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What is Autotask?

"Autotask is a complete business management platform specifically designed for technology solution providers."

Autotask is the end-to-end critical function management solution for IT businesses. It automates project workflows, provides real-time insights, enables instant communication, meets billing needs, and increases profitability.

This platform integrates following functions: expense management, service desk, project management, CRM, and time and billing. It is one of the most trusted providers of web-based IT Services Management Software, whose main users are technology service providers with a broad client base and developed network infrastructures. They principally benefit from the process and project automation, as well as workforce management.

Autotask provides a great cloud-based ticket interface, is ITIL-compliant, and is also able to manage different SLA levels and monitor each agreements’ details with automated warnings, workflows, and escalation pathways. Finally, there is a powerful analytics feature, that enables users to see their company from multiple angles and get critical business data.

Autotask scored 82/100 in the Professional Services Automation (PSA) category. This is based on user satisfaction (72/100), press buzz (43/100), recent user trends (falling), and other relevant information on Autotask gathered from around the web.

The score for this software has improved over the past month. What is this?

Autotask Awards

Autotask Quality Choice Badge 2020 Autotask Trusted Vendor Badge 2020
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Autotask Product Overview

  • CRM

  • Contracts

  • Billing

  • Project Management

  • Service Desk

  • Tech Scheduling

  • Time and Expenses

  • Quoting and e-Commerce

  • Outsource Management

  • Inventory

Languages: English, German, Dutch, Spanish

Professional Services Automation (PSA) Software Buyer Guide 2020

Product recommendations, vendor rankings, market overview and tips on how to select Professional Services Automation (PSA) software for business. Published in June 2020.

Professional services automation (PSA) software is generally used to help companies in professional service industries manage client projects and resources. These solutions provide an effective way for users such as auditors, contract reviewers, account man...


Autotask Features

  • API
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Gantt Charts
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Time Management
  • Resource Management

Autotask FAQs

Does Autotask integrate with any other apps?

Integrations: 6fusion, Agility, Anchor, Athesys, Bomgar, BrightGauge, BVoIP, Client eartbeat, 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, and Xero.

Does Autotask offer an API?

Yes, it provides an API.

Does Autotask offer guides, tutorials and or customer support?

Support: Online Support, Phone Support, Videos, Webinars, and Documentation.

Does Autotask offer multi-user capability (e.g. teams)?


What are some applications Autotask is commonly used in tandem with?

This service is commonly used in tandem with CRM and accounting applications.

What is Autotask generally used for?

This service is generally used as a business management platform specifically designed for technology solution providers.

Who are the main user groups of Autotask?

The main users of Autotask are technology solution providers with multiple clients using extensive network infrastructures.

What platforms does Autotask support?

This is a cloud-based software.

Autotask User Reviews

Average User Rating:
3.59/5 based on 245 user ratings.
Your Rating:
User profile picture

"Really slick integration for helpdesk, contracts, invoicing, and even RMM"

// Chief Operating Officer, and HIPAA Privacy Officer at dmi Networking

What do you like about Autotask?

Autotask has a large suite of services that you can choose from, and they all integrate very well. For example, their Endpoint Management service allows us to log into any PC that we manage, and the notes our techs place on their sessions integrates right into the PSA. With everything integrated so well, it's hard to go back to having multiple service providers for our services.

What do you dislike about Autotask?

They are a bit sales-heavy, which can be a turn-off, but their sales team is very personable and easy to talk to.

What have you been using it for and what problems did Autotask solve?

We use it to manage over 2500 devices over 250 dental clients. We've streamlined the way that we provide support, and our techs go into each call with a lot of information that the Endpoint Management system provides. For example, a tech will log into a PC that is acting slowly, and may already know that the problem is disk space because it appears on the report right when they log in.

Ease of use
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