Moxie vs Dubsado: Complete Comparison (2026)

Moxie vs Dubsado: which one actually handles the full freelance workflow?

Both platforms help freelancers manage client intake: proposals, contracts, and invoicing. But they approach the problem differently. Moxie bundles more tools at a lower price. Dubsado gives deeper control over how client-facing documents look and behave. And neither connects the actual work, tracked time, and delivered projects to the billing process, so those pieces still live in separate apps.

Moxie packs time tracking, expense tracking, and basic accounting into every plan. For solo freelancers who want one tool handling the basics without per-user fees, but teams are capped at 5 members, the interface takes several days to configure, and integrations are limited to a handful of apps.

Dubsado handles intake through visual Flows with deep form customization via CSS. Brand-focused creatives can make forms indistinguishable from their website, but there is no time tracking at all, setup takes 1-2 weeks instead of days, and pricing jumps from a limited Starter to a full-featured Premier with no middle option.

Plutio does everything Moxie and Dubsado do, plus Kanban boards, task-level time tracking that flows into invoices, white-labeled client portals on a custom domain, and works internationally. If you need intake, project delivery, and billing in one connected workflow... check out Plutio and skip the comparison.

Last updated February 2026

4.6

Quick comparison (TLDR)

Moxie bundles proposals, contracts, invoicing, time tracking, and basic accounting into a flat-rate subscription starting at $12/month. Solo freelancers get a lot of features for the price, including time tracking and expense management on the cheapest plan. But the interface has a learning curve, the team cap is 5 members, and integrations are limited.

Dubsado handles client intake through a visual Flows builder with full CSS form customization. Designers who know CSS can create client-facing forms that match their website exactly. But there is no time tracking at all, setup takes 1-2 weeks for most users, the Starter plan limits active projects to three, and the interface is busier than most competitors.

Key differences at a glance

Pricing: Moxie offers three tiers ($12-40/month flat). Dubsado has two tiers: Starter at $20/month (limited to 3 projects) and Premier at $40/month (unlimited). Moxie includes time tracking and accounting at every tier, while Dubsado lacks both.
Time tracking: Moxie has a built-in timer on every plan. Dubsado has no time tracking at all, so hourly billers need a separate app like Toggl or Harvest and manually transfer hours to invoices.
Form customization: Dubsado supports full CSS customization on forms, so brand-focused freelancers can match their website exactly. Moxie forms have basic branding options but no CSS control.
Automation: Dubsado's visual Flows builder has years of community knowledge behind it with templates and conditional logic. Moxie has basic follow-up automation without visual builders.
Setup time: Moxie takes several days to configure fully. Dubsado usually takes 1-2 weeks because the Flows builder requires mapping out every trigger and action before the first proposal goes out.
International payments: Dubsado lets freelancers connect their own Stripe, Square, or PayPal for global payments. Moxie also works globally through Stripe. Both handle international businesses better than some competitors that restrict payments to North America.

The verdict? Moxie has flat-rate pricing, built-in time tracking, and accounting, but caps teams at 5 and has a dated interface. Dubsado has CSS form customization and visual Flows automation, but no time tracking and a $40/month entry point for serious use. If you need one platform that handles intake, Kanban boards, task-level time tracking, and invoicing with white-labeled portals, Plutio covers everything for $19/month.

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Setup and learning curve

Getting started with new software takes time away from client work. How long until the platform is configured and actually usable for day-to-day operations?

Moxie

Packed with features, but set up in days. Moxie bundles CRM, proposals, contracts, invoicing, time tracking, expenses, and accounting into one interface. The sheer number of features means the initial setup takes several days. The interface is functional but the design feels a bit dated. Once configured, the day-to-day is straightforward. For freelancers who want one tool doing many things, the setup time is a one-time cost, but the result is fewer subscriptions.

All core features from day one
Time tracking and accounting built in
Setup takes several days
Interface feels dated
Steeper initial learning curve

Dubsado

Deep control that takes weeks to master. Dubsado gives granular control over client intake with a visual Flows builder and CSS-customizable forms. The trade-off is a longer setup. Most users spend 1-2 weeks mapping out their Flows, styling forms, and testing automations before sending the first proposal. The interface is busier than most competitors, with more menus and settings to navigate. Once set up, the Flows automation runs intake without manual steps, but the learning curve is the steepest of any freelance CRM out there.

Visual Flows builder for intake
Full CSS form customization
Setup takes 1-2 weeks
Busier interface than competitors
Steepest learning curve in category

Forms and customization

Client-facing documents represent the brand. Can the platform produce proposals and forms that look like they belong on the freelancer's website, or do they look like generic templates?

Moxie

Basic branding with limited design control. Moxie proposals and forms support logo, brand colors, and basic layout options. The documents are functional and professional but cannot achieve exact brand matching. If forms need to look exactly like the freelancer's website with custom fonts and specific spacing, Moxie's customization stops short. The templates handle standard service quotes and contracts well enough for most solo freelancers.

Logo and brand colors
Professional default templates
No CSS customization
Limited font and layout options
Fixed template structures

Dubsado

Full CSS control for exact branding. Dubsado's main differentiator is form customization. Designers who know CSS can create client-facing forms that are indistinguishable from their main website. Custom fonts, exact spacing, unique layouts, and embedded HTML elements. For brand-focused creatives where every client touchpoint reflects the brand, Dubsado has the most granular form customization among freelance CRMs, though it requires CSS knowledge and weeks of setup. The requirement: CSS knowledge. Freelancers without design skills may find the customization options overwhelming.

Full CSS customization on forms
Custom fonts and typography
Custom-coded branding
Embedded HTML elements
Requires CSS knowledge
More setup time for customization

Time tracking

Hourly work needs tracked time that connects to billing. If any portion of the services are billed by the hour, the platform needs to capture those hours and turn them into invoices.

Moxie

Built-in timer on every plan from $12/month. Moxie has time tracking on all tiers, including the cheapest. The timer runs against projects, hours are logged, and tracked time converts into invoices. Mixing fixed-price and hourly work in the same platform as invoicing removes one app from the stack. But tracking is at the project level only, not per task, so there is no way to show clients which specific deliverable consumed which hours. Plutio tracks time at the task level and connects those hours to specific invoice line items.

Time tracking on all plans
Timer and manual entry
Convert tracked time to invoices
Project-level tracking only
No task-level granularity

Dubsado

No time tracking at all. Dubsado does not have time tracking. If any services are billed hourly, a separate app like Toggl, Clockify, or Harvest is needed, and those hours must be manually copied into Dubsado invoices. Consultants, coaches, and anyone billing hourly for even part of their work will feel this gap: an additional subscription ($0-12/month per user) plus 15-20 minutes of manual data transfer per invoicing cycle. Over a year with 20+ clients, that adds up to 25-40 hours spent copying numbers between apps.

No time tracking feature
No timer or manual entry
No time-to-invoice connection
Requires separate app for hourly work

Automation and workflows

Manual follow-ups and repetitive intake steps eat hours every week. Can the platform automate the client journey from inquiry to signed contract without constant attention?

Moxie

Basic automation without visual builders. Moxie handles follow-up emails and invoice reminders automatically. The automation covers common triggers like new inquiries and overdue payments. But there is no visual workflow builder, no conditional branching where different actions fire based on client responses, and no community template library. For freelancers who need simple reminders and follow-ups, Moxie covers the basics. Anyone building multi-step intake sequences with complex logic will find the automation falls short.

Email follow-up automation
Invoice reminders
No visual workflow builder
No conditional branching
No community templates

Dubsado

Visual Flows builder with conditional logic. Dubsado's Flows builder maps out multi-step intake sequences with conditional triggers: wait until a contract is signed, then send a questionnaire, then schedule a call. Years of community use mean hundreds of shared workflow templates exist. New users can import shared Flows rather than building from scratch. Where Flows stop: they handle intake only. There is no automation for project delivery, task creation, or time tracking after the booking is complete.

Visual drag-and-drop Flows builder
Conditional triggers and waiting actions
Hundreds of community templates
Intake automation only
No project delivery automation

Project management

The client signed. Now there are weeks or months of actual work to deliver. Can the platform manage tasks, deadlines, and deliverables, or does another app handle that?

Moxie

Task lists with assignments and due dates. Moxie has basic project management within its project views. Tasks have due dates, can be assigned to team members, and show in a list with an overdue items dashboard. For solo freelancers managing a handful of simple projects, the task lists work. For bigger projects where one task depends on another finishing first, flat task lists do not show how everything connects or what shifts when something falls behind.

Task lists with due dates
Team assignments
Overdue task dashboard
No Kanban boards
No Gantt charts
No task dependencies

Dubsado

Similar task lists with project structure. Dubsado has task lists and to-dos tied to projects. Tasks can have due dates and be assigned. The project management depth is similar to Moxie: good for keeping a to-do list, but missing visual tools for managing how work moves through stages. Neither platform has Kanban boards, timelines, or dependencies. For complex projects, platforms with real visual project management handle delivery alongside intake.

Task lists with due dates
To-do assignments
No Kanban boards
No Gantt charts
No task dependencies

Invoicing and payments

Work is done, and the invoice needs to go out. Can the platform handle different billing models, multiple payment methods, and automated follow-ups?

Moxie

Invoicing with built-in accounting and Stripe payments. Moxie handles invoicing from the same platform as expense tracking and per-project profit reporting. Invoices generate from time logs or fixed-price projects. Clients pay through Stripe, and Moxie charges no additional transaction fees beyond Stripe's rates. The built-in accounting tracks margins per project without a separate tool. Recurring invoicing exists but is basic, with no auto-charge for retainer clients.

Invoicing on every plan
Create invoices from time logs
Built-in expense and profit tracking
No platform transaction fees
Stripe only for payments
Basic recurring invoicing

Dubsado

Multiple payment processors with international support. Dubsado lets freelancers connect their own Stripe, Square, or PayPal account. For businesses outside North America, this flexibility is important since some competitors restrict payment processing to US and Canadian bank accounts. Auto-reminders follow up on unpaid invoices. The gap: there is no built-in accounting or expense tracking, so most Dubsado users pair the platform with QuickBooks or Xero. And since Dubsado has no time tracking, creating invoices from billable hours requires manual data entry from a separate app.

Stripe, Square, and PayPal support
International payment processing
Auto-reminders for unpaid invoices
No built-in accounting
No expense tracking
Manual invoicing from tracked hours

Client portal and branding

When clients log in to check their project, pay invoices, or download files, whose brand shows up? For premium services, the brand experience extends to every client touchpoint.

Moxie

Client portal with Moxie's branding. Moxie has a client portal where clients view proposals, contracts, invoices, and project updates. The portal carries Moxie's branding with no custom domain option. Running a premium brand but having clients interact with a third-party branded interface works against that positioning. The portal itself is functional for keeping clients updated on project status and accessing documents.

Client portal for documents
Project status updates
Moxie branding visible
No custom domain
No white-labeling

Dubsado

CSS form branding, limited portal control. Dubsado has CSS customization on forms for brand control. Client-facing forms can look identical to the freelancer's website. But the client portal itself has limited branding options. Dubsado offers some subdomain customization, but the portal still shows Dubsado elements. The form customization does not extend to the full portal experience. Platforms like Plutio support fully branded portals on a custom domain where clients see only the freelancer's business.

Full CSS branding on forms
Some subdomain customization
Portal still shows Dubsado elements
No custom domain for portal
Form branding does not extend to portal

Skip the comparison?

Get intake, projects, and billing in one app

Moxie and Dubsado handle intake. Plutio handles the entire workflow: proposals, Kanban boards, task-level time tracking, invoicing, and white-labeled client portals.

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Moxie vs Dubsado pricing breakdown

Moxie offers three pricing tiers with flat rates. Dubsado offers only two tiers, with a large gap between the limited Starter and the full-featured Premier.

Moxie Pricing (2026)

Starter: $12/month ($10/month annual). CRM, proposals, contracts, invoicing, time tracking, and basic accounting. Solo use.
Pro: $25/month ($20/month annual). Adds expense tracking, financial reporting, and client portal access. Solo use.
Teams: $40/month ($32/month annual). Up to 5 team members, collaboration features, and shared project access.

Dubsado Pricing (2026)

Starter: $20/month ($25/month monthly). Limited to 3 active projects and basic Flows. Good for testing, but most businesses hit the project limits within weeks.
Premier: $40/month ($50/month monthly). Unlimited projects, full Flows automation, CSS customization, and team access. Where most serious Dubsado users land.

What users actually pay

At the full-featured level, both cost $40/month. But Moxie's $40 Teams plan covers up to 5 team members, includes time tracking, and has built-in accounting. Dubsado's $40 Premier has no time tracking and no accounting, so most users add supplementary tools:

Time tracking: Toggl or Harvest ($0-12/month per user)
Accounting: QuickBooks or Wave ($0-25/month)
Project management: Trello or Asana ($0-11/month)

A Dubsado user with a typical tool stack pays $60-90/month total. A Moxie user with fewer gaps pays $40-65/month. All-in-one platforms like Plutio start at $19/month with proposals, projects, time tracking, and invoicing included.

The verdict: At entry level, Dubsado Starter ($20/month) costs more than Moxie Starter ($12/month) and has fewer features. At full-featured level, both cost $40/month, but Moxie includes time tracking and accounting that Dubsado requires separate subscriptions to cover.

Which tool is better for your business type?

Choosing between Moxie and Dubsado comes down to whether built-in tools or form customization matters more for a specific type of freelance business.

Brand-focused creatives (designers, luxury services)

Dubsado has full CSS control on forms, so client-facing forms can match the freelancer's website: custom fonts, precise spacing, embedded elements. Moxie's forms support basic branding but have no CSS control. The trade-off: Dubsado's customization requires CSS knowledge, 1-2 weeks of setup, and the $40/month Premier plan. The form branding does not extend to the client portal, which still shows Dubsado elements.

Consultants and coaches billing hourly

Moxie includes time tracking on every plan, while Dubsado has no time tracking at all. Consultants who bill 20-40 hours per week need tracked time connecting to invoices without extra apps. Dubsado means Toggl or Harvest plus manual data entry into invoices. Neither platform tracks at the task level, so hourly breakdowns by deliverable still require manual notes. Task-level time tracking platforms connect hours directly to specific deliverables.

Wedding and event professionals

Dubsado has a large user base in the wedding industry, and years of wedding photographer and planner use mean hundreds of shared Flows templates exist. Moxie handles the same intake workflow but lacks the community templates. The trade-off: Dubsado's wedding Flows require the $40/month Premier plan and 1-2 weeks of configuration, and there is still no time tracking for billing hourly event coordination work.

International freelancers

Both work internationally. Dubsado lets freelancers connect Stripe, Square, or PayPal. Moxie works through Stripe globally. Neither restricts payments to North America, unlike some competitors like HoneyBook that require a US or Canadian bank account.

Budget-conscious solo freelancers

Moxie's $12/month Starter has more features than Dubsado's $20/month Starter. The Moxie Starter includes time tracking, expense tracking, and accounting. The Dubsado Starter limits active projects to three and lacks both time tracking and accounting. On a tight budget, Moxie has more features at the entry-level price point, though the interface takes longer to learn.

What both tools are missing

Moxie and Dubsado both handle client intake: proposals, contracts, and invoicing. But once the contract is signed and actual work begins, most users find themselves opening other apps to manage delivery.

Project management beyond checklists

Both platforms have basic task lists. Neither has Kanban boards for visual workflow, Gantt charts for timeline planning, subtasks with nesting, or task dependencies. For multi-phase projects, a separate tool runs alongside, and project details get copied between systems. Platforms with visual project management handle both intake and delivery.

Task-level time tracking is missing from both

Moxie tracks time at the project level. Dubsado has no time tracking. Neither lets freelancers see which specific task consumed the hours, set different rates per deliverable, or run reports by work category. Detailed time reporting for client transparency requires a separate tool.

No white-labeled client portals

Neither offers true white-labeling with custom domains. Moxie's portal shows Moxie branding. Dubsado has CSS customization on forms, but the portal itself still shows Dubsado elements. Premium services where brand consistency matters across every touchpoint will find both fall short.

No automatic subscription billing

Retainer clients paying monthly are common in consulting, coaching, and agency work. Neither has automatic recurring charges. Both support recurring invoices, but clients need to manually pay each one. With 5-10 retainer clients, the follow-up alone can take 2-3 hours monthly. Platforms with built-in subscription billing handle automatic charges and payment recovery.

What users do when neither tool is enough

When Moxie or Dubsado cannot handle the full workflow, users either build a multi-tool stack or move to a platform designed for the complete client lifecycle.

The typical workaround stack

Moxie or Dubsado for proposals, contracts, and invoicing ($12-40/month)
Trello, Asana, or ClickUp for project management ($0-25/month)
Toggl, Clockify, or Harvest for time tracking ($0-12/month per user)
QuickBooks or Wave for accounting ($0-25/month)

Together that is three or four subscriptions totaling $50-100 per month, plus manual data transfer between each tool.

The hidden cost: time on handoffs

When a contract gets signed in Dubsado, someone manually creates a project in Trello, sets up time tracking in Toggl, then transfers completed hours back into a Dubsado invoice. Each handoff takes 5-15 minutes, and across 15-20 clients per year, those minutes add up to entire work weeks lost to copying data.

What a unified workflow looks like

If you are curious: Plutio is one platform that covers proposals, project management with Kanban boards, task-level time tracking, invoicing, and white-labeled client portals. The comparison table below shows exactly where Plutio fills the gaps.

Final verdict: Moxie vs Dubsado

Moxie and Dubsado both cover freelance intake, but their trade-offs point in different directions: Moxie includes more tools at a lower price but with a dated interface, while Dubsado has CSS form control but no time tracking and a $40/month entry point for serious use.

Moxie makes sense when:

Flat-rate pricing and built-in time tracking matter. Moxie's $12/month Starter includes tracking, accounting, and invoicing, but the interface takes several days to learn and feels dated.
Built-in accounting removes the need for QuickBooks. Moxie tracks income, expenses, and per-project profit, but there are no tax preparation features.
A faster setup is preferred. Moxie takes days to configure versus Dubsado's 1-2 weeks, though the learning curve is still steeper than most competitors.

The trade-off: Teams cap at 5 members. Integrations are limited to a handful of apps. There is no G2 presence to compare reviews. Time tracking is project-level only with no task-level breakdowns.

Dubsado makes sense when:

CSS form customization is a requirement. Dubsado has CSS control on forms, but the customization requires CSS knowledge, 1-2 weeks of setup, and the $40/month Premier plan.
Visual Flows automation handles intake sequences. Dubsado's Flows builder has community templates, but Flows cover intake only and do not automate project delivery or billing.
The wedding/event industry workflow is the focus. Dubsado has community resources for event professionals, but no time tracking for billing hourly event work.
Multiple payment processors (Stripe, Square, PayPal) are needed, but there is no built-in accounting to go with them.

The trade-off: No time tracking at all, so hourly billers need a separate app. Setup takes 1-2 weeks. The Starter plan limits active projects to three. The interface is busier than most competitors.

Consider a unified platform if:

The workflow already spans three or more tools and the handoffs eat into productive hours.
Projects need visual management: Kanban boards, timelines, or task dependencies.
Time tracking should connect directly to specific tasks and flow into invoice line items.
The brand requires clients to see a custom domain, not the software vendor's logo.

Switching platforms means migrating data and learning a new interface. Most users handle it over a focused weekend.

The bottom line: Moxie has more tools at a lower price, with time tracking and accounting that Dubsado lacks entirely, but the interface takes days to configure and teams are capped at 5. Dubsado has CSS form control and intake automation through Flows, but no time tracking, a $40/month Premier requirement for most features, and fewer updates in recent years. Both cover proposals and invoicing but stop there. Project delivery happens in other apps. If the multi-tool stack is already frustrating, the comparison table below shows how platforms like Plutio compare to both.

Research & Sources

The Moxie vs Dubsado comparison above is based on official documentation review, pricing page verification, and user feedback analysis across review platforms. All data was verified in February 2026.

Research methodology

Each tool was evaluated through official feature documentation, pricing pages, and analysis of user reviews across G2, Trustpilot, Capterra, and AppSumo. The focus was on common pain points from lower-rated reviews where users share honest limitations.

Platform ratings (February 2026)

Moxie: 5.0/5 on Trustpilot (518 reviews), 4.8/5 on AppSumo (83 reviews). No active G2 listing. Noted for value-for-money pricing, criticized for learning curve and limited integrations.
Dubsado: 4.3/5 on G2 (140+ reviews). Noted for CSS customization and Flows automation, criticized for no time tracking, learning curve, and busy interface.
Plutio: 4.6/5 on G2 (200+ reviews), praised for all-in-one coverage and white-labeling.

Common user complaints (from 1-3 star reviews)

Moxie users frequently mention: "Steep learning curve," "Interface feels outdated," "Limited integrations," "Team capped at 5"

Dubsado users frequently mention: "No time tracking," "Took weeks to set up," "Interface is overwhelming," "Mobile experience is poor"

Pricing sources (verified February 2026)

Feature verification

If you find any inaccuracies or outdated information, please let us know so we can investigate and update.

Moxie vs Dubsado vs Plutio: full feature comparison

See how all three tools compare on project management, time tracking, invoicing, customization, and client portals

PRICING Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Starting price	$19/month (Core plan)	$12/month (Starter, $10/month annual)	$28-44/month (Starter plan, Dec 2025 pricing)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)	No free plan (21-day trial)
Trial period	14-day free trial	14-day free trial	21-day free trial (all Premier features)
PROJECT MANAGEMENT Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects with Table, Kanban, and Timeline views	Projects with task boards
Project roles and permissions	Control exactly who can view or edit each part of a project	4 project access levels (full, read-only, overview, hidden)	3 fixed roles (Basic, Accountant, Admin)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single board per project	You cannot use task boards
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	You cannot embed project views
Sharable project boards	Read-only public links for sharing progress without risk	Client portal access only (no public links)	You can share via the client portal only
Project stages and milestones	Define custom project lifecycles for different types of work	Custom task statuses (no formal milestones)	You can use project statuses, but no milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals auto-convert to contracts and projects	Proposals, contracts, and invoices live inside projects
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on CRM objects (limited on tasks)	Basic custom fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view included	Kanban view added in Dubsado 3.0 (Nov 2025)
Table view	Bulk-edit tasks like a spreadsheet	Table view included	Table view is the default task display in Dubsado 3.0
List view	Clean task lists with clear hierarchy	No dedicated list view (table view used instead)	You can manage tasks in simple lists
Calendar view	See tasks and deadlines on a calendar	Homebase calendar with task dates	You can see deadlines and appointments on a calendar
Gantt view	Plan work visually with task order and dependencies	Timeline view functions as Gantt chart	You cannot view work on a gantt chart
Subtasks	Break work down into multiple nested levels	Subtasks as checkboxes (single level, not nested)	You cannot split tasks into subtasks
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion	You cannot create tasks from emails
Task comments	Keep discussions tied directly to each task	Comments and @mentions on tasks	You cannot comment on tasks
Task attachments	Store files directly on the task they belong to	File attachments (50 MB limit per file)	You can upload files, but not attach them to tasks
Task priorities	Define priority levels that fit your workflow	No native priority levels	You cannot set task priorities
Task labels & color coding	Use unlimited labels to visually organize tasks	No native labels or color coding	You cannot label or color-code tasks
Multiple task assignees	Assign tasks to one or multiple teammates	Single assignee per task only	You cannot assign tasks to multiple people
Task templates	Reuse task-level structures across projects	Project templates with tasks included	You can reuse workflows and form templates
Task permissions	Control access at the individual task level	4 access levels per project (not per task)	You cannot set permissions per task
Task dependencies	Prevent work from starting out of order	Basic task dependencies (limited configuration options)	You cannot link tasks together
Recurring tasks	Automate repeating work with flexible schedules	Daily, weekly, monthly, yearly recurring tasks	You cannot create recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on CRM objects (limited on tasks)	Basic custom fields
TIME TRACKING Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Time tracking system	Easily track time using timers or manual entries	Start/stop timer and manual entry	Built-in time tracker (Premier plan only, enhanced in 3.0)
Task-level tracking	Log time directly against tasks and subtasks	Track time by client, project, and task	Time tracker available (Premier plan)
Project-level tracking	See time spent per project and per client	Track time at project level	Time tracked per project (Premier plan)
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable toggle on time entries	Billable hours logged to invoices (Premier plan)
Billable time invoicing	Turn tracked time into invoices without extra steps	Auto-populate invoices from tracked hours	Tracked time can be added to invoices (Premier plan)
Timesheet reports	View detailed time reports by task, project, or client	Time views by project, client, and month (no exportable reports or filters)	Basic time logs (Premier plan)
Team timesheets	See how each team member tracks their time	Team time logging (no approval workflow)	You cannot see team time reports
PROPOSALS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Drag-and-drop proposal builder	Proposals with pricing tables
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Drag-and-drop with templates	You can build proposals using drag-and-drop forms
Reusable proposal templates	Reuse proven proposal layouts across clients	Pre-built professional templates	You can use proposal templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No view tracking or engagement analytics	You cannot see proposal view analytics
Live messenger on proposals	Answer questions directly while clients review proposals	Client comments directly on proposals	You cannot chat inside proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Auto-convert to contract and project on approval	You can add proposal items like services or products
Convert proposal to invoice	Create invoices directly from approved proposals	Auto-create invoice when agreement is signed	Accepted proposals create invoices
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No interactive pricing tables or package selection	You can offer packages and add-ons
Interactive pricing tables	Let clients choose options before approving	No interactive pricing tables	Pricing updates based on selections
Dynamic data and variables	Auto-fill proposal content with client and project data	Basic merge fields (no dynamic data blocks)	You can use smart fields
Expiration dates	Automatically expire proposals after a set date	Expiration dates not confirmed in documentation	You cannot set proposal expiry dates
PDF Export	Download as branded PDFs	Contracts stored in client profile (no standalone PDF export documented)	You can download proposal PDFs
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	You can reuse form sections
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on proposals	Clients can sign documents online
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Merge fields for client and project info (no sortable custom data)	Basic custom fields
CONTRACTS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Legally vetted contract templates	Contract creation with automation
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Pre-built legal templates	You can build contracts using form blocks
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on contracts with audit trail	Contracts support legal e-signatures
Multi-signature / signees	Collect signatures from multiple people on the same contract	Single signer per contract (no multi-party signing)	You can collect multiple signatures, setup is limited
Reusable contract templates	Reuse contract structures to create new agreements faster	Pre-built legal templates	You can use contract templates
Auto-reminders automation	Automatically follow up until contracts are signed	Automatic follow-up reminders	Reminders send automatically
Dynamic data/variables	Auto-fill contract content with client and project data	Merge fields for client data (no dynamic data blocks)	You can use smart fields in contracts
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Signed contracts trigger project creation and invoice generation	Contracts trigger workflows
View notifications	See when contracts are opened and reviewed	Real-time tracking (sent, viewed, paid, overdue)	You receive signing notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	Signed contracts stored in client profile (no signature certificate)	You can download signed PDFs
Custom signer data fields	Collect structured signer information during signing	Standard signer fields (name and email only)	You cannot customize signer fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Merge fields only (no sortable or filterable custom data)	Basic custom fields
INVOICES & PAYMENTS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Customizable invoice templates with online payments	Invoices with payment plans
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Customizable templates	You can brand invoices
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based editor (not drag-and-drop)	Requires manual setup
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Custom descriptions, quantities, and pricing per line	You can edit line items
Item or invoice discounts	Apply discounts at the item or full invoice level	Basic discount support	You can apply discounts
Customizable taxes	Create tax rules that match your location and use case	Basic tax calculations (not full tax automation)	You can set tax rates
ACH payments	Accept bank transfers for lower-fee payments	Stripe, PayPal, and ACH	You can accept bank payments
Stripe integration	Accept credit and debit cards instantly	Stripe integration included	You can accept payments via Stripe
Square integration	Collect in-person payments when needed	No Square integration	You cannot accept payments via Square
PayPal integration	Let clients pay using PayPal	PayPal integration included	You cannot accept payments via PayPal
Flexible partial payments	Collect deposits and split payments across milestones	Deposit requests (limited installment options)	You can accept partial payments
Payment plans	Break invoices into scheduled installments	Recurring invoices (no milestone-based installment schedules)	You can split invoices into payments
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices with custom frequency	You can schedule invoices, not subscriptions
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices only (no subscription portal or client self-service)	You cannot manage subscriptions
Automated payment reminders	Follow up automatically until invoices are paid	Automatic follow-up reminders with late fees	Payment reminders send automatically
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Customizable templates	You can reuse invoice templates
Multiple currency support	Bill clients globally in their local currency	81+ currencies supported	You can use one account currency
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Pipeline stage triggers only (Pro plan)	Contracts trigger workflows
View notifications	See when invoices are opened and paid	Real-time tracking (sent, viewed, paid, overdue)	You receive signing notifications
Built-in expense tracking	Track project-related costs alongside invoices	Expense tracking with receipt attachment and Plaid bank sync	You cannot track expenses
Invoice deposits	Collect upfront payments before work starts	Deposit requests available	You can request deposits
Auto-invoice billable time	Turn tracked time into invoices automatically	Auto-populate invoices from tracked hours	There is no time to convert
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields on invoices	Basic custom fields
INBOX Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Communicator with email, SMS, and phone in one view (Pro plan)	Messages and emails live in one place
Full email integration	Connect and manage all your email accounts in one place	Two-way email sync via Communicator (Pro plan)	You can sync your email
Embeddable live chat	Add real-time chat to your website and client portals	No embeddable live chat	You cannot add live chat to your site
Instant direct messages	Message teammates privately without leaving your workspace	Direct messages via Communicator	You cannot DM teammates
Contextual project conversations	Keep conversations tied directly to the project they belong to	Full conversation history in Communicator	Messages are tied to projects
Team channels	Create shared spaces for team-wide discussions	No team channel system	You cannot create team channels
Customized channels	Organize channels by team, topic, or workflow	No channel system	Channels are not supported
@mentions	Notify teammates instantly inside conversations	@mentions supported in task comments	You cannot mention teammates
Message read receipts	See when messages are read	Conversation history tracked (no read receipts)	You can see when clients read messages
File sharing in chat	Share files directly inside conversations	50 MB attachments or external links (no native file storage)	You can share files in messages
Shared email inbox	Collaborate on incoming emails as a team	No shared team email inbox	Team email is not shared
Inbox mobile app	Access and respond to messages on mobile	iOS and Android apps	Mobile inbox available
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to Communicator threads	Email replies sync to conversations
FILES Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Store and manage files	Keep all client and project files in one organized place	File attachments on tasks (50 MB limit, no file manager)	Files are stored per project only
Advanced folder organization	Organize files by project, client, or structure you choose	Project-level organization (no complex hierarchy)	Requires manual setup
Folder permissions	Control who can view or edit folders	4 project access levels apply to files	Requires manual setup
People folders	Group files by person when needed	No person-based file organization	Requires manual setup
Project folders	Keep files scoped to each project	Files organized within projects	Requires manual setup
In-app previews	Preview files instantly without downloading	Basic file previews within tasks	Requires manual setup
Custom file data fields	Capture file metadata you can sort and filter	No custom file metadata fields	You can add custom fields to forms and records
Built-in documents	Create and edit documents directly inside Plutio	Proposal and contract documents only	Requires manual setup
Comments on files and docs	Leave comments directly on files and documents	Comments and @mentions on tasks	Requires manual setup
Bulk file actions	Move, tag, or manage many files at once	No bulk file operations	Requires manual setup
Files search & filter	Find files quickly using search and filters	Search within project context	Requires manual setup
External cloud sync	Sync files with Google Drive or Dropbox	No native cloud storage sync	Requires manual setup
Secure sharing controls	Restrict access with permissions or passwords	4 project access levels control file visibility	Requires manual setup
File sharing links	Share files externally with controlled access	Share via task attachments or external links only	Requires manual setup
SCHEDULING Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Embeddable booking page with calendar sync	Custom scheduler with workflows
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Customizable booking page with branding	Branding options are limited
Advanced availability management	Define flexible availability rules applied automatically to bookings	Custom availability windows with calendar blocking	You can control availability
Automatic buffer times	Add buffer time automatically between meetings	Configurable buffer between meetings	You can add buffer times
Multiple meeting types	Create unlimited booking types with different rules and setups	Multiple meeting types with unique settings	You can offer multiple appointment types
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google, Outlook, iCloud, CalDAV	Requires manual setup
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Automated confirmations and reminders	Confirmation customization is limited
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Customizable confirmation pages	You cannot redirect after booking
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Automated reminders and confirmations	Contracts trigger workflows
Smart meeting reminders	Send automatic reminders without manual follow-ups	Automated meeting reminders	Meeting reminders send automatically
Automatic timezone detection	Handle timezones automatically without manual adjustments	Calendar sync handles timezones (no explicit detection documented)	Timezones adjust automatically
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Require payment before meeting is booked	Requires manual setup
Custom booking forms	Build booking forms with full control over questions and layout	Custom intake forms on meeting types	Booking forms are fixed
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Booking limits not confirmed in documentation	You can set booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel bookings	Clients can reschedule or cancel
AUTOMATION Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual workflow builder (Pro plan only)	Visual node-based Flows builder
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Pipeline, form submission, and invoice triggers (Pro plan only)	You can automate automation actions with workflows
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No independent time-based triggers	Workflows cannot repeat on a schedule
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step sequences with branching	Workflows can include multiple steps
True/False branching	Create conditional paths instead of one-size-fits-all flows	Decision widget with AND/OR logic	Branching exists, but is limited
Delay-based actions	Add precise timing between steps, down to minutes or days	Wait For conditions only (no timed delays)	You can delay workflow steps
Create & update records	Create, update, or move records automatically across the system	Create projects, send invoices, send agreements	Creation actions are limited
Move & duplicate records	Reorganize work automatically without manual cleanup	Change pipeline stage only (no move/duplicate/archive)	Items cannot be duplicated automatically
Delete & archive records	Automatically archive or remove records based on rules	No auto-delete or archive rules	Items cannot be deleted automatically
API calls (webhooks)	Trigger or receive real-time events from external systems	Webhook events (Pro plan only)	You cannot use APIs or webhooks
Send emails	Send automated emails tied to real workflow events	Send email from templates with tokens	Workflows can send emails
Post comments	Add notes or comments automatically where work happens	No auto-comment action	You cannot post comments via automation
Complete automation logs	See exactly what ran, when, and why	No automation activity logs	You cannot view automation logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Basic token replacement in emails and agreements	You can use smart fields
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Pipeline-triggered only (limited cross-entity scope)	Forms, payments, and bookings trigger workflows
FORMS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Unlimited form creation with templates	Branded forms with smart fields
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form builder with reusable templates	You can build contracts using form blocks
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates	You can reuse form templates
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields (text, select, radio, checkbox)	You can add custom fields to forms and records
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional show/hide fields with AND/OR logic	Fields can change based on answers
Instant email notifications	Get notified immediately when forms are submitted	Auto-responses on submission	You can email on submission
Form automation triggers	Trigger automated workflows when a form is submitted	Form submissions can feed into automations (Pro plan)	Contracts trigger workflows
Embed forms	Embed forms anywhere without layout restrictions	Embeddable on websites	You can embed forms
Advanced field preferences	Control required, hidden, and default field behavior	Basic field types only	Field behavior is limited
Comprehensive field types	Collect text, files, dates, selections, and more	Text, select, radio, checkbox (no regex or conditional validation)	Field types are limited
Form signature field	Collect legally binding signatures directly inside forms	E-signatures via contract documents	Forms can include signatures
File upload fields	Accept file uploads as part of form submissions	File attachments (50 MB limit)	Clients can upload files
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Custom redirect after form submission	You cannot redirect after submit
CRM Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Manage clients and leads	Manage contacts and companies in one connected system	Client profiles with lifetime earnings and sales pipeline	CRM with auto-created client records
Full company management	Track organizations, not just individual contacts	Client records (no separate company entities)	Companies exist, contacts come first
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on CRM objects	You can add CRM fields
Complete activity timeline	See every interaction with a client in one place	Historical data per client (not a formal timeline)	You can see full activity history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Prospect vs Client record types (no tags)	You can tag and segment contacts
WIKI Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No wiki or knowledge base	You cannot create an internal wiki
Beautiful rich text pages	Write structured, formatted content without complexity	No rich text wiki pages	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	No nested documentation	Not supported
Granular page permissions	Control exactly who can view or edit each page	No wiki permissions	Not supported
DASHBOARDS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Homebase dashboard (not fully customizable)	Dubsado has a home page, not custom dashboards
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No drag-and-drop dashboard builder	Included
Charts widget	Visualize data with customizable charts	Basic pipeline and revenue charts	Requires manual setup
Metrics widget	Track key numbers without manual reporting	Revenue and time metrics (no custom KPIs)	Included
Goals widget	Monitor progress toward defined goals	No goal tracking	Not supported
Notes widget	Add contextual notes directly to dashboards	No notes widget on dashboard	Not supported
Calendar widget	View upcoming events alongside work and metrics	Calendar widget on homebase	Included
Financial widgets	Track revenue and expenses in the same view	Basic financial overview	Included
BRANDING Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
White-label and branding	Run the entire platform under your brand	White-label on Pro plan ($25/month) only	Dubsado branding, not white-label
Custom interface theme	Apply your brand colors across the system	Logo, colors, fonts on client portal (Pro plan)	Color themes on Deliver+ (no Free plan theme customization)
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS	You cannot apply custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	Branded portal welcome page (Pro plan)	Login pages cannot be customized
Email branding	Send all system emails with your branding	No custom SMTP	You can brand outgoing emails
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts and logo on portal (Pro plan)	You cannot use custom fonts
Custom brand logos	Replace all platform logos with your own	Custom fonts and logo on portal (Pro plan)	You can add your logo
Custom domain name	Run everything on your own domain	Custom domain via CNAME (Pro plan only)	Not supported
Custom email SMTP	Send emails from your own email infrastructure	SMTP configuration for sending from your own email address	Not supported
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	Not supported
CUSTOMIZATION Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Flexible workspace setup	Shape the platform to match how your business works	Workspace configuration included	Dubsado has fixed workspace
Main menu editor	Add, remove, or reorder navigation items freely	Toggleable portal modules (not full menu editor)	You cannot customize navigation
User-based menus	Show different navigation for different roles	No user-based menu customization	Menus are the same for all users
Custom user roles	Create role types beyond preset permissions	Fixed roles only (no custom role creation)	You cannot define custom roles
Advanced user permissions	Control access at a granular level	No granular per-task permissions	Permissions are not configurable
SSO / OAuth	Support enterprise-grade single sign-on	No SSO or OAuth	You cannot use SSO
INTEGRATIONS Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Connect with other tools	Integrate with external systems without lock-in	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	Zapier only
Zapier integration	Connect to thousands of apps without custom code	Zapier integration (Pro plan only)	You can connect Dubsado to Zapier
Make.com integration	Build advanced automation scenarios visually	Make.com integration (Pro plan only)	You cannot connect via Make
Pabbly Connect	Connect services without usage-based limits	Pabbly Connect integration (Pro plan only)	You cannot connect via Pabbly
Full REST API access	Build custom integrations with full system access	Public API with 29 endpoints (Pro plan only)	You cannot access an API
Incoming & outgoing webhooks	Send and receive real-time events	Webhook events (Pro plan only)	You cannot use webhooks
PLATFORM Collapse	Plutio 198/199	Moxie 85/199	Dubsado 91/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps	iOS and Android with Tap to Pay
iOS app	Full-featured iPhone app	iOS app available	You can use Dubsado on iOS
Android app	Full-featured Android app	Android app available	You can use Dubsado on Android
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app	There is no desktop app
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app	There is no desktop app

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Moxie vs Dubsado FAQ

Is Moxie or Dubsado better for freelancers?

Moxie has built-in time tracking, accounting, and flat-rate pricing from $12/month, but the interface takes days to configure and teams are capped at 5. Dubsado has CSS form customization and visual intake automation through Flows, but no time tracking and a $40/month Premier plan for most features. Neither platform includes Kanban boards or task-level time tracking.

Does Dubsado have time tracking?

No. Dubsado has no time tracking feature. Freelancers who bill hourly need a separate app like Toggl or Harvest and must manually transfer hours to Dubsado invoices. Moxie has built-in time tracking on all plans including the $12/month Starter.

How much does Moxie cost vs Dubsado?

Moxie Starter costs $12/month. Dubsado Starter costs $20/month but limits active projects to three. At full-featured level, Moxie Teams costs $40/month (up to 5 members with time tracking and accounting), while Dubsado Premier costs $40/month (unlimited projects, no time tracking, no accounting). Moxie includes time tracking and accounting at every tier, while Dubsado lacks both regardless of plan.

Which has better form customization?

Dubsado has full CSS support on forms, so designers can style forms with custom fonts, exact spacing, and embedded HTML elements. Moxie forms support basic branding (logo and colors) but have no CSS control. The trade-off: CSS knowledge is required, customization only applies to forms (not the client portal), and the full CSS features require the $40/month Premier plan.

Which has better automation, Moxie or Dubsado?

Dubsado's visual Flows builder includes conditional branching and community-shared templates. Moxie has basic email follow-ups and invoice reminders but no visual builder or conditional logic. The trade-off: Dubsado Flows only cover intake automation, not project delivery or billing, and require the $40/month Premier plan for full functionality.

Can I white-label Moxie or Dubsado?

Neither offers full white-labeling. Moxie's portal shows Moxie branding. Dubsado has CSS control on forms, but the client portal still shows Dubsado elements. For complete white-labeling with a custom domain, look at platforms like Plutio.

Do Moxie and Dubsado have project management?

Both have basic task lists with due dates. Neither has Kanban boards, Gantt charts, or task dependencies. For complex multi-month projects, most users pair either platform with Trello or Asana, or use all-in-one platforms that handle both client intake and project delivery.

Which is easier to learn, Moxie or Dubsado?

Both have learning curves, but Dubsado's is steeper. Moxie takes several days to configure. Dubsado typically takes 1-2 weeks because the Flows builder requires mapping out triggers and actions before sending the first proposal. The Dubsado interface is also busier with more menus and settings to navigate.

Can I use Moxie or Dubsado internationally?

Yes, both work globally. Moxie accepts payments through Stripe worldwide. Dubsado lets freelancers connect Stripe, Square, or PayPal for international payments. Neither restricts payment processing to specific countries, unlike some competitors that require US or Canadian bank accounts.

Does Moxie have built-in accounting?

Yes. Moxie has expense tracking, income tracking, and per-project profit reporting on all plans. Dubsado has no built-in accounting, and most users pair it with QuickBooks or Xero. For solo freelancers who want to avoid a separate accounting subscription, Moxie covers the basics.

Can I migrate from Moxie to Dubsado or vice versa?

Yes, but migration is manual. Neither has a direct import from the other. Client lists can be exported as CSV. Contracts, proposals, and Flows need to be recreated. Plan on spending a weekend on migration and testing. Dubsado's setup typically takes longer due to the Flows configuration required.

What if neither Moxie nor Dubsado fits?

If both leave gaps in project delivery or time tracking, look at all-in-one platforms. Key features to evaluate: Kanban boards, task-level time tracking, white-labeled portals, and no per-user fees. Plutio is one example. The comparison table on this page shows how it stacks up against both Moxie and Dubsado feature by feature.

Which has a better mobile app?

Moxie has a mobile app that covers core features but has fewer capabilities than the desktop version. Dubsado's mobile experience is more limited, with many users reporting that the mobile app feels like an afterthought. Neither has a mobile app that matches competitors like HoneyBook. For on-location work, both platforms work better on a laptop.

Can Moxie or Dubsado handle subscription billing?

Neither has true subscription billing with automatic recurring charges. Both support recurring invoices sent on a schedule, but clients pay each invoice manually. For automatic monthly retainer billing, look at platforms with built-in subscription billing or add Stripe subscriptions as a separate system.

Is Dubsado's Starter plan worth it?

Dubsado Starter ($20/month) limits active projects to three and has basic Flows only. Most businesses outgrow the three-project limit within weeks. For testing the platform, the Starter works as a trial. For actual business use, the Premier ($40/month) is where most users land. Moxie's Starter ($12/month) has no project limits and includes more features.

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