Autotaskpekerjaan

We are migrating from ConnectWise Manage PSA to Kaseya AutoTask PSA. We are working with Kaseya for Onboarding but want to have our own resource to help us get things setup correctly. Need someone with a lot of Autotask PSA experience, specifically in implementation and configuration.

I need an API integration to transfer customer information and billing data from Aussie BB to Autotask. Requirements: - Sync data daily - Transfer customer info and billing data - One-way flow: Aussie BB to Autotask Ideal Skills: - Proficient in API development and integration - Experience with Autotask and Aussie BB - Strong knowledge of data synchronization techniques

...outline any assumptions you make about device counts or workloads. I value clear documentation, straightforward communication, and solutions that can grow later without heavy rework. Prior experience in MSP marketing, B2B lead generation, or IT services outreach Confident phone communication and clear English speaking skills Strong research and data entry accuracy Familiarity with CRM systems (Autotask, HubSpot, Zoho, or similar) Proficiency in Excel or Google Sheets for list management Self-starter — comfortable working remotely with minimal supervision Reliable computer, internet, and headset for calling...

I’m ready to move our service desk onto Autotask and need an expert who can turn the platform into a streamlined, fully integrated ticketing engine. Core objective • Transform the default Autotask ticketing module into a clear, efficient workflow that routes issues to the right queues, enforces SLAs, and makes status updates obvious to both technicians and clients. Scope of work 1. Ticketing workflow – Map our current support process, then build matching queues, priorities, and escalation rules. – Configure automated alerts, status triggers, and dashboards so nothing slips through the cracks. 2. Customer support portal – Brand and customise the portal so clients can raise, view, and update tickets intuitively. – ...

I’m ready to step away from the day-to-day running of my small-to-mid sized IT services fi...within agreed thresholds, and surface anything truly strategic for my review. Deliverables I expect in the first 90 days 1. A written operating rhythm (meetings, reporting cadence, KPIs). 2. Documented SOPs for ticket triage, client onboarding, and monthly finance reviews. 3. A steady ≥90 % on-time project delivery rate and noticeably higher client satisfaction scores. We already use Xero, Autotask etc ; if you prefer other tools, make the case and I’m open. Typical workload is 10-15 hours a week to start, scaling with results. If you have a track record of running distributed IT teams and can demonstrate calm, executive-level judgment, let’s talk about timeline...

I need an experienced developer to integrate the SolarWinds platform with Datto Autotask PSA using API features. Requirements: - Real-time syncing of ticket statuses - Transfer of ticket statuses, customer details, and service details - Functionality to open, update, and close tickets based on their statuses in SolarWinds - Log errors for manual review if integration fails Ideal Skills & Experience: - Strong background in API integrations - Familiarity with SolarWinds and Datto Autotask PSA - Experience in error logging and handling Please provide a portfolio showcasing relevant experience.

I'm looking for an integration solution between Autotask and RingCentral to improve efficiency in our workflows. Key Requirements: - Automated call logging - Task and ticket creation from calls - CRM Updates Data to log from calls: - Call duration - Call recordings - Caller information - Notes from AI call of RingCentral Ideal Skills and Experience: - Experience with Autotask and RingCentral APIs - Familiarity with automation tools and workflows - Strong background in system integrations - Ability to provide documentation for setup and maintenance Looking for freelancers who can deliver a seamless integration with minimal disruption to current operations.

I'm seeking an expert to design a comprehensive 2-page report in BrightGauge consisting of about 12 gauges. This will involve integrating data from Autotask, Liongard, and potentially other sources. Key Requirements: - Integrate Autotask and Liongard data into BrightGauge - Pull specific account statistics from Liongard, including: - User Activity - Account Performance - Subscription Status - Design a clear, insightful report in BrightGauge Ideal Skills: - Proficiency in BrightGauge - Experience with data integration from Autotask and Liongard - Ability to interpret and present data clearly - Familiarity with other potential data sources like QuickBooks, Zendesk and Google Analytics. This project requires a keen eye for detail and the ability to unde...

I'm seeking a professional who can generate a detailed Monthly Executive Summary Report for each of my customers using my Autotask Data Warehouse within Power BI. This report will be emailed as a PDF to the customer. Key Metrics to Include: - Service performance - Customer feedback - Survey Scores - Response time trends - Total tickets - Open tickets - Closed tickets - SLA Compliance - Average time to response Ideal Skills: - Proficient in Power BI - Experience working with Autotask Data Warehouse - Strong understanding of service performance metrics and customer feedback analysis - Excellent data visualization skills - Competent in creating automated PDF reports for email distribution Experience: - Prior experience with creating similar reports preferred - Proven tr...

...PowerBI dashboards and reports. There are about 9 fields from Autotask, 3 from Quickbooks Online, and 4 fields from Excel which I need to have all in one place for analysis. At this point, to start, I'm just looking for customer data - income, expenses, status, and a few other fields both numberical and descriptive Key Responsibilities: - Consolidate data from diverse sources, including Excel files, Google Sheets, Autotask, and Quickbooks Online. - Focus on Financial and Sales data primarily. - Ensure the data is clean, well-structured, and ready for analysis. Ideal Skills: - Proven experience with data consolidation from multiple sources. - Strong proficiency in Excel and working with Google Sheets. - Familiarity with Autotask and Quickbooks Online is a ...

I'm seeking a seasoned professional with comprehensive knowledge of the Kaseya suite, sp...seasoned professional with comprehensive knowledge of the Kaseya suite, specifically K365 and U365. The ideal candidate will provide ongoing maintenance and support across all Kaseya products, Datto, and Autotask. Key Responsibilities: - System Setup & Configuration: Assist our team in setting up the systems correctly for optimal use. - Ongoing Maintenance: Regular check-ups on the systems to ensure they are running smoothly. - Support: Provide assistance to our team in using these systems properly. Skills & Experience: - Extensive experience with all Kaseya products. - Proficient in Datto and Autotask. - Strong troubleshooting skills. - Excellent teaching and communicati...

I'm in urgent need of a professional with extensive experience in MSP Bots programming and integration with Autotask. The focus of this project is primarily on diagnosing and resolving existing issues with the system. Key Requirements: - Deep understanding of MSP Bots and Autotask integration. - Proven track record in troubleshooting technical issues. - Experience with data synchronization, bot functionality, and workflow execution problems. If you can efficiently identify and rectify these issues, please get in touch. Your expertise could greatly enhance the performance of my IT service management.

...HTML stylist to bring a fresh color and design scheme to my existing Autotask tickets. I want my tickets to be visually impressive, a feast for the eyes, while maintaining their current functionality. Ideal Skills: - Proficiency in HTML, CSS, and JavaScript - Experience with Autotask ticket systems - Strong understanding of UX and UI design principles - Ability to translate aesthetic ideas into usable and appealing layouts Tasks to be undertaken: - Review current ticket style - Propose a new color scheme and design - Implement chosen scheme and design without disrupting ticket functions - Test the new format to ensure it works perfectly. This is about more than just tweaking — it's about transforming bland Autotask tickets into visually stunning ye...

I'm looking for a skilled Autotask expert who can help enhance our existing workflows. The aim is to make the system more efficient by automating certain tasks. Your primary responsibilities will include: - Task Assignment: This involves ensuring that the right tasks are assigned to the appropriate team members. - Task Status Updates: Keeping track of the status of various tasks, this could involve setting up automatic updates for key stakeholders. - Task Reminders: Implementing a system of task reminders to help keep us on track and ensure deadlines are met. Your role will be crucial in helping us optimize our workflow for better productivity. Please only apply if you have experience working with Autotask and implementing similar workflows.

...who can help me reshape my SQL database into Excel report form, enabling me to manage and run these reports independently in the future. The ideal freelancer should: - Be proficient in SQL and Excel - Have a firm grasp of database reporting and transformations - Understand how to tease out meaningful metrics and data details for presentation The resultant report should include: Access our Autotask backend database using Data Warehouse. (Link Below) I want to be able to take that database and convert it into a nice report that I can send to our customers on tickets. Whats the common issues and similar. I have a Simliar report currently through Bright Guage but Im looking to remove Brightguage and stick

Project Title: Create a ticketing and CRM API I am currently using auto task ticketing and CRM system. Functionalities required in the new API: - Automated ticketing Preferred programming language for the API development: - restAPI - PYTHON Skills and experience needed for the job: - Strong proficiency in Python programming - Experience in developing APIs - Knowledge of ticketing and CRM systems - Understanding of automated ticketing processes - Ability to integrate external services

...compatible with both iOS and Android platforms. The main purpose of the app is to allow users to view and close out service calls in Autotask. Here are the project requirements: - Compatibility: The app should be compatible with both iOS and Android platforms. - Features: While I have a general idea of the features I want, I am open to suggestions from the developer. - User Interaction: The level of user interaction should be minimal, focusing on just viewing and closing service calls. Ideal skills and experience for this job: - Proficiency in mobile app development for both iOS and Android platforms. - Experience with white-labeling apps. - Familiarity with Autotask or similar service call management systems. If you have any questions or suggestions, please feel f...

I am looking for a freelancer to develop a client portal that will connect to Autotask. The portal should have the following features: - Users should be able to view and create service calls (tickets) through the portal. - The design of the portal is open to the freelancer's proposal, as I have no specific design preferences. - The portal needs to support multiple users with varying levels of access. Different users should have different levels of access to the portal using Microsoft IDs or Google IDs. Ideal skills and experience for this job include: - Experience with developing client portals and integrating them with Autotask. - Knowledge of web development and design to create an intuitive and user-friendly interface. - Understanding of user access management to i...

I am looking for a freelancer who can help me set up Autotask to sync accounts receivables with QuickBooks Online. I prefer automated integration as the method of syncing. Requirements: - Experience in setting up Autotask and QuickBooks Online integration - Ability to integrate existing data into Autotask - Knowledge of specific features and functions in Autotask that can be utilized for accounts receivables syncing Ideal Skills: - Proficiency in Autotask and QuickBooks Online - Strong understanding of accounts receivables management - Attention to detail and ability to troubleshoot any syncing issues If you have experience with Autotask and QuickBooks Online integration and can help me set up automated syncing for accounts receivables, please r...

We acquired a company that is using AutoTask just for ticketing. We would like to integrate it with our Quickbooks so invoicing can be done out of AutoTask. Would like to discuss this with a consultant who has done this before and has a lot of experience with special configurations. Max budget= 3000-5000

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 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