Home gives you a focused starting point for the day: what needs attention, what is coming up, and how the business is doing.
Start with the signals that matter
The top of Home summarizes your cash position and highlights useful next steps. The Unbilled hours card shows your uninvoiced hourly work. Select it to review hours that are ready now or reserved for an upcoming recurring invoice, then create the appropriate client invoice without first opening the Time page. The rest of Home brings together today's focus, schedule, and recent client activity so you can decide where to work without checking every module.
Understand Needs attention
Needs attention is an exception feed, not a complete list of every open record. It highlights work that is late, failed, unassigned, unread, or ready for a financial action today. Home starts with a compact four-item preview; select + more to expand the list in place. Use the Category filter to focus on Money, Work, Inbox, or Automations. Moxie remembers that choice for your workspace.
Needs attention can include:
Sent invoices with a remaining balance after their due date.
Unbilled hourly work that is more than 30 days old, belongs to an earlier calendar month, and is not covered by a healthy recurring invoice.
Meaningful unbilled project work—normally at least 100 in your workspace currency—when a fixed-fee or milestone project is complete or due, or a per-item deliverable is complete.
Tasks past their due date.
Open tickets that are overdue, unread, or do not have an owner.
Payment plans in an error state and recurring schedules that failed to run.
Needs attention intentionally does not include:
Hourly work that is 30 days old or newer, plus all work from the current calendar month.
Hours that a healthy upcoming recurring invoice is configured to collect.
Fixed-fee, milestone, or per-item work that is still in progress and not due.
Fixed-fee work that has already been invoiced for the full project amount or more.
Future invoices and tasks, healthy payment plans or schedules, and closed, archived, or currently snoozed tickets.
Categories you cannot access, or an item you dismissed with its × action.
Each item explains why it is present. Unbilled hourly work shows the dates involved so you can distinguish older work from the current billing period. When nothing meets these exception rules, Moxie removes the section instead of showing an empty card.
For a complete view of billable hourly work—including current-month time and hours reserved for recurring invoices—select Unbilled hours at the top of Home. You can also open Work → Time and select Invoice unbilled.
Plan the day across three kinds of work
Daily Focus is your personal action plan. It uses the same ranked priorities as the optional morning digest, organized into three balanced lanes:
Respond shows client replies and time-sensitive tickets assigned to you.
Deliver shows your assigned tasks and project deadlines.
Grow shows all incomplete to-dos with due dates for opportunities you own, including won and lost opportunities. Completed to-dos and archived opportunities are excluded. Expected close dates do not create actions.
Each lane groups dated work into Past due, Today, This week, This month, and Later. Each group initially shows up to three items. When more work remains, select + more to reveal additional items, then select Show fewer when you are finished. In a one-person workspace, Moxie treats unassigned work as the owner's responsibility. In a team workspace, assignment and feature access determine what each person sees.
Daily Focus balances client responses, delivery commitments, and sales follow-ups without exposing record details in the overview.
Choose the right level of detail
Overview is the best place to orient yourself and act on current work.
Insights helps you explore patterns and changes across the business.
Business summary provides a generated narrative you can review and discuss with Moxie Assistant when that feature is available to your workspace.
Use Home as a launch point
Cards and records on Home are links, not just statistics. Open a focus item to work on the exact ticket, task, project, or opportunity, then return to Home when you want the wider view again. When you complete an action in a modal or another page, Home refreshes the affected widgets as you return so resolved items and updated totals do not require a manual page reload.
The Share links card copies your client portal, business phone, and scheduling URLs. It is separate from Quick links, which are the pages you bookmark for personal navigation.
Continue exploring Moxie essentials