With the Live Quotes skill turned on, every quote you email also carries a secure link. Your customer opens it on their phone, sees the quote laid out properly, and accepts it there and then by typing their name. No printing, no scanning, no "did you get my email?".
Turn it on
Head to Skills and install Live Quotes. It builds on Quick Quotes and Invoicing, so those need to be on first.
Send a quote with a link
Nothing changes about how you build the quote. When you email it (from the Quotes page or by asking Mucka), the email automatically includes a View and accept your quote online button alongside the usual PDF. You'll see an "Online approval link" note in the send window so you know it's going out.
Want to send the link some other way, like in a text or your own WhatsApp? Tap the link icon on any sent quote in the Quotes list and the link is copied, ready to paste anywhere.
What your customer sees
A clean web page with your business name and logo, the work described, the line items, VAT and total, and any terms you set. To accept, they type their full name and tick a confirmation box. That typed name counts as their signature, and Mucka records the date, time and details of the acceptance for your records. They can also turn the quote down, with an optional reason so you know where you stand.
If the quote has a valid-until date and that's passed, the page says so and points them back to you for an updated price, rather than letting them accept an old number.
What you see
- A notification the moment a quote is accepted or declined, with the customer's name on it.
- Accepted online by... under the quote in your Quotes list, so there's never any doubt about who agreed and when.
- When you copy a quote link, Mucka tells you how many times it's been opened. A quote that's been viewed three times with no answer is usually worth a follow-up call.
Mid-job changes, agreed before the bill
Work turns up surprises: a corroded cylinder, an extra radiator, a part that costs more than planned. Instead of springing it on the invoice, raise a change and your customer signs it off the same way they accepted the quote.
On an accepted quote in your Quotes list, tap the changes icon (or the Changes button on your phone) and add what changed: a short title, the lines, the prices. A negative price takes money off the job, which counts as a change too. Tap Send for approval and your customer gets an email pointing back at their quote page, where the change sits under the original quote with its own accept button and a running agreed total.
You can also just tell Mucka: "add a change to the Patel job, corroded cylinder, £400". Mucka prepares it and nothing goes out until you tap Send.
When you turn the quote into an invoice, the accepted changes come along automatically, so the invoice your customer gets is the total they have already said yes to, line by line.
A couple of rules worth knowing:
- Changes only work on accepted quotes. If the quote hasn't been agreed yet, just edit the quote.
- An accepted change can't be withdrawn or edited. It's part of the agreed record, the same as the quote itself. Changes the customer hasn't answered yet can be withdrawn any time.
Common gotchas
- The link only appears on emails sent after Live Quotes is switched on. Quotes sent before that just have the PDF. Re-send the quote and the link comes with it.
- Draft quotes have no link. The link icon appears once a quote has been sent.
- Turning the skill off doesn't kill links you've already sent. Customers can still open and accept them, you just can't create new ones.
- A declined quote isn't dead. The page stays open, so if the customer changes their mind after a phone call they can still accept without you re-sending anything.