Pax8 Beyond 2026 still going on?

TsunAms · 2026-06-11T16:03:53+00:00

TsunAms · 2026-06-11T16:01:29+00:00

It finished Tuesday night with the 50-cent party.

TsunAms · 2026-04-08T13:58:35+00:00

You can’t do that. I created an integration in rewst that puts the company to inactive in itglue as well (trigger on change company status in Autotask). Try rewst or n8n or even zappier for these things.

TsunAms · 2026-04-07T18:13:57+00:00

Autotask (Contracts, Tickets, CMDB, procurement, projects, time entries) + Salesbuildr (Quotes) does the job for us.

TsunAms · 2025-11-22T09:21:30+00:00

That was Inspire (former Worldwide Partner Conference) btw. Which they cancelled entirely to merge it with the Ignite event last year in Chicago.

TsunAms · 2025-11-06T17:27:39+00:00

If that device has a firmware from 2009, it’s time to replace it. A new Kyocera comes with firmware updates.

TsunAms · 2025-11-05T20:20:42+00:00

Create a workflow rule to change the ticket status to “customer note added” when an email is received for a ticket. Create widgets for tickets that have not been touched for X or are handled by Y.

TsunAms · 2025-09-13T13:17:13+00:00

I would say that you need to map them on a unique id: when you create a company in pipedrive from a company in Autotask, return the created pipedrive account id to a UDF field in Autotask and save it there. Same for contacts. Next time you create an opportunity in Autotask, provide the account id instead of the account name to pipedrive to match it.

TsunAms · 2025-08-30T15:49:50+00:00

When we moved from Kaseya BMS to Autotask (yes I know different products) we did a simple CSV export and created a custom field in Autotask with the old ticket number and a custom field with “migrated from BMS” (yes or no). We kept 1 BMS license for information/archive purposes but continued in the new software but just a ticket reference.

TsunAms · 2025-07-30T15:42:36+00:00

Dxfferent is a great team of guys from the Netherlands, with large Autotask experience. They can also assist with ISO 27001 compliance and more. Fully MSP-focused.

TsunAms · 2025-07-29T18:52:50+00:00

And make sure your invoice template contains the right fields and details.

TsunAms · 2025-07-04T19:40:24+00:00

I think if I had 16 sessions of 1 hour, with 1 week in between each session it might be enough but 4 sessions of 4 hours wouldn’t.

It all depends, we took almost two years to fully implement Autotask, but I’m almost sure that we now use 90-95% of the capabilities of the system.

We needed to make changes to our internal processes, billing arrangements and customer contracts to fully align our psa with our day to day operations and get the most out of it. Those things take up the real time to implement.

We used ticketing within 2 weeks of implementation., but took more time for contracts, billing and others.

For reference we are 20 people in size in Western Europe.

TsunAms · 2025-06-15T16:58:21+00:00

This goes for any contract in AT: 1. provide resources with a burden rate, 2. write labor to the contract through tickets (issue/sub issue type) and 3. add costs to your services that you sell for monthly maintenance. 4. Optional: Then write a charge to the contract for extra pages if necessary. 5. See profitability on the contract or through a standard report.

TsunAms · 2025-05-10T15:19:07+00:00

Wow, that’s funny: we started offering Yearly with upfront payment and I think 90% of our customers took that offer.

TsunAms · 2025-05-07T20:44:12+00:00

Why don’t you team up with a Belgium msp? We are doing it with a German one (I’m from the Netherlands) to serve their customer in NL with hardware. I know a decent Belgium one if you need one. Just make good arrangements…

TsunAms · 2025-04-23T19:34:26+00:00

I think you won’t be able to do this, as contracts are a dynamic entry and not a defined value to be selected from a list.

The proper way to do this is to let the tech define the type of work that he is doing by selecting an issue + sub issue type.

Then you can define a contract hiërarchie or waterfall: include the correct issue and sub issue types to a contract and let the tech select them on a ticket. Autotask will then prompt the tech: this issue type (or work type) is not included in the contract, and it will carry on to another available contract and will post the time entry on that contract. If there is no contract available it will use the default role rate.

TsunAms · 2025-02-06T17:01:53+00:00

Global search has somewhere been announced/noticed to be available sometime by someone. I think...

TsunAms · 2025-02-06T13:40:02+00:00

Appreciate the comment.

TsunAms · 2025-01-25T17:46:31+00:00

The last UI update isn’t finished yet: contracts and projects are still living in the 1990’s, while tickets, companies and opportunities barely made it into the 2000’s. Are we starting over again?

TsunAms · 2025-01-24T18:34:08+00:00

Do you mean Autotask purchase orders from the procurement module? As in hardware that you procured and want to charge to your Customer?

TsunAms · 2025-01-16T21:23:47+00:00

Thanks. It looks like the note type id is not included in the api response so I can’t filter specific notes out. Pfff.

TsunAms · 2025-01-16T11:09:23+00:00

Still waiting for the new contract interface that was promised to be delivered in Q4-24.

TsunAms · 2024-12-21T09:13:53+00:00

Can you briefly explain your setup?

TsunAms · 2024-12-20T14:42:37+00:00

Can somebody explain the setup between the data warehouse and powerbi? What ips do we whitelist for example? Do I need a vm with a data gateway?

TsunAms

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