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.

Tips

Notifications

Almost everywhere on the detail page > Comments

The @mention feature will be familiar to most people who use Trello, Slack, Twitter, or WhatsApp groups. It lets you notify people easily and specifically.

If you type @M... under "Notes & Files", you will be shown a list of all colleagues whose names start with "M". So, for example, select @MiaMaier and add a message: "@MiaMaier Please create a quote for the lead here". Mia will then receive a notification with this request and can either reply or take action straight away.
Beispiel, das zeigt, wie man mit @Name eine Person benachrichtigen oder zu einer Aktion auffordern kann

Beispiel, das zeigt, wie man mit @Name eine Person benachrichtigen oder zu einer Aktion auffordern kann

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Examples of Use

Purchases
→ Get confirmation from the PM that the invoice is correct.
→ Ask which project the supplier invoice should be assigned to.

Quotes or Invoices
→ Get approval to send.
→Notify someone about an overdue invoice.

Sales
→ Communicate information/status more quickly.
→ Ask someone to create or update a quote.

Contacts
→ Ask someone to update the details.

Comments & Files

Almost everywhere on the detail page > Comments (see above)

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History

On the detail page for a client, project, invoice, etc., there is a section at the bottom of the page called "Comments". This is where you can capture supporting material and your own notes. MOCO also automatically shows events for traceability here, for example budget adjustments, status changes, texts, and information about email sending.

Change Log

The change log lets you track all changes made to a record. This documentation is available for invoices and quotes, as well as for leads, projects, companies, contacts, purchases, and individual people under Staff.

The central change log also provides an overview of all changes from the last few weeks.

Files

File upload is intended for supporting material such as a contract or a briefing, and can, for example, be used as a personnel file for staff. For quick access, files are listed directly at the top alongside the detail information in some places.

Voice Input

Voice input helps you capture comments more quickly. It is available on all pages with a comments section. As this is an AI feature, it must be enabled under Account > AI.

Shortcuts / Keyboard Shortcuts

General

Open Search – /
(usually = Shift + 7) Search is often the quickest way to get where you need to be, especially if you want to open a person, a project, or a client directly.

Lists

Show Only My Items – Q
In lists, Q filters to your own projects, leads, contacts, clients, and purchases. It also applies to purchase approvals and leave requests.
Open Filters – F
Press F to show or hide the filter panel in the main lists. In the archive, the filter is expanded by default.
Variables in Intro and Closing Text – {
Open and insert

Time Tracking

Start Voice Input – M
Starts voice input in time tracking, provided the opt-in in Settings has been enabled.
Show Suggestions – B
Copy Entry – Drag + ALT/OPT
This lets you quickly copy an entry from yesterday to today, and adjust it if needed.
Click the plus or minus button + ALT/OPT
Rounds time in 5-minute increments (instead of 15-minute increments).
Ctrl/Cmd + Shift + K
Open the time tracking window: if you install the browser extension, you can track your time using this shortcut from any browser tab. You may need to configure this shortcut in your browser.

Working Time Tracking

Alt/Opt + Enter (or Cmd + Enter on macOS)
Auto-Fill with Project Time
Control minute or quarter-hour increments: minutes with +/- and quarter-hours with Up/Down

Quotes & Invoices

Copy Line Item – Drag + ALT/OPT
You can move line items using drag and drop. If you hold down ALT/OPT while doing so, the item is copied instead and inserted where you want it.

Notifications

Go to Inbox – Shift + W
Open or close the notifications panel.

Planning

Filter by Project –
ALT/OPT + click an entry
or click the selected project favourite
See Reduce View to One Project
Show Only My Planning – Q
Reduces the view to your own planning and also switches to zoom mode.
Copy entries or individual sequence instances – ALT/OPT + drag

Projects

Enter a number of hours and an "h",
to enter budgets in hours (an hourly rate must be stored in the project).

Comments

Start Voice Input – M
Starts voice input in time tracking, provided the opt-in in Settings has been enabled.

Labels (Tags) vs Custom Fields

How Labels Help — and How They Compare with Custom Fields

Labels are useful for temporary marking or categorising. You can filter by labels in lists (2) and reports.

Custom fields are used to extend your master data with additional, tailored information. Entries can also be found via search (magnifying glass or Shift +7) (example: find a person by their BahnCard number). Depending on the field type, you can display them on the quote/invoice in the info block (example: PO number). For the “Date” field type, you can set up a notification (example: client contract end date).
Custom fields are also available directly for quotes and invoices. And for additional services, too.

» More information on Custom Fields

What they have in common: both labels and custom fields are included in Excel exports, making them useful for further processing and for additional, bespoke analyses.
Mit Labels Projekte, Kunden, Firmen und Kontakte kategorisieren.

Mit Labels Projekte, Kunden, Firmen und Kontakte kategorisieren.

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Modal mit Label-Zuweisung nach Klick auf den kleinen grauen Balken in der Zeile. Im Beispiel sind bereits alle Objekte gelabelt

Create & Assign Labels

In the list, click the small light-grey bar above the name to create or assign a label. A coloured bar will then appear with information about the label that has been set (1). Click it again to change the labels.

Alternatively, you can assign the label directly in the object’s detail view at the top left.

Label Multiple Objects at Once
In some areas, you can select objects on the left and choose a shared label at the bottom right.

Combine Excel Exports

With the XLOOKUP, you can combine or link data from Excel exports.
Thomas shows you how to do this in the video here:

Excel Tabellen Daten kombinieren bzw. verknüpfen

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Find this and more Excel tips here

Smart Filter

Quick Overview, Get Important Tasks Done

In MOCO, the so-called "Smart Filters" are integrated across all areas. They highlight projects with specific characteristics in the client project list, such as over budget, past the target date, billable, or without a billing plan. Clicking on the Smart Filter (visually a sub-navigation point) then filters specifically by this characteristic.

MOCO uses these characteristics to indicate where action is required. Typically, this means some action is necessary. Completing the task automatically reduces the number displayed in the Smart Filter.

A Smart Filter only appears when the characteristic is present.
Once everything is completed, the Smart Filter disappears.

Notification
You can also choose to receive notifications about these matters.

Smart Filter "Without Label"
If you use labels and your goal is for all items in a list to be labelled, you can enable the "Without Label" Smart Filter in the settings for the desired areas.

The Global Search

Access: Magnifying glass top right or keyboard shortcut "/ " (Shift + 7)

With the global search, you can quickly jump to the desired client, contact, invoice, etc. – or find suppliers, people, etc. using custom fields.

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Search via Custom Fields — Example Use Case

You categorize your suppliers with a custom "Multiple Choice" field by industry or material: Litho, Printing, Services, etc. In the search, you can then enter "Printing" and all printing companies will be displayed.

Further example on Personnel & Skills for a more detailed description of custom fields and their benefits.

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