Moxie
Roadmap
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Boards

General Feature Requests ⚡
479
Communicator feature requests…
61
Invoicing Feature Requests
107
Time Tracking Feature Requests
55
Project Management Feature…
139
Agreements (Version 2)
61
Calendar/Scheduler Feature…
53
Accounting Feature Requests
69
Client Portal Feature Requests
59
Requests / Ticketing Module
20
Integration Feature Requests
54
Public API and Webhooks
11
Sales Pipeline / Automations
55
Usability Issues 🔬
26
Bugs 🐛
131
Agreements (Legacy)
17
AI Assistant
3

Roadmap

Planned

Project/Task/Deliverable Dashboard and/or Reporting
Project Management Feature Requests
generate eInvoice format for german based users.
Invoicing Feature Requests
Project Management Settings - Recurring Tasks, Recurring Type
Project Management Feature Requests
Include unscheduled To-Dos in Homebase
Project Management Feature Requests
Scheduled invoices
General Feature Requests ⚡
Ability to add additional pipelines
Sales Pipeline / Automations
Proposal Expiration Date & Reminder
Agreements (Version 2)
Convert todo's to tasks
General Feature Requests ⚡
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 ⚡
Support for multiple compounded tax rates
Invoicing Feature Requests
Per Item Products In Proposal - Customer Set Quantity
Agreements (Version 2)
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

Improve accessibility in forms
General Feature Requests ⚡
Recurring Tasks in normal task view
Project Management Feature Requests
Have the ability to put projects on "hold" and see "progress" in list view
General Feature Requests ⚡
Deliverable/task due date reminders
Project Management Feature Requests

Complete

Trigger Zap when Client is archived (offboarding)
General Feature Requests ⚡
Customize email for client workflow tasks
Project Management Feature Requests
Ability to add button in email templates instead of just hyperlinks
General Feature Requests ⚡
New interface - Switch More and Favourites around
General Feature Requests ⚡
Client Favorites Resetting
Bugs 🐛
Clients claim to have signed / accepted, but nothing is triggered
Agreements (Version 2)
Can't set timer start time from midnight up to 1 AM
Bugs 🐛
Allow client to select meeting and communication type.
Calendar/Scheduler Feature Requests
Client add meeting location in scheduler
General Feature Requests ⚡
Let client choose phone/zoom meeting location
General Feature Requests ⚡
Project-specific custom fields
Project Management Feature Requests
Filter Clients based on custom field
General Feature Requests ⚡
Quickly Create Task
Project Management Feature Requests
Private Task Comments Option
Project Management Feature Requests
Alternate "High, Medium, Low" Task Priority option
Project Management Feature Requests
Create status templates for different types of projects.
Project Management Feature Requests
Add a Project Manager to Projects
Project Management Feature Requests
Allow more custom fields to show on list/cards
Project Management Feature Requests
Full subtask functionality
Project Management Feature Requests
Responsive Design for Forms
General Feature Requests ⚡
Add ability to group Tasks by a custom field in table view.
Project Management Feature Requests
Invoice Description not working with Recurring
Bugs 🐛
Meeting scheduler not copying the latest link
Bugs 🐛
Scheduling link - more accessible
Calendar/Scheduler Feature Requests
Form fields, don't line up to the left on mobile
General Feature Requests ⚡
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