Rocketship Blog

There are times when you want to dynamically choose when your team will do billing… Read More »How to Mix Billable vs Non-Billable Time in Autotask

You need to create a report in Autotask that shows how Resource time entries, regardless… Read More »How to create an Autotask Time Entry Report

A more mature MSP will want to document each process they have. That includes their… Read More »Best Practices for Documenting Your Autotask PSA.. I mean, your MSP

I recently wrote an article on how to auto-close Waiting Customer tickets in Autotask and… Read More »How to prevent ticket re-opens in Autotask

In Autotask, when you set a ticket to Waiting Customer, you will want it to… Read More »How to properly auto-close Autotask waiting customer tickets

Not all Autotask shops use Work Types, although I’m personally a big fan. They can… Read More »How to enable Autotask Work Type selection in Time Entries

You should be updating your issues/subissues on a regular basis in Autotask. In this blog,… Read More »Best Practices for Autotask Issues and Subissues

The ability to limit how many times an Autotask workflow rule (WFR) will trigger is… Read More »How do you limit how many times an Autotask workflow rule will trigger?

Effective time tracking is an important part of running a successful MSP. By tracking your… Read More »Time Tracking Best Practices for an MSP

One little gotcha in Autotask CRM is that it won’t, out of the box, automatically… Read More »Using Autotask Opportunity Workflows to Convert Prospects into Customers