Autotask PSA
autotask.comAutotask PSA is a project and service automation platform built for service organizations that need dependable tracking across delivery, people, and revenue. It centralizes work management in one place, including ticketing, service call details, time entries, contractual information, and billing-ready line items—helping teams keep operations and financial data aligned. Used by many service businesses to improve forecasting, reporting accuracy, and operational control.
By connecting Autotask PSA, BOBs gain read access to the operational backbone of your service business—tickets, service call tickets, ticket notes, time entries, resources, contracts, companies, and billing items. With that context, BOBs can assemble a trustworthy “single view” of what’s happening across accounts and workstreams, then produce accurate status updates, progress summaries, and reporting artifacts that reflect the latest PSA records.
This enables broader outcomes like faster operational reviews, reduced manual reporting, and more consistent billing support. For example, BOBs can pull counts and lists to create management-ready snapshots, draft billing-ready notes tied to the right contracts and billing items, and keep internal updates aligned with the current state of tickets and time—so your team spends less time gathering data and more time acting on it.
What can BOBs do with Autotask PSA?
Perform actions
- Get Companies Count
- Get Tickets Count
- List Billing Items
- List Companies
- List Contracts
- List Resources
- List Service Call Tickets
- List Ticket Notes
- List Tickets
- List Time Entries