Autotask Contracts Management
OfficialManage Autotask contracts and billing.
Authorwyre-technology
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the management of Autotask contracts, service agreements, and billing, ensuring accurate financial tracking and client satisfaction for MSPs.
Core Features & Use Cases
- Contract Creation & Management: Create, update, and manage various contract types (Recurring Services, Block Hours, Time & Materials).
- Service & Billing Configuration: Add services to contracts, configure billing details, and manage block hour balances.
- Renewal & Expiration Tracking: Identify and manage expiring contracts to ensure seamless renewals.
- Use Case: An MSP account manager needs to create a new recurring services contract for a client, add specific managed services with their pricing, and set up the billing schedule.
Quick Start
Create a new recurring services contract for 'Acme Corp' with ID 12345, starting January 1st, 2024, and ending December 31st, 2024.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Autotask Contracts Management Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#autotask-contracts-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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