# Send your first quote

Source: https://help.mucka.ai/getting-started/send-your-first-quote
Category: Getting started
Last updated: 2026-08-28

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

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**](/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**](/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](/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:

1. Notifies you immediately
2. Offers to schedule the job (so you don't have to remember)
3. 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.