Moxie
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Roadmap
Give Feedback
General Feature Requests ⚡
210
Communicator feature requests…
28
Invoicing Feature Requests
55
Time Tracking Feature Requests
32
Project Management Feature…
88
Agreements Feature Requests
40
Calendar/Scheduler Feature…
43
Accounting Feature Requests
34
Client Portal Feature Requests
33
Requests / Ticketing Module
10
Integration Feature Requests
40
Public API and Webhooks
3
Sales Pipeline / Automations
27
Usability Issues 🔬
17
Bugs 🐛
55
Roadmap

Planned

11
Allow more custom fields to show on list/cards
Project Management Feature Requests
20
Custom URL Option When Clients Sign Contract
General Feature Requests ⚡
29
Proposals to PDFS (formatting)
Agreements Feature Requests
16
More than one signature field
Agreements Feature Requests
49
Package/service add-ons
Agreements Feature Requests
23
Radio Button Options in Agreements (Client Contracts)
General Feature Requests ⚡
82
Forms: Save Progress
General Feature Requests ⚡
82
Conditional Formatting in Forms
General Feature Requests ⚡
11
Add communicator phone block feature (SPAM)
Communicator feature requests & bugs
85
Recurring tasks in templates
General Feature Requests ⚡
140
Schedule Emails
General Feature Requests ⚡
40
Ability to manually change status of Time Worked as "Billed" (from Un-Billed)
General Feature Requests ⚡
56
Day of week/month recurring schedule options.
Project Management Feature Requests
91
Payment Plan / Schedule Option
Invoicing Feature Requests
135
Google Drive Integration
Integration Feature Requests
49
Show invoice sent/paid in project list view
Project Management Feature Requests
92
Bulk email all clients / prospects
Communicator feature requests & bugs
26
Billable rate over-ride at Time Tracking or Deliverable level
General Feature Requests ⚡

In Progress

62
More robust "client notes" section
General Feature Requests ⚡
14
Be able to add custom field info to invoices
Project Management Feature Requests
141
Improved design features/ templates for proposals
Agreements Feature Requests

Complete

15
Show current balance of deposit on invoice
Invoicing Feature Requests
37
Make (integromat) integration
Integration Feature Requests
103
Download completed forms
General Feature Requests ⚡
2
Show phone labels in phone selector
Communicator feature requests & bugs
31
Option To Disable/Hide Online Payements On An Invoice
Invoicing Feature Requests
38
Disable late invoice reminders per client
Invoicing Feature Requests
11
Be able to add landline and mobile to contacts and clients
Project Management Feature Requests
1
Country code not saving in clients or contacts
Bugs 🐛
24
Lead Form - Additional Mapping(s)
General Feature Requests ⚡
4
Be able to move custom field select options around
Project Management Feature Requests
2
Importing CSV Opportunities / Leads
Sales Pipeline / Automations
29
Multiple emails for a single contact
General Feature Requests ⚡
26
Add Custom Field Tokens
Agreements Feature Requests
47
Open a new request from a client manually
Requests / Ticketing Module
110
Custom Fields for Clients
General Feature Requests ⚡
1
Dark Mode Custom Field Text Results Display in Black
Bugs 🐛
1
New ticket / request menu option.
Requests / Ticketing Module
10
Customize client portal by client
Client Portal Feature Requests
8
Apply invoice template to existing recurring invoices
Invoicing Feature Requests
4
Attachments as Webhook Endpoint
Public API and Webhooks
2
Payment date on Paid Invoice
Usability Issues 🔬
9
Make calls via the app on mobile
Communicator feature requests & bugs
11
Create an opportunity in the mobile app
General Feature Requests ⚡
11
Sales Pipeline Mobile View
General Feature Requests ⚡
1
Short Names on mobile app doesn't update
Bugs 🐛
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