Moxie
Roadmap
Feedback

Boards

General Feature Requests ⚡
372
Communicator feature requests…
50
Invoicing Feature Requests
96
Time Tracking Feature Requests
44
Project Management Feature…
141
Agreements (Version 2)
51
Calendar/Scheduler Feature…
56
Accounting Feature Requests
59
Client Portal Feature Requests
59
Requests / Ticketing Module
18
Integration Feature Requests
51
Public API and Webhooks
8
Sales Pipeline / Automations
51
Usability Issues 🔬
28
Bugs 🐛
110
Agreements (Legacy)
17
AI Assistant

Roadmap

Planned

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

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)
Ability to merge tickets
Communicator feature requests & bugs
Link Support Request Tickets
Requests / Ticketing Module
Time Tracking Integration
Requests / Ticketing Module
Full Screen Email Composer
Project Management Feature Requests
Overdue Section on Homepage
Project Management Feature Requests
Invoice Phone Number Formatting
Invoicing Feature Requests
Create a ticket and have a cc field
General Feature Requests ⚡
Ability to Paste Images into Tasks
Project Management Feature Requests
Unresponsive - Add a Task Button - From Project "Tasks" in Table view Unresponsive
Bugs 🐛
Hectic name still showing in mobile app
Bugs 🐛
Creating V2 agreement from Home page error
Bugs 🐛
Logging in on mobile on via iphone issue
Bugs 🐛
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