Autotask Contracts Management

Create and manage Autotask PSA contracts with billing configuration.

39|17|Updated Feb 4, 2026
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-contracts-management
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Autotask Contracts Management
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya/autotask/skills/contracts
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-contracts-management

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the management of Autotask contracts, service agreements, and billing, ensuring accurate financial tracking and client satisfaction for MSPs.

Core Features & Use Cases

  • Contract Creation & Management: Create, update, and manage various contract types (Recurring Services, Block Hours, Time & Materials).
  • Service & Billing Configuration: Add services to contracts, configure billing details, and manage block hour balances.
  • Renewal & Expiration Tracking: Identify and manage expiring contracts to ensure seamless renewals.
  • Use Case: An MSP account manager needs to create a new recurring services contract for a client, add specific managed services with their pricing, and set up the billing schedule.

Quick Start

Create a new recurring services contract for 'Acme Corp' with ID 12345, starting January 1st, 2024, and ending December 31st, 2024.

Frequently Asked Questions about Autotask Contracts Management

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage Autotask contracts and billing for recurring services?

To manage Autotask contracts and billing, you can create recurring services contracts, associate specific managed services with pricing, and configure billing schedules. This ensures accurate financial tracking for client service agreements.

Can I track Autotask contract expirations and manage renewal workflows?

Yes, you can track Autotask contract expirations and manage renewal workflows. The Skill identifies expiring contracts to ensure seamless renewals, maintaining continuous service coverage and accurate billing cycles.

What is the best way to create a block hours contract in Autotask?

Creating a block hours contract in Autotask involves selecting the block hours contract type, associating the relevant services, and configuring the billing details. The Skill also manages block hour balances through API interactions.

Does Autotask contract management support Time & Materials agreements?

Yes, Autotask contract management supports Time & Materials agreements alongside recurring services and block hours contracts. You can configure billing details and map contract statuses for accurate financial operations.

How do I configure billing details for MSP service agreements in Autotask?

You configure billing details for MSP service agreements in Autotask by mapping contract types, statuses, and service details precisely. This mapping is required for accurate billing configuration and financial operations.

What Autotask API interactions are needed for block hour balance management?

Block hour balance management requires precise Autotask API interactions to map contract types and service details. This ensures accurate tracking of consumed hours and remaining balances for block hour contracts.