What is Autotask PSA?
Autotask is a comprehensive Professional Services Automation (PSA) platform designed specifically for Managed Service Providers (MSPs) or any business with a service delivery aspect. This can include:
Low Voltage Firms
Security Camera Installers
ERP Systems Management and Consulting Firms
ISP’s (Internet Service Provider)
Outsourced Help Desks, NOC’s, MSSP’s
Plus many other types of organizations
It offers a centralized system to manage everything from ticketing and time tracking to contract management and billing. By consolidating these essential business processes, Autotask helps Service Providers streamline operations, increase productivity, and gain clearer visibility into their business performance. Whether you're managing client projects, responding to support requests, or invoicing, Autotask simplifies workflows and gives MSPs the control they need to grow their businesses efficiently.
How Does Autotask Improve Efficiency for MSPs?
Autotask boosts efficiency for MSPs by providing a unified platform that automates and integrates crucial business functions. It offers advanced ticketing and workflow automation, which means repetitive tasks—like ticket assignments or escalations—are automatically handled, reducing manual effort and improving response times. Autotask’s dashboards and reporting features give MSPs real-time insights into performance metrics, enabling them to make data-driven decisions quickly. Additionally, its billing and invoicing tools ensure accurate, timely billing for services rendered. With Autotask, MSPs can manage multiple clients, projects, and tickets more effectively, saving time and allowing teams to focus on delivering high-quality service.
Autotask operates across specific domains inside the software the interconnect to create workflow automation, reporting and real time feedback on service performance. These entities include:
Autotask Project Management
Autotask Service Desk
Autotask CRM/Opportunities
Autotask Contracts, Billing and Invoicing
Autotask Inventory and Procurement (PO’s and purchasing)
Autotask Live Reports (custom reporting engine)
Autotask Integrations (RMM, Documentation, Backups, SIEM, and other sensor based software that send alerts via API or email)
Plus other smaller features that support the above.
Why Use Autotask for Service Desk Management?
Autotask is a powerful tool for Service Desk Management, helping MSPs efficiently manage client support requests from a single, organized platform. With features like customizable ticketing workflows, priority settings, and automated alerts, Autotask ensures that issues are addressed promptly and consistently. It also offers Service Level Agreement (SLA) tracking, which helps MSPs meet and exceed client expectations by setting standards for response and resolution times. Autotask’s robust service desk capabilities allow teams to stay on top of support requests, resolve issues faster, and deliver a higher level of service to clients.
Can Autotask Integrate with Other Tools?
Yes, Autotask integrates with a wide range of tools, making it a versatile choice for MSPs. It offers seamless connections with Remote Monitoring and Management (RMM) platforms, accounting software, and customer relationship management (CRM) tools, allowing MSPs to create a cohesive, interconnected workflow. Autotask's integration options help avoid data silos and ensure that information flows smoothly across all business operations. Additionally, Autotask’s API and supported integrations provide flexibility for MSPs to connect with other software that meets their unique business needs, ensuring compatibility and improving overall efficiency.
MSP Coaching Specialists are a Certified Autotask Practitioner, this means we have undergone education and passed exams related to our knowledge. In addition, we continually engage with the broader Autotask community for the latest updates, tips, ideas, and workflows. You can count on us to be your Autotask experts!