Getting started

How to add a new client so Mucka can remember them and pull up their history any time you ask.

Moving to Mucka? Ask Mucka to email your old software for your data. It writes the request, reads it back, sends it from your own email when you say yes, and passes the files to the Mucka team when they arrive.

Moving to Mucka from a spreadsheet or another tool like Commusoft, Gas Engineer Software, Tradify, ServiceM8, JobLogic, Payaca, Powered Now or Gas App? Import a CSV yourself, or let the team move your data across for you, with a guide for each system.

Quick Start walks you through everything Mucka needs — logo, address, bank details, card payments and your first job. Most of it you fill in without leaving the guide.

Moving from BigChange? Contacts, people, jobs and invoices each export from their own screen, and BigChange emails you a download link for each. Here's what to press, what to watch for, and what to send us.

Moving from Commusoft? One backup download from Settings gives us almost everything, but your photos and documents start disappearing once your subscription lapses, so tell us early. Here's where the button is and what comes across.

Moving from Fergus? Fergus puts together a full export of your business's data when you ask for it, and its reports download as spreadsheets in the meantime. Here's what to ask for, what to send us, and why to do it before the end of the month you cancel.

Moving from Gas App? Gas App hands most things over as PDFs, and the customer list, jobs and diary only come if you ask for them by name. Here's the email to send (Mucka can send it for you), what comes across, and why to ask before you cancel.

Moving from Gas Engineer Software? Two exports you can download yourself in a couple of minutes, the rest you need to ask GES support for (Mucka can send that email for you), and why it's worth asking before you cancel.

Leaving JobLogic? Customers, sites, jobs and assets each export from their own list screen, but payments and completed forms don't come with them. Here's what to press, the email for the rest, and what comes across.

Moving from Payaca? One button exports the lot, Payaca emails you a download link, and you forward that email to us. Do it the day you're ready, because the file links inside it stop working after seven days.

Moving from Powered Now? What comes across depends on what you ask for, because a request for "all my data" usually comes back as a contacts file and nothing else. Here's what to ask for by name, the backup button worth pressing too, and what comes across.

Moving from ServiceM8? Your client and job lists come from the Reports tab, which needs ServiceM8's Advanced Reporting Pack, and your photos and forms need a separate backup. Here's what to press, what comes across, and why ServiceM8 deletes everything the moment you cancel.

Moving from Surefire? Surefire's help guides live inside the app rather than online, so the simplest route is to ask their support for a full copy of your data. Here's the email to send (Mucka can send it for you) and what to send us.

Moving from Tradify? Customers, sites, invoices, quotes and jobs each have their own export button, but forms and certificates don't export in bulk, so those need asking for. Here's where every button is, the email for the rest, and what comes across.

What Mucka actually is, where to talk to Mucka, and what kinds of work to hand over.

Draft, check and send a professional quote to a client in under a minute.

Mucka starts with the basics. Skills are the extra bits — certificates, live map, revenue reports — that you turn on when you need them and off when you do not.

The Skills page lists everything Mucka can do and everything it might do next. Vote for the ones you want and you'll see when they land.

Once your WhatsApp is connected, you can send voice notes, snap receipts, draft quotes and invoices and update jobs, all from the chat. Forward a batch of photos and Mucka answers once for the whole lot rather than once per photo.

Mucka is open to heating, plumbing, air conditioning and renewables firms. Here's who that covers, and what happens if your trade isn't on the list yet.

What happens after you tap the invite — setting a password, picking your Mucka, and getting connected so work can reach you.

The quick spoken chat you have the first time you get into Mucka, what it asks, and what to do if it ended early.