The Software Checklist
for Agencies & Service Providers

Is MOCO right for us?

Basic Conditions

• We are a small to medium-sized project service company (3-150 employees).
• We prefer software with a straightforward pricing model without contract terms.
• We want a short onboarding period.
• We are open to cloud software and appreciate not having to deal with IT matters (operating system, integration, database).

Functional Coverage

• We are a service company that operates on a project basis.
• We dislike isolated solutions – but we are not looking for a jack-of-all-trades – instead, we value a selected, well-coordinated "software set" as a balanced middle ground.
• The essential functions for us are time tracking and invoicing.
• Capacity/utilization, acquisition, and incoming invoice processing are also relevant topics for us.
• We are open to pragmatic approaches in special cases.

Industry Solution

• We expect customization options for our master data entry.
• We do not want software that requires costly customization to our needs or is sold with a "consultant package."
• Pragmatic working is important to us.

Provider Services

• We want to test the software easily and without obligation.
• We want to be able to take our data with us easily in case of termination.
• We want to be able to connect existing software via API interface, Zapier, or Make, and we appreciate other integration options such as the DATEV direct connection.
• We value good support – phone support is not essential for us.

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