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CUSTOMER SPOTLIGHT:

SinglePoint Consulting Group finds efficiency and profits in Autotask. Click here to see how.

Spotlight: SinglePoint Consulting Group

“I have clients now who use Autotask for pretty much everything: project management, relationship management, contract management, and service after the sale.”

Chris Jones
Owner and Chief Executive Officer
SinglePoint Consulting Group


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Project Planning & Tracking

Autotask revolutionizes traditional project management with powerful tools such as automated project tracking, expense management, billing, CRM and more in a web based, easy to use, affordable solution.

With one integrated database, your projects are seamlessly connected to your accounts. Unparalleled project tracking and process automation tools are there to insure that you deliver on-time and within budget.

Look how Autotask makes your Project Planning and Tracking for Project Management
run better:

  Project Planning Project Planning
Create projects from Microsoft Project®, Microsoft Excel®, project templates or the task library. Advanced features include phase estimates, project budgets and resource selection based on skill sets.
 
  Project Manager Dashboard Project Manager Dashboard
Project Manager Dashboard will help monitor and schedule projects, assign resources and build project teams from roles, billing rates and allocation codes. Includes Gantt charts, real-time status reports, and controlled client access to streamline the process from start to end.
 
  Project Workspace Tools Project Workspace Tools
Organize project information and track project schedule, status, notes, material and equipment costs, project baselines. Link in files, folders and attachments. Track user-defined information and project issues.
 
  Project Accounting Project Accounting
Track labor and non-labor costs, actual vs. estimated costs, project budgets to-date, real-time forecast of revenue, costs and profitability for each project to identify problems and maintain organizational profitability.
 
  Change Order Management Change Order Management
Manage billable and non-billable change orders, track estimates, their effect on the project budget. Bill change orders by time or fixed price to maximize revenue.
 
  Skills Tracking & Sourcing Skills Tracking & Sourcing
Find and assign resource by skill and availability. Save common searches. Resource profiles include skill levels, certifications, training, education and travel to find the right person for the job.
 
  Resource Management Resource Management
Manage task assignments, resource availability, roles and rates. Monitor due dates, track performance vs. estimate and time off and available hours per employee to maximize resource utilization.
 
  Document Automation Document Automation
Merge account, project and user-defined fields into Microsoft Word® document templates to eliminate re-key of information into forms you use all the time.
 
  Subcontractor Tracking Subcontractor Tracking
Track subcontractor participation on projects and assign their security level. Track subcontractor fees for more accurate project cost analysis.
 
  Installed Equipment Tracking Installed Equipment Tracking
Convert equipment costs to installed products on an account. Track installation dates, serial numbers, and warranty expirations so you always know what your customers have.
 
 

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