Assign an AutoTask contract to a client

This window lets you link a BillingBot client with a specific contract within AutoTask. That contract is the one used as the reference when the system processes billing for that client to AutoTask.

When to use this screen

Use this window when your company bills through AutoTask (not HaloPSA) and you need to tell BillingBot which AutoTask contract a client belongs to. You typically get here from the client edit screen (Edit Company), where you can see whether it already has an assigned contract or is still pending.

What it shows

• AutoTask Company Name: the company name as registered in AutoTask. This field is read-only and cannot be edited from here.
• Available Contracts: a table with the AutoTask contracts available for that company, with the columns:
  • Id: internal contract identifier.
  • Contract Name: contract name.
  • Number: contract number.
  • Status: current status of the contract (for example, active or inactive).
  • Actions: column with the button to assign the contract.

Available actions

• Assign (button on each table row): assigns that contract to the current client and saves the change immediately. ⚠️ This action applies instantly, with no prior confirmation screen; if the client already had another contract assigned, it is replaced by the new one.
• Close the window (close icon in the top corner): closes the dialog without making any changes.

Step-by-step flow

1. Open the client's record and go to the option to assign an AutoTask contract.
2. Check at the top that the name in AutoTask Company Name matches the correct client.
3. Review the Available Contracts list and locate the contract you want to link.
4. Click the Assign button on the row of the desired contract.
5. The window closes automatically and the contract is saved on the client. If something fails while saving, you will see an error message (see the next section).

Common errors and how to resolve them

• Error message when saving the contract: if the system fails to update the client with the chosen contract, an error message appears with details of the problem. Check your connection and try assigning the contract again; if the error persists, contact support with the exact message shown.
• Unexpected error during assignment: if an unforeseen technical issue occurs, you will see a notice telling you to report it to support along with the error details. The system automatically logs this type of failure so the technical team can investigate it.

Related screens

• Edit client
• Assign client to AutoTask
• Client Management