If your customer list lives in your phone, you don't need to type it into Mucka or make a spreadsheet. The Mucka app can read your contacts and bring the customers in, then keep the two in step.
This works in the Mucka app on your phone only. Your contacts are stored on the phone (or in iCloud, which nothing outside your iPhone can read), so a laptop or WhatsApp can't reach them. Get the app from the App Store or Google Play. If the page tells you to update, update it from there and come back.
Bring them in
- In the Mucka app, go to Settings → Connections → Import data.
- Tap In my phone, then Choose contacts.
- Your phone asks whether Mucka can see your contacts. On an iPhone you can pick just your customers there. Mucka never sees the rest.
- Mucka lists your contacts in three groups:
- Already in Mucka: the same number, email, or name at the same postcode. These are linked to the customer you already have, never added twice. Mucka only fills in details that customer was missing.
- Possibly someone you have: someone of the same name with nothing else in common. Pick Same as… if it's them, or Someone new.
- New to Mucka.
- Anyone who looks like a customer (they have an address or a company, or they're already in Mucka) is ticked for you. Untick friends and family, tick anyone missed, then tap Bring in.
Only the owner, or someone whose role can manage the workspace, can do this. An engineer's personal contacts never go into your customer list.
After that, Mucka keeps them in step
Whenever you open the Mucka app, it checks your phone:
- You changed a customer's number, email, name or address on your phone? Mucka gets the new one.
- You saved someone new on your phone? Mucka asks whether they're a customer, and the In my phone tile shows how many are waiting. Tap Add, or Not a customer and it won't ask about them again. You can change this under How they stay in step:
- Ask me before adding it (the normal setting)
- Add it if it is in one of my labels: keep a label called Customers on your phone and Mucka adds anyone you put in it
- Add every new contact: friends and family included, so only pick this if your phone is just for work
- You deleted a contact on your phone? The customer stays in Mucka with all their jobs and invoices. Mucka just stops linking the two.
Mucka never sends a customer anything just because they came in from your phone.
Your Mucka customers on your phone
If you're the owner, you can turn on Put my Mucka customers in my phone. Mucka then:
- adds every customer you have in Mucka to your phone's contacts, in a group called Mucka, so you know who's ringing
- links anyone already in your phone instead of adding them twice
- sends changes you make in Mucka to your phone
If your contacts sync to iCloud or Google, those customers will appear on your other devices too.
If you change the same thing in both places, the most recent change wins, and the customer's page in Mucka shows you the other one: "Your phone has 07700 900123 as the number, and Mucka kept its own. Use the phone's?" One tap swaps it.
Stop syncing
Tap Stop syncing this phone. Your customers stay in Mucka. If Mucka added contacts to your phone, you can have it remove those too. It only removes ones you haven't changed since.
Common gotchas
- It updates when you open the app, not in the background. Phones don't let an app run a sync on its own, so a change you make on your phone reaches Mucka the next time you open it.
- Notes on a contact don't come across. They often hold things like gate codes, and the customer's page is visible to your whole team.
- Only one number per customer is kept in step: their mobile if they have one. A second number stays where it is.
- Customers from JobLogic can't be changed from your phone, because JobLogic is where they're kept. Mucka tells you on the customer's page when your phone has something different.