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.

Closing Leads

Won, Lost, Cancelled | Create Project | Bill Quotes Only

Won, Lost, Cancelled

You close leads by setting them to won, lost, or cancelled. When you do this (and when you create the project), you can control which actions are triggered. Closed leads remain traceable.

Won

Once the client has confirmed, set the lead to won (1). The following actions are linked to this step:

Quotes are set to "Confirmed"
All quotes are also set to "Confirmed" (except quotes that were previously set to "ignored"). You can disable this in the modal prompt.

Create Project

Create one or more projects from the lead (by now at the latest). Any hours already planned in capacity planning, as well as time tracking, can be carried over. Quotes are also automatically linked to the project. Find out more

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All Closed Leads Listed by Close Date

When you close a lead, a close date is set. All closed leads are then available under "Closed", sorted by close date, so you can track them. You can filter (2) and export them there, and analyse them by period, etc. Find out more

Lost & Cancelled

Set leads you do not want to pursue any further to lost (the client has declined) or cancelled (your business has declined). Reasons might include a budget that is too small, or an unsuitable enquiry.
MOCO Lead verloren Abfrage Modal

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MOCO automatically closes related items
In this step, open quotes are set to ignored by default, and planned hours are deleted.

Create Project

If you create a project from a lead, the details and quotes are carried over. The link between the lead and the project remains traceable at all times.

On the lead details page, you can create a project via the option at the top right (1). The following will be carried over:

Details are copied across
Quotes are linked. From the quote, you can add services for time tracking & additional services to the project.
Lead/project visibly linked (2)
Time tracking copied across, if required
Planning copied across, if required

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Create Multiple Projects
MOCO leaves it up to you whether you create more than one project from a lead. This can make sense, for example, for an annual budget or a campaign. These “sub-projects” can then be grouped together in the Projects area using Project Groups.

Bill Quotes Only

Quotes can be billed directly (without a project). The prerequisite is that the company is categorised as a client.

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