Most big jobs aren't one price. A boiler swap could be a budget Worcester or the top-of-the-range Vaillant, and half your customers want the power flush and half don't.
Rather than sending three quotes and then chasing to find out which one they want, put them all on one quote and let the customer pick. Their total updates as they choose, and when they accept, what they picked is the quote.
You need Live Quotes switched on for this — it's the online quote page the customer opens on their phone.
Adding a choice
When you're building the quote, under the line items there are two buttons next to Add line:
- Tap Add a choice. You get a heading and two blank options.
- Type what they're choosing — Choose your boiler — and fill the options in like any other line: description, quantity, price. Add a third with Add another option.
- Tick Show first on the one you'd recommend.
That's it. Use the Add detail box on each option to say what's actually included — the warranty, the filter, what makes the dearer one dearer. That's the bit customers read when they're comparing.
Adding optional extras
Add an optional extra works the same way, and those show up as tick boxes on the customer's page: Power flush, +£350. Tick Ticked to start with if you'd rather it was on by default and they have to take it off.
Extras always sit at the bottom of the quote.
What "Show first" actually does
The option you mark as Show first is the one that's already selected when the customer opens the quote — and it's the price the quote shows everywhere else until they choose. Your quotes list, the PDF, the deposit, your accounts software: they all read that configuration.
So mark the one you'd actually recommend, not the cheapest. It's the number that goes out on the paperwork.
Under the total, Mucka shows you the range: From £2,568.00 to £4,164.00 depending on what they pick. That's your best and worst case on the job.
What your customer sees
They open the link and get the quote as normal, with the choices as tappable cards. Every option shows its own price, so they can compare, and the total at the bottom moves as they pick. If you asked for a deposit, that moves too — so they always know exactly what's coming off their card.
When they're happy they type their name and accept, same as any quote.
What happens after they accept
The options they didn't pick come off the quote. From that point it's an ordinary quote for exactly what they chose, so the job, the invoice and your accounts all show one boiler rather than three.
What they were originally offered is kept on record, so if it ever comes up you can show what was on the table.
If you take the order over the phone
If they ring up and say yes rather than clicking accept, just mark the quote accepted as usual. Mucka takes the option you marked Show first — so if they picked a different one, change it on the quote before you mark it accepted.
The PDF
The PDF you email alongside the link shows every option with its own price, marks the one the total is for, and says so underneath. It can't be tapped, so the link is what you want them using — but nobody gets a document with a number on it that doesn't add up.
Just ask
You don't have to build it by hand:
"Quote Sarah for a boiler swap, give her a good, better and best option"
Mucka drafts it with the choice already on it for you to check and send.
A couple of limits
- A choice needs at least two options, and exactly one marked Show first.
- You can put up to five choices on a quote, with up to six options each. In practice more than three of anything makes people put the quote down.
- Options are for quotes only. An invoice is settled — there's nothing left to choose.