Moxie

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

Michelle Lee

Geoff Mina

Get started with Moxie's features

Find answers and get help from Intercom Support and Community Experts

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