Menu of Services

Hire us to help you get up and running.

We believe software should be easy enough to simply configure for your needs and start using. We have made an effort to make OneDesk as configurable, automated, and easy-to-use as possible. However, depending on the complexity of your setup and company procedures, you might need a helping hand. For that, we offer a menu of services designed to help you get the most out of your OneDesk experience. These paid services are entirely optional since you can achieve all that is needed on your own without our help. Please contact us if you require additional information, or you can request a quote.

Please note that these services are mostly things that you could perform yourself. Our services team will generally be using the same tools available to you to perform these services.

Chat and email support is free.

A-la-Carte Menu

Introduction to the Basic Configuration of Administrative options: $199 🡆
Introduction to Data Structure: $299 🡆
Data Structure and Automation Workflow Setup (projects, portfolios, folders, types, custom fields, forms, statuses, SLAs): $499 🡆
Importing existing data: $299 🡆
Importing users and customers: $299 🡆
Introduction to Customer Apps (messenger, portal, forms): $199 🡆
Customer Apps Setup: $399 🡆
Reports: $299 🡆
Integrations: $299 🡆
SSO Setup: $199 🡆
Training: $199/hour 🡆
Hourly fee: $199 🡆

Service Packages:

Silver Service: $999 🡆
Gold Service: $1599 🡆
Platinum Service: $1999 🡆


A-la-Carte Menu

Introduction to the Basic Configuration of Administrative options: $199
A 1-hour, one-on-one session to explain and help you configure the OneDesk administration and configuration options.

Specifically this session covers helping you with:

  • Select the correct pricing plan for your company
  • Setting your organization preferences including company logo, working time, message and billable defaults
  • Editing your email template, including header, signature, and display addresses
  • Assisting you with setting up your ticket capture from email
  • Deactivating the applications you do not wish to use
  • Answering any questions you may have
  • A recording of the session will be provided upon request.

  • Introduction to Data Structure: $299
    A 1-hour, one-on-one session to suggest a OneDesk data model comprised of projects, portfolios, folders, types, statuses, custom Fields, users, teams, customers, and organizations to accommodate your organization’s needs.

    This session includes:

  • Answering any questions you may have
  • A recording of the session will be provided upon request.

  • Data Structure and Workflow Setup (projects, portfolios, folders), types, custom fields, forms, statuses, SLAs: $499
    You will provide us with a written description of your data model. We will configure your OneDesk account with the appropriate structure. An hourly rate of $199 applies for any extra work or modifications needed.

    Specifically this configuration covers:

  • Helping you determine the appropriate representations for portfolios, projects and folders.
  • Creating multiple types of projects and portfolios as required.
  • Creating the statuses for projects as required.
  • Creating the types of tickets and tasks, and configuring their statuses.
  • Adding custom fields to tickets, tasks and projects.
  • Configuring the internal forms for tickets and tasks.
  • Creating a basic SLA policy (if required) and enabling the related automations.
  • Editing your automated emails with content provided by you.
  • Activating, deactivating, or modifying business rules (workflow automations) for tickets and tasks based on your responses.
  • Creating sample data that displays your data structure.
  • Answering any questions you have about your setup.

  • Importing existing data: $299
    If you are using other systems and plan to transition to OneDesk, we can help you import projects and items (tasks, tickets, etc.)
    You will provide us with labeled and cleaned CSV files with columns for the properties you want imported. The “name” (subject) column is required.
    We will import these files, with each file creating a project in OneDesk and each row in a file will create an item. For columns that do not map to OneDesk’s native properties, we will create custom fields. If you have special instructions, please let us know.

    Importing users and customers: $299
    If you have a list of users and/or customers that you would like imported into OneDesk, we can perform that service for you.
    You will provide us with 2 labeled and cleaned CSV files (1 for users and 1 for customers) with columns for the required, importable properties. The email address column is required.

  • we can provide a template CSV if requested

  • Introduction to Customer Apps: $199
    One-on-one 1-hour session to assist you in configuring your customer apps: messenger, portal, and forms.

    This session includes:

  • Answering any questions you may have
  • A recording of the session will be provided upon request.

  • Customer Apps Setup: $399
    We do the customer apps setup for you: Messenger, Webforms, and the Customer Portal. An hourly rate of $199 applies for any extra work or modifications needed.

    Specifically this configuration covers:

  • Enabling and disabling the customer apps that you wish to make use of: Messenger, Webforms, and the Customer Portal
  • Updating the main color of your customer apps to a color selected by you
  • Updating your logo with an image provided by you
  • Changing the text or language of the customer portal based on text provided by you
  • Updating the online and offline messages with text provided by you.
  • Enabling the webforms for the item types requested by you, with the titles, subtitles, and properties specified by you.
  • Modifying the customer portal settings to determine the rules on customer registration, enabled feature, and item access.
  • Answering any questions you may have

  • Reports: $299 per report
    You provide us with the specifications for your report (including a sample), we prepare the report for you and make it available to you in OneDesk.

    Specifically this service includes:

  • You provide us with instructions and a sample of the report you would like generated.
  • We create a link inside your account that, when clicked, will generate the report requested.
  • Note that reports may only include data, layouts and formats that OneDesk supports.

  • Integrations: $299 per integration
    This service is specific to integrations using Zapier. We will connect OneDesk with a 3rd party app using your own Zapier account.

    You specify:

  • The Zapier account we should use
  • The 3rd party app you would like to connect to
  • The direction of the data-flow (from OneDesk to app, or App to OneDesk)
  • The items in each system you would like synced
  • The properties you would like synced and their mappings
  • The trigger event that will invoke the syncing

  • SSO Setup: $199
    We configure your SAML2-based Single-Sign-On configuration (includes Active Directory Federation Services 2)

    Specifically this service includes:

  • You provide us with your SSO information.
  • We configure this in your account.
  • This integration enables user login and user provisioning.
  • We help you test to ensure that SSO is functioning.

  • Training: $199 per 1-hour session
    Do you require training on OneDesk’s features for helpdesk, project management, automations, types, statuses, Views, Customer Apps? You select the subject and we offer a 1-hour, online training session. Invite your whole team!

    Hourly Fee: $199
    You can get additional services on an hourly basis.


    Service Packages:


    Silver Service: $999
    The Silver package includes:

  • Introduction to the Basic Configuration of Administrative options
  • Introduction to Data Structure:
  • Importing users and customers
  • Introduction to Customer Apps
  • 1-hour of Training

  • Gold Service: $1599
    The Gold package includes:

  • The Silver Package plus…
  • Importing existing data
  • 1 Custom Report
  • 1 Zapier Integration
  • SSO Setup

  • Platinum Service: $1999
    The Platinum package includes:

  • Data Structure and Workflow Setup
  • Importing existing data
  • Importing users and customers
  • Customer Apps Setup
  • 1 Custom Report
  • 1 Zapier Integration
  • SSO Setup
  • Two 1-hour training sessions

  • Email and chat support is included free