N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
...
Currently, the installation of the app is upon client request. Please contact us through the ff:
...
Support Email Address: support@mspbots.ai
Phone: 1-312-205-5608
Support Hours: 8:00 AM to 5:00 PM CST Chicago time
How to Access the Financial Suite for Autotask integration
...
1. After the installation, Login to MSPBots
2. Go to Apps page. Then, click Financial Suite for Autotask Integration.
...
| 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
For any queries and concern, you can contact us on the following:
...
| . |
...
Phone: 1-312-205-5608
...
Overview
Content Tools