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Autotask Customer and Success Stories - J.W. Locke & Associates LLC |
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Spotlight: J.W. Locke & Associates LLC
J.W. Locke & Associates chose Autotask for its integration, custom workflow and functionality benefits. As a result, they improved cash flow, maximized business performance, and slashed the time to complete billing by 75%.
COMPANY PROFILE
J.W. Locke & Associates LLC is a provider of technology solutions to small and medium sized businesses in Southern California. They provide simple, understandable, and affordable hardware, software, networking and service solutions that produce a return on investment. The company founders also operate SMB Technology Network™, a 500 member organization committed to serving Small and Medium sized business through education, collaboration, and networking.
BUSINESS CHALLENGES
J.W. Locke's requirements for an IT business management solution:
- CRM features that could track company and contact information, as well as, activities and opportunities.
- Service tracking and employee time tracking
- Project management
- Billing for products and services, and optional integration with QuickBooks
- Integration with Level Platforms Managed Workplace, Kaseya and others leading MSP support systems.
- An optional client portal
- Affordable pricing
THE AUTOTASK SOLUTION
Autotask fulfilled all of J.W. Locke's requirements, and more. J.W. Locke recognized an immediate improvement in cash flow, and slashed 75% of the time out of their billing process in Timeslips and Quickbooks. They began to capturing "lost" and "never billed" time that was never captured by their previous system.
J.W. Locke & Associates has improved their overall business process performance as a result of improved reporting and access to information about where our time is being spent.
IN THEIR OWN WORDS...CLIENT COMMENTS
"With Autotask, we are better able to determine our priorities, response times, and workloads. We can track compliance with the targets we establish using dashboards and reports."
"Custom workflow rules. You have no idea how valuable these are until you begin to use them. They can route tickets, change priorities and notify you of new or changed items from clients via e-mail or SMS message."
"We purchased the client portal add-on earlier than we had planned in response to a client request. Next on the list is the Level Platforms integration and project management. I can hardly wait!"
"If you are not satisfied with your current business system and are looking for a package that was built specifically for IT providers, I strongly suggest that you take a look at Autotask and see if it can't make your business run better like it did mine. I don't think you will be disappointed."
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