Most firms quote the same handful of jobs over and over: a combi swap, a power flush, a bathroom refit. Once you've got one of those quotes right, you shouldn't have to type it out again.
Save one you've already done
- Open the quote from Quotes. It has to be saved, but it doesn't matter whether it's been sent.
- Press Save as template. On a computer it's beside the status, next to the document. On a phone it's in the list of actions at the bottom.
- Give it a name you'll recognise, like "Combi swap, Glow-worm 30C", and press Save template.
The lines, prices, the detail under each line, any choices and optional extras, the description, payment terms, how long it's valid for and the footer all go into the template. The customer, the dates and any photos don't, because those belong to that job.
Choices and optional extras come across as they are. If the quote let the customer pick between two boilers, or tick a power flush, every quote you start from the template does the same.
Start a new quote from it
Start a new quote (Add New Quote on Quotes) and pick your template from Template at the top of the form. Everything fills itself in. Change whatever's different this time, then save. Nothing is sent until you send it.
Put an optional extra on every quote
Want a power flush offered on every boiler install, for the customer to tick if they want it? Open the template in Settings → Business → Quote templates, add the power flush as a line, and tick Optional extra under it. Tick Ticked to start as well if you'd rather they untick it than tick it. Extras always sit at the bottom of the quote.
A choice between options, like two or three boilers, is set up on a quote. Build it there, then save that quote as a template. In Settings those lines show which choice they belong to.
Change, rename or delete a template
They all live in Settings → Business → Quote templates. You can also make one from scratch there. You'll see a few starter templates for your trade that Mucka put in when you signed up. They're examples, so change the prices to yours or delete them.
Saving and editing templates needs permission to manage the business settings. The owner has it. If you don't see Save as template, ask them.
Mucka uses them too
When you ask Mucka what you charge for something, it checks your templates as well as your price list. A price you've saved in a template is one it can quote back to you.