Quotes and orders, read from Kaseya Quote Manager.
Neo reads quotes, orders and the catalogue, linked to Autotask. It changes nothing in KQM.
What Neo does with Kaseya Quote Manager.
Quotes and lines
Neo finds a quote by number and reads its lines and payments.
Purchase orders
Neo reads the items received and their serial numbers.
Linked to Autotask
Neo follows a quote to its Autotask opportunity and company.
Concrete work Neo handles in Kaseya Quote Manager.
"Where is my order?"
Neo reads the purchase orders and tells the user what arrived.
Serial numbers on the ticket
Neo writes the serial numbers of received items on the ticket.
Quote for an opportunity
Neo summarises the quote behind an Autotask opportunity.
Set it up with Neo.
Connect Kaseya Quote Manager
Enter the credentials the Kaseya Quote Manager card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Kaseya Quote Manager card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Kaseya Quote Manager access the job needs, and builds the agent with you.
Questions about the Kaseya Quote Manager integration.
What does Neo need to connect to Kaseya Quote Manager?+
The credentials the Kaseya Quote Manager card on Neo's Integrations page asks for, from your Kaseya Quote Manager account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Kaseya Quote Manager, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.