How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom left in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Leads & Quotes

Leads | Quotes and Order Confirmations | Quote Attachments (e.g. Terms & Conditions)

Leads

Settings > Leads & Quotes > Leads

Time Tracking
Create a new internal project (select your own company as the client) that you call, for example, "Business Development", and record a service called "Leads". Add the relevant people for time tracking. Select this service here. Optionally, you can require access to Leads as a prerequisite.

MOCO displays a note for the service in the project, and the service cannot be locked or deleted.
More on time tracking for leads

Define Sales Stages
You can tailor the sales stages to your own needs and processes.

How leads, sales stages, and probabilities work

Quotes and Order Confirmations

Settings > Leads & Quotes > Quotes

This is where you define the default settings for quotes and order confirmations.

General

Insert personalised greetings & other variables
Variables are available. You can open them by typing "{" (press Alt + "("). (Example 2: variables are highlighted in yellow)
The greeting line uses fallbacks if it has not been set individually for the contact.

English
The English texts you define here are used for English quotes (select "Correspondence in English" in the form under Company beforehand).

Individuelle Standardtexte und Einstellungen zu Angebote und Kundenakquise (Leads)

Individuelle Standardtexte und Einstellungen zu Angebote und Kundenakquise (Leads)

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Introductory and Closing Text (1)

Insert a page break
You can insert a page break in the introductory and closing text using "---" (see also the note in the screenshot).
This lets you place a kind of cover page/cover letter or a signature section for a quote confirmation within the quote on its own page.

Email Text Including Signature

Insert a logo into the email signature
A signature image previously defined under Account > Email can also be inserted via variables in the email text field (2).

Validity

Default for the quote validity period (3). This can be shown via the info block or placed using variables.

Hide VAT and Gross Amount

Choose whether, by default, only the net total is shown (4). In this case, add a note to the closing text: "All prices are net, plus VAT".

Customise the Text for Online Confirmation

Replace the MOCO default "We look forward to your confirmation", which is shown to the client during online confirmation (5). This can also be overwritten again for each quote.

Quote Attachments (e.g. Terms & Conditions)

Settings > Leads & Quotes > Attachments

Here you can upload standard attachments (PDF pages). Ideal for, for example, Terms & Conditions, a team page, or a price list.

Angebote Anhänge AGB

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Good to know:

The uploaded attachment can be selected for any quote.
The letterhead background also affects attachments. If you do not want this, add a white area to the background of the attachment file to cover the letterhead.
The pages are not numbered consecutively – we recommend referencing the attachments in the quote document, e.g. "Attachment: xxx".

» Custom Attachments

Mehr zu Einstellungen...