In this episode, Dustin takes a slight detour from our regular webcast to dive into the essentials of managing co-managed IT contracts. Whether you’re using Autotask, ConnectWise, or any other tool, he breaks down the critical steps to ensure smooth operations and avoid common pitfalls when working with co-managed customers. Learn how to keep everything on track and maintain strong relationships with your clients.
Learn how to manage & track ticket re-opens in Autotask with a UDF field and some fun #Autotask #Workflow logic!
#datto
#kaseya
#autotask
Join Dustin Puryear from Giant Rocketship as he discusses how to use Autotask User Defined Fields (UDFs) and Autotask Workflow Rules (WFRs) to track First Contact Resolution on a ticket. #Autotask #GiantRocketship #ITManagement #MSP
Join Dustin Puryear from Giant Rocketship as he explores six innovative methods for sending customer notes in Autotask. Discover techniques like the Note Reply, Quick Note Reply, Pullup Menu, Speed Code Reply, Training Reply, and Workflow UDF Reply. Dustin demonstrates each method, including lesser-known features that can streamline your workflow and enhance communication. Perfect for IT service managers and technicians, this video is packed with practical tips to improve your Autotask experience. Don’t miss out on these expert insights to make your customer interactions more efficient and effective. 🚀📋 #Autotask #CustomerNotes #GiantRocketship #SaaS #ITManagement #ServiceManagement #TechTips #OfficeHours
Join Dustin Puryear, founder of Giant Rocketship, as he dives into Autotask, focusing on building and refining custom dashboards. Learn how to ensure work gets to the right people at the right time with optimized filters and widgets. Dustin demonstrates creating a dashboard and using filters to view specific data for different technicians. This video is perfect for service managers and technicians looking to streamline their workflow and improve their Autotask experience with expert tips from Giant Rocketship. 🚀🔧 #Autotask #CustomDashboards #GiantRocketship #SaaS #ITManagement #ServiceManagement #TechTips #OfficeHours
Did you miss the latest episode of PitchIT Live? Don’t worry—you can still catch the… Read More »PitchIT Live: Meet Innovators from Giant Rocketship & ThreatCaptain
Step into the realm of cutting-edge #Autotask #IT #msp #technology and groundbreaking ideas with our Idea Village Demo Day Presentation in #nola! 🚀
Join us as we showcase the culmination of months of hard work, creativity, and ingenuity. In this Demo Day presentation, our Founder, Dustin Puryear, discusses how Giant Rocketship solves the #SLA problem for #MSPs, ensuring work gets to the right people, people do the right work, and they do it at the right time.
Learn how to effectively manage spam tickets in Autotask to enhance efficiency in your processes!
This is the latest episode of: Unleash the Power of Autotask with Dustin Puryear’s Expert Office Hours for Autotask.
Learn more at: https://giantrocketship.com/
#autotask
#giantrocketship
#autotaskautomation
Learn about how to create an automation to send Autotask Ticket Notifications to MS Teams and level up your automation game.
This is the latest episode of: Unleash the Power of Autotask with Dustin Puryear’s Expert Office Hours for Autotask.
Learn more at: https://giantrocketship.com/
#autotask
#giantrocketship
#autotaskautomation
In this insightful video, we delve into how Rocketship for Autotask is transforming the landscape of service call management. We examine the challenges faced by today’s helpdesks, such as handling workload reports, managing service calls, ticket queueing, and appointment booking, which are often complicated by urgent ticket disruptions. We discuss how these challenges lead to increased labor costs, delays, and the need for additional dispatchers.
Key Points Covered:
The Need for Automation in Service Call Management: We discuss the benefits of automating appointments and to-dos, highlighting Rocketship’s ability to dynamically adjust schedules based on ticket priorities for a smoother workflow integration.
The Challenges of Traditional Scheduling: We address the time-consuming, human-centered, and error-prone nature of conventional scheduling methods in IT service management.
SmartWorkQ – Advanced AI for Efficiency: An in-depth look at how Rocketship’s SmartWorkQ uses advanced AI to optimize work orders and schedules, ensuring prompt service and adherence to SLAs.
Streamlining Service Calls: Demonstrating how Rocketship automates service call initiation, updating, and completion, drastically reducing manual effort.
Flexibility in Ticket Management: Exploring scenarios where technicians need additional time on tickets, and how Rocketship efficiently manages these changes, including putting tickets on hold when necessary.
Enhanced Scheduling for Onsite Visits: Detailing how Rocketship facilitates onsite server installations, including sending Outlook invites and adjusting calendars for travel time.
The Technician Workboard and Dispatcher’s HUD: Showcasing Rocketship’s embedded Technician Workboard and Dispatcher’s HUD, which provide a comprehensive view of work status, technician workload, and more, crucial for busy helpdesks.
This video is a must-watch for IT service managers and helpdesk teams looking to enhance their efficiency and automate their service call management processes.
UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN
In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.
