Knowledgebase & Support

The Interventions Module in MokoCRM helps manage service activities performed at customer locations, such as on-site support, maintenance, or installations. It tracks time spent, resources used, and client signatures, and integrates with contracts, users, and billing.

The Interventions Module in MokoCRM helps manage service activities performed at customer locations, such as on-site support, maintenance, or installations. It tracks time spent, resources used, and client signatures, and integrates with contracts, users, and billing.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Interventions
2. Click Activate
3. Optional: Configure PDF templates and intervention numbering format

🧑‍🔧 Creating an Intervention

1. Go to Interventions → New Intervention
2. Select a linked Third Party (customer)
3. Enter:
   • Date of service
   • Subject/Title
   • Contact on site
   • Location if different from default address
4. Add lines for:
   • Time spent by technician
   • Resources or materials used
5. Save the record and generate a service report PDF

✍️ Customer Sign-off and Validation

• Print the PDF and collect customer signature manually or attach scanned signature
• Mark intervention as Validated once signed or approved
• Validated records are ready for invoicing

💼 Linking to Contracts and Billing

• Interventions can be linked to active Service Contracts
• Track interventions performed under recurring agreements
• Generate an invoice directly from the intervention record
• Support for multiple interventions per contract or customer

📊 Tracking and Reporting

• Filter by customer, date range, technician, or status
• Review pending validations or uninvoiced interventions
• Export logs for time tracking, billing audits, or compliance

📌 Best Practices

• Use consistent subject lines for intervention types
• Always record time and materials used for accurate billing
• Validate interventions promptly to avoid billing delays
• Attach supporting documents or photos when relevant
• Link interventions to contracts for automatic tracking and reporting