Signing up gets you into Mucka. Quick Start gets Mucka working properly for your business. It is the short list of things worth doing on day one, and it keeps track of where you are up to so you can do a couple now and the rest when the kettle is on.
Where to find it
- On a computer, it sits at the bottom of the screen wherever you are. Carry on working with it open, minimise it with the little arrow, or close it for good with the cross.
- On your phone, it is the Get Mucka ready card on your home screen. Tap it and Quick Start opens: how many steps you have done, the next thing to do with one button for it, then the rest of the list. On some phones it opens as a page of its own, and the round arrow at the bottom takes you back home.
You only see it if you are the owner, or someone who has been given permission to manage the workspace settings. Engineers do not get it, because most of it is not theirs to fill in.
What it asks for
The list is grouped so you can see what each bit is for.
Start here
Set up with Mucka — your first chat, where Mucka gets to know the business. Then Install Mucka skills, which takes you to the skills page to switch on the parts of Mucka you want, like certificates, service reminders or reviews. It ticks off once you have installed one yourself; the ones you were given at sign-up do not count. See Switch on the skills you need.
Look professional
Your logo, business address, phone number, VAT number if you are registered, and an email signature. These are what turn a plain quote into one that looks like it came from a real firm, because they print on everything you send.
Get paid
Your bank details, so customers can pay by transfer, and card payments, so they can pay from their phone the moment the invoice lands. Card payments is the one worth doing first if you do nothing else, because it is the difference between getting paid on the day and waiting a month.
Get working
Your first real customer, first job, first quote and first invoice. Mucka only starts chasing and reminding once there is real work in there to chase. The quote and invoice steps tick off once one has actually gone to a customer, not while it is still a draft.
Connect your tools
Your accounts software (Xero, QuickBooks or FreeAgent) and your calendar (Google or Microsoft 365, or a one-way link to Apple Calendar), so nothing gets typed twice.
This is also where you will find the free data migration. If you are coming off other software, tell us what you are using now, add anything we should know, and tap Send request. That opens a support ticket you can follow in Settings → Support, and someone here will get in touch to move your customers, jobs and history across. You do not do it yourself.
Your team and the rest
Inviting your engineers and office staff, turning on booking confirmations and reminders for customers, and setting up automatic review requests.
You can invite someone without leaving the guide: put in their first name, last name and email, pick what they do, and Mucka emails them a link to join. You can also do it from Settings → Team.
The guide only shows you what applies to your business. If you told us you work on your own, it will not ask you to invite a team. If you are not VAT registered, it will not ask for a VAT number. So do not worry if your list is shorter than someone else's.
Doing the steps
Tap any step to open it. Most of them you fill in right there — type your phone number, pick your address, drag your logo in — and the step ticks itself off. A few need to send you somewhere else, like connecting Stripe for card payments, and those bring you back afterwards.
Inviting someone ticks off as soon as the invite goes out, so you are not asked again while you wait for them to join. If you have not got the Reviews skill yet, the review step takes you to it on the skills page first.
You can do them in any order. The guide puts the next thing you have not done first, but nothing is locked. Steps you have already done are ticked and tucked away; tap done under a section to see them.
When you are finished
Once everything on your list is done, the guide congratulates you and then retires itself. On your phone, the Ask Mucka card takes its place on the home screen.
If you close the guide early (the cross on a computer, or I don't need this guide at the bottom of the list on your phone), it goes for good on all your devices. Everything on the list is still available in Settings whenever you want it — the guide is a shortcut, not the only way in.