Autotask Integrated Modules
Autotask Pro is the all-in-one web-based Professional Services Automation (PSA) software designed to help MSPs and IT Service providers to run their businesses better, more efficiently, and more profitably. That's a bold promise, but it delivers by getting your entire team all working off of literally the same customer and business information, all in real time.How does this help? By eliminating duplicate data entry, automating numerous functions and giving you complete visibility into:
- What’s due
- What’s billable
- What needs to be scheduled
- Which employees are under-utilized
- How long specific tasks are taking
- Which clients are most profitable
Customer Relationship Management (CRM)
Track the customer relationship better than ever before! Work faster and better with real-time access to a 360-degree view of customer information, all on one screen. No more double entry of customer data. No more hunting through multiple databases looking for project info, contact info, service desk info, marketing and sales info -- even opportunities, quotes and installed products. Autotask manages it all from first contact, through proposal, to detailed invoice with complete audit trail.Learn More
Contracts
Autotask lets you model virtually any contract type you set up with your clients, and automatically manages your billing according to the agreed upon terms and rates. Whether you prefer to bill by the hour, block-hours, fixed fee, recurring services, or any combination… Autotask can help you track and manage it all.Learn More
Billing
Approve and invoice all your services. Autotask automates the tracking of all project and service related costs, and provides simple methods for approval and invoicing. Powerful and flexible formats allow you to bill any combination of fixed price, block hour, recurring services (MSP) contracts, time & materials, retainers and even subscriptions.Learn More
Project Management
Implement IT projects and consulting engagements better than ever before! With Autotask, you can deliver more projects on time and on budget; quickly see whats due, whats done and whats overdue, anticipate overruns against budget and increase billable hours and resource utilization.Learn More
Service Desk
Process customer service requests better than ever before! With Autotask you'll deliver better service, improved response times, and a complete audit trail, no matter whether service requests arrive via phone, fax, email or a Web portal. Autotask tracks time and records task information, keeps things from falling through the cracks, and provides important customer metrics that will help you analyze both efficiency and profitability.Learn More
Tech Scheduling
Manage and monitor field service technician dispatching and scheduling with unprecedented efficiency.The Autotask Dispatchers Workshop gives you complete control of your resources' schedules, from a single unified calendar. With color coded utilization metrics, and the ability to drag and drop items to quickly reprioritize, reassign, and reschedule them with the greatest of ease, maintaining optimal resource utilization at all times is now a reality.
Your dispatchers always know who is available for assignment, your technicians always know where they need to be, and you’ll always be sure that your customers are being serviced in a timely manner.Learn More
Time & Expenses
Track & monitor billable time & expenses better than ever before! Autotask empowers you to capture more billable hours associated with your IT projects, consulting and service tickets while accurately tracking billable time and expenses to clients. Fully integrated, web-based time & expense features reduce double entry and save up to 80% of the time it takes to process paper based systems.Learn More
Outsource Management
The first universal ticket sharing system for the IT services ecosystem! Initiate, track and manage all of your outsourced work with the same ease and flexibility that you run your internal staff and resources - with unprecedented speed, accuracy and convenience to expand your services and grow your business.Learn More
Inventory
Autotask’s Inventory Module streamlines and automates the chore of adding, editing, tracking and billing inventory items. Quickly generate and process purchase orders, associate inventory items with Projects or Ticket costs, and the new Swap Configuration Item wizard makes managing inventory in the field a snap.Learn More
Reports
Autotask gives you more than a dozen pre-designed reports that you can run at the click of a button. You can easily set parameters so that users can filter your reports by date range, accounts, and more. The pre-built report families include Post-Billing Reports, Pre-Billing Reports, CRM Reports, Resource Reports, Service Desk Reports, and a variety of Administrative Reports.Learn More
Autotask Online Community
Autotask is the ONLY IT Services management platform that includes an entire IT services community built right in. More than 80% of Autotask users are participating in the vibrant Autotask CommunITy. Simply click on the Community Icon within Autotask and enter into a virtual world populated by tens of thousands of your peers who are all using the same application to run their businesses.Learn More
Quoting & e-Commerce
The optional VARStreet add-on gives you everything you need to quote and sell IT products, accessories and supplies, profitably. Quickly and easily mine your own aggregated custom catalogs to build professional, competitive quotes, and the software pulls in real-time price and availability from your distributors. Rich content from Etilize (included at no additional charge) includes images and enhanced content for each quoted product.
Your quotes are automatically tracked as individual sales opportunities, which you can manage through the Autotask CRM. Best of all, after the sale, products are automatically stored on the end-customers records as configuration items, ready to be attached to contracts and included in service agreements.Learn More
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Service Level Management
Improve your service delivery and increase customer satisfaction. Fully integrated in both Autotask Pro and Autotask Go!
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