Curriculum

These courses will be developed and delivered as new releases come out for Pro or Go!. The goal will be to provide a top level overview of each new feature and point to additional education and training available to get started.

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 1 hour basic training course will focus on getting you started with Autotask GO!. We’ll cover everything you need to know to begin using Autotask Go! in your day to day business. We start with how to configure the Admin module of Autotask Go! to meet your needs, then how to set up your client accounts and contacts, on to creating service tickets, collecting and entering time, and finally generating client invoices. Autotask Go! is loaded with features and capabilities to help drive your business, yet we realize that understanding and working with the basics is the most important first step. Our goal is get you walking by focusing on the essentials.

This 1 hour basic training course provides tips and tricks on how to manage and maintain your Autotask system for the long haul. While you use Autotask every day, things will change, and adjustments will need to be made to your system. Learn what issues to look for and how to manage, maintain and resolve them.

After taking this 1 hour session, you will be aware of the key features and functions of Taskfire by Autotask, how to create revenue generating offerings for your client to purchase, how to leverage Taskfire to get work withh internal IT departments and how to roll Taskfire out to your clients.

This 1 hour basic training course will focus on the best practices for setting up Autotask Pro or Go! to integrate with your Quickbooks implementation. We start with how to configure Autotask to work with your existing QuickBooks settings, then show how to optimally set up Autotask your Invoice Configuration, Invoice Preferences and Workflow Policies, including how to map Autotask billing items to existing QuickBooks Items. We end with how to transfer Autotask Invoices to Quickbooks.

This 1 hour basic training course will reveal "tips and tricks" you can use to take advantage of the automation tools and workflow efficiencies built into Autotask.

After taking this 1.5 hour session, you will be aware of the key modules, features and functions of Autotask Pro and understand the general operation of key workflows. If you are already a customer, taking this session will help you decide whether you want to take advantage of new areas of Autotask you may not be using. If you are deciding on whether you want to purchase Autotask, you will be able to make an informed decision to buy.

This 3 hour workshop is part of the Autotask Accelerator Program, but can be taken as a stand alone session. Our experienced instructor provides guidance you can use to analyze your current operations and use of Autotask Pro Contracts, then presents best practice workflows designed to to take your use of Contracts to the next level, while also learning how Contract workflows integrate across other core modules of Autotask.

This 3 hour workshop is part of the Autotask Accelerator Program, but can be taken as a stand alone session. Our experienced instructor provides guidance you can use to analyze your current operations and use of Autotask Pro CRM, then presents best practice workflows designed to to take your use of CRM to the next level, while also learning how CRM workflows integrate across other core modules of Autotask.

This 3 hour workshop is part of the Autotask Pro Accelerator Program, but can be taken as a stand alone session. Our experienced instructor provides guidance you can use to analyze your current operations and use of Autotask Pro Invoicing capabilities, then presents best practice workflows designed to to take your use of Invoicing to the next level, while also learning how Invoicing workflows integrate across other core modules of Autotask and your Accounting system..

This 3 hour workshop is part of the Autotask Accelerator Program, but can be taken as a stand alone session. Our experienced instructor provides guidance you can use to analyze your current operations and use of Autotask Pro Project, then presents best practice workflows designed to to take your use of Project to the next level, while also learning how Project workflows integrate across other core modules of Autotask.

This 3 hour workshop is part of the Autotask Accelerator Program, but can be taken as a stand alone session. Our experienced instructor provides guidance you can use to analyze your current operations and use of Autotask Pro Service Desk, then presents best practice workflows designed to to take your use of Service Desk to the next level, while also learning how Service Desk workflows integrate across other core modules of Autotask.

This 15 hour, 5 Workshop Program is designed to take your companies' use of Autotask Pro to the next level. Our experienced instructor, supported by a second Autotask expert, reveals best practices and key workflows across the core areas of Autotask including CRM, Project, Service Desk, Contracts and Invoicing.
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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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