Autotask CRM
De la autor
Autotask CRM entities - companies (accounts), contacts, and sites/locations - including field references, company type classifications, and how these records underpin tickets, contracts, and projects for MSP account management.
Instalare
npx skills add WYRE-AI/msp-claude-plugins --skill 'Autotask CRM' -a claude-code
Se instalează în .claude/skills/Autotask-CRM/ · Fiecare comandă descarcă skill-ul direct de pe GitHub cu utilitarul open source skills.
Identic octet cu octet cu commit-ul scanat, cu licența depozitului și un fișier SOURCE.txt.
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Verificări de siguranță pe SKILL.md
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De ce 82
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Skill-uri similare
Cele mai apropiate de acesta prin ce fac și când sunt folosite.
- Autotask ProjectsWYRE-AI/msp-claude-pluginsAutotask project structure - projects, phases, tasks, and milestones - including project and task fields, status values, resource assignment, and how project work links to contract billing for MSP project managers.Juridic★ 50
- ConnectWise Manage CompaniesWYRE-AI/msp-claude-pluginsConnectWise PSA company/account management: company types, statuses, sites/locations, custom fields, and company relationships. Essential for MSP account management and CRM operations in ConnectWise PSA.Altele★ 50
- Autotask ContractsWYRE-AI/msp-claude-pluginsAutotask contract and service agreement management - contract types (recurring services, block hours, time & materials, fixed price, retainer), service/service bundle associations, SLAs, and how contracts drive billing for MSP account managers.Juridic★ 50
- HubSpot ContactsWYRE-AI/msp-claude-pluginsHubSpot contact records: core and MSP-relevant custom fields, lifecycle stages, lead status values, contact ownership, CRM search filter patterns, and associations to companies and deals.Altele★ 50
- Autotask BillingWYRE-AI/msp-claude-pluginsAutotask billing item retrieval, approval-level workflows, and invoice search — covering billing item types, approval status filtering, and reconciliation of billable work against invoices for MSP finance teams.Finanțe★ 50
- Autotask Product CatalogWYRE-AI/msp-claude-pluginsAutotask product catalog structure - Products, Services, and Service Bundles - and how Price Lists override default unit pricing. Covers product/service fields, inventory tracking, and cost-vs-billing margin analysis for MSP quoting and procurement.Altele★ 50
Note și recenzii
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