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Autotask Product Training: Contract and Billing Management

Live Training
Live Training
February 21, 2018 | 
9:00 AM Dublin, Edinburgh, Lisbon, London (UTC+00:00)
Autotask HQ, Ambassador House, Paradise Road. TW9 1SQ
Richmond, United Kingdom

To take your contracts to the next level, we will be focusing on financial visibility using Dashboard Tabs and Widgets, using Contract UDF’s effectively and creating Workflow Rules that will assist with managing our contract processes. Furthermore, we will be reviewing the functionality of the Invoicing Wizard and Invoice Templates.

Learning Objectives

After this workshop, you will be able to:
  • Configure the security level for Contracts
  • Configure Contracts and use their UDF’s effectively
  • Copy and Modify Invoice Templates
  • Create Contract Workflow Rules to automate contract processes

A laptop is required for this event.

Agenda

9:00 AM - 9:30 AM
Registration
9:30 AM - 10:30 AM
Configure the security level for Contracts
10:30 AM - 12:00 PM
Configure Contracts and use their UDF’s effectively
12:00 PM - 1:30 PM
Lunch
1:30 PM - 2:30 PM
Copy and Modify Invoice Templates
2:30 PM - 3:00 PM
Create Contract Workflow Rules to automate contract processes
3:00 PM - 3:30 PM
Workshop
3:30 PM - 4:00 PM
Knowledge Check
4:00 PM - 4:30 PM
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Event Registration
Please submit your information to secure your seat at this event.