A quote is just a price for a job, written down. With Mucka you don't have to lay it out, calculate VAT, or remember what your usual day rate is. You just describe the work and approve.
Ask Mucka to draft it
Open Mucka and say something like:
"Quote Sarah Walker for a new combi boiler install, Worcester Bosch 4000, 2 day job, £2,400 plus VAT."
Mucka will pull up Sarah's record, draft a quote with line items and VAT, and show it for you to check. You can:
- Edit anything: change a price, add a line, remove a line
- Approve and send: Mucka emails the PDF to Sarah
- Save as draft: sit on it until you're ready
Or build it yourself
If you'd rather not chat, head to Quotes in the sidebar and tap New quote. Pick the client, add line items, and Mucka handles totals and VAT automatically.
"Sent" and actually sent
Two different things, and it's worth knowing which you're looking at.
A quote is emailed when you tap Send and go through the email window. That's the only thing that puts it in your client's inbox.
The status on a quote is just a label you can set yourself, for when you've handed a quote over some other way: posted it, printed it, read it down the phone. Setting the status to Sent marks your own records. It does not email anybody.
So if a quote says Sent and your client swears they never got it, you can both be right: Sent might mean somebody marked it sent by hand.
You can always send a quote, whatever state it's in. The button reads Send if Mucka hasn't emailed it yet, and Resend if it has, so if there's any doubt, just tap it and get a fresh copy over to them. Saving a quote never emails it, and attaching a job to a quote never emails it either. Only Send does that.
What the client sees
Sarah receives the quote as a branded PDF attached to an email from you. She can:
- Read it on her phone
- Print or save it
- Reply to the email (or WhatsApp / call you) with a yes, no, or a question
Once you've heard back, tap the quote in Quotes and mark it Accept or Decline. (A live, client-tappable accept link is on the roadmap — for now you mark the status when you hear back.)
Tips that save time
- Set your business defaults once. In Settings → Business → Paperwork you can set VAT rate, payment terms and your quote footer. Per-engineer labour rates are coming. For now, type the rate per line.
- Save common jobs as templates. Boiler install, EICR, kitchen rewire, anything you quote regularly. Mucka can suggest one based on the job description.
- Use plain English. "Replace the radiator in the kitchen" works just as well as a fully itemised line. Mucka will tidy it up.
What happens after acceptance
When Sarah accepts the quote, Mucka:
- Notifies you immediately
- Offers to schedule the job (so you don't have to remember)
- Tracks the accepted price against the eventual invoice
You're never copy-pasting numbers between quote and invoice. That bit's automatic when the job's done.