A quote has two next steps and Mucka makes both one tap. Turn it into an invoice when you want paying. Turn it into a job when you want it booked in.
Ask Mucka
Open Mucka and say:
"Convert the Walker boiler quote to a job."
"Send Sarah the invoice for the kitchen rewire."
Mucka pulls up the quote, drafts the next step with all the right details, and shows it for you to approve. One tap, done.
Or use the buttons
Invoice is on every quote, whatever state it's in — draft, sent, accepted or rejected. Plenty of work gets agreed on the doorstep or over the phone and never gets marked Accepted, and you shouldn't have to tick a box before Mucka will let you bill for it. Tapping it opens a new invoice with the client, line items and total already filled in. Nothing is sent: you get a draft to check first.
You'll find it in four places:
- The Quotes page, on the right-hand end of any quote's row.
- Inside a quote you've opened, along the bottom.
- On a job, in the Linked Quotes list.
- All of the above on your phone, same as on the computer.
View Job is the other one, and that one does still wait for the quote to be marked Accepted — a job is a promise to turn up, so it wants a yes from the customer first. First tap creates the job, carrying client, scope, price and notes across, then opens it. The job starts off not booked in: no date, no engineer. Schedule it from the job itself (or ask Mucka) whenever you're ready. After that, the same button just opens the linked job.
Mucka never auto-invoices when a job's marked complete; you raise the invoice when you're ready to chase payment.
What gets carried across
When converting a quote to a job, Mucka brings:
- Client and address
- Scope of work as the job notes
- Quote total as a reference (so the engineer knows what was agreed)
- Duration worked out from the quote's labour lines (a "Labour (8 hours)" line becomes an 8-hour job; if the quote has no labour line, it falls back to 4 hours)
The job lands without a date or engineer, so nothing appears on the schedule until you book it in. That's deliberate: accepting a quote and picking a slot are different decisions, and you don't have to make them at the same time.
When converting a quote to an invoice, Mucka brings:
- Client and contact details
- Line items with prices, exactly as quoted
- VAT and totals
- Quote reference number in the invoice notes
You can edit everything before sending or saving. Mucka prepares, you approve.
Common gotchas
- Saving the invoice marks the quote Accepted. If the quote was still a draft or waiting on the customer, it moves to Accepted the moment you save the invoice, because billing for the work means they went ahead. It stops asking you to send a quote you have already invoiced, and stops chasing the customer about it. A quote you marked Rejected stays rejected, and one that still has options for the customer to pick from stays as it is until you pick them.
- Editing the invoice doesn't change the quote. If you bump a line price on the invoice, the original quote still shows the old price for your records. That's deliberate, it preserves what was actually quoted.
- Already invoiced it? If there's already an invoice from that quote, tapping Invoice again tells you which one and offers to open it — handy when you saved a draft and forgot. A draft you leave behind still uses up an invoice number, which is how your numbers end up one out from your accounts app.
- Multiple invoices from one quote. Long jobs sometimes get part-invoiced. Tap Raise another anyway and carry on — deposit and stage invoices set up on the quote are taken off the final bill for you.
- Recurring work. For ongoing maintenance contracts, set up a recurring job rather than re-converting a quote every month.