Moxie

Which Moxie plan is right for me?

Import clients, contacts, projects, deliverables, expenses, and time entries from another software.

Import your data

On adding your accountant, virtual assistant, or team members.

How to collaborate with others in Moxie

User Types & Access

Moxie's Universal Search+ allows seamless navigation and searching within your workspace

Universal Search+

Moxie Versioned File System

Geoff Mina

Michelle Lee

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

Getting started

Set up your account

All your client information in one place (e.g., projects, invoices, timesheets, forms, and more.)

Add your first client

This guide will show you how to keep track of your clients in Hectic.

How to create, edit, and manage a client

Learn how to move quickly through Moxie to find what you need.

Navigating Moxie

Set expectations in writing. Learn how to create a client quote, proposal, or contract that communicates your services.

Create your first agreement

Create your first client project so that you can track your time, send invoices, and keep track of project details.

Create your first project

Need to send an invoice right away? No problem, we got you covered. Learn how to send an invoice before doing anything else in the app.

Send your first invoice

Complete list of tokens available in Moxie

Moxie Template / Workflow Tokens

Get started with Moxie's features

See how everything in Moxie works together to help you freelance smarter, not harder.

Moxie - a complete overview

Just trying Moxie to see if it works? Here's what you need to set up to onboard your first client.

Onboard your first client

Extend the Moxie CRM objects with custom fields

Custom Fields

How Moxie's features work together

Find answers and get help from Intercom Support and Community Experts

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