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This is the second session in the Autotask Essentials track. One of the most important steps in onboarding a new customer in Autotask is accurately representing their billing relationship in the Contracts module. When set up correctly, your Contracts help streamline and automate workflows from labor & services billing to configuration item reporting.
The session will show you the building blocks of the most commonly used Contract types in Autotask and help you master this fundamental skill.
Recurring Service Contracts - Block Hour Contracts - Contract Exclusions
[Presenter: Bernd Muller, Autotask & Moderator: Melissa Hockenberry, Autotask]