Autotask Product Catalog

Official

Manage Autotask products and pricing.

Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of Autotask product catalogs, enabling users to efficiently search for products, understand pricing structures, manage inventory, and audit cost-vs-billing rates, crucial for accurate quoting and procurement.

Core Features & Use Cases

  • Product & Service Search: Find products, services, and inventory items by name, SKU, or category.
  • Pricing & Inventory: Check price list overrides, unit costs, and on-hand inventory quantities.
  • Use Case: An MSP technician needs to quote a new hardware setup for a client. They can use this Skill to quickly find the correct product SKU, verify its current price against the relevant price list, and check if sufficient inventory is available before finalizing the quote.

Quick Start

Use the Autotask Product Catalog skill to search for products with the term "firewall" and check their inventory.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 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 Product Catalog
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#autotask-product-catalog

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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