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

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 Service Calls with Exchange Integration - Aug 3, 2023
Learn about Autotask Service Calls with Exchange Integration, using third party tools,...

Autotask Admin Dashboard & Ticket Management - July 20, 2023
Learn about the admin alerts dashboard, enforcing time entry on tickets, changing roles...

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's Features & Creating Live Reports - September 14, 2023
Learn about Autotask's features and creating live reports.
This is the latest episode of:...

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...