Clients

Add an address from the Properties page and say who pays the bill and who lets you in as you go, so it never lands with nobody on it.

Keep an accounts desk alongside the person you actually deal with. Everything Mucka emails that customer copies the second address in automatically.

Keep a landline alongside a customer's mobile. Both are tap-to-call, and the AI receptionist knows who's ringing from either one.

Log who lives at or is tied to a property (tenants, owners, landlords, agents) with their contact details, kept on the property and out of your clients list.

Put a title on a client and have quotes, invoices and emails address them as "Mr Smith" instead of "John Smith".

Tick Property factor on a commercial client and their quotes and invoices are addressed to the building you worked at, with the agent on a "c/o" line underneath. Leave it unticked for a firm that simply has more than one site.

Mark each contact for what they actually are, then show just that lot. Mostly useful if your book came over from Xero, which keeps customers and suppliers in one list.

Get rid of a duplicate address — move the work onto the record you are keeping first, then delete the empty one from Edit address.

When the same customer ends up in your list twice, ask Mucka to find the duplicates and merge them into one record. Everything moves across, and you can undo it for 30 days.

Invoices and quotes that came across as documents sit on the customer's own record, under the name of the system they came from.

The list you land on shows who you're working with right now, and tells you how many more there are. Everyone else is one search away — including by phone number or postcode.

Every address can carry a door pin. Mucka saves one when an engineer starts a job there, and from then on Directions goes straight to the way in. You can also type in a what3words address.

Put one customer on different terms from everyone else, say 7 days when you normally give 14, and every new invoice for them is due on their terms.

UK GDPR and Mucka. Where your customers' details are stored, who can see them, what goes outside the UK, and how to delete someone or get a copy of what you hold.

Record whether a customer pays on time, slowly or badly, with a line about what to watch out for. It colours them in your contacts list and gets you a nudge before their next job.

Pull up a client's full history. Jobs, quotes, invoices, notes, payment behaviour and every email or text you've sent them, all in one place.

Opening a contact leads with what is outstanding — money that is late, a quote nobody answered, work you have booked in — instead of a contact card.

Opening a property leads with what is outstanding there — a certificate that has run out, a service falling due, work booked in — instead of a card of address fields.

Attach certificates, warranties, receipts or anything else filed against a job to the emails you send from it.

When Mucka texts your customers, what those texts say, and who they come from.

Mucka keeps a register of the appliances at each property and can tell you what boiler is where, without you opening a job or a certificate.