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Currently, the installation of the app is upon client request. Please contact us through the ff:
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How to Access the Financial Suite for Autotask integration
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| Terms | Calculation |
|---|---|
| Value | Value = Quantity × Unit Price |
| Target Hours | Budgeted hours to achieve the Target Total Cost Margin %, which can be set in the Contract Financial Suite Settings for App Packages dashboard. |
| Profit | Billed - (Service Cost + Labor Costs) |
| Margin | Profit ÷ Billed |
| Effective Rate | (Billed - Service Cost) ÷ Labor Hours (if labor hours is < 1, then it is rounded off to 1) |
| Contribution Rate | Profit ÷ Labor Hours (if labor hours is < 1, then it is rounded off to 1) |
| Billed | Sum of [ (Actual Quantity × Unit Price) + Service Total] for all invoices within the selected date range |
| Ave. Hourly Labor Rate | Average of all hourly labor rate of all active technicians with a work type tagging |
| Service Costs | Sum of (Actual Quantity × Unit Cost) for all invoices within the selected date range |
| Actual Labor Hours | Total recorded hours for a contract. |
Contact Support
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For any queries and concern, you can contact us on the following:
Support Email Address: support@mspbots.ai
Phone: 1-312-205-5608
Support Hours: 8:00 AM to 5:00 PM CST Chicago time
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