Every quote, job, invoice and note you've ever done with a client lives on their profile. Mucka can pull it up in a sentence, or you can scroll through it yourself.
Ask Mucka
The fastest path. Open Mucka and say:
"What's the history with the Walkers?"
"Show me Brian Patel's last three jobs."
"Has Sarah paid the last invoice yet?"
Mucka summarises the answer in plain English. No clicking through screens.
Or open the profile
Head to Clients in the sidebar, find the client and tap to open their profile. You'll see:
- At a glance: total jobs, active jobs, total quotes
- Upcoming jobs: next three with date, type and status
- Contact: phone, email, address (with a maps link)
- Notes: anything you've jotted down about the client
- Tags: payment behaviour (good payer, slow payer) and risk flags (disputes, late payer, property factor)
For commercial clients there's also a Company section (contact name, VAT number, account reference) and a Properties section if you've got the multi-site skill on, where you can add and manage every property linked to that client.
What the tags mean
The tags are Mucka's quick read on how a client behaves:
- Good payer: invoices land on time without chasing
- Slow payer: usually pays but needs reminding
- Bad payer: habitually late or disputes invoices
- Risk flags: disputes, late payer, property factor, anything worth flagging before you quote again
Mucka updates these automatically as the relationship plays out. You can edit them too if you know something the data doesn't.
What's coming
A few things on the roadmap that aren't here yet:
- A direct "Ask Mucka about this client" button on the profile (for now, just ask in chat)
- AI-summarised client snapshots that read like a handover note
- Lifetime value and seasonal job pattern view
If you spot something you'd like, tell Mucka and it'll log the request.
Common gotchas
- Duplicate clients. Mucka warns at add-time if the name or phone looks like an existing client. If you've already got duplicates, you can ask Mucka to merge them.
- Missing history. If a client only shows recent jobs, their older ones might have been added before they had a profile (loose appointments or one-off invoices). Mucka can stitch these together if you ask.