Contract review for devices

About

Autotask associates devices with contracts that allow you to bill for Managed Services. Devices that are not associated with a contract are not generating any revenue for your company, causing you to lose money.

Identifying new devices where contract information is missing is therefore important, and the Reviewed for Contract check box is designed to facilitate just that.

  • Devices that are associated with a contract are automatically set to checked. Since they have a contract, we assume the contract situation has been reviewed.
  • New devices and devices created by Datto BCDR, Datto Network Manager, or Datto RMM have Reviewed for Contract cleared. The contract review status is available as a filter in searches and dashboard widgets such as this one on the Datto RMM Devices dashboard tab. This allows you to easily identify any devices that have not been reviewed.

For information about the Datto BCDR Integration, Datto Network Manager Integration, or Datto RMM Integration, refer to Extensions and Integrations.

How to...