Short guides to what you actually do in Moshaar: how to start, how to turn a message into a task, how to raise an invoice from a project, and who sees what. Each guide is its own page and reads in two minutes.
Your first hour in Moshaar: the workspace, the team and the apps.
The workspace is your company inside Moshaar: every conversation, task, invoice and document lives in it, and only the people you invite can see it. Creating one takes a few minutes.
Read the guideThe platform does nothing with one user. Invite your team first, then give each person a role — the role decides what they see and what they can change, not their job title.
Read the guideMoshaar runs in the browser, and has a mobile app for iPhone and Android and a desktop app for Windows. One account, one set of data — what you write on the phone is on the desktop immediately.
Read the guideFrom a message to a task with an owner and a date — the heart of the platform.
Chat is not an added feature here, it is where work starts. Everything created after it — a task, a document, an invoice — stays linked to the message it came from.
Read the guideWhat teams lose is rarely the written task — it is what everyone agreed to in chat and nobody wrote down. This is the step that closes that gap: the message itself becomes a task, with no re-typing.
Read the guideOnce tasks exist, the question is where they stand today. The Tasks module shows work by status, owner and date, so you see what is late before a client asks about it.
Read the guideA call inside the platform keeps its context: the conversation that called it, and the project or client it concerns — so its decisions do not live only in the memory of whoever attended.
Read the guideOrganising longer work: the project, the client record and the calendar.
A project in Moshaar is the umbrella that holds the tasks, the conversation, the documents and the invoices of one piece of work. When the client asks where things stand, the answer is on one screen.
Read the guideThe client record holds everything about them in one place: contact details, their conversations, projects, quotes and invoices. A client’s history stops living in one employee’s head.
Read the guideThe calendar brings team appointments, client sessions and deliveries into one picture, linked to the project or the client — not a calendar that lives apart from the work.
Read the guideFrom the quote to the payment, inside the platform itself.
Finance is inside the platform, not a second program. A quote becomes an invoice with no re-entry, and the invoice stays linked to the project and client it came from.
Read the guideAn issued invoice is not collected money. Recording each payment as it arrives is what keeps the receivable figure true, and turns collection into follow-up rather than guesswork.
Read the guideReports here read the same data your team works in — not a file assembled by hand at month end. Which means they are exactly as true as your daily recording is disciplined.
Read the guideWriting together, notes, and where attachments belong.
Documents here are edited live: several people write on the same page and each sees the others’ edits as they happen. No more files called "final version 3".
Read the guideNot everything you write is a formal document. Notes are for what is written in the moment — an idea, a number from a call, a reminder — and they stay attached to their context instead of ending on a desk sticky.
Read the guideA file sent in a conversation and left there is lost a month later. The Files module gathers work attachments and ties them to a project or client, so whoever needs one finds it without asking who sent it.
Read the guideWho sees what, leave requests, and connecting your sales channels.
Permissions are built on roles, not on individuals. Define a role once and assign it to whoever needs it — so you are not re-configuring access for every new hire.
Read the guideLeave asked for in a chat leaves no trace when someone asks three months later. A request inside the platform has a clear path: submitted, reviewed, approved or refused — and it stays on record.
Read the guideAnyone selling on more than one storefront spends the day between scattered dashboards. The Channels module brings orders and buyer conversations into the same platform as your tasks and invoices.
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