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Creating and Using Projects in AT (draft)
This article is a work in progress. In Autotask projects, you can use tasks instead of or in addition to tickets. Each task can have resources, checklists and service calls just like a ticket. We can still add tickets to, or associate existing ...
Building Project Planning Time into Labor Quote
"Quick note before we dive in — this call will count toward our included project planning time, just so we're on the same page." "Just a reminder that email correspondence is included in our project planning time. We're happy to keep things moving ...
Workflow Rules in Autotask
Events that Will Trigger the Workflow Rule You can select one or multiple events, but Autotask PSA will treat your selections as this OR that (... when a ticket is created OR when a ticket is edited...) rather than this AND that. Workflow rules are ...
Purchase Order System (DRAFT)
For Resale to Customers Use the part of the ticket or project number (which the charge is attached to) after the year as the purchase order with a number appended. Prepend the string with T if it's a ticket or P if it's a project. For example: ...
Quote Approved- Action (draft)
Once the quote is approved, we must send an invoice to the customer. For labor, we sometimes require full payment in advance, and we sometimes require only a deposit on labor. Check the quote to verify whether we are invoicing in advance for full or ...