Autotask PSA
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.
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Reviews
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- Industry: E-Learning
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Inside Scoop on Autotask PSA
Reviewed on 2023/03/17
While Autotask PSA isn't perfect, it has definitely improved the way we manage our projects and...
While Autotask PSA isn't perfect, it has definitely improved the way we manage our projects and services. The centralization of data, scheduling, resource management, and integration capabilities are all great features that have made our lives easier. However, it's important to be prepared for the software's complexity and occasional performance hiccups. If you can navigate these challenges, Autotask PSA can be a valuable tool for managing your professional services.
Pros
I've been using Autotask PSA for some time now, and I must admit that it has made a difference in how we manage our projects and services. One of the things I appreciate the most is the centralization of all our data in one place. It has made it much easier to track and manage our projects, resources, and clients. The scheduling and resource management features have been a game-changer, helping us allocate the right resources to the right tasks and projects. I also love the integration with other software we use, like our CRM and accounting tools. It has simplified our workflows and made everything more seamless.
Cons
Despite the benefits, Autotask PSA does have a few downsides. The first thing that comes to mind is the complexity of the software. It took me quite a bit of time to get comfortable with all the features and options. I wish they had more straightforward tutorials or help guides to make it easier for new users. Another issue I've encountered is the occasional slow performance, especially when generating reports or loading large amounts of data. It can be a bit frustrating when you're trying to get work done quickly.
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 6-12 months
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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.
Alternatives Considered
JIRA Service ManagementReasons for Choosing Autotask PSA
The team was looking for a PSA that integrated with an RMM.Switched From
Zoho DeskReasons for Switching to Autotask PSA
The RMM was the main draw, the fully integrated PSA was a perk.- Industry: Computer & Network Security
- Company size: Self Employed
- Used Monthly for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
It Does What It Says - And That's It
Reviewed on 2024/03/25
Pros
Easy functionality is important because i work as a one man team
Cons
the support is impossible to get through to in critical times
- Industry: Computer & Network Security
- Company size: Self Employed
- Used Daily for 1-5 months
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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.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
It does everything we need, and a lot more.
Reviewed on 2023/03/10
Its helped to streamline our invoicing, and ticketing.
Its helped to streamline our invoicing, and ticketing.
Pros
It integrates well with just about every other tool/system we need it to.
Cons
Due to its large feature set and flexibility, there is some unnecessary overhead for a company of our size (2-3 person shop).
Autotask PSA FAQs
Below are some frequently asked questions for Autotask PSA.Q. What type of pricing plans does Autotask PSA offer?
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.
Q. Who are the typical users of Autotask PSA?
Autotask PSA has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Autotask PSA support?
Autotask PSA supports the following languages:
Dutch, English, German, Italian, Spanish
Q. Does Autotask PSA support mobile devices?
Autotask PSA supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Autotask PSA integrate with?
Autotask PSA integrates with the following applications:
Acronis Cyber Backup, Auvik, Bitium, BrightGauge, Client Heartbeat, Cloud Elements, ConnectBooster, ConnectWise Automate, ConnectWise CPQ, ConnectWise Cybersecurity Management, Customer Thermometer, Datto RMM, Datto Workplace, Flow, IT Glue, Kaseya VSA, Liongard, LogMeIn Rescue, LogicMonitor, MSP360 Managed Backup, N-sight, Naverisk, NinjaOne, Passportal, Pulseway, QuickBooks Online, QuickBooks Online Advanced, QuoteWerks, Quoter, ScalePad Lifecycle Manager, Tpad PBX, Xero
Q. What level of support does Autotask PSA offer?
Autotask PSA offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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