Services
Services | Hourly Rates | Internal Hourly Rates | Standard Additional Services / Items | Catalogue | Service CatalogueServices
Under "Services," various aspects related to services can be predefined
- Standard services for time tracking
- Hourly rates for the previously defined standard services (can be defined differently per client)
- Internal hourly rates – Used for profitability and cost calculations.
- Additional services – Services that are independent of time tracking.
- Catalogue – Customizable items for proposals and invoices.
Standard services for time tracking
Settings > Services > Services
Record all usual in-house services you offer to the client or for which you track time as standard services for time tracking. These standard services can also be accessed in proposals and invoices via the service catalogue.
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Record all usual in-house services you offer to the client or for which you track time as standard services for time tracking. These standard services can also be accessed in proposals and invoices via the service catalogue.
(English image not yet available)- Name of the service (1): This is selected in the time tracking for the project. A description can also be provided (click the icon to the right of the text field). You can change the order of services using the handle on the left.
- Category (2): By default, MOCO distinguishes between services and additional services. Activate categories if you want to categorize services individually – for example, for cost centers and revenue accounts.
- Favourite (3): Services marked with a star are always added to newly created projects. Those not marked can be added to the project as needed.
Hourly Rates
Settings > Services > Hourly Rates
This section allows you to predefine standard hourly rates for the client. These can be overridden for a specific client or project. If you add additional currencies to your account, you can also record the standard hourly rates in these currencies here.
This section allows you to predefine standard hourly rates for the client. These can be overridden for a specific client or project. If you add additional currencies to your account, you can also record the standard hourly rates in these currencies here.
Different Hourly Rates for a Client (Price List)
If a client's hourly rates differ from the standard rates, select "Edit" > "More Options" > "Different Hourly Rates for Client" under the client. A new tab "Hourly Rates" will appear, where you can define the variations (custom price list).
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(English image not yet available)Daily Rates
In MOCO, the calculation of efforts is based on hours. However, you can create proposals with daily rates (predefinable via the catalogue). When integrated into the project, MOCO automatically converts these into hourly rates – and you can choose through a basic setting whether you generally want to convert hours into days for invoicing.
Internal Hourly Rates
Settings > Services > Internal Hourly Rates
The internal hourly rate indicates the approximate cost per hour of an employee to the company. It can be managed per person and year under the "Internal Hourly Rates" tab. The recorded standard value is automatically applied to all newly added employees and is also used for proposal calculations (both can be adjusted).
MOCO automatically carries over the internal hourly rates from 2023 to 2024, if none are currently entered there. With the transfer link (1), you can manually transfer all rates from the previous year to the selected year if needed (see illustration).
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The internal hourly rate indicates the approximate cost per hour of an employee to the company. It can be managed per person and year under the "Internal Hourly Rates" tab. The recorded standard value is automatically applied to all newly added employees and is also used for proposal calculations (both can be adjusted).
MOCO automatically carries over the internal hourly rates from 2023 to 2024, if none are currently entered there. With the transfer link (1), you can manually transfer all rates from the previous year to the selected year if needed (see illustration).
(English image not yet available)How to Calculate the Internal Hourly Rate
In addition to the following compact overview, you can find more detailed information and an example calculation in this article.
Calculation Basis: Total Costs ÷ 1,272 productive working hours
Total Costs: Annual salary (including 13th month, assumed bonus, etc.), additional wage costs, other incidental costs that increase per employee (administration, workplace costs, operating costs, office supplies, coffee & beverages). Working hours 1,272 (average value assuming 75% productivity at a 100% workload).
Standard Additional Services / Items
Settings > Services > Additional Services
Here you can predefine standard additional services (e.g., external services, flat rates, percentage-based ancillary costs, etc.).
You can
- Insert them into proposals and invoices via the service catalogue
- Add them under "Additional Services" in the project
- Use/insert them when compiling catalogue entries
Service Categories
You can define categories, select them via the icon, and evaluate income (category, cost centre, revenue account). Activate categories -> Assign categories.
(English image not yet available)Catalogue
Settings > Services > Catalogue
The catalogue allows you to predefine various position sections for a proposal or an invoice.
(English image not yet available)Example Applications:
- Complete sample proposal
- Blocks of positions
- Text descriptions
- Individual services
Save proposals and invoices as entries
Select a proposal or an invoice if you wish to save its positions as a catalogue entry. Use the dropdown option for this (see illustration).
Access service catalogue in catalogue entry
Access service catalogue in catalogue entry
A catalogue entry can also be inserted into another catalogue entry or predefined standard services or standard additional services.
Tip: Create "proposal checklists" for various project types. By setting up all important positions for a project in one entry and later adding them to a proposal, you can quickly review and check which positions are needed or not. The significant advantage is that colleagues responsible for creating proposals can no longer forget positions in the proposal. In practice, it often happens that "minor details" like hosting are forgotten in the proposal.
Service Catalogue
The Service Catalogue allows you to access all predefined standard services and catalogue entries in Proposals and Invoices (1).
Navigate (2) between predefined standard services, standard additional services, and free catalogue entries (see above).
When creating a proposal for a client with different hourly rates, the stored hourly rates are automatically displayed when selecting the standard services.
When creating a proposal for a client with different hourly rates, the stored hourly rates are automatically displayed when selecting the standard services.
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