Knowledgebase & Support

The Services Module in MokoCRM allows you to manage non-physical offerings such as consulting, subscriptions, support, training, or other billable activities. It supports service descriptions, pricing, billing frequency, and seamless integration with proposals, orders, invoicing, and contracts.

The Services Module in MokoCRM allows you to manage non-physical offerings such as consulting, subscriptions, support, training, or other billable activities. It supports service descriptions, pricing, billing frequency, and seamless integration with proposals, orders, invoicing, and contracts.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Products/Services
2. Click Activate
3. Ensure service-specific settings are configured (e.g., default VAT, pricing tiers)

🧰 Creating a Service

1. Go to Products/Services → New Service
2. Enter:
   • Label and Reference
   • Description of the service
   • Sale and/or purchase prices
   • Tax rate and Billing unit (hour, project, flat rate)
3. Save to add the service to your catalog

📂 Managing Service Offerings

• Specify recurring or one-time billing structures
• Link to contracts for recurring service management
• Track usage or time manually or via external tools
• Optionally classify services by category, department, or project type

🔗 Integration With Other Modules

• Proposals & Invoices: Add services as line items
• Contracts: Generate recurring billing from service agreements
• Projects: Associate service work with tasks and delivery milestones
• Accounting: Revenue from services appears in financial reports

📊 Tracking and Reporting

• Filter services by type, usage, or customer
• View reports on billed hours, revenue per service, or margins
• Export service lists or line item data for review or import

📌 Best Practices

• Clearly define service scopes and billing rules
• Use contracts to automate recurring charges
• Assign internal owners or departments to each service type
• Review service pricing periodically for profitability
• Include service descriptions in proposals to improve clarity and client approval rates