General Feature Requests ⚡

When a client submits a referral trough a form, I would love to see a way that the client can track that referral and their reward. I have a tiered referral structure when the clients referred business signs on, that client gets a cash or credit reward and/or a discount on future services.

It would be very useful to be able to have a setting we could turn on that would create a task for each ticket submitted. I know we can do that manually but then it's an extra step just to create the task. OR, even easier, (I would think), have a view where we could see all tasks and tickets together... so for ABC client I see their tickets and their tasks in one view.. not have to go two places to see everything I need to do for them.

I love being able to choose how many of a specific meeting I can accommodate per day, but I'd love to be able to set max bookings per day, week, and month of all types of bookings. I'd like to only have a maximum of 5 calls per week for example, or a max per month to account for busier weeks & give me time to catch up. Thanks

There needs to be a way to create a link that does not involve a contract or agreement. This way we can send a link to the masses that many people can use to pay separately. This can be used for one off audits - purchases etc A nice way to keep everything in one spot vs beacons, stan.store , and here

In my previous client management app, when I logged in and was brought to my dashboard, it had a summarized list of clients who I had billed time for that I could invoice/collect. Think: client name - total hours - total amount, next line next client etc. At the top it showed totals for everything: total hours for all and total amount for all. It made it super easy to see both #1. how much money I'd made since I had last invoiced and #2. who I needed to invoice for. Plus, on hover I could go straight to invoices which made the whole process super easy. As it stands right now, I have to go to timesheets to see how much time I've billed, then I have to create invoices to see how much money I have coming. There's more steps and it's less transparent. I wound up having 2 clients last month I forgot to send invoices to because I didn't realize I had time I hadn't billed for. Being able to see this easy summary on the dashboard would alleviate that.

Everyone is texting me these days and I keep forgetting about their requests because they are not coming into Moxie. Having the ability to receive a text message and convert it to a ticket or request would be invaluable.

I've checked all Moxie alternatives and couldn't find the one where I can track my employees. Please add HR feature and you will be unstoppable. Where agency owner can manage all internal and external employees including their salaries, comissions

I use Custom Field to track what Phase my client is in. I would like to see them sorted by Phase.

Subtasks only work on Kanban view in the client portal. There is no way for a client to see subtasks assigned to them within the Timeline View, Calendar, or within the Task Overview itself. This is essential for effectively working with clients within Moxie. Please fix this.

Please add this so we can use this awesome feature throughout Moxie!