Billing Type is an important component in billing software that helps to determine how we bill and recognize revenue for a project. There are different billing types supported by various billing software. Some prominent ones are Time And Material (TM), Firm Fixed Price (FFP) and Cost Plus (CP). 

Billing type plays a crucial role in Service Industry where project bidding by vendors are prominently based on it. A good billing software with different billing types can greatly benefit an organization.

Benefits of conflict management in TSP

• With conflict management in TSP it  ensures  that all the resources are utilized  properly.

• With Top view scheduler, managers can view the allocated resources to the projects at a single gla

Expense tracking in TotalServ Pro plays a significant role in expense management. It will keep a track of Income-Expense of a user on a day to day basis. TotalServ Pro allows users to log Expenses for different jobs and Trips, send them for approval, and have them reimbursed by the Organization. Expense tracking offers important features like (Client reimbursement, Attach Receipts) that improve business transparency and customer satisfaction.

TotalServ Pro capabilities in Microsoft Dynamics 365 provides a more scientific and deterministic way of coming up with the sales estimates by using job templates and associating it towards the estimates for the project. Whether you are working on a single project or multi team project, with TotalServ Pro you can easily add job templates for creating a projects through a sales process that drive productivity and consistency.

In today’s fast-paced technologically advanced world, time management is very crucial. Business Time management plays a pivotal role in the growth and development of an organization. MTC has unveiled TotalServ pro which has well established time management system from the upmost to the lowest level so that the ample amount of production is achieved. Time tracking in TSP make it incredibly easy for team leaders and managers to keep track of all ongoing projects in the organization.

Managing time in Totalserv Pro is an essential feature that has the potential to improve the process of planning work, estimating timelines more accurately, and billing clients with great precision.

How TSP Helps to Manage Your Time Efficiently?

TSP leverages advanced Microsoft Technologies to control project timelines, project delivery and project resources. Below are few of the areas where the impact on time could be felt using TotalServ Pro.

TotalServ Pro ties accounting and financial management in to your businesses service operations in real-time offering closed-loop control and analysis of your Job/Project profitability and overall company’s financial growth. Totalserv Pro billing system has the information about invoices, cash receipts and return details. This information guides the sales teams to ensure they are meeting their targets in terms of revenue generation. With the Totalserv pro billing users can get the key information regarding the invoice i.e. (invoice status, last billed date, invoice amount, discount offered,

Overview

Customer polling to identify their level of satisfaction with an existing product, and to discover their express and hidden needs and expectations for new or proposed product(s). MTC’s Survey integrates easily with Microsoft Dynamics CRM. This lets you maximize workplace efficiency and ensure accuracy of your customer data, helps you to bridge a critical gap in CRM by adding customer satisfaction to your list to Microsoft Dynamics CRM. This will allow for more proactive customer service, speedy response rates and you never leave your CRM!

Integrating customer surveys into existing CRM systems allows for the measurement of the success or failure of every customer interaction, look no further MTC gives you easy to use, the ability to build, configure, and send surveys from within CRM. As soon as a survey responder fills out your survey, responses are instantly collected back in CRM, so you can instantly see your customers’ responses. Set up automatic notifications, so managers can be promptly notified if a low or high rating is received.

Using Email Signature feature you could able to create and manage email signatures from the CRM.

Email Signature is new feature which has been introduced in Microsoft Dynamics CRM 2016 Version.

• Email Signatures are only configurable on a per-user basis. What that translates to is that if one user creates an email signature and sets it as their default. For each user, you need to customize the Email signature.
• Email Signature will not support Dynamics Data fields to get the data from the field.
• Once the default signature is added to draft email, you could able to edit the signature.
• To setup an Email Signature for your user account, there will be two ways to create and manage Email Signature.

Before CRM 2013, if you want an alert on a form within the browser, the only method available was the standard JavaScript alert. i.e.

alert("This is a standard javascript alert.");

From CRM 2013 Microsoft introduced an additional alert method in CRM, Xrm.Page.ui.setFormNotification. This method allows three different types of alerts: error, information, and warning. Instead of popping a window open over the current window, this embeds the notification in the CRM page itself.