Mucka keeps everything you do, every quote, job, invoice and note, pinned to a client. So before you can quote a job, you'll usually want to add the client first. It's quick.
The fast way: just tell Mucka
Open Mucka and say "add a new client, Sarah Walker, 07700 900123, 14 Bramble Lane Manchester M15." That's it. Mucka will create the record and read it back to confirm.
If you'd rather type, the chat field works the same way.
The form way
If you prefer a form, head to Clients in the sidebar and tap Add client. Fill in:
- Name: first and last, or the company name if it's a business
- Phone: mobile is best, so Mucka can text and WhatsApp them
- Email: optional, but needed if you want to email quotes and invoices
- Address: used for routing engineers and for the quote PDF
Hit save and you're done.
What happens automatically
Once a client is in:
- Their phone number is recognised next time they call
- Mucka can text them quotes, appointment confirmations and "running late" messages with one tap
- You can ask "what's the history with Sarah Walker?" and get a one-line summary of every job, quote and invoice
You don't need to fill in everything up front. Mucka will ask for what's needed when it's needed.
Common gotchas
- Duplicate clients. Mucka warns you if a name or phone number looks like an existing client. If it's actually a different person, just confirm and they'll be kept separate.
- Company vs person. If the client is a business, put the company name in the name field and add the contact person as a note. We're working on first-class company records. For now, the note keeps it findable.