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Every video and podcast episode on HaloPSA, Autotask, and PSA profitability — all in one place. Click any thumbnail to watch or listen.
A look at ticket tagging in Autotask — a more flexible, hashtag-style alternative to issue and sub-issue types…
A live quoting demo with Ben Spector, Product Manager at Zomentum, showing how the Zomentum-Autotask integration helps MSPs…
A quick walkthrough of bulk-updating tickets in Autotask — changing queue, status, or primary resource across multiple tickets…
How to add time entries to multiple tickets simultaneously in Autotask using the Ticket Work List — handy…
A full walkthrough of the Autotask–QuickBooks Online integration: setting it up, running the approve-and-post process, and getting invoices…
How to get invoices out of Autotask into Xero using the Cloud Depot integration, from creating the API…
Chris joins the MSP Navigator show to talk finance in the MSP world — covering PSA data from…
A panel conversation with SuperOps on why your PSA shouldn't be treated as just a service desk, and…
A demo of Autotask's bulk email system (Contact Group Manager) — sending templated bulk emails to customers, similar…
A lesser-known Autotask setting that makes the summary notes field optional on ticket time entries, instead of the…
A look at the Contract Creation Utility in Autotask — a way to create bulk contracts for customers…
How to build a client-facing form directly inside the Autotask Client Portal and link it into a ticket…
Prompted by recent security breaches across MSP-industry vendors, a walkthrough of how to lock down API user accounts…
The first in a full HaloPSA implementation series with Morgan Aspinall from Halo, covering how to set up…
An overview of Kanban boards, a feature introduced in Autotask's 2022.2 release — how to set them up,…
Continuing the HaloPSA implementation series with Morgan Aspinall, covering permissions, roles, and service desk configuration.
Part three of the HaloPSA implementation series with Morgan Aspinall, covering ticket type configuration, the ticket details screen,…
A look at HaloPSA's ChatGPT integration with Morgan Aspinall — how to set it up and use it…
Part of the HaloPSA implementation series with Morgan Aspinall, covering how SLAs work and how to set them…
Continuing the HaloPSA implementation series with Morgan Aspinall, this episode covers setting up email templates.
How to retrieve and update data in Autotask using the API with PowerShell.
What ticket categories are in Autotask PSA, how they work, how to set them up, and a real-world…
A look at Autotask's built-in AutoForms feature for putting web forms - like a contact form - directly…
A walkthrough of billing subsidiary companies in Autotask — when a subsidiary has its own contract, how to…
How to use Gravity Forms on a WordPress site to let customers submit a support request that's automatically…
How to integrate a 3CX phone system with Autotask so an incoming call automatically opens the correct ticket…
How to install and use the Outlook plugin for Autotask, letting you create tickets and account notes directly…
A look at the Autotask ticket plugin Sondela built for WordPress, letting customers create and view tickets directly…
How to close a batch of Autotask tickets at once without having to enter time against each one.
How to stop a completed ticket automatically reopening when a customer replies with a simple thanks, using Autotask's…
Matt Fox of TopLeft demos its Kanban solution and shows how it integrates with Autotask to streamline ticketing…
How to add smiley-face customer satisfaction surveys to your closed ticket notifications in Autotask, using nothing more than…
Steve Dempsey of Neotec joins Chris to talk about replacing a mainstream documentation tool and streamlining his processes…
Chris's independent take on what's new in the Autotask 2021.1 release.
Travis Austin of MSP Integrations joins Chris to demo Email2AT, a tool for parsing incoming emails straight into…
How to use Microsoft Teams deep links inside Autotask to send ticket numbers and information directly to clients…
A five-minute walkthrough of tracking domains and SSL certificates as configuration items in Autotask.
How to automatically send customers a password using a password reset ticket category and user-defined fields in Autotask.
Part of the HaloPSA implementation series with Morgan Aspinall, covering ticket rules and where to set them up.
Part of the HaloPSA implementation series with Morgan Aspinall, covering workflows - what they are and when to…
The first in a Halo Q&A series with Morgan Aspinall, answering common questions MSPs and consultants ask about…
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to add reports to the end user…
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to upload reports to the end user…
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to build reports, charts and dashboards to…
Part of the HaloPSA implementation series with Morgan Aspinall, covering the Service Catalogue within the end-user self-service portal.
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to set up and configure the end-user…
Part of the HaloPSA implementation series with Morgan Aspinall, covering purchasing and procurement - adding stock in the…
Part of the HaloPSA implementation series with Morgan Aspinall, introducing the stock control system - stock locations, and…
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to add a custom SQL report to…
Part of the HaloPSA implementation series with Morgan Aspinall, covering prepay billing.
Part of the HaloPSA implementation series with Morgan Aspinall, covering how different billing plans can be combined.
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to set up contracts and agreements.
Part of the HaloPSA implementation series with Morgan Aspinall, covering labour billing and how it ties into agreements.
Part of the HaloPSA implementation series with Morgan Aspinall, covering the ticket approval process.
Part of the HaloPSA implementation series with Morgan Aspinall, walking through a full access-rights approval scenario - setting…
Part of the HaloPSA implementation series with Morgan Aspinall, introducing project management in Halo.
Part of the HaloPSA implementation series with Morgan Aspinall, covering how to track projects using milestones.
Part of the HaloPSA implementation series with Morgan Aspinall, covering the sales process from quoting through to raising…
Part of the HaloPSA implementation series with Morgan Aspinall, continuing the quoting process - quote PDFs, amending and…
Part of the HaloPSA implementation series with Morgan Aspinall, covering recurring invoices.
A walkthrough of HaloPSA's built-in migration tool, showing how easy it is to bring your tickets, customers and…
How to build a ticket-creation form on your WordPress website and use Zapier to push that information into…
How to automatically provision a new Microsoft 365 user through CIPP directly from a HaloPSA onboarding form —…
Using HaloPSA's runbooks to automatically add (and remove) a customer note when an account is placed on stop…
How to automatically add an alert to a customer's record in Autotask when they're placed on hold, so…
An introduction to the Autotask MCP server Chris built — what an MCP server actually does, and how…
Chris is joined by Victor and James from Salesbuildr for an introduction and live demo of their next-generation…
A demo of a custom-built WordPress plugin that turns a simple "contact us" form into an opportunity created…
Part of the HaloPSA Advanced series with Morgan Aspinall, covering resource booking in HaloPSA — both asset booking…
Highlights from the first HaloPSA User Group meetup in London, including a member's talk on using the Elastic…
How to customise HaloPSA's navigation menu — reordering tabs on the customer view and configuring the menu down…
A walkthrough of how to automatically create a ticket from a workflow rule in Autotask — covering the…
How to pull custom field data out of a HaloPSA ticket and generate a PDF document from it…
A look at Autotask's Impact and Urgency fields, introduced in the 2024.1 release, and how they're used to…
Another HaloPSA Q&A with Morgan Aspinall, this time covering how to generate ticket PDFs and print reports directly…
Part of the ongoing HaloPSA Q&A series with Morgan Aspinall — this episode covers custom tables in HaloPSA:…
A full walkthrough of automatically creating a company in Hudu whenever a new company is created in Autotask,…
I was invited to speak and record podcast episodes at the Acronis CyberFit Summit in Miami in 2022, alongside other MSP industry leaders discussing PSA tools and profitability.
Recorded live at the Acronis CyberFit Summit in Miami, Chris shares quick, practical tips on choosing and using…
A special live episode of PSA Impact recorded at the Acronis CyberFit Summit in Miami, featuring guests Dave…
A special live episode of PSA Impact recorded at the Acronis CyberFit Summit in Miami, featuring guests Erick…
Other videos where I've joined as a guest — interviews and appearances outside of my own channel.
Chris joins Gradient MSP's Nerdy Birdy webinar series — part of a run of interviews with integration and…
Chris joins Steve Taylor on the Rocket MSP Podcast for a broad conversation about Autotask, common PSA pitfalls,…
Recorded live at Kaseya DattoCon Europe, Chris sits down with James from Salesbuildr to dig into the PSA…
PSAImpact is the podcast I co-host with Rayanne Buchianico, helping MSPs worldwide get the most from their PSA tool — PSA-independent, practical, and free.
![[1] PSAImpact- Episode 1](https://static.libsyn.com/p/assets/1/8/b/d/18bdfe3eb36c1033/Apple_PSAImpact.png)
The very first episode of PSA Impact, introducing the podcast and its hosts, Chris Timm and Rayanne Buccianico.
![[2] PSAImpact – Episode 2](https://static.libsyn.com/p/assets/6/e/a/a/6eaaf9a812db784d/PSAIMpact.png)
The second episode of PSA Impact, part of the podcast's original run.
An early episode of PSA Impact, part of the podcast's original run.
![[4] Ticket Notifications](https://static.libsyn.com/p/assets/8/4/4/a/844abeb6574db7f6/PSAIMpact.png)
Chris and Rayanne discuss how to notify customers on ticket updates, and the different ways MSPs approach it.
![[5] Quoting – with 3rd Party tools](https://static.libsyn.com/p/assets/6/4/1/4/6414b56f7d9cc3a6/PSAIMpact.png)
Chris and Rayanne discuss quoting with third-party tools alongside Autotask, prompted by a listener question about QuoteWorks.
![[6] Work Types, Roles, T&M Contracts](https://static.libsyn.com/p/assets/e/7/d/1/e7d1a71b656259c0/PSAIMpact.pn.png)
Chris and Rayanne discuss work types, roles, and time & materials contracts.
![[7] Project and Ticket Templates](https://static.libsyn.com/p/assets/b/5/d/c/b5dc955e5c57991b/PSAIMpact.png)
Chris and Rayanne discuss project and ticket templates in Autotask.
![[8] Accounting Systems and Invoice Reminders.](https://static.libsyn.com/p/assets/a/f/4/2/af427afe8768ba44/Apple_PSAImpact.png)
Chris and Rayanne discuss accounting systems and how to set up invoice reminders for overdue invoices.
![[9] – Procurement Process](https://static.libsyn.com/p/assets/0/b/9/f/0b9f0c238b95bac6/Apple_PSAImpact.png)
Chris and Rayanne walk through the procurement process inside the PSA and clear up some common confusion around…
![[10] – Automation Tips](https://static.libsyn.com/p/assets/1/0/7/0/10707aaae2cb3cf8/lSGhgrQZ_200x200.jpg)
Chris and Rayanne share automation tips for getting more out of your PSA tool, prompted by a listener…
![[11] – Interview with Joseph Landes, CRO at Nerdio](https://static.libsyn.com/p/assets/1/9/3/5/1935f647e9cb9c45/lSGhgrQZ_200x200.jpg)
Special guest Joseph Landes, CRO at Nerdio, joins Chris and Rayanne on PSA Impact.
![[12] – Invoices and Queues](https://static.libsyn.com/p/assets/8/4/1/f/841ff2bab84b5309/lSGhgrQZ_200x200.jpg)
Chris and Rayanne discuss invoices and queues in Autotask.
![[13] – Speed Codes and Widgets](https://static.libsyn.com/p/assets/1/e/7/1/1e71580729307101/lSGhgrQZ_200x200.jpg)
Chris and Rayanne discuss speed codes and widgets in Autotask.
![[14] – Approve & Post, Time Sheet Submission & Unapprove Time](https://static.libsyn.com/p/assets/d/4/7/1/d471980a54694262/lSGhgrQZ_200x200.jpg)
Chris and Rayanne cover the approve-and-post process, timesheet submission, and unapproving time in Autotask.
![[15] – CRM, Alerts, & Plugins](https://static.libsyn.com/p/assets/f/8/6/6/f86656b6b436b9f4/lSGhgrQZ_200x200.jpg)
Chris and Rayanne discuss the CRM, alerts and plugins in Autotask.
![[16] – COVID-19 Special Episode](https://static.libsyn.com/p/assets/4/a/3/f/4a3f26e8e88d2acc/lSGhgrQZ_200x200.jpg)
A special episode recorded during the early days of the COVID-19 pandemic, covering how MSPs were being affected…
![[17] – Interview with Jamie Warner, CEO of Invarosoft](https://static.libsyn.com/p/assets/0/5/e/c/05ec478091580dd0/lSGhgrQZ_200x200.jpg)
Special guest Jamie Warner, CEO of Invarosoft, joins Chris and Rayanne on PSA Impact.
![[18] – Interview with Lucas Meadowcroft, Chief Visionary Officer at CROFTi](https://static.libsyn.com/p/assets/0/0/a/6/00a6db49809066c3/lSGhgrQZ_200x200.jpg)
Special guest Lucas Meadowcroft, Chief Visionary Officer at CROFTi, joins Chris and Rayanne on PSA Impact.
![[19] – Invoice from PSA to Accounting](https://static.libsyn.com/p/assets/8/c/8/4/8c848f1ea684487a/lSGhgrQZ_200x200.jpg)
Chris and Rayanne discuss getting invoices out of your PSA tool and into your accounting system.
Special guest Wim Kerkhoff, CEO of TopLeft, joins Chris and Rayanne on PSA Impact.
![[21] – Interview with Karl Palachuk, Small biz thoughts](https://static.libsyn.com/p/assets/f/7/8/a/f78a2b0fd12e1b82/PSAIMpact.pn.png)
Special guest Karl Palachuk of Small Biz Thoughts joins Chris and Rayanne on PSA Impact.
![[22]- MSP Profitability Webinar with Rayanne and Chris](https://static.libsyn.com/p/assets/6/6/c/4/66c4dac6b8882f7e/PSAIMpact.png)
A recording of the MSP Profits and Pricing webinar Chris and Rayanne ran together, covering PSA data from…
![[23] – Open Discussion: All Things PSA and the Future](https://static.libsyn.com/p/assets/b/c/3/2/bc32d55c946b60af/width_400_PSAIMpact.png)
An open discussion between Chris and Rayanne on the state of PSA tools today and where the industry…
![[24] – Introduction to Autotask Implementation Series](https://static.libsyn.com/p/assets/8/a/5/6/8a56d136bc7e7e55/width_400_X_299_PSAIMpact.png)
Chris and Rayanne launch a new Autotask Implementation Series, taking listeners from zero to hero across the back…
![[25] – Autotask Implementation Series: Work Types & Roles](https://static.libsyn.com/p/assets/3/2/1/d/321d96fa7e3f2895/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering work types and roles and the difference between them.
![[26] – Autotask Implementation Series: Statuses & Queues](https://static.libsyn.com/p/assets/c/a/4/9/ca494dbb67b992ae/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering the difference between statuses and queues, and how many of each…
![[27] – Autotask Implementation Series: Creating Users & Burden Rates](https://static.libsyn.com/p/assets/9/f/8/7/9f87b6b5c522cd53/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering how to create users and set burden rates.
![[28] – Autotask Implementation Series: Products & Services, Inventory vs Configuration Items](https://static.libsyn.com/p/assets/c/f/b/8/cfb8efec15e4cf63/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering products and services, and the difference between inventory and configuration items.
![[29] – Autotask Implementation Series: Entering Customers & Contacts](https://static.libsyn.com/p/assets/8/4/3/6/843671c9d4042be7/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering how to enter customers and contacts.
![[30] – Autotask Implementation Series: CRM, Sales, Opportunities & Quoting](https://static.libsyn.com/p/assets/6/9/7/c/697c39ae41aade27/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, continuing into CRM, sales, opportunities and quoting.
![[31] – Autotask Implementation Series: CRM – Opportunities vs Quotes, Tools](https://static.libsyn.com/p/assets/0/1/3/b/013bfc9710f655bc/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering the difference between opportunities and quotes in the CRM.
![[32] – Special Guest: Nigel Moore, Founder of The Tech Tribe](https://static.libsyn.com/p/assets/9/0/1/4/90140dd6c469c4d4/width_400_X_299_PSAIMpact_use_this.png)
Special guest Nigel Moore, founder of The Tech Tribe, joins Chris and Rayanne on PSA Impact.
![[33] – Autotask Implementation Series: CRM – Sales Quotas, Commissions, Opportunity Categories, Speed Codes](https://static.libsyn.com/p/assets/3/c/5/e/3c5eed520bdd397e/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering sales quotas, commissions, opportunity categories and speed codes within the CRM.
![[34] – Autotask Implementation Series: Contracts in Autotask](https://static.libsyn.com/p/assets/7/6/3/e/763e8719f8f3dcb3d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering contracts in Autotask - a topic Chris calls one of his…
![[35] – Autotask Implementation Series: Revisiting Covered Topics](https://static.libsyn.com/p/assets/9/7/f/0/97f00d897babd9f6e5bbc093207a2619/width_400_X_299_PSAIMpact_use_this.png)
Chris and Rayanne revisit and expand on topics covered earlier in the Autotask Implementation Series.
![[36] – Special Guest: Matt Takhar, CEO of Inbay](https://static.libsyn.com/p/assets/b/f/9/5/bf954585dc7f9005d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Special guest Matt Takhar, CEO of Inbay, joins Chris and Rayanne on PSA Impact.
![[37] – Autotask Implementation Series: Service Desk – Queues](https://static.libsyn.com/p/assets/e/4/7/7/e477e2040c441199e55e3c100dce7605/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering the service desk and queues.
![[38] – Special Guest: Richard Tubb – The IT Business Growth Expert](https://static.libsyn.com/p/assets/e/1/8/5/e185aee7f875af5aa04421dee9605cbd/width_400_X_299_PSAIMpact_use_this.png)
Special guest Richard Tubb, the IT Business Growth Expert, joins Chris and Rayanne on PSA Impact.
![[39] – Special Guest: Jason Kemsley, Director of Uptime Solutions](https://static.libsyn.com/p/assets/3/b/c/4/3bc48affb65a5a1e88c4a68c3ddbc4f2/width_400_X_299_PSAIMpact_use_this.png)
Special guest Jason Kemsley, Technical Director at Uptime Solutions, joins Chris and Rayanne on PSA Impact.
![[40] – Special Guest: Ian Luckett – Innovate To Success](https://static.libsyn.com/p/assets/8/0/4/b/804bc46d12dba3ad5f2e77a3093c12a1/width_400_X_299_PSAIMpact_use_this.png)
Special guest Ian Luckett of Innovate To Success joins Chris and Rayanne on PSA Impact.
![[41] – Special Guest: Daniel Welling – Welling MSP](https://static.libsyn.com/p/assets/7/5/0/8/7508458e27998744e55e3c100dce7605/width_400_X_299_PSAIMpact_use_this.png)
Special guest Daniel Welling of Welling MSP joins Chris and Rayanne on PSA Impact.
![[42] – Special Guest: Roupen Egulian – Cloud Depot](https://static.libsyn.com/p/assets/9/4/e/e/94eeaa612f7b1557bafc7308ab683e82/width_400_X_299_PSAIMpact_use_this.png)
Special guest Roupen Egulian of Cloud Depot joins Chris and Rayanne for a multinational, multicultural episode of PSA…
![[43] – Autotask: Queues](https://static.libsyn.com/p/assets/0/f/7/e/0f7e1668075ec833d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Chris and Rayanne discuss queues in Autotask, part of the ongoing PSA Impact conversation on getting more out…
![[44] – Autotask Implementation Series: Ticket Categories & Speed Codes (Form Templates)](https://static.libsyn.com/p/assets/2/3/8/7/23870b6f71700e24d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering ticket categories and speed codes (form templates).
![[45] – Autotask Implementation Series: Customer Portal](https://static.libsyn.com/p/assets/c/6/9/6/c696d23c1661fe8b40be95ea3302a6a1/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering how to set up and use the Customer Portal.
![[46] – Special Guest: Ryan Goodman – ConnectBooster](https://static.libsyn.com/p/assets/0/5/a/7/05a72ed17e4ee976bafc7308ab683e82/width_400_X_299_PSAIMpact_use_this.png)
Special guest Ryan Goodman of ConnectBooster joins the show to talk about automating accounts receivable and getting invoices…
![[47] – Special Guests: Jeff Bogaerts and Patrick van Beek of Goolash](https://static.libsyn.com/p/assets/5/1/d/1/51d15573d157a121d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Special guests Jeff Bogaerts and Patrick van Beek of Goolash join Chris and Rayanne to talk through the…
![[48] – Autotask Implementation Series: Projects](https://static.libsyn.com/p/assets/8/1/7/e/817e8267151c6c29d959afa2a1bf1c87/width_400_X_299_PSAIMpact_use_this.png)
Part of the Autotask Implementation Series, covering how to set up and manage projects in Autotask.
![[49] – PSA Security Best Practices](https://static.libsyn.com/p/assets/8/e/6/c/8e6cf06356e5c9c2d959afa2a1bf1c87/PSA_Impact_Logo_1.jpg){kind=logo}
Following the Kaseya security breach, Chris and Rayanne discuss security best practices at the PSA level for MSPs.
![[50] – Autotask Documentation Manager](https://static.libsyn.com/p/assets/4/6/6/0/466087c9189f45f016c3140a3186d450/width_400_X_400_Apple_PSAImpact.png)
A look at Autotask's Documentation Manager feature and how it fits into your day-to-day PSA use.
![[51] – New Features In Autotask](https://static.libsyn.com/p/assets/4/4/9/9/4499d79d3143704288c4a68c3ddbc4f2/width_400_X_400_Apple_PSAImpact.png)
A rundown of new features recently added to Autotask, and what they mean for MSPs using the platform.
![[52] – Changing PSA’s](https://static.libsyn.com/p/assets/0/0/a/d/00ada34d2acc907027a2322813b393ee/width_400_X_299_PSAIMpact_use_this.png)
A discussion on what's involved in switching PSA tools, and what MSPs should weigh up before making the…
![[53] – Reporting in Autotask](https://static.libsyn.com/p/assets/e/3/2/b/e32bac19b1f1be2abafc7308ab683e82/width_400_X_299_PSAIMpact_use_this.png)
Chris and Rayanne discuss reporting in Autotask, part of the ongoing PSA Impact conversation on getting more out…
![[54] – Autotask Work Lists](https://static.libsyn.com/p/assets/f/c/b/3/fcb304096b785691e55e3c100dce7605/width_400_X_299_PSAIMpact_use_this.png)
A look at Work Lists in Autotask and how they can help with multitasking and tracking time across…
Chris and Rayanne kick off a new MSP Series on PSA Impact, outlining what the upcoming episodes will…
The second part of PSA Impact's introduction to its MSP Series, previewing what's ahead in the series.
Part of the MSP Series, Chris and Rayanne are joined by Daniel Johnson and Nate Taylor of machineLOGIC.
Chris and Rayanne react to the news of Kaseya's acquisition of Datto and discuss what it could mean…
Recorded live and in person at the Acronis #CyberFit Summit in Miami, Chris and Rayanne are joined by…
Recorded live and in person at the Acronis #CyberFit Summit in Miami, Chris and Rayanne sit down with…
Episodes and interviews where I've joined other podcasts as a guest to talk PSA tools, MSP profitability, and switching platforms.
A guest appearance on Paul Green's MSP Marketing Podcast, comparing the leading PSA platforms and discussing which one…
A guest appearance on the MSP Finance Team podcast, where Chris breaks down the three most common mistakes…