Autotask Video Courses
Over the past few months, I’ve been working on a series of video courses designed to help you supercharge your Autotask. They’re coming along nicely, but I don’t know which course to finish up and release first.
The courses will be focused on very practical, hands-on, step-by-step Autotask configuration. I will be taking the knowledge and experience I have gained over the past 6 years while traveling, speaking, consulting, and developing custom Autotask solutions. I will take this knowledge and experience, wrap it up in easy-to-digest and very informative videos, and make the videos available to watch at your own pace.
HOWEVER, I need your help. I have a few different courses I’ve been working on, and, frankly, I need to focus on one of them to get it finished and in your hands. Would you leave me a comment (below) and tell me which course you’d like me to finish first?
The courses are:
Service Desk Configuration
I’ll help you understand how to configure your Queues, Statuses, and Priorities to most effectively route tickets through your company’s procedures. I’ll show you how to use workflow rules, notifications, and escalation paths to make your entire team more efficient and to help you teach your team how tickets should flow using your unique processes.
Contracts & Billing
I will show you how to create contracts, both simple and complex. I’ll demonstrate how to use exclusions to automatically charge time entries to the correct contracts (without your techs needing to know what contract to choose), and I’ll demonstrate how to build the most common billing arrangements in Autotask. Do you do managed services with block hours? I’ll show you how to set that up. Do you do milestone billing with projects? I’ll show you how to make the milestones automatically bill when a certain part of the project is done.
Have you tried to make sense of Autotask LiveReports before? Do you want to get good, accurate, and timely management information out of Autotask? I’ll show you the step-by-step process I use to define and create reports. I’ll explain what types of reports are available, what the data categories are and what they mean, and I’ll share some really helpful tricks to help you quickly find the information you’re looking for.
Is there another part of Autotask you’d like help with? You can tell me that in the comments, too.
Thanks for your input. I really appreciate you taking a few minutes to give me some feedback.