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.

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.

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

Dutch, English, German, Italian, Spanish

Images

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Autotask PSA video
Autotask PSA screenshot:

Features

Total features of Autotask PSA: 94

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Asset Management
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • 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 Storage Management
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Alerts
  • Email Management
  • Expense Tracking
  • HIPAA Compliant
  • Help Desk Management
  • IT Asset Management
  • IT Asset Tracking
  • IT Reporting
  • 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
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Secure Data Storage
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Service Reporting
  • 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

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ConnectWise Manage

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#2 Alternative to Autotask PSA
ConnectWise Manage is a business management platform designed to run your technology solution business, connecting...

Odoo

4,2
#3 Alternative to Autotask PSA
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

HaloPSA

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#4 Alternative to Autotask PSA
HaloPSA is a single, all-inclusive PSA solution, designed for MSPs and service providers. HaloPSA gives you the power...

Reviews

Overall rating

4,3 /5
(80)
Value for Money
3,8/5
Features
4,1/5
Ease of Use
3,9/5
Customer Support
4/5

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Showing 5 reviews of 80
Garry A.
Overall rating
  • 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

We use it daily and couldn't live without it!

Reviewed on 2017/12/05

We run our entire business out of Autotask. It does everything for us as an MSP.

We run our entire business out of Autotask. It does everything for us as an MSP.

Pros

Autotask is about automation. It makes ticketing and billing processes standardized and automated.
It has become our central repository for information. All service related issues, time spent, contracts, hardware, etc goes in there. I tell my team all the time, "If it doesn't exist in Autotask, it didn't happen."

Cons

Autotask support has historically been difficult, but is getting much better.
Reporting is very powerful, but also VERY difficult to get your arms wrapped around it. It isn't something you do on a whim. If you have time to spend with it, you'll get good data. If you don't have time to spend, make sure you pay for some Autotask consulting time to help you.

Elizabeth M.
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Great for Large Teams

Reviewed on 2019/09/16

Overall I enjoyed using the Autotask PSA for most things, but it was not a good fit for the team I...

Overall I enjoyed using the Autotask PSA for most things, but it was not a good fit for the team I was working with.

Pros

Autotask PSA is a great option for large teams. It is fully customizable, offers a wide array of features, and has an excellent, hands-on onboarding process. It is a great option for large teams.

Cons

This software required quite a bit of manual set up for tasks I needed -- things such as automatically sending emails to clients on ticket updates, changing fields from required to not required, etc. For a very small team, onboarding was a bit onerous.

Dan G.
Overall rating
  • Industry: Computer Networking
  • 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 does a lot of things. Many really well.

Reviewed on 2021/03/02

Overall, this is a great system for managing a busy tech company, and I recommend it for anyone who...

Overall, this is a great system for managing a busy tech company, and I recommend it for anyone who bills based on time spent with clients.

Pros

I manage my clients and my team through the PSA. Trouble-tickets are great, the queues are all very versatile and easy to manage. We have automated alerts, calls, and client-submitted tickets and screenshots all populating to an active queue.

Cons

The "Site Configuration" and basic details of each site could be a lot better organized. Right now, if you want to store a bunch of passwords or configuration details of any one site, it can be cumbersome and difficult to find what you need. Similarly, attached pictures or other attachments for the clients can be tough to find.

Pablo L.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

It's a leading PSA that needs work

Reviewed on 2018/03/22

Pros

The integration of multiple components (sales, ticketing, RMM, leads, quotes) is nice to have and is ideal in today's world where managed services providers need all innone solutions

Cons

Every feature unfortunately seems half baked. Some examples of this are: There is no direct integration with quoting resellers like Ingram to get sales data (unless you buy a 3P module such as QuoteWerks), deleting tickets is a colossal nightmare which can't be done via their API. Their APIs in general are fairly poor as they don't let you do basic functions such as deleting configurations or tickets, setting a ticket creator or setting the name of the person that is doing a note or comment (these features are only available via their email gateway or through the portal itself. There is no ability to truly lock down a user account, help desk users are able to pull reports of other members utilization and work being performed even if they are not queue owners.

Nathan L.
Overall rating
  • Industry: Computer & Network Security
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Good Software... Need Help to understand it

Reviewed on 2019/12/31

The integration with Datto RMM is a plus. They work hand in hand. I am able to track my clients and...

The integration with Datto RMM is a plus. They work hand in hand. I am able to track my clients and time I spend doing tasks down to the minute.

Pros

This software has been great. It took me a while to get the hang of it. I am still learning the ropes, and I am into it for 2 months now. The staff has been very helpful in getting me onboard. I have not used all of my included support call time yet.

Cons

The learning curve is steep. You are only allowed 3 hours of free phone support to get started. Be careful with utilizing it to the fullest.

Showing 5 reviews of 80 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.

We do not have any information about Autotask PSA features

Autotask PSA has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

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 Cloud, Auvik, BackupAgent, Bitium, BrightGauge, Client Heartbeat, Cloud Elements, ConnectBooster, ConnectWise Automate, ConnectWise Fortify, ConnectWise Sell, Customer Thermometer, Datto RMM, Datto Workplace, Flow, Gluh, IT Glue, Kaseya VSA, Liongard, LogMeIn Rescue, LogicMonitor, MSP360 Backup, Naverisk, NinjaRMM, Passportal, Pulseway, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, Quoter, RMM, 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

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