Autotask PSA Accelerator Level 1

The PSA Accelerator Boot Camp will walk through a typical business flow, from acquiring and onboarding customers to servicing and preventing churn with a focus on: profitability, time management, workload, and customer management.

Attendees will leave with an understanding of the big picture as well as process workflows provided within PSA. Most importantly, you will leave with a plan for how to maximize your use in the coming year.

From this session, you will learn:

• How to track and communicate potential sales using: Opportunities Quotes Service-Level Agreements (SLAs)

• How to onboard and bill appropriately using Contracts and Invoice Templates

• How to drive resource efficiency with: Tabs and Widgets Projects and Tasks Ticket Categories and Checklists Dispatch Calendar

• How to determine (and keep) your best customers using:

Widgets and LiveReports to manage profitability and leads

This curriculum is best suited for partners who have been working with Autotask PSA on a daily basis for at least 2 months or for those who are new to the PSA Administrator role. This session runs 8:00 AM - 5:00 PM on Monday, June 8. Breakfast, lunch, and breaks are included. Please bring your laptop.

Speakers TBA!