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Red Square Systems finds a half million dollars in new profits with Autotask. Click here to see how.

“Without increasing sales, with Autotask, we have added $550,000 in increased profit in the first year.”

Ian James
President
Red Square Systems


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Time Tracking
Monitoring Time and Billing

Keeping track of everything going on in a consulting or professional service firm is a major challenge. Autotask has the ability to track billable services on projects, professional service work and customer support. Autotask helps you realize more efficient management of these resources with individual and department-level task assignments that show up on personal dashboards.

At the beginning of the day, everyone your the team is able to review their projects, customer service and project work along with estimates, due dates and priorities. With Autotask, your entire staff can easily capture and record time, status and work detail -- as the work is completed.

To make management of your staff more efficient, Autotask includes:

  Built-in Dashboards and Timesheets. Built-in Dashboards and Timesheets
Time entry and assignments are completely integrated. Task assignments show up on a personal dashboard and allows for easy entry of time, status and work details. You should implement a set of best practices to standardize the capture of work details to improve consistency and accuracy.
 
  Single Point of Entry With Automated Notification. Single Point of Entry With Automated Notification
Time entry on a task or service request is automatically updates the timesheet. And because Autotask consolidates data capture and provides a single point of entry, it also updates time on the project task or customer support ticket, all related reports, billing detail and workload reports simultaneously. Based on your internal workflow policy, automated e-mail notification will improve communication and keep key individuals and customers in the loop.
 
  Integrated Expense Reports. Integrated Expense Reports
With Autotask's integrated expense reporting system, all billable items are entered right on the expense report and tracked along with the client and project through approval, reports and billing. The expense reporting system is powerful enough to create detailed expense reports, track receipts and company paid items. Because all of the items are tracked along with expense policies and approval, you will no longer double pay expense items or expense reports.
 
  Time Off Requests. Time Off Requests
Autotask also allows you to track personal and vacation time-off requests including automated routing and approval or rejection. Workload reports should be automatically updated to manage resource availability better.
 
 

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