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What is Autotask PSA?

Industry Specialties: Serves all industries

Autotask PSA, developed by Datto, is a comprehensive software solution designed to streamline the management of professional services automation (PSA) tasks. It is particularly well-suited for IT service providers, MSPs, and other technology-based businesses seeking to optimize their operations, project management, and billing processes. One of the key benefits of Autotask PSA is its ability to enhance efficiency through automation, thereby reducing manual errors and saving time. Its popular features include project management tools, time tracking, billing and invoicing capabilities, and a customizable dashboard that provides real-time insights into business operations. When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. This flexible pricing structure allows businesses of different sizes to find a plan that suits their budget and needs.

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#17

Autotask PSA is ranked #17 in the PSA Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Autotask PSA Pricing

Based on our most recent analysis, Autotask PSA pricing starts at $50 (Per User, Monthly).

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Price
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Starting From
$50
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Autotask PSA is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Autotask PSA:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Autotask PSA Benefits and Insights

Why use Autotask PSA?

Key differentiators & advantages of Autotask PSA

  • Streamlined Operations: Autotask PSA centralizes business operations, reducing the need for multiple software solutions and enabling a smoother workflow, which can significantly cut down on administrative overhead.
  • Enhanced Collaboration: With its integrated communication tools, teams can easily share information and work together more effectively, regardless of their physical location, leading to faster project completion and higher quality outcomes.
  • Improved Time Management: The software's time tracking and project management features help ensure that resources are allocated efficiently, allowing businesses to deliver services on schedule and within budget.
  • Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty.
  • Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the identification of opportunities for improvement.
  • Scalability: The software is designed to grow with your business, easily adapting to increased demand without the need for significant additional investment in new infrastructure.
  • Enhanced Security: Autotask PSA employs robust security measures to protect sensitive data, giving businesses peace of mind and helping to comply with regulatory requirements.
  • Automated Billing and Invoicing: The platform automates the billing process, reducing errors and freeing up time for staff to focus on more strategic tasks.
  • Customizable Workflows: Businesses can tailor the software to fit their unique processes and needs, ensuring that the tool complements existing workflows rather than complicating them.
  • Access Anywhere: Being cloud-based, Autotask PSA allows users to access the system from anywhere, at any time, ensuring that remote teams stay connected and productive.

Industry Expertise

Autotask PSA is a comprehensive solution tailored for IT service providers, managed service providers (MSPs), and technology businesses. Its industry expertise lies in streamlining operations, automating processes, and enhancing service delivery for these sectors. By integrating business functions such as project management, billing, and client management into a single platform, Autotask PSA is best suited for organizations looking to optimize their IT service management, improve efficiency, and drive growth through better resource allocation and customer satisfaction.

Autotask PSA Reviews

Average customer reviews & user sentiment summary for Autotask PSA:

User satisfaction level icon: good

214 reviews

76%

of users would recommend this product

Autotask PSA has a 'good' User Satisfaction Rating of 76% when considering 214 user reviews from 3 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of Autotask PSA reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.
  • Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.

Cons

  • Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.
  • Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.

Researcher's Summary:

Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

Key Features

  • Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company. 
  • Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations. 
  • Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated. 
  • Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information. 
  • Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge. 
  • Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates. 
  • Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability. 

Suite Support

mail_outlineEmail: For email support, users may send an email to [email protected]
phonePhone: Users may dial 1-833-832-4780 for phone support
schoolTraining: Autotask’s training material includes masterclasses, workshops, live webinars, self-paced eLearning and live boot camps
local_offerTickets: Users may fill out the "Get in Touch" form on the Contact Us page
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