Autotask Migration & PSA Roll-Up Services

For MSPs moving into Autotask — or consolidating multiple acquired MSPs — we handle the entire migration and normalization process with accuracy, structure, and zero guesswork.

Perfect for:

• Roll-up groups

• Multi-location MSPs

• Acquisitions

• ConnectWise-to-Autotask conversions

• Cleaning up inherited PSA disasters

What’s included:

• Data extraction & mapping

• Contract normalization

• Service catalog standardization

• UDF and ticket category alignment

• Workflow rule rebuild

• Ticket/import validation

• Post-migration cleanup + governance layer

• A future-proof structure you can scale on

Your PSA should not be the bottleneck during growth.
We turn migrations into momentum, not chaos. Our rates are set at a fixed monthly price for the duration of the project based on scope of work. Our goal is to provide you a single cost for the service based on the hours required to complete the project. You will never get a surprise invoice

Autotask Micro Trainings

Short, targeted sessions that teach your team the exact skills they need.

Simple, Targeted training without having to spend an hour in a webinar
Just clean, actionable micro-trainings designed to fix one specific skill at a time.

Modules include:

• LiveReports Basics & Formatting

• Building Clean Contract Structures

• Statuses, Queues & Categories

• Workflow Rules 101

• SLA Setup & Logic

• Ticket Handling Best Practices

• QBR Reporting Crash Course

Perfect for new hires, growing service teams, and MSPs who want internal PSA ownership.

The Autotask Optimization Program

90-day PSA rebuild for MSPs who want clean data, consistent workflows, and reporting that tells the truth.

This is our flagship system for MSPs ready to modernize their entire Autotask environment.
We fix the financial foundation, align workflows to the way you actually operate, then deliver reporting you can trust.

Three phases:

1. Contract & Margin Architecture

2. Workflow & Automation Engine (Service Delivery)

3. Reporting & Visibility Layer

Best for: MSPs who feel Autotask “almost works” but never feels consistent or trustworthy

LiveReport Packs

Pre-built Autotask LiveReports that actually work.

Built from real MSP environments, each pack includes:

• SLA dashboards

• Service desk summaries

• Client-facing QBR reports

• Tech productivity

• Backlog visibility

• CSAT trends

• Margin snapshots

• And more

Clean formulas, consistent structure, battle-tested layouts — install the pack and your reporting layer becomes usable instantly.