Curriculum

Introductory webinars will focus on educating prospects and customers on specific business topics, issues and/or needs, and how Autotask can be used to increase productivity, automate manual tasks, improve customer service and help generate revenue.

This session will focus on quick answers to product knowledge questions. Our experienced Autotask staff will review the question you submit upon registration to provide answers and increase your knowledge of Autotask. Please note that registration for the Autotask Answers session is limited to provide all participants as many answers as possible within the session. Any unanswered questions will have the answers posted on our CommunITy.

This course teaches users of both Autotask Pro and Autotask GO! how to configure the Autotask back-end to optimize the integration between Autotask and your QuickBooks application. You will learn how to set up Autotask work types, products and services so existing QuickBooks items are used or created the way you want them. We’ll also look at the impact of Invoice Configurations, Workflow Policies and Invoice Preferences on the look and feel of your QuickBooks invoice.

Streamline your use of Autotask by taking advantage of some time-saving Admin features. The first half of this course teaches you how to effectively manage employee turnover in Autotask, including securing your data and providing a smooth transition. The second half of the course shows you how to make ticket time entry quick and easy for all of your employees.

Learn how to efficiently manage your accounts and contacts using Autotask's CRM module. In this course, you'll review some of the powerful Customer Relationship Management capabilities that Autotask offers, including the Executive Dashboard, contact groups, and robust reports.

An intermediate-level course that explains the role of contracts in Autotask and how to identify which type of contract to use to support your customer agreements. Apply billing scenarios to your service offerings and learn how to incorporate contract management into your daily activities.

This intermediate-level course will teach you ways to optimize your ticketing workflow and how to effectively manage your team's performance. Important time-saving features within the Service Desk module will be explored, including queues, workflow rules, and favorites. The second half of the session will review SLAs and service performance metrics within Autotask.

This course will cover best practices for working with projects in Autotask. You’ll ensure that your projects are completed on time and within budget by utilizing some key Autotask features and reports.

An intermediate-level course that revisits the billing scenarios from The Contracts Module: Revisited course. We'll cover best practice approaches to approving and posting, as well as invoicing. We'll also touch on some reports you can use to review your data and discuss the role of the Executive Dashboard in billing.

This 12.5 hour program provides best practice guidance on building a profitable managed services practice within the framework of your IT Service Provider business model. The program is designed for a range of IT service Providers including technology solution providers, consulting firms, systems integrators and Managed Services Providers (MSPs) just starting on the journey or who are already delivering managed services. As a result of completing this program, you will gain knowledge on how thousands of your peers have become successful building a managed services practice, and a profitable recurring revenue stream, while using Autotask to make it happen.
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