r/Autotask

Hello there,

My company is currently configuring Autotask. We are leaving CW after several years. We are US based. I realize Autotask has endless functionalities and we are working on the configuration and mapping next week during our onboarding meeting. If you had had success implementing Autotask I'd love to hear/read your thoughts and insights. What should we think about first and foremost?, what was helpful to you during this period? what do you wish you'd have thought about? What are some things we should address? - I thank you in advance for your time responding!

Any Autotask users here also using Xero?

We've been building an Autotask to Xero integration and we're at the stage where we'd love some real-world feedback before we roll it out.

If anyone is interested in giving it a try, we're happy to provide a free licence in exchange for some testing and honest feedback on how it works.

Drop a comment or send me a message if you'd like to take a look.