What is Autotask PSA?
Industry Specialties: Serves all industries
Autotask PSA is a cloud-based program that offers a centralized location for users to review the health and status of their projects from start to finish with user-friendly customizable dashboards, widgets and more. Users may also detect and address issues, assets and opportunities.
Its core functions include project management, inventory and procurement, account management and resource management among others.
Product Screenshots and Videos
Benefits and Insights
Why use Autotask PSA?
- 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.
Autotask PSA 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
Autotask PSA Reviews
Average customer reviews & user sentiment summary:
of users would recommend this product
User Sentiment i
Based on 212 reviews: