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Built around real delivery and billing rules
Contract types, exclusions, recurring services, work types, roles, queues and accounting mappings need to reflect what you sell and how you deliver it.
Autotask consulting for MSPs
Make Autotask reflect how your MSP actually works
I help MSPs repair and improve the contracts, recurring services, work types, time capture, projects, billing and reporting that sit behind reliable service delivery and profitability.
- 10+ years of hands-on Autotask experience
- Contracts, billing and service operations
- Audit, implementation and retained support
From diagnosis to dependable operations
1Separate platform, process and data problems
2Redesign the operating rules
3Configure and clean the system
4Test delivery and billing outcomes
5Embed ownership and ongoing improvement
Autotask problems
The platform is rarely the whole problem
An established Autotask portal can contain years of inherited configuration, inconsistent data and workarounds. The useful starting point is to separate what Autotask can do from how it has been configured and how people use it.
That makes it possible to fix the root cause without rebuilding everything or asking technicians to compensate for poor system design.
Habits, ownership and records teams can trust
Approvals, time entry, project handover, procurement and billing checks need clear owners and usable data. Configuration alone will not correct a process nobody follows.
Where I can help
The Autotask work that controls delivery, billing and profitability
Make sold scope bill correctly
Design managed-service and T&M contracts, recurring services, exclusions, quantities and billing rules so work does not fall into avoidable exceptions.
Make labour data useful
Set work types, minimums, increments, contract coverage and technician expectations so time can support billing, utilisation and profitability.
Connect delivery to the commercial promise
Improve queues, statuses, project setup, handover and completion rules so delivery teams receive the context they need and work closes cleanly.
Trust the numbers leaving Autotask
Align products, services, billing codes and accounting mappings, then build reporting around revenue, cost, labour and contract performance.
Engagement scope
Audit, repair or implement the part that is actually broken
Audit and remediation plan
Review configuration, data and working practices. Identify immediate risk, practical corrections and the dependencies that need wider decisions.
Implementation and controlled data change
Configure contracts, services, work types, billing, projects, mappings and automation. Use guarded bulk changes where manual correction would be slow or inconsistent.
Retained operational support
Work through priorities over time, test the effect of each change and help managers build the routines that keep Autotask dependable.
Ways to work together
Start with a scope that matches the problem
Revenue Operations Blueprint
Use the Blueprint when Autotask symptoms cross quoting, CRM, accounting or ownership and the implementation cannot yet be priced responsibly.
Fixed-scope implementation
Use a defined project when the target, dependencies and acceptance criteria are clear enough to design, configure and test as one release.
Retained consulting
Use retained support when changes need to be sequenced around live operations and priorities will develop as better data becomes available.
Relevant experience
“We are extremely fortunate to have enlisted the expertise of Ben Spector as our AutoTask Consultant during our company’s transition to AutoTask and Zomentum. Ben’s extensive experience in the field proved to be invaluable, as he guided us seamlessly through the implementation process.”Bill Hunt, CEO, HTML Global
Operational depth beyond setup
I have used and consulted on Autotask for many years across service desk, projects, contracts, exclusions, work types, recurring services, procurement, accounting and profitability.
Frequently asked questions
Do we need to rebuild our Autotask portal?
Usually not. I first identify which configuration, data and process decisions are causing the problem. A controlled repair is often safer than a wholesale rebuild.
Can you help with contracts and billing only?
Yes. A defined contract, recurring-service or billing project can be scoped separately when the dependencies are clear.
Do you work with QuickBooks and Xero integrations?
Yes. I work on the product, service, billing-code and accounting mappings around both QuickBooks and Xero, while keeping the accounting system's role clear.
Can you make bulk changes to existing data?
Where the API supports it, guarded bulk changes can be safer and more consistent than manual editing. Every change needs a dry run, exact scope and rollback evidence.
Discuss the Autotask problem you need to solve
Share the symptom, the area of Autotask involved and what the business needs to trust afterwards. I’ll help you work out the most sensible starting point.