We need to be able to send reports from Autotask to the customer with graphs in and a summary of all jobs with in there company.
...model applied and associated approval. Once approved by client, it should as a minimum raise a ticket for the ServiceDesk to undertake any actions required. Ideally (potentially phase two) it should automatically create accounts and apply permissions. Critically it needs to allow us to automatically know the number and list of current users at any point. This should be reflected (maintained?) in Autotask to ensure we are only providing support to contracted users (this is important from both financial and security perspective). The leavers process needs to be fully defined (i.e., do we forward emails to another person, archive mailbox, etc.) and automated. Form Requirements Online Form – an online form that clients can easily fill in (ideally with mobile device support) ...
I am looking for an experienced Freelancer to help me with initial set up of a Fully Automated Autotask platform we will then need to integrate with Salesforce via Push/Pull integration. The type of data that must be synced includes Companies/Contacts/Tickets/Products . If you have experience working with both Autotask and Salesforce, please get in touch so we can discuss the details of this project.
I need some help setting up Autodesk 2x soap API integrations Tech work order integration workflows Setup for optimal workflows. Microsoft integration and email setup
I need to make sure I can easily create tickets and invoices as I am having still a little new to this. Create a new Residential Customer Create a new ticket and invoice it
Urgently looking for a Remote Technical Support Engineer (L2-L3 Level) who is having a good Experience in these categories as shown below: - 1. Windows Server/System Administration. 2. Backup Administration and Setup. 3. Remote Monitoring Management Too...looking for a Remote Technical Support Engineer (L2-L3 Level) who is having a good Experience in these categories as shown below: - 1. Windows Server/System Administration. 2. Backup Administration and Setup. 3. Remote Monitoring Management Tools like Kaseya, Datto, ConnectWise or Ninja etc. 4. Office365 Administration and Email Migration. 5. End User Technical Support. 6. Ticketing Tools like Autotask or ConnectWise Manage. 7. Communication Skills should be very good (This is Must) Note:- 1. Evening Shift (Full time- 7.30 Pm IS...
I need our completed ticket email to include client review. 1-4 stars goes to landing page that allows comments on how we can do better. 5-star goes directly to our google page to write a review.
...IT Technical support to clients around the world. They currently use Autotask to manage the lifecycle of support activities. Time entries are added to tasks completed in Autotask to track support effort. We are looking for the development of integration that allows Autotask time entries to create timecards record in Servicely. TECHNICAL SCOPE Desired Result: Extract Time entries from Autotask API and create time cards for each time entry against a monthly timesheet High-Level Requirements: 1. Extract Task Number / Short Description / Comments / Time Stamp / Total Hours from every Autotask job that an engineer has worked on 2. Create a monthly Timesheet automatically on the 1st of the month specific for the Autotask time entries (scheduled...
Looking for a Data engineer who can help me to do some task I need insert into Autotask only same type of item: product, customer, opportunities.
J'exécute plusieurs rapports une fois par mois. J'ai besoin de les filtrer et de les ordonner pour présenter les résultats. Je fais la plupart de ces tâches manuellement. Les fichiers de base sont des .csv et je les télécharge manuellement depuis certains outils bureautiques. (Autotask, LogicMonitor, Webex) J'aurais donc besoin d'aide pour créer un modèle (template) dans lequel je pourrais télécharger les rapports de base, puis exécuter une sorte de macro ou d'automatisation pour obtenir les résultats souhaités.
We are looking for a Dev to help us integrate Autotask and Slack. the Goal is to link a slack channel to a Ticket, Project and or opportunity in Autotask. Once linked we would like to send updates into the slack channel There are API calls for Ticket project and opportunity updates we just need power automate to trigger when an update is made and then post the details into the linked slack channels 1. Linking entities to slack channels a. Trigger on Update of existing Ticket -> Filter Only tickets with the Autotask UDF Field of “Slack Channel Name” filled out -> API Call to Slack to search Channel name and retrieve Channel ID->Update Autotask field “Slack Channel UID” with the Channel ID from Slack -> Send Message to Sla...
Hello, we are looking for an experienced programmer to build an integration between HubSpot and Autotask. Please only respond if you have experience with Autotask.
- Provide assistance with configuring and optimising Autotask to reflect business processes - Autotask experience required - Must be adept with designing and configuring Autotask to achieve required outcome - Must be willing to collaborate with various team members Autotask information can be found here:
We are implementing Autotask and looking for a consultant to help us complete it. We are a small IT company
We want to implement autotask in our professional services consultancy firm. We wish to use it for tracking opportunities, leads, projects, resourcing, scheduling, time and potentially invoicing. We have already acquired Autotask, just need a resource to assist implement it
Edit Description The software has to be built to allow multi-tenancy that will be a middle ware between Autotask, Xero and our app. There is a potential extension of project that is for documentation generation and policy template generation. We need to develop an app that connects to a ticketing system (Autotask) that allows users to submit tickets to us and allow them they snap photos, provide teamviewer ID and details. Source codes to be returned, app to be hosted on cloud platform (AWS ideally) and freelancer will need to sign a NDA. This software should be allowed for us to resell it by having a subscription model. Possibility for long term maintenance relationship. Importantly, i also need this person to do the UX/UI as well not just the programming part so hopefully ...
set up inventory and intergration with QuickBooks. We have the system already but are not using it to the fullest
We are looking for an Autotask PSA & Datto RMM Expert to help us set up billing link to QBO
Using Autotask API and Quickbooks QODBC We are looking to query Timesheets within Autotask to pull the Customer and Work type from each time entry. We need to map that information to the Quickbooks timesheet entry. Currently the Quickbooks web connector file brings across the resource, date/time and duration but not the customer / job or service item information
We are a small, growing MSP and need to automate our ticketing, timesheet and invoicing processes.
We are looking for a **Certified SalesForce Developer,** to help us Integrate Salesforce into Autotask. ***Note if you are not a certified Salesforce developer, please do not bid for this project*** Scope:: Sales force to AutoTask When an Opportunity is set to WON in Sales Force, we need to send the Company Details, Contact Details, Opportunity Quote Details into AUTOTASK with the STATUS of WON. In AutoTASK: When an opportunity comes in with a WON Status, this will trigger a workflow to Generate a Sales Order inside AUTOTASK. Auto Task to Sales Force Once the AUTOTASK API successfully loads the SF Data , we need to add a note on the Opportunity in SF that the Order has been accepted by Finance.
I need assistance in building out the projects and servicedesk portion of autotask to ensure right classification and assignment. SLA to be managed correctly and investigations to be launched respectively.
The software has to be built to allow multi-tenancy that will be a middle ware between Autotask, Xero and our app. There is a potential extension of project that is for documentation generation and policy template generation. We need to develop an app that connects to a ticketing system (Autotask) that allows users to submit tickets to us and allow them they snap photos, provide teamviewer ID and details. Source codes to be returned, app to be hosted on cloud platform (AWS ideally) and freelancer will need to sign a NDA. This software should be allowed for us to resell it by having a subscription model. Possibility for long term maintenance relationship. Importantly, i also need this person to do the UX/UI as well not just the programming part so hopefully they have some...
I need to streamline billing process in Autotask and tune up QB integration
...a fast-paced environment. - Experience installing, troubleshooting, and maintaining the following: - All versions of Microsoft Windows (Desktop and Server) - Mac OSX experience (not required but is a plus) - Active Directory - Group Policy Objects - Desktop and server hardware - Microsoft Office 365 - DHCP - DNS - TCP/IP - Experience with RMM and PSAs. Essential Duties and Responsibilities: - Autotask Service Desk & Ticket Triaging - Full lifecycle service ticket management (end to end, customer service, communication, purchasing, expenses, follow up, QA, customer surveys, logistics and coordination of resources, escalations) - Dispatch of remote and onsite field technicians - Responsible for all client service, including customer satisfaction, soliciting client feedback and...
We are looking for a Certified SalesForce Developer, to help us Integrate Salesforce into Autotask. ***Note if you are not a certified Salesforce developer, please do not bid for this project*** Scope:: Sales force to AutoTask we need Contact information Opportunity information, Account information going from Salesforce and into AutoTask via API Auto Task to Sales Force From Auto Task we need Product Information going into Sales Force
Need a database that is easy to use and works on these platforms. Should be similar to Autotask but with some features watered down. Want it to almost be like the old user interface of Autotask
Hi Subrata B., I noticed your profile and would like to offer you my project. We can discuss any details over chat. We have several HTML templates in Autotask we would like to tune and make responsive Jason
We are seeking Help Desk Support Specialist for immediate openings. Fast-paced, professional environment supporting VOIP phones, desktops, laptops, servers, and hosted solutions for wide variety of customers You must be familiar with and be able to troubleshoot the following without any hand-holding: ...asked during the phone interview. The first sentence of your response should be "I understand this position is from 8 am to 5 pm central standard time, and I am able to meet that requirement". Failure to include that sentence will allow me to know who has read the entire job description and who has not. I look forward to working with you :) Microsoft certification a plus. MAC knowledge is a plus. Autotask experience is a plus. --- Skills: routers, switches, administrat...
We have an html email template that was built by a third party and want to configure notification to include our branding for the Autotask system
...exported/emailed. -Future- Stage Two: Integrate with Autotask for ticketing - generate tickets and included pertinent information on what the error is and what was tried by the application. I'd prefer a direct integration with Autotask via their API rather than emails sent to an Autotask monitored email that's then parsed to generate a ticket. Some documentation/resources on the Acronis API: Additional information: Acronis and Autotask have an integration already. It allows for alerts to pass from Acronis to Autotask to generate tickets. The tickets are then
We have an html email template that we built and want to configure for the Autotask system. The html email is not rendering properly in the system. Need you to be familiar with Autotask and coding out html emails.
...in Security is good We need combination of R & S and Security # Excellent communication# Looking for NOC Engineer/Product Support Engineer who has at least 4+ years of experience in advanced NOC Engineer/Product Support Engineer, He should have ITIL awareness preferred and willing to work in 24*7 rotational shifts. Should have skills working on Monitoring & Ticketing Tools (SolarWinds, AutoTask etc.). Should have very good skills on creating technical documentation and preparing capacity/up time reports Should have very good communication and articulation skills Monitor and maintain network and associated software, including responding to tickets. Work with other departments, contractors and staff to ensure network operations. Identify, categorize and respond to...
Seeking an experienced helpdesk technician with amazing customer service skills and positive attitude. Must be available during 8AM - 4PM during business hours and not be serving other customers during this time frame. You will work as part of a small team, working with and managing a support queue for our customers in the USA. Experience working for an MSP is pre...general Windows support issues such as performance, printing, office apps, connection to shared drives, etc. Windows Server: Must understand active directory, group policy, folder permissions, domain controllers. Networking: solid network foundation knowledge is required. Must understand DNS, DHCP, WAN, LAN, Firewalls and OSI network model. Knowledge of MSP tools such as Continuum, IT Glue, Autotask, Kaseya etc. are ...
I am looking for somone who can create a simple form to create tickets on Autotask PSA
Create a button which can ## get the last invoice number from MYOB (Myob accounting tool: ## Enter the next invoice number in Autotask ##Create invoice from billing item in Autotask(Generate Batch ID) for the invoices ##Retrieve the generated invoice with batch ID ##Upload invoices to MYOB
Service company with assets located in client locations. Need consultation on how to track assets and use help desk ticketing software. Need to have reports of tickets by assets and/or by locations as well as time sheets for technicians. Currently using AutoTask as a solution but not using it to its full potential. Want to further implement it or could consider switching.
we are expert on technology , focus on mobility . we need an aplication that it has conection with API AUTOTASK . my application should be have control over inventory module of autotask. load new items, get info over items , get items and assigned reports , transfer item from warehouse to comercial people. print a label with certain fields. serial ,date, assigned guys. reference:
...number of common functions to integrate with a variety of ITSM systems (ServiceNow, Autotask, etc.). We now require the backend functions to integrate with the ConnectWise API. The common functions are things such as 'create ticket', 'query ticket', 'update ticket', 'query user', etc. Our framework provides a high level abstraction for each of those functions as a parent class, and then uses an ITSM-specific child-class to actually communicate with the ITSM system. You are free to use existing client libraries for the API for this job. The deliverable is a child class, written in Python 3, which implements the various functions, as well as unit tests. You will be able to see our current ServiceNow and Autotask implementations as e...
I help manage a technical helpdesk. Recently my company has begun using AutoTask PSA as our helpdesk - however we're not using the additional ($) functionality which has an agent run on each computer and report back to our PSA (helpdesk). So, we have to enter much of the data manually, and we can't use the helpesk to it's fullest. We'd like a powershell module (I say module instead of script because we want to be able to expand upon this module in the future) The module needs to: 1. Run as a task (windows task scheduler) 2. Scan a defined IP address range (may change per site, or have multiple ranges) 3. Collect Data in a secure method 4. Compile Data 5. Connect to Restful API using client (unique) credentials 6. Potentially download restful API data to ma...
I need someone to build the Autotask for me, integrate it with Quickbooks, setup my contracts , work flow, CRM , integrate with Solarwind and Fieldnation
I need to find a developer who can write a very simple Laravel application which can interact with Autotask through its SOAP API (API document attached) to perform basic CRUD (Create Read Update Delete) functionality on the remote Autotask database, not on the local Laravel MySQL. I need this written so I can look at the developers code and learn how to do this myself and use it as a framework for developing my own code moving forward. This means I'll be asking quite a lot of questions about how the code works and which Laravel extensions etc to install. The Laravel application doesn't need to be beautiful or have any real design, I only need to see the output from each API query so for someone who's familiar with SOAP API's and Laravel this should be v...
Looking for a highly motivated individual who is able to multitask for a growing IT company. You will need to be able to learn our CRM Autotask and be able to handle accounts payable and receivable.
We need to setup up our Autotask so we can view local inventory and outside inventory. Tracking for each player that we have and repair that we are doing. Our software is setup in Spanish.
Hi Guys, We are implementing Autotask for our business and i need some consultation and implementation help to get this done. I am looking for an expert who has implemented this before and has very good knowledge about the product
I am looking for someone who can help me in "Migration of data from Dynamics CRM to Autotask & Vice Versa using .net/c# console My minimum budget is 60$,
Summary - the application will give users the ability to create rules that create tickets in Autotask based on a schedule. Login Page - Authentication to reach the Rules Manager screen Rule Manager This page displays the current configured rules. User will be able to Add and Delete rules from this page. Rule Edit Form When user clicks New, the Rule Edit Form is displayed. The Detail tab will be first. The user will be able to put in a Name, Description, and set the recurrence of the rule. The Filter section will allow the user to filter an Account base from Autotask based on the Account fields. Multiple filters can be added with (AND/OR) operators. The user will be able click Test Results button, to see what the filter will return. The Ticket tab will allow ...
We want to make a connection between the Veeam availability console and Autotask. Goal is to be able to get information about storage usage out of the Veeam availability console and create invoices based on this information in autotask.
We are a small IT firm that is looking for some professional assistance from an Autotask subject matter expert. Looking to get Help Desk, Sales and Projects running like a top according to best practices.
Would like assistance with setting up AutoTask so I can enable on 1/1/18. Will go through AutoTask training to learn all the ins and outs but need to get the basics configured so we can start entering tickets. Also like to integrate QuickBooks so we can pull in invoices.