Autotask

Autotask PSA

4.5 / 5 19 reviews


Average Ratings

19 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month/user
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Autotask
  • www.autotask.com
  • Founded 2001
  • United States

About Autotask PSA

Autotask Pro is a complete business management platform specifically designed for technology solution providers - integrating CRM, Service Desk, Contracts, Projects, Billing, Reporting and more - accessible from anywhere, any time. Now you can manage what matters.


Autotask PSA Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Autotask PSA Reviews Recently Reviewed!

Great overall system

Nov 10, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I really like the templates for tickets and other automation that can be done with this system. I don't use this for any billing or project management anymore but have in the past. I was not impressed with either of those two feature sets but it has been about 2 years since I've used them.
The basic reports are good for getting a fundamental view of your ticket metrics

Cons: Inline image support should be extended. Should be easier to email out attachments from ticket notes. Email parser seems to have some intermittent problems where the email is not converted to a ticket.
Reporting capabilities need some serious overhaul - only the most basic reports/info are available.

Great Experience

Oct 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use, complete software..I like mostly Flexible Dashboard
there is different View to See tickets

Cons: Autotask Workflow is Too Complicated..it Better to change to Workflow
it is very hard to Manage 100 + Tickets.

I have been working with ATP for 10+ years now

Sep 14, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: It is great for startup companies but not for companies that are growing and offers tools like big boy enterprise applications, and you can get up and running quickly.

Cons: I have been suggesting in the forums for years to have a way to remove in a simple and easy "select all" for graphics that are attached from the email parser and clutter up tickets, and no response. Recently I was in a webinar and pointedly asked about why this was not included in the update and crickets..... it is the little things that annoy folks over time, and having to scroll through every signature graphic and html goop and clean up ticket for easier use. The support staff for plugins like procurement and sales are also annoying...

Autotask make managing our IT department a piece of cake.

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: This software has allowed us to centralize a number of system we used to have as separate systems, and also ties seamlessly into our existing ERP software. It's changed the way we handle our work flows, and project management, and made ticketing and billing simple.

Cons: The only down side I can really see that we had with the software was the learning curve. It was a little different to get used to at first, but not I'm not sure what we did without it.

Great software to track our day to day tickets, projects, and time spent.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: This software makes it a breeze to enter tickets, track project, and from a management perspective makes like great for reporting.

An easy to use and well integrated solution for IT companies

Jun 09, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: -A sharp looking, customizable dashboard
-Multiple ways to view ticket queues and monitor technicians
-Client Portal
-Easy to build knowledge base
-Attractive report views for every business need

Cons: -Frequent crashes and freezes
-More complicated to implement then ServiceNow
-On average is a higher dollar amount than other industry leaders
-Long contracts as well as yearly rolling contracts

Overall: I lead a team of 8 technicians. Distributing and managing tickets between them can be very frustrating with an average of 50-100 tickets a day for my team. Autotask makes it very easy to manage with the customization throughout the program. From my dashboard, I am able to monitor ticket openings for my team, overall closures per technician, ticket priorities and SLA clocks, and escalations. I really like the way I can build reports in any method I want with just a few clicks. Reviewing timesheets is also much faster for me with the layout in Autotask.

AutoTask Gets the Job done

Apr 12, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I used autotask for 2 years at an IT firm. We used it for ticketing and CRM. I found it to be a pretty steep learning curve but once you had it it was very easy to use.

Great tool for IT support

Dec 09, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Comments: Autotask is a great tool for IT and support companies for managing contracts with clients. Contract setup and tracking are great. The initial setup and linking to QB can be a bit tricky, but once setup and talking correctly, it is a big time saver that offers communication between the operations and accounting.

Good tool, but needs improvement and enhancements

Sep 25, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Autotask has lots of management capabilities for Managed Services Providers in the IT industry. They have a lot of functionality and fields available. However, one frequent comment is that it takes too many clicks to complete a task. Also, overall effort tracking of a team or individual is not that straight forward

Pros: workflow rules and management of inbound emails. Dashboards for your team, account or individual

Cons: When we add custom fields, we should dont have an option to place it in the section / category we like. Sometimes, the support takes lot of time to get back even thought the issue raised is very critical

Recommendations to other buyers: Project Management, contract management, billing modules are good in Autoask and can be benificial

Powerful Cloud Service

Aug 03, 2012
5/5
Overall

Comments: I always have my files with me with Soonr and I love the iPhone and iPad apps. Soonr really makes my tablet a Post-PC device and I can do nearly everything I could on my laptop. A great service for any Team, of any size.

Improved our business

Dec 07, 2011
5/5
Overall

Comments: Before using Autotask Pro our main issue were dropped client requests and communication problems. This has changed a lot with Autotask Pro. My employees especially like the ability to put tickets in, check the history of all tickets and the possibility to invoice clients in just a few clicks. My personal plus factor of this software is that it is web based and accessible from any web browser or mobile phone and, of course, I like that now I can see everything that's going on in my business in only one program.

Pros: Web based The company constantly rolls out new useful features Good support

Cons: Sales part could be better

Complete application

Nov 22, 2011
5/5
Overall

Comments: AutoTask is a great product which has changed and improved a lot over the last two years that I am using it. It is a mature application and offers some really awesome functions not provided by other similar tools. One element I really like is the ease of use and the clean interface. With AutoTask we can do many things much more quickly and in an efficient way. Every three or four months the company rolls out new features.

Pros: The software is stable and easily maintained

Cons: Sales functionality in AutoTask is weak

Autotask Has Revolutionized the Way We Operate

Jan 22, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: We are a fast-growing IT Services Company, and implemented Autotask (thankfully) at the beginning of our growth. I attribute our ability to remain nimble and flexible primarily to Autotask. Autotask has helped us track our technicians' time, our sales process, and to remain ever mindful of our revenue and profitability.

Autotask is purpose-built for our industry, and it shows. I feel like the product was built with my business in mind, and many of the features just make sense.

The integration with Quickbooks has streamlined our bookkeeping and invoicing.

The integration with Kaseya has made our service delivery much more efficient.

The ticket tracking has enabled our team to collaborate on issues and tickets.

The dashboards has helped us manage the business effectively and efficiently.

Cons: Like any software platform, the implementation of Autotask requires flexibility and a willingness to rethink some business processes. This has all been for the positive with us, though, and in the end we are much better off for changing our processes to match Autotask's workflow when it makes sense.

Overall: I HIGHLY recommend Autotask as a platform on which to run an IT Services Company or Managed Services Provider business. It has revolutionized the way we operate, and I simply can't imagine being profitable and efficient without it.

Jul 19, 2017
5/5
Overall

May 28, 2017
2/5
Overall

Feb 25, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Sep 28, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Aug 05, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Jun 12, 2016
4/5
Overall