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Services Guide

The Services area is Mokapen's service catalog: consulting, maintenance, training, subscriptions, professional hours — everything you sell as an activity rather than a physical product. Each service has a price, duration, description, and links to quotes, orders, bookings, and deals. It complements the Products catalog.

Access it from the menu Sales → Services or from the Services page. Like products, services are managed in a table list with filters, groups, and bulk actions.

Role in CRM and processes

The service catalog centralizes:

• Commercial offering: what you propose (audit, hour package, annual support…) with price and unit of measure.
• Duration and scheduling: standard service time (hours, days) for quotes and bookings.
• Classification: groups, type, category for filters and reports.
• Links: connections to deals, projects, contacts; Booking and E-commerce tabs for sales and self-service.

Practical rule: every recurring line item in a quote deserves a cataloged service with code, price, and Active status. Inactive services do not appear in sales and booking selections.

Use cases

• Consulting: «8-hour SEO audit» with fixed duration and price; linked to deals and delivery tasks.
• Support: monthly hour packages bookable by the client (Booking tab).
• Training: service with duration in days, program description, online sales (E-commerce).
• Agency: recurring services (social, advertising) grouped by family; filters for the sales team.

Services list page

Table with configurable columns (name, status, price, duration, category…). Top bar:

• Filters (Large plan): category, type, labels, owner, custom fields.
• Groups: limit to one service family.
• Actions: export, service archive, trash, edit columns.
• + Service: new service in the catalog.

With checkboxes selected: Edit, Clone, Archive, Delete. Click the name → side panel or full page (Small plan).

Service panel

Clicking the name in the list opens the side panel. From there you manage the full service lifecycle in the catalog. With the Small plan you can open the same panel as a full page (expand arrows icon → page service): identical layout, more space for long descriptions and Booking/E-commerce tabs, with a fixed Save button top right — convenient when configuring complex price lists or reviewing price and duration with the team.

Panel header

• Title: click to edit inline.
• Archived badge: appears if the service is in the archive.
• Save (page service only, Small plan): confirms all changes at once.
• If the service is in trash, a banner with Restore and Delete permanently (Medium plan).

Panel action bar

Below the header, icons for quick actions without changing tabs:

• Status (menu): Active or Inactive — controls whether the service appears in quotes, orders, and bookings.
• Privacy (lock): public or private (owner and designated collaborators only).
• Labels: classify the service — see the Labels guide.
• Color (drop): title color in panel and list.
• Attachments (paperclip): offer PDF, price list — see the Attachments guide.
• Sticky notes (Small plan): reminders visible on the panel.
• Copy link: direct URL to the service for colleagues.
• Full page (expand arrows, Small plan): opens page service in a new browser tab.
• Options (three dots): Clone, Archive, Edit panel, Delete — explained below.
• + Create and connect (green button): link deals, tasks, orders… starting from this service.

Options menu (three dots)

Open the service panel → vertical three dots icon top right:

• Clone: duplicate the service; in the modal choose title and what to copy (attachments, connections, comments). Useful for price list variants or similar packages.
• Archive / Restore (Medium plan): hide from the operational catalog or return to the list.
• Edit panel (authorized members): service field layout in a new window.
• Delete / Restore (red item): trash or direct deletion.

Panel tabs

Tabs visible in the bar: Data, Connections, Booking, E-commerce. In the dropdown menu (arrow): Portal, Sync, Updates (and Marketing if active). Specific tab details in Service panel tabs; shared functions in Related sections.

Related sections (common to multiple entities)

Parts of the service panel identical on tasks, products, contacts, and other entities. For details consult the dedicated guides:

• Connections — link the service to deals, orders, contacts, tasks.
• Updates — history of price/duration changes, team comments, emails sent, connections created.
• Labels — catalog filters and grouping.
• Attachments — commercial documents on the service.

Service panel tabs

Data tab

Basic service information:

• Image (illustrative).
• Price and VAT.
• Service code and barcode (if you use internal codes or integrations).
• Groups, Type, Category.
• Duration and unit (hours, days, weeks…): standard service time — useful for calendar, bookings, and quotes.
• Short description and Description (offer details, what's included, exclusions).
• Supplier (external partner delivering the service, if applicable).
• Owner and Collaborators.
• Attachments (offer PDF, price list) and Comments.

Connections tab

Link the service to deals, projects, contacts, tasks, orders. From the client panel you see which services were proposed or delivered. See Connections guide.

Booking tab

Makes the service bookable online or internally: enable booking, slot type, actual session duration, calendar rules and availability. Ideal for appointment-based consulting, visits, paid calls.

E-commerce tab

Publish the service in the shop: dedicated price, categories, visibility by market. The client can purchase or request the service from the linked online channel.

Portal tab

Choose which client portals display the service (toggle for each configured portal).

Sync tab

Status of the link with external integrations (online shop, ERP, other apps): last successful sync, errors, data direction. Check it if price or availability don't match between Mokapen and the external channel.

Updates tab

The service timeline: changes to price, duration, code, and status; team comments; connections created; system emails. Filter by entry type (changes only, comments only…) from the menu at the top of the tab. For what you find line by line and how to use it in audits or handovers, see the Updates guide.

Services do not have Inventory or Production tabs (not applicable to services).

Creating a service

1. Open the Services page.
2. Click + Service.
3. Enter the name.
4. Data tab: price, duration, code, category, description.
5. Optional: Booking or E-commerce if you sell online or by appointment.
6. Save and set Active.

Editing a service

Single edit

1. Open the service panel (click the name in the list).
2. Edit inline in the Data tab or other tabs (pencil icon on fields): price, duration, code, description, booking rules.
3. Update Active/Inactive status, labels, privacy, and attachments from the action bar.
4. Save: automatic field by field in the side panel, or Save button in page service.

Bulk edit (List, Large plan)

1. Open the Services page.
2. Select services with the checkboxes on the left.
3. Click Edit in the action bar above the table.
4. In the modal, add fields to update (category, type, owner, price, VAT, allowed custom fields…) and set values.
5. Confirm: values apply to all selected services.

Ideal for price list revisions (e.g. +5% on a category) without opening each panel individually.

Deleting a service

Delete services created by mistake or duplicate test entries. Prefer Archive if the service has order history or connections and you don't want to lose trace in the CRM.

Single deletion

1. Open the service panel.
2. Options menu (three dots) → Delete (red item).
3. Confirm in the modal.

With the Large plan, the service goes to trash (Services page → Actions → Service trash). From there you can Restore or Delete permanently. If you open a service already in trash, a Restore / Delete permanently banner appears.

On the Free plan (without Large plan) deletion is generally permanent immediately after confirmation, with no trash — check your organization's permissions.

Multiple deletion

1. On the Services page, select services with checkboxes.
2. Click Delete (red button above the table).
3. Confirm.

Archiving a service

The archive hides services off the price list (obsolete, seasonal, replaced by a new entry) from operational selections in quotes, orders, and bookings, without deleting them: connections, past orders, and Updates tab remain accessible. Useful for cleaning the visible catalog without losing commercial history.

Archiving a single service

1. Open the panel → Options → Archive (Medium plan).
2. Confirm in the modal. The Archived badge appears in the header.

Archiving multiple services / viewing the archive

• Multiple: Services page → select with checkboxes → Archive in the action bar.
• View: Services page → Actions → Service archive.
• Restore: from the archive select and click Restore, or Options → Restore from archive on the individual panel.

Archived services do not appear in active sales selections but remain accessible from archive, connections, and historical reports.

Cloning a service

Duplicate a catalog service when you need a variant (same package with different price, new training edition, copy for a foreign market) without rewriting description and booking rules.

Single clone

1. Open the service panel → Options → Clone.
2. Modal: title (with «copy» suffix), checkboxes Attachments, Connections, Comments, Updates.
3. Confirm; on the new service update code, price, duration and set Active when ready.

Multiple clone

1. Services list → select rows with checkboxes → Clone → options → confirm.

Services settings

From Services settings (authorized organization members) configure the catalog before commercial rollout:

• Fields: list of standard fields and creation of custom fields (text, number, select…) — e.g. «SLA level», «Delivery mode». They define what appears on the panel beyond price and duration.
• Panel: order and visibility of fields on the service panel and in the + Service modal; hide what the team doesn't use to simplify creation.
• List and columns: default columns of the catalog list (price, duration, category…); align the table to the sales team workflow.

From the list: Actions menu → Edit columns to quickly adjust the view without entering settings. Align categories and required fields before bulk import or price list cloning.

Service reports

The Service reports section (Large plan) summarizes catalog services you have access to based on role and permissions: you see only authorized records and fields. Use it for price list reviews, analysis by category/owner, and export — to add or correct individual entries use the Services list.

• Dashboard: charts by category, Active/Inactive status, owner, labels, usage over time.
• Report list: filterable analytical table with CSV/Excel export — basis for catalog audit and commercial alignment.

Combine reports with list filters and Updates tab to understand which services are still sold vs. historical only.

Recommended processes

• Commercial price list: one service per recurring quote line; duration aligned with the contract.
• Bookings: enable Booking tab only on appointment-based services.
• Products/services alignment: physical goods in Products, services in Services — avoid duplicates.
• Annual review: archive obsolete services; update prices with bulk edit.

Use services with Deals, Appointments, and Connections to track the full commercial cycle.