PRICING OPTIONS

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TotalServ Pro is offered in simple and affordable job-role-aligned per “User” monthly subscription. One User typically required for everyone in your company. Typically the bulk of a service company’s Users will be the inexpensive Time and Status Keeper User or the very inexpensive External Resource Portal access User for a low total monthly investment to drive rapid profitability improvement and volume, territory, and offering growth.

TotalServ Pro is offered in simple and affordable job-role-aligned per “User” monthly subscription. One User typically required for everyone in your company. Typically the bulk of a service company’s Users will be the inexpensive Time and Status Keeper User or the very inexpensive External Resource Portal access User for a low total monthly investment to drive rapid profitability improvement and volume, territory, and offering growth.

Choose from these “User” types for each contributor in your business and the system-wide functions needed

Service operations
Management user
$ 60 Per User
Monthly

This User allows the full functionality for Services planning, scheduling, and managing offerings, quality, delivery, and billing - "Executing the modern service business with ease". Functionality for the few key-operational Users, includes:

Manager's Dashboard, Jobs, Job Groups, Job Tasks, Job Template, Forecast & Job Gantt, Job Budget, Resource management, time posting flexibility, Job/Task status management, intuitive top-view Task Board, companywide Scheduler, Multi-function “Utilization” Calendaring. Plus a customer survey online system is included, Portal option or website required.

Along with Hours, % Complete Status, and Expense posting, Issue management is tracked and optionally exposed to customers, partners internal Users. Robust time post approval by internal managers. Customer approval on the optional customer website Portal.

External Resource posting is available in the optional portal. Posting feeds to a robust invoice Q/A process and bulk invoice generator. Paper-free instant online invoice viewing with credit card and PayPal payment is available with the optional online customer Portal with e-commerce feature, as is a design customize-ability service to match the look and feel f existing or planned company marketing web properties.

License includes a Microsoft Dynamics 365 “Team” User license which provides the Microsoft managed and supported global Cloud “Platform” and some basic functionality that TotalServ Pro runs on.
Service delivery & status
Keeper user
$ 20 Per User
Monthly

This affordable service delivery resource’s User for the bulk of Users sets a very affordable service business automation monthly total.

Resource Job Task Time/status/issues/comments posting is flexible. The optional website online portal allows on-demand “External” website portal posting. Resources enter % Complete, actual time posting of billable or non-bill time collected for utilization or display to the customer, continually driving real-time budget and on-time control.

The Resource Dashboard of all activity prioritized “To Do” with its status snapshot. And the Resource’s multi-horizon color-highlighted multi-view Calendar rounds out everything your services delivery staff needs to excel.

License includes a Microsoft Dynamics 365 “Team” User license which provides the Microsoft managed and supported global Cloud “Platform” and some basic functionality that TotalServ Pro runs on.
Rapid “quote-to-cash”
Selling user
$ 20 Per User
Monthly

This User leverages Services Templates, rapid quote/job sizing and release, allow instantly taking a service type Template, to prorated hours across Tasks and Resources to generate a new Quote Forecast, and instant Job with budget and completion estimate. Easy handling allows rapidly converting intricate internal descriptive work line items into a simplified 1 to a few line-items of customer-speak price lines – complex capability made rapidly sellable and simple to buy.

Optionally the online customer website Portal allows viewing Quotes and Orders and customer credit card & PayPal payments.

The CEO/CFO’s favorite, the “Service Cash Flow Forecast” allows continual rea-time analysis of exactly when your cash receipts will occur for A/R, Work-In-Process, Quotes and Opportunities - indispensable for the rapidly growing services business.

*License does NOT include a Dynamics 365 User license The “Sales” license of the Microsoft “Platform” that TotalServ Pro runs is required at a separate fee. “Service Cash"
Accounting & financial
Analysis user
$ 100 Per User
Monthly

End-To-End closed-loop services business profitability is, real-time with this innovative full-feature yet easy-to-use Accounting and Financial Analysis User – “Profit and Grow with real-time P&L and operational financial analysis”.

The full accounting and financial performance monitoring is embedded not integrated or tacked on with functionality that includes: Producing Invoices, and accepting credit cards, manage financial information, journal entries and bank information, manage venders, Invoices and make automated payments, extensive built-in standard customizable reporting. Powerfully flexible but easy to Config settings to suit your business.

Advance features abound in this full-audit trail controlled accounting solution with dimensional reporting, multi-location inventory, full-role-based security, purchase order supporting 3-way (P/O-Receipt- Invoice) and 2-way for Expenses and Services match, powerful & easy search, easy export, segmented chart of accounts, full multi-company management made easy, new entities optionally added affordably, EOS: Entrepreneurial Operating System support.

This User is available standalone as embedded to a Microsoft Dynamics 365/CRM for a single-dB company-wide solution. Many vertical market solutions available.

License includes a 5- Entity Multi-company license. Additional 5-packs are $75 per month. License includes a Microsoft Dynamics 365 “Team” User license which provides the Microsoft managed and supported global Cloud “Platform” and some basic functionality that TotalServ Pro runs on.
Revenue
Recognition
$ 75 Monthly
System Add-on

Optional functionality per accounting implementation for companies with revenue and expense recognition requirements per the Financial Accounting Standards Board (FASB), new standard for deferred revenue - Recording Revenue in the Period It Is Earned.

Business engaged in these activities should have this functionality:
Annual Contracts, Bundled Goods and Services, Sales Commissions, Future Shows and Conferences, Products with Future Release, Sales with Future Deliveries, Software as a Service (SaaS), Training Classes Delivered in Future Periods

The Resource Dashboard of all activity prioritized “To Do” with its status snapshot. And the Resource’s multi-horizon color-highlighted multi-view Calendar rounds out everything your services delivery staff needs to excel.

This functionality is an add-on to Accounting. Not User based. No additional licensing needed.
24/7 online access
Base web-portal
$ 250 Monthly
System Add-on

This TSP component is the accelerator of the required online service business presence, adding live 24/7 customer visibility to the status of their service delivery. This system-wide option, designed as a standalone website is typically custom merged with look & feel to your company’s existing marketing website. TSP design and engineering is a TSP specialty – “State-Of-The-Art 24/7 Live Status and Control Customers Expect”.

The base portal gives your customers view of their Quotes, Jobs & Resource status, time postings & comments, Invoices, and performance dashboards to monitor their service delivery, past, present, and future from your business. Portals are monthly subscriptions, hosted on your qualified website server or affordable Microsoft Azure cloud where TSP runs. Two popular options are available:

24/7 EXTERNAL RESOURCE USER WEB-PORTAL
$ 250 Monthly
System Add-on

Add on-demand remote External Resources at any time for any task duration, from anywhere globally to grow your business in every direction - “Dynamically Uber-ize” your business”

WEB-PORTAL E-COMMERCE
$ 100 Monthly
System Add-on

Add the ability to process credit card or PayPal payment of online quotes to orders. Orders to Invoices, secure payment handling and customer payment accounting and end-user email notification - “Your business running itself 24/7”

Not User base. License does NOT include or require a Microsoft Dynamics 365 license. Separate Microsoft Azure monthly website hosting fees may apply. Extensive website design and engineering services available for any need at globally affordable rates. Quoted on request.
Dynamics 365 - The global platform of TotalServ Pro. The Leader in Business Solutions.
End-to-end applications that work great on their own and even better together. Choose from modular applications that are designed for specific processes, roles, and industries. Sales, Customer Service, Marketing, Retail, Talent Management, Field Service and more available from the TSP team.
Office 365 - Office 365 is built for your business. TSP brings it to life with TSP on Dynamics 365.
It's the Office you know, plus tools to help you work better together, so you can get more done — anytime, anywhere. The TSP Team will help include an existing or new Office 365 productivity and communication suite monthly subscription sized-right-per-individual for your TSP Users highest performance.


Full Plan Lineup Business Enterprise
Business Business Essentials Business Premium ProPlus E1 E3 E5
Target Customer Price per user per month $USD $8.25 $5 $12.50 $12 $8 $20 $35
Seat Cap 300 (for each plan) Unlimited
24/7 phone support from Microsoft1 Critical issues All issues
Standard Services Install Office desktop applications on up to 5 computers per user (Office) Business1 Business1 ProPlus2 ProPlus2 ProPlus2
Access to Office apps and documents from all major smartphones and iPad
Office Online - online versions of core Office apps for collaborating on documents
OneDrive for Business – 1TB personal online document storage
3
3
Email - 50 GB email, contacts, shared calendars (Exchange)
4
4
Online meetings - Web conferencing, IM, video, presence (Skype)
Sites - team collaboration & internal portals, public website (SharePoint)
Advanced Services Supports hybrid deployment with on-premises servers
Legal compliance & archiving – archiving, eDiscovery, legal hold, message encryption, DLP
End user & organizational analytics (Power BI Pro, Delve)
Cloud PBX (Skype for Business)
PSTN Conferencing (Skype for Business)
PSTN Calling (Skype for Business) +$12/$24


Plan MSRP Includes
Standalone Enterprise product line items
Exchange Exchange Online Kiosk $2.00 2GB email, calendar
Office 365 Enterprise K1 $4.00 2GB email, calendar, access to SharePoint Online sites, create/edit documents via Office Online
Exchange Online (Plan 1) $4.00 50GB email, calendar, personal archive, eDiscovery, AV/AS, team mailboxes
Exchange Online (Plan 2) $8.00 100GB email, unlimited archive, voicemail, advanced archiving, data loss prevention
Exchange Online Archiving (EOA) for Exchange Server $3.00 Cloud-based, enterprise class archiving solution for on premise Exchange Server 2010 SP1 and higher
SharePoint SharePoint Online (Plan 1) $5.00 Collaboration with sites, drag and drop, team mailboxes
SharePoint Online (Plan 2) $10.00 Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, compliance, PowerView
SharePoint Online Storage $0.20/GB Additional storage
Skype Skype for Business Online (Plan 1) $2.00 Presence, instant messaging, and peer-to-peer voice and video
Skype for Business Online (Plan 2) $5.50 Virtual Meetings
Office Office Online with SharePoint Online (Plan 1) $5.00 Web Apps, collaboration with sites, fast search, drag and drop, site mailboxes
Office Online with SharePoint Online (Plan 2) $9.00 Web Apps, Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView
Office 365 Business $8.25 Office subscription, PC/Mac, roaming, mobile rights
Office 365 ProPlus $12.00 Adds Access, Group Policy,, Shared Computer Activation (RDS), Push Deployment
OneDrive OneDrive for Business (Plan 1) $5.00 File sync and share service designed for anywhere access, storage, scale, data security & compliance
OneDrive for Business (Plan 2) $10.00 eDiscovery, export compliance and litigation hold
Additional Enterprise SKUs
Visio Visio Pro for Office 365 $13.00 Subscription version of Visio. Roaming access & click to run
Project Project Online Essentials $7.00 Web-based interface for team members, share documents and collaborate with Skype for Business.
Project Online Professional $30.00 All of the Project Online Essentials functionality, desktop client, resource management
Project Online Premium $55.00 All of the Project Online Professional functionality, portfolio selection and optimization
EMS Enterprise Mobility & Security $8.75 Includes Azure Active Directory, Intune & Azure Rights Management
Premium Add-On Cloud PBX $8.00 Central location to manage users for communications, email and content
PSTN Conferencing $4.00 Use a tolled dial-in number to join meetings from any device
Advanced Threat Protection $2.00 Advanced protection against unknown & sophisticated threats in end-user email, attachments & URLs
Customer Lockbox $2.00 Gives customers explicit control over their own data.
Delve Analytics $4.00 Allows you as a team leader to discover how your organization actually works
Equivio Analytics for eDiscovery $8.00 Simplifies the eDiscovery process across your email and document repositories.
PSTN Calling $12/$24 Subscribe to calling plans from Office 365. Use existing phone numbers or get new ones
Power BI Pro $10.00 Business analytics service that enables information workers to visualize and analyze data
Azure Websites & Cloud Solutions - Azure is your business in the Cloud. TSP is your Partner.
Microsoft has the experience of decade of leadership in business solutions and platforms from desktop to data centers globally, from small biz to the largest global corporations. Azure is the Microsoft cloud. The TSP team develops and delivers websites, and custom intelligent applications around TSP on Azure for customers globally.

Ordering Instructions

Contact the TotalSrev Pro Sales Team at sales@TotalServPro.com. Please include the list of your staff with their job roles to help us determine the best affordable monthly pricing.