Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
463
Communicator feature requests…
58
Invoicing Feature Requests
109
Time Tracking Feature Requests
53
Project Management Feature…
141
Agreements (Version 2)
62
Calendar/Scheduler Feature…
54
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
53
Usability Issues 🔬
27
Bugs 🐛
132
Agreements (Legacy)
17
AI Assistant
2

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 button in email templates instead of just hyperlinks
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

Quickly Create Task
Project Management Feature Requests
Improve accessibility in forms
General Feature Requests ⚡
Customize email for client workflow tasks
Project Management Feature Requests
Recurring Tasks in normal task view
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
Have the ability to put projects on "hold" and see "progress" in list view
General Feature Requests ⚡
Add a Project Manager to Projects
Project Management Feature Requests
Deliverable/task due date reminders
Project Management Feature Requests
Allow more custom fields to show on list/cards
Project Management Feature Requests
Full subtask functionality
Project Management Feature Requests

Complete

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 ⚡
UX – Drop down list, left align
Usability Issues 🔬
Homebase Scheduler Links / Inactive Meeting Schedulers
General Feature Requests ⚡
Internal Calendar Scheduling Link
Calendar/Scheduler Feature Requests
Recurring Project Tasks: Assign a status
General Feature Requests ⚡
Set task status in project templates
Project Management Feature Requests
Have a past due section in Home
Project Management Feature Requests
Tasks Notifications
Project Management Feature Requests
Project task slideout window needs to stay open until user intervention
Project Management Feature Requests
All Project Tabs Need Client Name
Usability Issues 🔬
Project Overview - Views
General Feature Requests ⚡
Project management notifications
Project Management Feature Requests
Change Project Clients / Multiple Clients Per Project
Project Management Feature Requests
Meeting Schedulers to Add Event or Send Invite to All Calendars It's Checking Against
Calendar/Scheduler Feature Requests
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
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