Moxie Help Center
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Advice and answers from the Moxie Team

What's new: Moxie product updates

Monthly updates on new features added by the Moxie product team.

Geoff Mina avatar
By Geoff1 author8 articles

Getting started

Creating your first client, proposal, project, invoice, and forms

Michelle Lee avatarGeoff Mina avatar
By Michelle and 1 other2 authors12 articles

Homebase

Your most important Moxie work right here.

Michelle Lee avatarGeoff Mina avatar
By Michelle and 1 other2 authors5 articles

Project management

All of your project information in one place with a workflow you customize.

Michelle Lee avatarGeoff Mina avatar
By Michelle and 1 other2 authors8 articles

Accounting

Not an accountant, but it does track your expenses and income together.

Michelle Lee avatar
By Michelle1 author3 articles

Invoices

Get paid and look professional while doing it.

Geoff Mina avatarMichelle Lee avatar
By Geoff and 1 other2 authors9 articles

Agreements

How to write a quote, proposal, and contract using Moxie.

Michelle Lee avatarGeoff Mina avatar
By Michelle and 1 other2 authors7 articles

Time-tracking

Own your time so it doesn't get lost or wasted.

Michelle Lee avatar
By Michelle1 author2 articles

Sales pipeline

Manage upcoming opportunities and forecast future revenue like a freaking boss.

Geoff Mina avatarMichelle Lee avatar
By Geoff and 1 other2 authors6 articles

Meetings and forms

Integrate meetings and forms into your website to streamline your discovery process.

Geoff Mina avatarMichelle Lee avatar
By Geoff and 1 other2 authors3 articles

Client portal

Give your clients one space to request tickets, sign contracts, and pay invoices.

Geoff Mina avatar
By Geoff1 author7 articles

Communicator

Your universal inbox and business phone line

Geoff Mina avatarMichelle Lee avatarAustin Morrow avatar
By Geoff and 2 others3 authors5 articles

Integrations

Integrate Moxie with PayPal, Quickbooks Online, Stripe, Zapier, and Zoom

Geoff Mina avatarMichelle Lee avatar
By Geoff and 1 other2 authors10 articles
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