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.

Closing Leads

Won, Lost, Cancelled | Create a Project from a Lead | Invoice Proposal Only

Won, Lost, Cancelled

Leads that should not be pursued further should be set to Lost (customer has cancelled) or Cancelled (the company itself has cancelled. Reasons could be, for example, too small a budget or an inappropriate request).
Leads Gewonnen, Verloren, Abgesagt

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Upon acceptance, set the lead to Won. All proposals will also be set to "Confirmed" (except for proposals that were previously set to "ignored"). The next step can be to create a project or several projects from this (see below).

Completed leads can be tracked in the menu item "Completed" and evaluated by time period, etc. here. The "Completed" date can be adjusted if necessary.

Create a Project from a Lead

On the lead detail page, you can create a project at the top right (1). This will transfer information & proposals and visibly link the lead/project (2). From the proposal, you can then include the services for time tracking & additional services into the project.

Aus einem Lead ein Projekt erstellen

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Create Multiple Projects
MOCO allows you to create multiple projects from a single lead. This can make sense, for example, for an annual budget or campaign. These "sub-projects" can then be grouped together in the project area using project groups.

If multiple proposals were created within a lead and one variant is discarded, set it manually to ignored or delete it.

Invoice Proposal Only

Proposals can be invoiced directly (without a project). The prerequisite is that the company is categorized as a customer (or is changed from another company to a customer).

Angebote abrechnen Rechnung erstellen