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Track the Customer Relationship
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Implement IT & Software Engagements
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Process Customer Service Requests
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Schedule & Dispatch Field Service Techs
AUTOMATED WORKFLOW
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Track & Monitor Billable Time
BILLING
Approve & Invoice All Services
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AUTOTASK SPOTLIGHT:

Autotask Named Finalist in SIIA's 2005 CODiE Award in business productivity software category!


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Billing
Approve and Invoice All Services

Approve and invoice all services better than ever before! Autotask automates the tracking and ultimate billing of all project and service related costs. Powerful billing formats reduce 50% of the costs related to the billing cycle for many customers. The bottom line - increased billable hours.

Autotask offers the ability to check timesheets before generating an invoice, and can bill projects, tickets, and expenses, with complete details, all on the same invoice.

Look how Autotask makes your invoicing for IT services run better:

  Flexible Contract & Billing Automation Flexible Contract & Billing Automation
Set up the rates that you and the customer have agreed upon and easily bill them. Autotask supports the implementation of your business rules and rates for complex project and service ticket billing. The result is more accurate calculations and timely invoicing.

 
  Flexible Invoicing Options Flexible Invoicing Options
Autotask supports fixed price, time and materials, milestone and percent complete contracts, prepaid retainer, block hour, and monthly managed support plans.
 
  Change Order Management Change Order Management
Manage billable and non-billable change orders, track estimates, their effect on the project budget. Bill change orders by time or fixed price to maximize revenue.
 
  Approval & Post Workflow Approval & Post Workflow
To streamline the workflow process and manage billable work, use pre-bill reports, spreadsheet style approvals, adjustments and write-offs on labor, costs, milestones and expenses.
 
  Project & Service Ticket Billing Project & Service Ticket Billing
Autotask supports items to invoice by client or project. Preview and print billing detail using custom invoice styles and tax groups and save invoice history.
 
  Accounting Integration
Accounting Integration

Autotask provides integration wizards for standard CSV and Excel files. Autotask also has a direct QuickBooks integration for invoices and payroll.
 
 

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