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 right 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

Notify

Almost everywhere on the detail page > Comments

The @mention functionality is familiar to most who use Trello, Slack, Twitter, or WhatsApp groups. It allows you to easily and specifically notify individuals.

When you type under "Notes & Files" @M..., all colleagues whose names start with "M" are offered as options. For example, if we select @MiaMaier and add a message: "@MiaMaier Please create a proposal for the lead here". Mia then receives a notification with this request and can either respond or take action immediately.
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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Application Examples

Expenditures
→ Obtain confirmation from the project leader that the invoice is correct.
→ Inquiry about which project the incoming invoice can be assigned to.

Proposals or Invoices
→ Get approval for sending.
→ Notify about overdue invoices.

Acquisition
→ Communicate information/status more quickly.
→ Request to create or supplement a proposal.

Contacts
→ Request 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 Client, project, Invoice, etc., there is a section at the bottom of the page called "Comments." Here, you can record supporting materials and personal notes. MOCO also automatically displays events for traceability here, such as budget adjustments, status changes, texts, and information about email dispatch.

For quick distinction, your own comments are highlighted in blue, others in grey

Files

The file upload is intended for supporting materials such as a contract or a briefing and can be used, for example, as a personnel file for staff. Files are listed directly at the top with the detail information for quick access in some places.

Shortcuts / Keyboard Shortcuts

General

Activate Search – /
(usually = Shift + 7) Using the search is often the quickest way to find what you're looking for, whether it's a person, project, or client!

Lists

Show Only My Items – Q
Pressing Q filters lists to show only your projects, leads, contacts, clients, and expenditures. This also applies to expenditure approvals and holiday requests.
Activate Filter – F
Press F to toggle the filter section in the main lists. In the archive, the filter is expanded by default.
Variables in Intro and Closing Text – {
Call and Insert

Time Tracking

Show Suggestions – B
Copy Entry – Drag + Alt/Opt
This allows you to quickly copy an entry from yesterday to today and adjust if necessary.
One Click on the Plus or Minus Button + Alt/Opt
Rounds the time in 5-minute increments (instead of 15-minute increments).
Ctrl/Cmd + Shift + K
Open Time Tracking Window: By installing the browser extension, you can track your time from any browser tab using this shortcut. You may need to configure this shortcut in your browser settings.

Work Time Tracking

Alt/Opt + Enter (or Cmd + Enter on MacOS)
Automatically Fill with Project Time
Control Minute or Quarter-Hour Steps: Minutes with +/- and quarter-hours with Up/Down

Notifications

To Inbox – Shift + W
Open or close the notifications area

Planning

Filter by Project –
ALT/OPT + Click on Entry
or Click on Selected Project Favourite
see Reduce View to a Project
Show Only My Planning – Q
Limits to your own planning and also switches to zoom mode
Copy Entries or Individual Series Sequences – ALT/OPT + Drag

Projects

Enter Hours and an "h",
to log budgets in hours (a hourly rate must be set in the project).

Labels (Tags) vs. Custom Fields

Benefits of Labels and Comparison with Custom Fields

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

Custom Fields are used for individual data extension of master data. Entries can also be found via the search (magnifying glass or Shift +7) (Example: Find person by Bahncard number). Depending on the field type, you can display these in the info block on the proposal/invoice (Example: PO number). For the "Date" field type, you can set up a notification (Example: Client contract expiry date).
Custom fields are also directly possible for proposals and invoices, as well as for additional services.

» More information on Custom Fields

Commonality: Both labels and custom fields are included in Excel exports, aiding further processing or additional individual evaluations.
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

Creating & Assigning Labels

Click on the small light grey bar above the name in the list to create or assign a label. A coloured bar with information about the set label will then be displayed (1). By clicking on it again, you can change the labels.

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

Labelling Multiple Objects Simultaneously
In some areas, you can select the objects on the left and choose a common label at the bottom right.

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.