The Accelerated Autotask Implementation Roadmap course will have you up and running on the Autotask PSA software in 4-weeks or less.  

We take the “Scary” out of the Autotask Implementation process by removing all the unknowns.  We guide you thru the Autotask Approved Step by Step onboarding process, showing you where and how to make each change along the way, along with proven “Best Practices” recommendations.  

It would be great if the software came with this information, but the truth is Autotask is a software developer, not an MSP and they are not interested in the liability of recommending specific configurations.

How do we know what to do? We have 29+ years of MSP Service Delivery experience using the Autotask software, so we know what you are up against and why you turned to Autotask to help you get thru the day.  

We have been an Autotask Certified Consultant Partner since 2014, which means we are trained by Autotask on how to implement their software. Plus 18 Years of Autotask Sr. System Administration experience working for MSPs, giving us the expertise to know and configure the software to do some amazing things.  Along with working with MSPs from around the world for the last 4-years learning the “Best Practices” we can recommend to you.

The Accelerated Autotask Implementation course has 5 modules, each with step by step video tutorials walking you thru the configurations, and screenshots of our recommended configurations.  Between each module, we will log into your Autotask Database and verify what we are communicating has been applied and an opportunity for a Q&A coaching calls with one of our Autotask System Administrators.  

The most difficult part of the implementation is importing Customers and Customer Contacts, Importing Products and Services, and setting up the Accounting integration.  Relax, don’t worry, we are with you each step of the way.

Purchase the course for $2,997 USD here NOW, and in 4-weeks be operating your business on the Autotask PSA Platform.

So, there is no need to wait, no need to waste time, the clock is ticking and the longer you wait, the more pressure you will be under.  The cost of the course is $2,997 USD and you are 4 weeks away from being up and running on the Autotask PSA Software.

Four weeks from now your MSP environment will be:

  • Customers, Tickets, Time Entries, and Invoicing all in one place
  • Techs knowing what to work on next
  • Someone managing all open tickets
  • Customers in the know and partnering helping you help them
  • Sales closed opportunities moving smoothly thru procurement and     on to Service Delivery
  • The Service you Provide Automated, operations running efficiently, and room for growth

Should you decided to go it alone or with videos only, you will never know if the set-up is right until it is too late, 6 months from now you will be starting over, and a year from now you will still be frustrated trying to figure out how to fully leverage the software.

Today you stand here not knowing where to start, not knowing what to do next, not knowing where to do it, and most importantly not knowing what to do; feeling pressure to do something, because the clock is ticking and you have to get going.

4-weeks from now, you will be using the Autotask software like a champion, watching Customer's Issues being resolved in record time, keeping them in the loop, and happily paying their bills, all the while efficiently delivering Superior Service to the Customer.

Purchase the Accelerated Autotask Implementation course here NOW, and we guarantee to have you up and running on the Autotask PSA software in 4-weeks or less.

Course Curriculum

  • 1

    Welcome

    • Overview of the Autotask Implementation Roadmap Course

  • 2

    Module 1

    • Holiday Sets - Customer Provided List

    • Locations - Customer Provided List

    • Departments - Customer Provided List

    • Queues - AGMSPC Recommendation

  • 3

    Accountability Check-In

    • Submit Login Credentials

    • Check-In Call

  • 4

    Module 2

    • Roles - AGMSPC Recommendation

    • Security Levels – AGMSPC Recommendation

    • User / Resource setup – Employee Customer provided list in AGMSPC Provided Import Template

    • Additional User / Resources

    • Billing Codes – AGMSPC Recommendation

  • 5

    Module 3

    • System Settings – AGMSPC Recommendation

    • Companies and Contacts – Customer Provided List in AGMSPC Provided Import Template

    • Companies and Contacts - Additional Recommendations

    • Products and Services - Customer Provided List in AGMSPC Provided Import Template

    • Service Desk (Tickets): Priorities and Statuses

  • 6

    Module 4

    • Service Level Agreement (SLA) Management

    • Contracts – Zero Account Contract Templates

    • Copy to Customer Accounts

    • Posting and Un-Posting

    • Billing/Invoicing

  • 7

    Module 5

    • Notifications

    • Workflow Rules

    • Incoming Email Processing

    • Weekly Billable Hours Goals

About the instructor

Senior Coach

Stephen Buyze

An experienced IT Managed Service Provider Service Delivery expert, Stephen D. Buyze is the founder of Advanced Global MSP Coaching.Steve brings his extensive education, experience and intuitive abilities to assist IT MSPs with accomplishing their goals of happier Customers, more satisfied (and productive) employees, and increased profit margins.Steve’s focus is on improving IT Service Delivery for Managed Service Providers (MSPs). He continually drives to help MSPs achieve notable results which include:Better team dynamics and productivityGreater quality of Work-Life for EmployeesImproved Customer experience and satisfactionIncreasedbottom-line profits exceeding 10% year after year

What are you waiting for?

Sign up for the Accelerated Autotask Implementation Roadmap today and be up and running Autotask in 4 short weeks from now!