Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
413
Communicator feature requests…
52
Invoicing Feature Requests
102
Time Tracking Feature Requests
50
Project Management Feature…
145
Agreements (Version 2)
52
Calendar/Scheduler Feature…
53
Accounting Feature Requests
64
Client Portal Feature Requests
57
Requests / Ticketing Module
19
Integration Feature Requests
52
Public API and Webhooks
11
Sales Pipeline / Automations
51
Usability Issues 🔬
27
Bugs 🐛
106
Agreements (Legacy)
17
AI Assistant
2

Roadmap

Planned

iPhone app cannot pick custom template when emailing an invoice
Bugs 🐛
Homebase Includes Items by Start Date
General Feature Requests ⚡
Files and documents section in Menu and client portal
General Feature Requests ⚡
Customizing the Ticket Emails
General Feature Requests ⚡
Improve accessibility in forms
General Feature Requests ⚡
Full subtask functionality
Project Management Feature Requests
Support for multiple compounded tax rates
Invoicing Feature Requests
Per Item Products In Proposal - Customer Set Quantity
Agreements (Version 2)
Allow more custom fields to show on list/cards
Project Management Feature Requests
Google Drive Integration
Integration Feature Requests
Show invoice sent/paid in project list view
Project Management Feature Requests
Bulk email all clients / prospects
Communicator feature requests & bugs

In Progress

Share your feedback and check back here for updates.

Complete

Email notification when a task is assigned to collaborator/team
Client Portal Feature Requests
Allow us to schedule meetings on our end
General Feature Requests ⚡
Deactivate Forms
General Feature Requests ⚡
There is no way to tell what client area we are in when we are in client tasks in a project
Bugs 🐛
Add forms to client portal
Client Portal Feature Requests
File upload in embedded agreement form
Bugs 🐛
Quick Links - make editable
General Feature Requests ⚡
zoho calendar
Calendar/Scheduler Feature Requests
Mobile Timer - Task List Does Not Filter By Project
Bugs 🐛
Be able to MOVE a project to another client.
Project Management Feature Requests
Re-open tickets automatically is a client replies to ticket that has been marked
General Feature Requests ⚡
Add Recurring Expense button not working
Bugs 🐛
New Interface Navigation - Quick Links / Favourites
General Feature Requests ⚡
Set price per task: Add option to just type a number instead of choose a service
Project Management Feature Requests
Filtering / exporting list of projects?
Project Management Feature Requests
New design - Unable to get back to main client area when in a project
General Feature Requests ⚡
Proposal Agree Button Location
Agreements (Version 2)
Add Calendar icon to side navigation
General Feature Requests ⚡
One place for all scheduled meetings
Calendar/Scheduler Feature Requests
Fractional percentages for payment plans
Invoicing Feature Requests
AI Assisted Templates/Emails
General Feature Requests ⚡
Project custom fields and priority not saving in templates
Bugs 🐛
Include the Client Projects and Client Portal in the Client Top Menu
General Feature Requests ⚡
Zapier create a task trigger
Integration Feature Requests
Payment plan not showing in PDF download
Bugs 🐛
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