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 shows roughly what the person costs the business per hour. You can manage it per person and year in the "Internal Hourly Rates" tab. The saved default value is automatically applied to all newly added employees and is also used for quote calculations (both can be adjusted).
If needed, you can use the transfer link to manually carry over all rates from the previous year into the selected year (see image).
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The internal hourly rate shows roughly what the person costs the business per hour. You can manage it per person and year in the "Internal Hourly Rates" tab. The saved default value is automatically applied to all newly added employees and is also used for quote calculations (both can be adjusted).
If needed, you can use the transfer link to manually carry over all rates from the previous year into the selected year (see image).
(English image not yet available)How to calculate the internal hourly rate
Alongside the more compact overview below, you’ll find more detailed information and an example calculation in this article: read the article here.
Calculation basis: Total costs ÷ 1,272 productive working hours
Total costs: annual salary (including 13th month, assumed bonus, etc.), employer’s social security contributions, and other overheads that increase per employee (administration, workplace costs, facilities costs, office supplies, coffee & drinks). Working hours 1,272 (average value assuming 75% productivity on a 100% contract).
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 lets you predefine any line-item sections for a Quote or an Invoice.
(English image not yet available)Example uses:
- Complete sample quotes
- Blocks of line items
- Text descriptions
- Individual services
- Images
Saving Quotes and Invoices as an entry
Select a Quote or an Invoice if you want to save its line items as a catalogue entry. Use the dropdown option (see image).
Opening the service catalogue from a catalogue entry
Opening the service catalogue from a catalogue entry
You can also insert a catalogue entry into another catalogue entry, or add predefined standard services or standard additional services.
Tip: Create “quote checklists” for different project types. If you store all the line items that matter for a project in one entry and add them to a Quote later, you can quickly run through and check which items are needed and which are not. The big advantage is that colleagues who need to create quotes are far less likely to forget items. In practice, “small extras”, such as hosting, are often left off a Quote.
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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