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 Project | Invoice Proposal Directly

Won, Lost, Cancelled

Leads are finalised by marking them as won, lost, or cancelled. This process, along with project creation, allows you to manage actions effectively. Completed leads remain traceable.

Won

When a lead is accepted, mark it as won (1). This step triggers the following actions:

Proposals are set to "Confirmed"
All proposals are also set to "Confirmed" (except those previously marked as "ignored"). You can disable this in the modal query.

Create Project

Create one or more projects from the lead (at the latest now). Planned hours from capacity planning and time tracking can be carried over. Proposals are automatically linked to the project. Learn more

(English image not yet available)

All completed leads listed by completion date

When closing, a completion date is set. All completed leads are then sorted under "Completed" by completion date and remain traceable. They can be filtered (2) and exported, and evaluated by time period, etc. Learn more

Lost & Cancelled

Set leads that are not to be pursued further as lost (Client has cancelled) or cancelled (The company has cancelled itself). Reasons might include a budget that's too small or an unsuitable request.
MOCO Lead verloren Abfrage Modal

(English image not yet available)
MOCO automatically closes related items
In this step, open proposals are typically set to ignored and planned hours are deleted.

Create Project

When you create a project from a lead, details and proposals are carried over. The connection between the lead and the project remains traceable at all times.

On the lead detail page, the option to create a project is available at the top right (1). During this process,

Details are transferred
Proposals are linked. From the proposal, you can transfer services for time tracking & additional services into the project.
Lead/project visibly linked (2)
Time tracking is transferred if needed
Planning is transferred if needed

(English image not yet available)

Create Multiple Projects
MOCO allows for the creation of multiple projects from a single lead. This can be useful for an annual budget or campaign, for example. These "sub-projects" can then be grouped in the project area with project groups.

Invoice Proposal Directly

Proposals can be invoiced directly (without a project). The prerequisite is that the company is categorized as a Client.

Angebote abrechnen Rechnung erstellen