Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
401
Communicator feature requests…
51
Invoicing Feature Requests
78
Time Tracking Feature Requests
40
Project Management Feature…
106
Agreements (Version 2)
60
Calendar/Scheduler Feature…
44
Accounting Feature Requests
50
Client Portal Feature Requests
47
Requests / Ticketing Module
26
Integration Feature Requests
33
Public API and Webhooks
11
Sales Pipeline / Automations
39
Usability Issues 🔬
20
Bugs 🐛
114
AI Assistant
3

Roadmap

Planned

Token for Agreement Expiry Date
General Feature Requests ⚡
Agreement CSS
Agreements (Version 2)
Workspace Branding Set
General Feature Requests ⚡
EN 16931 - New EU e-Invoicing standard compliant invoices
Invoicing Feature Requests
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
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 ⚡
Customizing the Ticket Emails
General Feature Requests ⚡
Support for multiple compounded tax rates
Invoicing 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

Per Item Products In Proposal - Customer Set Quantity
Agreements (Version 2)
Saving project template with sub-tasks clones too many sub-tasks
Bugs 🐛
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

New File System Bugs
Bugs 🐛
Files and documents section in Menu and client portal
General Feature Requests ⚡
Enable Client-Facing Tasks
Client Portal Feature Requests
Dark theme as default
General Feature Requests ⚡
My collaborators can't upload to tasks or see what I've attached since the new features rolled out 3/28-3/29.
Bugs 🐛
Allow Uploaded File Preview / Popup
General Feature Requests ⚡
Option to add Images or link in Products and Services
General Feature Requests ⚡
Add/track time to Subtask
Time Tracking Feature Requests
Agreements created from templates do not recognize changes/edits made to service package line items when invoice is generated from it.
Bugs 🐛
Expenses inside clients and projects
General Feature Requests ⚡
When using Search (Cmd-K) the previous search term is still present, which is unexpected, so when I type my new search term, it's appended to the previous search term, rendering the new search useless. It would be great if the search box was empty each time I press Cmd-K
Bugs 🐛
Recurring Tasks in normal task view
Project Management Feature Requests
Bug: project collaborators don't show up in the project task list bulk edit assign to user actions
Bugs 🐛
Contacts not showing in recurring task assigned user list
Bugs 🐛
Proposal Expiration Date & Reminder
Agreements (Version 2)
Ability to hide $ amount on fee per task.
General Feature Requests ⚡
Assigned task email notification not working
Bugs 🐛
Global "Office Hours" Setting for Multiple Calendars
Calendar/Scheduler Feature Requests
Multiple Scheduler Location Options
Calendar/Scheduler Feature Requests
Scheduler: Override regular hours with custom days
Calendar/Scheduler Feature Requests
Add dates when your availability changes from your weekly hours
Calendar/Scheduler Feature Requests
Shared Availability Across Meeting Schedulers
Calendar/Scheduler Feature Requests
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 ⚡
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