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Send it as an estimate, a quote or a fixed price

Pick the word your document goes out under. It's not just wording — an estimate can move and a quote can't.

Walkthrough coming soon
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You're pricing a rewire on a 1930s semi. You haven't had a wall open yet. You put "from about £4,000" on the paperwork and Mucka prints the word Quote at the top of it.

That's a problem, and not a cosmetic one. In this country a quote is a price the customer can hold you to. An estimate is a considered guess that can move. Send a quote and find two more circuits behind the plaster, and the difference is an argument you're on the wrong side of.

So the word is yours to pick.

Picking it

Open a quote and look for Send this as a, down with Valid Until and the deposit. Five options:

  • Quote — a price you'll stand by. What most jobs go out as.
  • Estimate — your best guess, and it can move. Say so when you can't see the whole job yet.
  • Quotation — the same as a quote, more formal. Some commercial customers expect the longer word.
  • Proposal — for bigger jobs where you're putting options and a plan in front of them.
  • Fixed Price — leaves no doubt at all: this is the price, whatever the job turns into.

Under the dropdown Mucka tells you what the one you've picked means, so you're not guessing.

It remembers

Whatever you picked last is what your next quote opens on. Most people choose once and never touch it again — if everything you send is an estimate, set it on the next one you write and that's that.

Change your mind and it's the same one click. Change it on one quote and only that quote changes; the next one picks the new word up as the default from then on.

Just ask

You don't have to open the quote at all. In the chat, on voice, on WhatsApp or over the phone:

  • "Do that one as an estimate"
  • "Change Nigel's quote over to a fixed price"
  • "Call them all estimates from now on" — that sets your standing default
  • "What's the Hartley one going out as?"

Mucka uses your word back at you too, so when it says "estimate for £4,000 created" that's genuinely what the customer will read.

Where the word shows up

Whichever you pick prints on:

  • The PDF, as the heading
  • The print view
  • The online quote page your customer opens — "Your estimate", "Your fixed price"
  • The panel they accept and sign on

Worth knowing

  • It's per quote, not per business. The same firm sends a fixed price for a boiler swap and an estimate for a rewire. That's the point of setting it on the document.
  • Changing it doesn't rewrite history. Quotes already sitting in a customer's inbox keep the word they went out with. So does changing your default — that's the next quote, not the last one.
  • Mucka won't advise you on which to use. It'll tell you what each word means. Whether a particular job is a firm price is your call, not ours.
  • Invoices don't have this. An invoice is an invoice.

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