You've found a problem on a visit and written it up on the certificate. The next job is a quote to fix it. Mucka writes that quote's lines for you from what the certificate already says, so you only add the prices.
Which certificates offer it
- CP12 Landlord Gas Safety Record
- LPG Gas Safety Record
- Non-Domestic Gas Safety Record
- Boiler Service Record
- Service & Maintenance Record
- Gas Breakdown / Service Record
The button only appears once the certificate is approved, and only if something on it needs putting right. A clean certificate shows nothing. You also need permission to create quotes.
Making the quote
- Approve the certificate as normal. The approved screen offers Quote the remedial work under Send to client.
- Or open any approved certificate later: the button sits at the top, with a line saying how many things will go on the quote.
- Tap it. Mucka makes a draft quote and opens it.
The quote is for the certificate's customer, on the same job and property, and its title names the certificate and its serial number, so you can always tell where it came from.
What goes on it
One line for each thing to put right:
- A failed check, written for your customer rather than as a check name. "Case and combustion seals: fail" becomes "Replace the case and combustion seals on the Worcester combi boiler, kitchen".
- An appliance marked ID, AR or NCS. If a failed check already says what's wrong, the classification goes under that line instead of making a second one.
- A failed CO alarm (or a missing one on an LPG record), a failed tightness test, missing bonding, worn hoses.
- The spares you listed on a Gas Breakdown / Service Record.
Under each line you'll see what the certificate recorded and your own note, word for word. Change any wording you like, add lines, or take them off. It's your quote.
Some things never become a line: the emergency control valve at the meter (that's usually the gas network's to sort out, not a job to quote), your comments box, and answers like "landlord's appliance".
Pricing and sending
Every line starts at £0, because a defect tells you what's wrong, not what it costs to fix. Put your prices in the quote as normal. Mucka doesn't guess them from your price list.
It never sends itself. And while any line is still at £0, Mucka won't email it, share its link or send it on WhatsApp, so a customer can't accept a quote you haven't priced.
Good to know
- One quote per certificate. Tap the button again and it opens the same quote, not a new one.
- Corrected a certificate? Make the quote from the corrected one. The replaced one won't offer it.
- Approved without signal? The button appears once the certificate has synced.
- Imported certificates don't offer it, because Mucka doesn't hold their details. Start a quote from Quotes instead.