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
- Navigate to:
Home → Setup → Modules → Products/Services - Click Activate
- Ensure service-specific settings are configured (e.g., default VAT, pricing tiers)
🧰 Creating a Service
- Go to Products/Services → New Service
- Enter:
- Label and Reference
- Description of the service
- Sale and/or purchase prices
- Tax rate and Billing unit (hour, project, flat rate)
- 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