Clients
Adding clients, viewing history and managing details.
- Add a property and say who it's forAdd 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.
- Add a second email address for a clientKeep an accounts desk alongside the person you actually deal with. Everything Mucka emails that customer copies the second address in automatically.
- Add a second phone number for a clientKeep a landline alongside a customer's mobile. Both are tap-to-call, and the AI receptionist knows who's ringing from either one.
- Add tenants and people to a propertyLog 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.
- Customers, suppliers and leadsMark 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.
- Delete a property you have twiceGet rid of a duplicate address — move the work onto the record you are keeping first, then delete the empty one from Edit address.
- Duplicate clientsWhen 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.
- Finding a contact or propertyThe 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.
- See everything Mucka knows about a clientPull 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.
- See what a customer still owes youOpening 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.
- See what an address still needsOpening 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.
- Sending documents saved to a jobAttach certificates, warranties, receipts or anything else filed against a job to the emails you send from it.
- Texting your customersWhen Mucka texts your customers, what those texts say, and who they come from.
- What's fitted at an addressMucka 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.