Client Access Portal™
Autotask Client Access Portal™ is an option that facilitates clear and easy
communication with your clients. It provides them with their own secure web portal
to submit tickets and requests, review work status and much more. The Client Access
Portal stands guard, 24/7, to accelerate communications between you and your clients.
- Seamless two-way communication between you and your clients
- Reduce support calls, increase client satisfaction
- Intelligent First Response triages incoming service tickets
Client Access Portal helps you and your clients to work smarter and happier
- Speed service ticket submission and improve accuracy
Clients can submit service tickets directly into Autotask anytime they wish. Submissions arrive fast and without transcription errors.
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Increase client satisfaction
Through the Client Access Portal, your clients can work with you in setting priorities, reviewing work status and evaluating goals.
- Reduce support calls
Clients are able to submit and monitor tickets, update tasks, review invoices, and check project status themselves at anytime, via the web. As a result, you spend less time answering questions via phone or email.
- Provide a secure way to expedite work
You can provide selective information from your Autotask system to your clients based on their Security Access Level. Tasks can be assigned to a client via Client Access and checked off when completed.
