, and quotes, invoices and clients each need permission to see them. It doesn't work on a phone call: ask in the chat or on WhatsApp instead.
</Callout>