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Autotask REVIEW

Professional Services Automation Software

2 user reviews
USER SATISFACTION 96%
OUR SCORE 7.9

What is Autotask?

Autotask is a comprehensive technology platform that runs your critical business functions, including: expense management, service desk, project management, CRM, and time & billing. It is designed for technology solution providers with multiple clients using extensive network infrastructures. The IT business management solution features remote monitoring and management—it can be an add-on or integrated—in a secure and encrypted environment across devices, domains, and networks. It allows you to view all your IT assets and set system-wide monitoring policies, such as, auto-response, auto-resolution, email alerts, and dashboard lookup. Its RMM also has an audit-trail and ticketing and easy-to-read reports.

As a service desk, Autotask is ITIL-compliant and features SLA management and allows you to keep customer notes, contracts, emails, and incidents in a single location to help you settle disputes or issues faster and more accurately. Likewise, Autotask helps you to manage different SLA levels and monitor each agreements’ details with automated alerts, work flows, and escalation paths. Its SLA module integrates with accounting for faster billing. To keep you on top of high-priority SLA issues, the solution delivers real-time updates and alerts.

Autotask also features a built-in project management module to keep your service delivery on time, within budget, and measurable down to your targets. You can measure a project’s profitability with increased visibility of cost-efficiency, and collaborate with the right people for the right tasks while generating real-time data.

Moreover, its CRM module lets you and your team see SLAs, tasks, to-dos, tickets, and more in one location so it’s easier to analyze metrics that impact most on your customer service or identify leads. A self-help portal also lets you provide support all the time. Lastly, the Time & Billing module captures all incidents, which allows you to apply time and expenses. You can also create detailed invoice with customizable data that can help you to settle disputes.

For a seamless performance, Autotask integrates with best-of-breed software for a wide array of business processes and productivity solutions.

Overview of Autotask Benefits

Service Desk

  • Scheduling is made simple with drag-and-drop dispatcher workshop
  • Customize dashboards based on the metrics that matter to you
  • Keep customer notes, contracts, incidents, emails in one place

SLA

  • Manage multiple SLAs even at varying levels
  • Cut down billing processing time from hours to minutes by integrating SLA module with accounting
  • Keep tab of different SLA details with auto-alerts, work flows, and escalation paths
  • Manage customer expectations with automated work flows
  • Real-time updates and alerts inform you what is due or high priority

RMM

  • Monitor all types of devices 24/7
  • Deliver immediate personal-level support with audit trail and ticketing
  • Keep your remote communications safe and secure with encryption
  • Monitor SLA service delivery with built-in dashboards

Project Management

  • Meet billing milestones by keeping a close tab on your service deliveries
  • Measure project profitability and control cost vs. efficiency with accurate data
  • Consistently track events in your project work flows
  • Connect the right people with the right tasks and generate real-time data

CRM

  • Everyone can see all opportunities, contracts, tickets, tasks, and to-dos in one location
  • Monitor and analyze sales performance and leads
  • Identify and improve the metrics that impact most on your customer service
  • Offer self-help tools for round-the-clock help desk

Time & Billing

  • Auto-apply time and expenses to any contract type
  • In-source or outsource tickets from your vendor partners
  • Integrate timesheets with your accounting with one-click approval and posting
  • Customize invoice per customer type

Overview of Autotask Features

  • Time & Expense tracking
  • Invoicing
  • Job costing
  • Calendar management
  • Client database
  • Service desk
  • Self-service client portal
  • Collaboration tools
  • Project management tools
  • CRM features
  • IT solution
  • Proposal generation
  • Quote generation
  • Remote and resource management

What Problems Will Autotask Solve?

Run your operations more efficiently

Its integration with accounting solutions lets you process billing in minutes than previously in hours. Meanwhile, the collaboration tools allow you and your team to track tickets on real time and work together, if need be, to resolve issues using the fastest route. The time tracking tool, on the other hand, helps you to track your field staff’s time like technicians and salespeople, which helps you to maintain efficiency based on your targets.

Improve customer satisfaction rating

The RMM features means you can provide service immediately; travel time and device type is inconsequential. You also keep tab of different SLAs even in varying levels by setting auto-alerts and defining escalation paths to fix issues before they get complicated. Likewise, you can use audit-trail and ticketing to provide a one-to-one service with full comprehension of each customer’s specific issues. Autotask’s self-help portal also means your clients can always find solutions online even while you’re offline or during off-work hours.

Keep your revenues at 80/20 perspective

By delineating billing milestones, you can closely monitor your services and charge appropriately once a line is crossed. You can also measure a project’s profitability, or lack thereof, using the solution’s project management tools. This means you can focus on projects that give you the best income stream.

Autotask Position In Our Categories

Position of Autotask in our main categories:

100

Autotask is one of the top 100 Project Management Software products

100

Autotask is one of the 100
Project Management Software products


Autotask is also listed in the following subcategories:

Category:Position:Category:Position:
Professional Services Automation Software - PSA#25
Category:Position:
Professional Services Automation Software - PSA#25

Every company has its own characteristics, and may require a specific Professional Services Automation Software - PSA solution that will be designed for their company size, type of clients and employees and even particular industry they deal with. We advise you don't count on getting a perfect services that is going to be suitable for every business no matter what their history is. It may be a good idea to read a few Autotask reviews first and even then you should remember what the solution is intended to do for your business and your workers. Do you require a simple and intuitive service with just basic functions? Will you actually use the advanced functionalities required by experts and big enterprises? Are there any particular features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to find a reliable service that will match your budget.

How Much Does Autotask Cost?

Autotask Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Autotask is available by quote only. Please contact the vendor directly for pricing details.

User Satisfaction

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Autotask reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Autotask. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

213

NEGATIVE SOCIAL MENTIONS

8

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Autotask User Reviews


Anonymous Reviewer 12 months ago
Verified
user


What are Autotask pricing details?

Autotask Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Autotask is available by quote only. Please contact the vendor directly for pricing details.

What integrations are available for Autotask?

Autotask integrates with “best of breed” business applications including: accounting, network security, CRM, mobile, and email services.

  • 6fusion
  • Agility
  • Anchor
  • Athesys
  • Bomgar
  • BrightGauge
  • BVoIP
  • Client Heartbeat
  • CloudMGR
  • CNet ChannelOnline
  • datto
  • DeskDirector
  • ECI e-automate
  • eFolder
  • ExchangeDefender
  • FreshBooks
  • GFI Max
  • IBM
  • IDSync
  • iSell
  • Kaseya
  • LabTech
  • LogicMonitor
  • MailProtector
  • Microsoft
  • Microsoft Dynamics
  • OpenDNS
  • Panorama9
  • QuickBooks
  • Werks
  • StorageCraft
  • TrendMicro
  • Xero

User reviews


User reviews in total: 2

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The most favorable review

Dan Gospe

6 months ago


Pros: Autotask PSA integrates well into our RMM tool and QuickBooks. It allows our techs to easily put in their time entries for accurate billing. Also, the contract creation is pretty powerful, in that you can exclude and include certain work types, and even set rates on an individual or global basis. Reports are very powerful as well.

Cons: The report export doesn't look nice, and you always have to tinker with Excel to get it to look decent. Also, it's difficult to know when contracts are expiring. There used to be a notification that would come up, but it no longer does, so you have to check the central dashboard for expirations which isn't a big deal as long as you remember to do it every month.

The least favorable review

Anonymous Reviewer

12 months ago


Pros: It allows for better prioritization and delegation of needed services within our network.

Cons: I cant think of one

Published 6 months ago
Verified
user
Autotask PSA integrates well into our RMM tool and QuickBooks. It allows our techs to easily put in their time entries for accurate billing. Also, the contract creation...



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Published 12 months ago
Verified
user
Pro
review
It allows for better prioritization and delegation of needed services within our network.



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