Agenda

PSA Accelerator Bootcamp Level 1

About

The Autotask PSA Accelerator Bootcamp is designed for participants who have a foundational level of product knowledge. Attendees have worked with Autotask on a day-to-day basis for at least 90 days. By attending this live in-person training session, you will gain understanding of critical PSA functionality, such as opportunity categories, contract types and exclusions, ticket categories, and default widgets that are tied to successful business outcomes. In this live session, you can ask questions and learn how to apply key concepts. Remember to bring your laptop as you will be working alongside the instructor to apply what you are learning. You may work within your own site or a sandbox site Datto provides.

After attending this training session you will be able to:

  • Recognize the efficiencies gained in the sales process with the use of the new account user interface, opportunity categories, and external quote sign-off.
  • Create PSA contracts to ensure accurate and efficient billing arrangements.
  • Leverage automation to optimize help desk processes and resource utilization using ticket categories, checklists, and the dispatch calendar.
  • Analyze dashboards and tabs to determine the most desirable and profitable clients within your business.