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How Licensing Works

In Rocketship, we utilize a Per User billing model. We’ll answer several questions in this KB.

Trial vs Post-Trial

  • Trial Period. During the trial period, all current and newly created Autotask Resources will automatically be assigned a License.
  • Post-Trial Period. After the trial period, we do NOT automatically assign a License to new Autotask Resources. You must assign them manually.

Why don’t we automatically assign Licenses after your trial? This ensures you aren’t billed accidently for Users (Autotask Resources) that you add to Autotask but that won’t work in Rocketship. It does add an extra step, but it prevents “surprise” billing.

Manually Assigning Licenses

To manually activate, or inactivate, a License, you should:

  1. Log into Rocketship Admin
  2. Click on Account -> Billing -> Manage Licenses
  3. Use the “Activate License” and “Deactivate License” buttons

Who Is Charged?

Any Autotask Resource that is assigned a License at any point during the billing cycle will be charged. For example, if you assign John Doe a License for the entire month of January, and Jane Doe for only two days, you will be charged for two (2) Users for that month.

For determining User counts, we “look backward” at the Previous Period for the Current Billing Period. This is the most common model for billing Per User. To understand how this works, let’s say that you begin your Trial Period in April with 50 users. In the middle of the Trial Period (April), you hire 2 more, giving you a total of 52 during the Trial. On May 1st, the day after your Trial Period, you will be billed for 52 Users for May. As you can see, we “look back” at the previous month’s active user count to bill the coming month.

This is very similar to how IT MSPs bill their own customers in Per User models, so we align with your own billing model in most cases.

Do You Provide Prorated Billing?

We do not support Prorated Billing at this time. We bill the Current Billing Period based on the max utilized Per User licenses in the Previous Period.

Billing Scenario

Let’s say you have 10 techs, 1 service manager, 1 service coordinator, and 3 sales people. The sales people only use Autotask CRM, while the techs, service manager, and service coordinator work inside Autotask Service Desk and Autotask Projects.

In this scenario, you will be charged for 12 out of 15 possible users. That’s because your techs, service manager, and service coordinator will all schedule, or be scheduled, via Rocketship. The 3 sales people only use CRM so will never schedule, or be scheduled, for tickets/tasks.

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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.

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