Autotask Consulting

Maximize Efficiency and Unlock the Full Potential of Your Autotask PSA

Optimize Your Autotask PSA with Expert Guidance

Take your Autotask PSA to the next level with our 1-on-1 consulting sessions. Whether you need to streamline your Service Desk, refine your Projects module, enhance your CRM, or optimize Billing, we’re here to help you succeed.

What’s Included:

  • Tailored Consulting: A focused, hands-on session designed to tackle your specific challenges and goals.
  • Expert Insights: Work directly with an experienced consultant who understands the intricacies of Autotask PSA.
  • Flexible Options: Consulting offered in 5-hour blocks, priced at $1,125 per block.
  • Actionable Solutions: Leave with clear strategies and improvements you can implement immediately.

We are on YouTube

mqdefault
Autotask's Features & Creating Live Reports - September 14, 2023

Learn about Autotask's features and creating live reports.

This is the latest episode of:...

mqdefault
Autotask Service Calls with Exchange Integration - Aug 3, 2023

Learn about Autotask Service Calls with Exchange Integration, using third party tools,...

mqdefault
Autotask Admin Dashboard & Ticket Management - July 20, 2023

Learn about the admin alerts dashboard, enforcing time entry on tickets, changing roles...

mqdefault
Autotask's Features & Creating Live Reports - September 14, 2023

Learn about Autotask's features and creating live reports. This is the latest episode of:...

mqdefault
Autotask's Features & Creating Live Reports - September 14, 2023

Learn about Autotask's features and creating live reports.

This is the latest episode of:...

mqdefault
Autotask's Features & Creating Live Reports - September 14, 2023

Learn about Autotask's features and creating live reports.

This is the latest episode of:...

Autotask Workflow Automation - April 13, 2023

Learn about workflow automation, changes to GiantRocketship, and simplifying Autotask...

Configuring Webhooks for Autotask - April 06, 2023

Learn about updates on Rocketship including the ability to assign workflows to each...

Autotask Ticket Workflows & New List of Consultants - March 16, 2023

Learn about our new list of industry Autotask consultants in our Community area on ...

Autotask New Live Reports - March 9, 2023

Learn about using Autotask New Live Reports to filter through complex data; advanced row...

Autotask Optimization and Maximizing Workflow Rules - March 2, 2023

Learn about how to organize your Autotask so that it self-documents and effective...

Leveraging Autotask’s Purchase Order Field for Customized Invoicing - Oct 31, 2023

Learn about Autotask's Purchase Order Field and how to tie multiple items in a single...

Using Tickets for Projects in Autotask - Nov 9, 2023

Learn about using Tickets for Projects and scale your project management skills.This is...

Understanding the Difference Between Autotask Roles and Work Types - December 21, 2023

Learn about Autotask Roles and Work Types to help optimize and automate your billing.This...

How to send Autotask Ticket Notifications to MS Teams (Make) - January 4, 2024

Learn about how to create an automation to send Autotask Ticket Notifications to MS Teams...

How to send Autotask Ticket Notifications to MS Teams (Zapier) - February 15, 2024

Learn about how to create an automation to send Autotask Ticket Notifications to MS Teams...

Managing Spam Tickets in Autotask - March 28, 2024

Learn how to effectively manage spam tickets in Autotask to enhance efficiency in your...

Building Custom Filters in Autotask Dashboards - May 23, 2024

Join Dustin Puryear, founder of Giant Rocketship, as he dives into Autotask, focusing on...

Using Autotask Notes as an Autotask Power User - Jun 20, 2024

Join Dustin Puryear from Giant Rocketship as he explores six innovative methods for...

Tracking First Contact Resolution in Autotask for Service Excellence

Join Dustin Puryear from Giant Rocketship as he discusses how to use Autotask User...

Managing & Tracking Ticket Re-opens in Autotask - September 12, 2024

Learn how to manage & track ticket re-opens in Autotask with a UDF field and some fun...

Dustin Talks Co-Management Contract - September 26, 2024

In this episode, Dustin takes a slight detour from our regular webcast to dive into the...

Customizing Billing Rates with Contracts and Exclusion Contracts - October 24, 2024

Join me, Dustin Puryear, in this Autotask Office Hours as I break down modifying billing...