Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
411
Communicator feature requests…
51
Invoicing Feature Requests
102
Time Tracking Feature Requests
50
Project Management Feature…
145
Agreements (Version 2)
53
Calendar/Scheduler Feature…
56
Accounting Feature Requests
62
Client Portal Feature Requests
61
Requests / Ticketing Module
19
Integration Feature Requests
52
Public API and Webhooks
11
Sales Pipeline / Automations
51
Usability Issues 🔬
28
Bugs 🐛
108
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 ⚡
Add forms to client portal
Client Portal 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
Deactivate Forms
General 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

Email notification when a task is assigned to collaborator/team
Client Portal Feature Requests
Simplified Onboarding
General Feature Requests ⚡

Complete

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 🐛
Round Fractional Item Quantity
Invoicing Feature Requests
recurring invoices change dates in February
Bugs 🐛
Separate email template for recurring invoices
Invoicing Feature Requests
Ability to Exclude Weekends for Daily Recurring Tasks
General Feature Requests ⚡
Day of week/month recurring schedule options.
Project Management Feature Requests
Recurring tasks in templates
Project Management Feature Requests
Duplicate agreements
Agreements (Version 2)
Payment Plan option to specify amounts, not percentages
Agreements (Version 2)
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