Contracts

Autotask allows you to model virtually any contract type you set up with your clients, and then automatically manages your billing all according to the agreed upon terms and rates. Whether you prefer billing by the hour, by block-hours, by fixed fee, have recurring services, or any combination… Autotask can help you track and manage it all. You set up the parameters for what’s covered and what’s not, as well as the rates you’ll charge for each contract and each client. Do that once, and let Autotask take care of the rest.

  • Executive Dashboard

    Each of your contract types is rolled up on the Executive Dashboard, giving you a real-time, at-a-glance snapshot of how much you’ve billed, and what’s pending for the month.

  • Contract Wizard

    On this page you name the contract, associate it with an account, set the contract start and end dates, and provide additional general information.

  • Recurring Services and Service Bundles

    Autotask includes helpful Wizards to easily set up new contracts. You can quickly and easily set up recurring service contracts for individual services and even service bundles.

  • Flexible Billing Options

    Contract rates in Autotask are driven by roles as opposed to individuals. This gives you the ultimate flexibility to bill the same person at different rates for different work.

  • Automatic Notifications

    You can set up automatic notifications to be sent out by the system based on parameters you establish, such as alerting your service team whenever a new contract is created.

  • Flexible Block-Hour Contacts

    Flexibility is the name of the game with Autotask Contracts. For example, you can set up your Block Hour contracts with an option to roll-over unused hours, create individual or monthly blocks, and even automatically pro-rate a partial month.

  • Intuitive Parent-Child Contracts

    Do you serve clients with complicated billing requirements, such as performing work for one company (the "child account"), but billing another (the "parent account")? With Autotask contacts, it’s a snap to set up and manage.

  • Adjust Contracts on the Fly

    Need to make an adjustment to an existing active contract? No problem with Autotask. You can jump in at any time to change the units, price or percent discount and Autotask handles the rest.

  • Systems Notices

    Never get blind-sided again by expiring contracts. Autotask is always keeping tabs on contract expiration dates, and alerts when it’s time to renew.

  • Real-Time Reports

    Want to know the status of your contracts in real time? This report provides a detailed line item view of revenue, cost, and profit for the selected account(s), grouped by contract. Data may be filtered by item date, posted date, allocation code name, parent account name, contract name, and contract type.
 FEATURE COMPARISON Autotask
Go!		 Autotask
Pro
Time and Materials Contracts X X
Recurring Service Contracts X X
Billing for Hardware and Software X X
Fixed Price Contracts X X
Block Hour Contracts X X
Retainer Contracts X X
Parent-Child Contracts X X
Integration with Configuration Items X X
Contract Wizards X X
Automated Notifications X X
Contract Dashboards X X
Contract Reports X X
Automated Notifications X X
Associations With Service Level Agreements X X
Automatic Creation of Contracts from Managed Services Quotes. Once a sale is closed, the automated workflow process creates a recurring service contract for monthly tracking and billing. Anytime the number of devices or other service quantity is changed, Autotask automatically applies pro-rated charges to the recurring monthly bill.
As the IT Services world moves increasingly toward Managed Services and Recurring Service Contracts, you’re going to need a system with the sophistication and flexibility that work the way you do, and the way your clients want.

Only Autotask has a Recurring Contracts system that lets you establish a recurring period that starts and ends whenever you want, rather than forcing you to always rig your contracts to coincide with the Calendar.

This flexibility also allows you to add new products or change units in the middle of a recurring period, and the system will automatically pro-rate the changes without missing a beat.

Recurring Contract Flexibility. Just one more advantage you get with Autotask.

Yes, you can afford it!

It's hard to believe that a service that is as comprehensive and mission critical as Autotask can be so affordable. The fact is, you can get going with our industrial strength platform for as little as $29 per month, with no upfront fees for a single user with Autotask Go!. And even our most powerful product, Autotask Pro, can be had for less than what you charge for a single hour PER month of billable time per user. Ask one of our reps for your personalized ROI calculator.

You'll be amazed at how such a small investment can generate such a huge impact to your bottom line. Better yet, don't take our word for it...check out what our customers have to say about the positive impact Autotask has had on their businesses.

Personalized ROI calculator Buy Autotask Go! Request a Demo of Autotask Pro
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White Paper Service Level Management Improve your service delivery and increase customer satisfaction. Fully integrated in both Autotask Pro and Autotask Go! Download
Case Study NGEN With Autotask, NGEN Captures More Billable Time: 1,000 Hours a Year. Download