Quotes

Put an existing quote onto the work it paid for, so the price sits with the job or project instead of on its own.

Set the whole payment schedule out on the quote — a deposit, a payment at first fix, the balance at the end — so the customer agrees to it before the work starts. You raise each stage when that bit is genuinely done.

Put two or three boilers on one quote at different prices, add extras they can tick in or out, and let them pick. Their total updates as they choose, and whatever they pick is the quote you've agreed.

Add an introduction, a note to the customer, a bit about your business and your Google reviews to the quote page they open. Set it up once and it goes on every quote.

Tell Mucka a quote is dead so it stops chasing it, and say why in one tap. Over time that builds a picture of what actually costs you jobs.

Mark a quote accepted and Mucka offers to make the job there and then — carrying what you quoted onto it, without the prices, so the lads can read the spec.

A picture of the boiler you're fitting, a photo of the job as it stands, or examples of your own work — three places to add photos, and two of them you only set up once.

Set a quote footer once in Settings and it prints on every quote you send — how long the price stands, what isn't included, a guarantee. Write something different on one quote and that one wins.

Save & + Job sets the work up ready, without pretending it is booked in. The job waits at To Quote until you give it a date.

Put a few lines under any priced item spelling out what the customer gets for it, so a big number doesn't have to be taken on trust.

Open the preview pane and the finished document sits beside the form, updating as you type. Change a price and it changes on the page. Works the same on invoices.

Live Quotes turns a quote into a web page your customer opens, accepts and signs from their phone. Mid-job changes get agreed on the same page, and you get notified the moment they view or approve anything.

Pick the word your document goes out under. It's not just wording — an estimate can move and a quote can't.

Hide the price against each line so your customer sees what the job is and what it comes to, without the cost buildup that got there.

Tick one box when you build the quote and your customer pays the deposit by card the moment they accept it. It comes off the final bill automatically, so nobody pays twice.

Read it out on the phone, handed it over on the doorstep, or posted it? Say so and Mucka records it as sent, so it counts as live work and gets chased if it goes quiet.

One tap to turn a quote into an invoice ready to send, or an accepted quote into a job ready to book in.

Tab moves you through the line items and Cmd+S saves. Enter, Esc and clicking away all ask before closing a quote you're halfway through. For anyone who'd rather not keep reaching for the mouse.