Moxie V4
Learn the new Moxie experience from initial setup through running your business.
By Geoff1 author115 articles
- Understand clients and contacts in Moxie
- Create, edit, archive, and reactivate clients
- Find and organize your clients
- Use the client workspace
- Add and manage client contacts
- Communicate with a client or contact
- Keep private notes about a client
- Understand recent client activity
- Work with a client’s related records
- Customize client defaults and custom fields
- Understand Work in Moxie
- Create and configure a project
- Use the project workspace
- Find and organize your projects
- Create and manage tasks
- Work inside a task
- Choose the right task view
- Track time with the Moxie timer
- Review and manage time entries
- Create recurring tasks
- Create and use project templates
- Configure project types and task statuses
- Understand Money in Moxie
- Create and edit an invoice
- Send, share, and manage an invoice
- Find and understand your invoices
- Customize invoice templates
- Create and manage payment plans
- Manage recurring schedules
- Create a recurring invoice
- Record payments and other income
- Track expenses and receipts
- Manage vendors
- Build your products and services library
- Understand the Money In & Out report
- Accept online payments
- Understand Sales in Moxie
- Manage your sales pipeline
- Work inside an opportunity
- Use the sales forecast
- Configure pipeline stages and default to-dos
- Create, finalize, and share an agreement
- Manage agreements and reusable templates
- Build and share a reusable form
- Send a client-specific form request
- Review and manage form submissions
- Understand Inbox & communications
- Connect and manage your inbox email
- Read, organize, and reply to email
- Compose, schedule, and track email
- Review Email activity and scheduled sends
- Send and manage bulk email
- Create and manage recipient lists
- Create and manage tickets
- Work inside a ticket
- Set up your Communicator phone
- Make calls and send text messages
- Review call and message history
- Understand Calendar in Moxie
- Navigate and filter your calendar
- Create and manage calendar events
- Review and manage appointments
- Create a scheduling link
- Set availability and prevent conflicts
- Customize the booking form and page
- Configure booking notifications and payments
- Share and organize scheduling links
- Connect calendar and meeting providers
- Find and navigate Settings
- Manage business details and branding
- Invite and manage team access
- Create and organize reusable templates
- Build and test workflow automations
- Configure project, pipeline, and custom-field rules
- Set app and workspace preferences
- Manage profile, security, notifications, and workspaces
- Manage billing, plans, and add-ons
- Import, roll back, and export workspace data
- Understand Moxie Assistant
- Choose a focused Assistant workflow
- Create projects, invoices, and forms with Assistant
- Draft and rewrite content with Assistant
- Generate ticket, submission, and email summaries
- Use and discuss Business summaries
- Manage Assistant licenses and access
- Troubleshoot Assistant access and results