Once a client accepts a quote, you've got two next steps and Mucka makes both one tap. Convert to a job and book it in when you're ready. Convert to an invoice when the work's done.
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
From the Quotes page, on an accepted quote you'll see two action buttons in the row:
- View Job. 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.
- Invoice. Opens a new invoice with the client, line items and total already filled in from the quote.
Both buttons only appear once the quote is Accepted — until then the row shows Send / Accept / Decline. 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
- Quote needs to be accepted before View Job and Invoice appear. Mark the quote Accepted in the Quotes list (after the client says yes) and the buttons unlock.
- 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.
- Multiple invoices from one quote. Long jobs sometimes get part-invoiced. You can keep converting the same quote, Mucka tracks how much has been invoiced against it.
- Recurring work. For ongoing maintenance contracts, set up a recurring job rather than re-converting a quote every month.