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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 Time & Expense Management

Capture more billable hours while accurately tracking billable expenses to clients. Fully integrated, web-based time & expense features reduce double entry and save up to 80% of the time it takes to process paper based systems.

Time entry automatically updates timesheets, workload reports, project schedules, project budget reports and the schedule on the project manager dashboard.

Look how Autotask makes your Project Time and Expense Management for Project Management run better:

  Timesheets Timesheets
Assign personal task lists with customizable time periods. Designate billable and non-billable time, holidays by location and other features for accurate, real-time project updates.
 
  Billing Methods More Complete Client Signoff Sheets Billing Methods More Complete Client Signoff Sheets
Create client specific timesheets and work reports with signature lines so your clients can approve your work.
 
  Expense Reports Expense Reports
Features include an expense wizard to quickly create expense reports, custom categories, expense policies, ability to track receipts and company paid items. Best of all you get total integration for expenses and travel charged to your client projects.
 
  Time-Off Requests Time-Off Requests
Track personal and vacation time-off requests. Automate request routing and approval or rejection. Workload reports are automatically updated to manage resource availability effectively.
 
  Routing and Approval Workflow Routing and Approval Workflow
Set-up multiple approval levels and manage approval and rejection workflow. Use missing timesheet reports, timesheet notification and timesheet history to keep accurate information on time applied to projects and tasks.
 
  Payroll Integration Payroll Integration
Autotask provides integration wizards for standard CSV and Excel files. Autotask also has a direct QuickBooks integration for invoices and payroll.
 
 

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