About Autotask PSA

Autotask PSA is an intelligent IT business management platform that centralizes operations to deliver the
mission-critical tools needed to run an IT managed services business. A single pane of glass view provides
full visibility into services, internal operations, customers, and prospects to improve efficiency and service with workflows optimized for MSPs to help resolve tickets faster—and make data-driven decisions to improve efficiency, accountability, and profitability.

Autotask PSA is a 100% SaaS application which means there is no hardware to test, maintain, or update. Autotask PSA has a proven track record of consistently delivering enterprise-grade, 99.99% uptime. Autotask PSA also offers a secure platform, with Datto requiring
two-factor authentication, undergoing routine penetration testing and infrastructure hardening, and actively monitoring for unauthorized access attempts.

Autotask PSA is the central hub for any MSP, and Datto’s open platform and API enables it to integrate with more than 200 critical applications such as remote monitoring and management and accounting solutions that an MSP needs to run their business. The single pane of glass increases efficiency and productivity
with intelligence to quickly identify relevant solutions from the knowledge base to solve issues more quickly and optimize workflows for MSPs to save time on every ticket.

Autotask PSA enables MSPs to work faster and easier with customizable dashboards for each individual user, providing an instant understanding of what’s happening with widgets that show mission-critical business data in real time. MSPs can track the metrics that matter and dig into the granular reporting that provides intelligence to make the best decisions for the company, such as ticket backlog, service level agreement compliance, resource utilization, and client satisfaction. Widgets are completely configurable to elevate helpful information based on each ticket or task so that it can lead the user to make smarter, data-driven
decisions and be more efficient.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Autotask PSA

Win New Business: Manage your sales pipeline from end-to-end with full-featured CRM including Opportunity Management, Sales Dashboard and Contact Group Manager.

Improve Service Delivery: A complete Service Desk, with service level management and built-in customer surveys, means nothing falls through the cracks.

Reduce Billing time: Stop wasting unbillable time preparing invoices. Autotask PSA slashes the time associated with your billing cycle and improves cash flow through faster invoicing.

Capture More Billable Hours: Autotask PSA captures every billable hour and expense associated with your projects and services and tracks them against your client accounts and contracts.

Save Time and Deliver Better Service: Autotask PSA's Document Manager streamlines documentation utilization and organization to ensure accountability, standardization of service delivery, and tech insight and efficiency.

Boost Profit Margins: Instant access to real-time profitability analysis lets you quote projects and services more accurately than ever before.

Get Control of your Business: With a 360° view of your entire operation, you’ll know instantly what’s due, what’s billable, which employees are underutilized and which clients are most profitable.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, China, Germany, India and 3 others

Supported Languages

Dutch, English, German, Italian, Spanish

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of Autotask PSA: 89

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Asset Lifecycle Management
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Backup and Recovery
  • Billable Items Tracking
  • CRM
  • Calendar Management
  • Change Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Employee Management
  • Expense Tracking
  • Financial Management
  • IT Asset Management
  • IT Asset Tracking
  • Incident Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Issue Management
  • Knowledge Base Management
  • Knowledge Management
  • Maintenance Scheduling
  • Performance Metrics
  • Prioritization
  • Problem Management
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Remote Monitoring & Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Summary Reports
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Ticket Management
  • Time & Expense Tracking
  • Timesheet Management
  • Vendor Management
  • Workflow Management

Alternatives

Zoho Desk

4,5
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SolarWinds Service Desk

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#2 Alternative to Autotask PSA
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JIRA Service Management

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#3 Alternative to Autotask PSA
Formerly known as Jira Service Desk, Jira Service Management is an IT service management solution built on the popular...

Bitrix24

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#4 Alternative to Autotask PSA
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Reviews

Overall rating

4,3 /5
(108)
Value for Money
3,9/5
Features
4,2/5
Ease of Use
3,9/5
Customer Support
4,0/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 108
Sarah
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

AutoTask is Absolutely Wonderful Product

Reviewed on 2018/12/06

You can keep track of open, closed tickets. You can set different categories for your tickets with...

You can keep track of open, closed tickets. You can set different categories for your tickets with different priories and urgency. It lets you search by company name, contact or even ticket number. Within the tickets themselves you can create ticket, templates, link computers by name, categories by different issues, hardware, software etc, also the notes section and add attachments is great. I love this site

Pros

This is a multi use site. We manage multiple companies and it organizes it perfectly.

Cons

Sometimes it goes down during maintenance or a glitch, otherwise good

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Solid solution with lots of integrations

Reviewed on 2021/07/15

Overall Autotask has been a solid solution for our MSP. As we grow, we continually discover...

Overall Autotask has been a solid solution for our MSP. As we grow, we continually discover features within the PSA that we didn't know we had and/or needed. This has helped keep our costs down since we don't have to add additional toolsets from other vendors.

Pros

Autotask PSA allows us to handle much of our work from a single platform. Their extensive integration with vendors allows us to quickly link to items, such as asset details, directly from the service ticket. The integration with distributors helps with contract management, as purchased licenses with the vendor automatically get added to the service contract in Autotask.

Cons

The design feels dated and not as intuitive as other solutions we've tried and in spite of several new releases, the overall UI doesn't appear to be changing.

Verified Reviewer
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Just OK

Reviewed on 2022/05/23

As a MSP you need to have one. The client facing ticket portal is unusable. The KB section makes it...

As a MSP you need to have one. The client facing ticket portal is unusable. The KB section makes it hard to add images.

Pros

It is a mature product. Has many features.

Cons

Hard to use. Has made few improvements over the years. The RMM (owned by same company) integration is basic.

Alternatives Considered

ConnectWise Automate

Reasons for Switching to Autotask PSA

Not many choices at the time.
Hesham Gomaa Elmasry
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Very effective ticketing and project management tool

Reviewed on 2018/08/10

Pros

Ticketing with Autotask saving a lot of time and efforts, it facilitates the communication between all stakeholders including our clients, allows internal notes on the ticket controls what the client can see and what is not, adding user defined fields allows us to generate more meaningful reports related to our business and our needs.

Managing projects is very productive with Autotask, as I can create a project and add some phases, and for each phase I can add what ever required tasks with a very effective hierarchy, also it updates the phase's status automatically when all related tasks completed.

It has a very powerful dashboard to list all project's status and other very helpful statistics, also the recent feature saves a lot of time searching for the same issue or ticket I just opened from a while.

It is very reliable, bugs free, has no performance issues an with a very good and friendly UI.

Cons

Why there is no feature to generate Project management charts like, network diagrams, WBS, Gantt charts from the current open projects?

Tyler
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

It isn't the prettiest or sleekest looking, but AEM provides a deep toolkit for the IT...

Reviewed on 2018/01/09

AEM makes it easy to organize multiple off-site locations and set up hardware monitoring, apply a...

AEM makes it easy to organize multiple off-site locations and set up hardware monitoring, apply a scheduled server restart for patches, and the ability to quickly and easily apply scripts to remote computers without ever logging onto them.

Pros

AEM makes it easy to monitor, set up scripts, or even connect to countless computers remotely. You can drill down to a computer on an individual level, or group entire office sites into resource monitoring or apply your custom written scripts to them, either one time or schedule a time for them to reoccur.
AEM really lets you apply the full capabilities of your knowledge to managing your computers. I've never felt held back by it.

Cons

Sometimes it feels like there's just too many levels, and it can take awhile to get where you need to be. Luckily the software is not slow to respond, but it's still a few layers to drill down to get to the computer you need.
There also is a bit of a learning curve compared to other similar management systems, however AEM does reward you for learning all its in's and out's with a vast array of customization features to manage the computers exactly how you want.

Showing 5 reviews of 108 Read all reviews

Autotask PSA FAQs

Below are some frequently asked questions for Autotask PSA.

Autotask PSA offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

There’s no large upfront charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each user. In fact, in most cases the cost of Autotask is covered with the first wasted hour each user saves, or the first missed billable hour they capture each month with our software.

Autotask PSA has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Autotask PSA supports the following languages:

Dutch, English, German, Italian, Spanish

Autotask PSA supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Autotask PSA integrates with the following applications:

Acronis Cyber Backup, Auvik, BackupAgent, Bitium, BrightGauge, Client Heartbeat, Cloud Elements, ConnectBooster, ConnectWise Automate, ConnectWise CPQ, ConnectWise Cybersecurity Management, Customer Thermometer, Datto RMM, Datto Workplace, Flow, Gluh, IT Glue, Kaseya VSA, Liongard, LogicMonitor, MSP360 Managed Backup, N-sight, Naverisk, NinjaOne, Passportal, Pulseway, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, Quoter, Rescue, ScalePad, Splashtop Remote Support, Tpad PBX, Unigma, Xero

Autotask PSA offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Autotask PSA.