Autotask credentials
Where to find these in Autotask
Admin → Resources → select your API user → API Tracking Identifier + Secret Key. Zone URL: Admin → Organization → scroll to API URL.
Fetch ticket
Include notes / activity
Include description
Reply
AI rewrite — edit before posting
AI rewrite — edit before saving
— also posts a note to the customer
AI output
Paste into ticket description or custom field
De-duplicated, chronological activity log
Ready to paste as a new ticket note
Invoice notes
Reference copy — originals stay on the ticket, flipped to Internal on write
Clean technical summary for internal records
Customer-facing note — posted as customer-visible
Invoice line item — copy to billing system
Rewrites — 0 items (originals preserved as internal)
Debug DEV
Raw API response
No response captured yet.
Ticket input sent to Claude
No input captured yet.
Open tickets queue
All currently open tickets, color-coded by status and age.
Open tickets queue
All currently open tickets, color-coded by status and age.
Click Load to fetch all open tickets.
Missing contract / work type
Completed tickets with logged time but no contract or work type — potential revenue leaks.
Missing contract / work type
Completed tickets with logged time but no contract or work type — potential revenue leaks.
Click Run to scan completed tickets missing a contract or work type assignment.
Recently closed tickets
Tickets marked Complete within the selected window — for post-close billing review.
Recently closed tickets
Tickets marked Complete within the selected window — for post-close billing review.
Click Run to pull tickets completed in the selected period.
Stale open tickets
Open tickets with no notes, time, or status changes in the selected period — may need follow-up or closure.
Stale open tickets
Open tickets with no notes, time, or status changes in the selected period — may need follow-up or closure.
Click Run to find open tickets with no recent activity.
Missing time entries
Completed tickets with no time logged. Work may have been done but not tracked — add time before invoicing.
Missing time entries
Completed tickets with no time logged. Work may have been done but not tracked — add time before invoicing.
Click Run to find closed tickets with no time logged.
Time entry review queue
Individual time entries flagged for issues: missing summary, suspiciously short or long duration. Review before billing.
Time entry review queue
Individual time entries flagged for issues: missing summary, suspiciously short or long duration. Review before billing.
Click Run to find time entries that need review before billing.
Technician utilization
Billable vs. non-billable hours per tech for the selected period. Spot who's billing and who isn't.
Technician utilization
Billable vs. non-billable hours per tech for the selected period. Spot who's billing and who isn't.
Click Run to see hours logged per technician.
Contract burn rate
Hours logged against each active contract. Helps spot contracts approaching their limit or being under-utilized.
Contract burn rate
Hours logged against each active contract. Helps spot contracts approaching their limit or being under-utilized.
Click Run to see hours logged against each active contract.
Contract audits
Active contracts expiring in the next 180 days. Review and renew before clients lose coverage.
Contract audits
Active contracts expiring in the next 180 days. Review and renew before clients lose coverage.
Click Run to find contracts expiring in the next 180 days.
No invoice on file
Completed tickets with billable hours but no invoice recorded in Autotask. Possible unbilled work.
No invoice on file
Completed tickets with billable hours but no invoice recorded in Autotask. Possible unbilled work.
Click Run to find completed tickets with billable hours but no invoice on file.