Your Personalized Recommendation

Based on your replies to our questions, there are some important factors to consider in deciding whether to chose Autotask Go! or Autotask Pro. These factors are listed below.

It's a no-brainer! Autotask Go! is the right choice for you!

Based on your answers Autotask Go! is your best bet to get started. It's the most affordable solution with no upfront fees and carries a 100% satisfaction guarantee.

Autotask Go! will help you get better organized, putting all of your important business and service information all in one place, accessible to your entire team, no matter whether they are in the office, working from home, at a client site or on the road.

And, when your business expands and you are ready to take advantage of the additional power in Autotask Pro, you can seamlessly upgrade at any time.

So let's get going! Click here to start the ordering process.

What to do about those extra people

You indicated that you have more than three people on your team. Autotask Go! is limited to a maximum of three named users in the system. While you are able to give more than one person the same user log-in credentials to concurrently access the information in Autotask Go!, assignments, notes, to-dos, service tickets, and importantly billable time are all attached to the user ID.

Determine who needs just "read-only" access

If you have a non-billable person, such as an administrative assistant, or a bookkeeper, who do not require the tracking of billable time, they all can log into Autotask Go! with the same log-in to run reports, schedule service calls, or generate invoices. Other non-billable people, such as salespeople and certain techs, may also log in with someone else's credentials to view information. But any notes, to-dos, other actions they perform will all be attributed to whomever they log in as.

More Than 3? Pay a bit more, make A LOT more.

The average Autotask user captures 15% more billable hours. You do the math. Capture or save just one billable hour per additional user PER MONTH, and it pays to upgrade to Autotask Pro.

Therefore, in general, we strongly recommend that companies with more than three billable employees jump directly to Autotask Pro, and take advantage of the additional powerful features, shared service desk calendars, sharing of notes, assignments and to-dos to everyone in the company, not just the billable people, and more.

Not all small IT shops are created equal

In general, most IT Service providers with three or fewer people on the team will want to get started with Autotask Go! and then upgrade to Autotask Pro after they are up and running and familiar with all of the basic Autotask functions. Starting with Autotask Go! is clearly the fastest and most affordable solution… just $99 per month and no upfront fees. But based on your responses, you may be better off paying a little bit more and going with Autotask Pro! Read below to help make your decision.

Contact Management Vs. Opportunity Management

The Autotask Go! CRM module is very similar to the one in Autotask Pro. In both editions, you get an at-a-glance view and access to all account info, contacts, notes, to-dos, service tickets and attachments. Both also include all the functions you would expect in a full-featured contact manager, such as information about your leads and prospects, creating notes and attachments, and even assigning reminders and to-do's with regard to follow-ups and next steps.

But you indicated that you have a dedicated sales function with quotas and commissions. Only Autotask Pro includes the powerful Opportunity Management function that allows you to indicate and track the size of your sales opportunities by amount, sales rep, and type; create milestones and pipeline reports, and track activities such as number of calls made.

Also, only Autotask Pro allows you to create quotes from inside of Autotask, and then turn those quotes into contracts and projects. If you are serious about tracking sales and business development in might be worth considering going with Autotask Pro.

What percentage of your team's time is spent on the road?

You indicated that you have technicians who spend most of their time handling service calls. Autotask Go! allows individual users to easily schedule service calls, appointments and to-dos to their own personal calendar. You can also take a ticket and schedule it for any one of the two other named users. However, you won't be able to tell if another member of your team is available until after you attempt to schedule the work and get a notification that there is a conflict.

Autotask Pro includes the powerful Dispatcher's Workshop, which gives you a shared calendar for your whole team. You can see at-a-glance, who is available for any time slot, and literally just drag each ticket from a list onto the technician you select on the master calendar. That service ticket then automatically shows up on the technician's personal calendar.

If you spend a lot of time assigning work and/or rescheduling service calls, the Dispatcher's Workshop feature in Autotask Pro is a good bet.

The value of integrated Project Management

Since you manage complex projects with multiple resources working on tasks that are dependent on each other, you should seriously consider Autotask Pro as your choice.

Autotask Pro includes a powerful Project Management tool that functions very much like Microsoft Project. In fact, you can even import MS Project templates into Autotask Pro.

The advantage of running your projects through Autotask Pro is the integration of project tasks with your service desk, time tracking, billing and reports. This allows you to better manage your schedule, better work with others, and better understand the profitability of your project work.

You can manage and bill smaller projects with Autotask Go! by creating a separate ticket for each phase of a project you want to track, dating the tickets in the order you want to do the tasks, and assigning costs to the ticket equal to your project fee. For many smaller IT service shops, using tickets for small project management is more efficient. For them, it makes sense to start with Autotask Go!

Tracking billable vs. non-billable time. You make the call.

In the service business, time is money. If you can't capture, and document, the time you and your team spend doing work for your clients, you certainly can't bill it. This is one of the most important reasons to get started with a Professional Services Automation tool from Autotask.

Basic client service time capture may be all you need.

Autotask Go! is designed to capture every hour spent your team working for your customers. Time is entered directly on the service tickets as the work is performed, as are notes about the work that was done. Whether or not the time is billable, it's all accurately captured to quickly and easily generate invoices as well as reports. You also get an Executive Dashboard in Autotask Go! that keeps a running tally of each team members' billable hours for the day and week, and how they are performing against % billable goals you set.

But how do you know if you're getting the most output from your team?

You indicated that it is important for you to track staff time spent on activities other than service to customers. If this is the case, you might want to consider going with Autotask Pro, instead.

Autotask Pro includes a comprehensive built-in Time Sheet tool, which allows every one to log every hour they spend during the business day, whether working for a customer, making a sales call, attending a meeting, or working on R&D. They also can request personal time and vacation time which, when approved, will automatically show up on their calendars and drive reports that show amount of vacation time taken and remaining available. You can also generate a variety of other productivity reports with Autotask Pro.

Our best recommendation based on your response

Based on this analysis, you may want to consider jumping immediately to Autotask Pro. You get everything in Autotask Go! plus all the premium features in Autotask Pro – the Project Management tool, the Dispatchers Workshop, the employee Time Sheet, the Opportunity Manager, and so much more -- all for a base price of just $275 per month. And that includes up to 5 named users!

Call our sales line right now at 518-720-3500 to arrange for a personal demo of Autotask Pro, or click here and complete our lead form, and we'll contact you.

An alternative to consider

If you think you think you can get by without all the premium features included in Autotask Pro, you might want to get started with Autotask Go! now, and then upgrade to Autotask Pro later. The price for Autotask Go! is just $99 per month for your entire team of three or fewer users, with no start-up fees. If you decide to upgrade to Autotask Pro later, all of your data can be easily preserved and ported into Autotask Pro for a small one-time conversion fee of $495.

To get going with Autotask Go! right now, Click here to start the ordering process.