Documentation

SokoCRM is built around time-based truth.

Once you understand assignments and cost history, you unlock the full power of your data.

Services

A service is something you sell using your time and expertise.

Examples:

Maintenance

Hosting inConsultingfrastructure

SEO

Support

Service types

Services are organized using:

Types

Define what kind of service it is (e.g. Hosting, Maintenance, SEO, Support)

This structure helps you:

Keep services organized

Categorize your offerings

Understand how your revenue is distributed

Creating and managing services

You can:

Add new services

Edit basic information

Assign them to clients

Each service is primarily defined by its assignments.

Assignments

Assignments define how a service is sold to clients

Each assignment includes:

Client

Price

Billing cycle

Start date

Optional end date

New client assignment (first time)

When assigning a service to a client for the first time:

Select the client

Set the price

Choose the billing cycle

Define the start date

Save the assignment

Existing client (upgrade or downgrade)

If the client already has an active assignment and something changes

Close the current assignment (set an end date)

Create a new assignment with the updated price or terms

Note: Unlike resource costs, multiple assignments can exist simultaneously for the same client. This allows flexibility in representing real-world scenarios such as multiple services, resources, or overlapping plans.

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