Autotask Pro

Outsource Management Module. The first universal ticket sharing system for the IT services ecosystem! The Outsource Management Module is more than just a powerful tool for tracking outsourced tickets. It handles the complete spectrum of outsourcing activities from the front end of the process - including establishing fees for service, tracking charges and costs directly within service tickets and managing your workflow - through final client billing and subcontractor payment. The integrated Sub Contractor Portal seamlessly connects your subcontractors and other partners to your own private outsource network where they can accept, work on and update any tickets you assign them - and your Autotask system is updated instantly.

New Client Access Portal. The Client Access Portal has been completely updated to make real-time, two-way communication between you and your clients even easier. Not only does it provide clients with their own secure web portal to submit tickets and requests, it features two new 'game-changing' technologies - Taskfire™ Co-Managed Service Desk (see below) and Intelligent First Response, an automated ticket triaging process to save you time and help you resolve client issues more quickly. The Client Access Portal is branded with your company logo and can include links to your own web site, self-help documents, knowledge base and more. Best of all, it gives you and your clients a single tool for creating and tracking service tickets and issues.

Taskfire™ Co-Managed Service Desk. Taskfire is a powerful, hosted Service Desk software-as-a-service application that is provisioned, managed and billed by you for clients with internal IT resources. But, what makes Taskfire truly unique is the direct integration with your own Autotask service desk, giving you unparalleled opportunities to share tickets and workflows with your clients. That's why we call it the world's first hosted "Co-Managed Service Desk." Now you can offer - and sell - new and innovative managed services to clients and prospects with internal IT support that help them: improve internal service delivery, reduce risk, expand hours of service coverage, provide on-site support to remote employees or broaden their capacity to handle complex projects.

Configuration Management. You need the ability to easily access configuration information about the hardware and software assets you set up and/or maintain for your customers. Autotask's new Configuration Management lets you collect, view and report on all your critical device and software-specific information - including links to related devices and site-specific configuration data. It's all readily accessible within Autotask, and at the fingertips of techs going out on service calls. You can also track service issues associated with devices and software to identify which products and vendors are high-maintenance and ensure you are pricing your setup and maintenance packages appropriately.

Executive Summary Report. This is a new report you can create and distribute to your clients at any time to provide them with an overview of the service work you have performed over a set period of time; monthly, quarterly, annually or for any other period that you define. It provides a financial review by contract, ticket performance by priority and ticket metrics by issue-type and priority. It also contains pie and bar charts for at-a-glance visibility into other key performance metrics including ticket distribution by priority, by response time and by account contact(s).

Enhanced Service Level Management. Capabilities Service Level Management with Autotask leap-frogs anything currently offered in any hosted IT service management or professional services automation (PSA) tool available on the market today. It is the only such tool that gives you complete and granular flexibility to improve your service delivery, and it automatically integrates SLA performance criteria and alerts within your regular workflow.

New Autotask Knowledgebase. Autotask Knowledgebase is a robust knowledge-management tool that is fully integrated within Autotask. It will allow your organization to build your own, company-specific knowledgebase by collecting and organizing your company's know-how and disseminate it internally to your resources - or share your Autotask Knowledgebase with your customers through a tie-in with the Autotask Client Access Portal.

Two-Factor Authentication. Two-factor authentication (2FA) is an optional, enhanced security feature that enables you to activate a secondary layer of user-access control to your Autotask application. The standard username and password is the first layer, and a special, temporary one-time-password is the second layer (or "factor"). 2FA verifies the identity of all authenticated user sessions - even authorized users cannot "share" or "lend" passwords - and allows your technicians to log in from remote PC's in the field without the threat of key-loggers or "pass-along" credential vulnerability.

Improved Performance Around The World. Through a combination of re-factoring the most frequently accessed pages and deployment of a new global routing system, page load times are dramatically faster.

New Batch Invoicing. You can now generate invoices 80% faster using the new batch invoicing wizard.

Improved Quoting Capabilities for Recurring Services and MSPs. Users can now generate comprehensive quotes for recurring services, managed services, and software as a service (SaaS) offerings. It's easy to quote separate monthly unit prices per device (like price per firewall, server or desktop), quote a price per user or quote a fixed price based on a complex service bundle. In addition, electronic quotes can now be sent and reviewed online and then updated in real time as changes are made.

Automatic Creation of Contracts from Managed Services Quotes. Once a sale is closed, the automated workflow process creates a recurring service contract for monthly tracking and billing. Anytime the number devices or other service quantity is changed, Autotask automatically applies pro-rated changes to the recurring monthly bill.

Improved Asset Integration for MSPs. Autotask Pro can now use the Asset Discovery functions of compatible Remote Monitoring and Management (RMM) tools to identify changes in the customer's assets or device quantity, which will automatically revise recurring Managed Services billing.

New Inventory Module. Autotask Pro includes a new basic inventory module that can track equipment, hardware, software, and supplies that the service providers have in their warehouses and trucks, as well as installed products at the customer sites. With Autotask Pro, techs can effortlessly add inventory items to a service ticket which reduces the inventory level and captures each inventory item for billing. Items for return (RMA) are also tracked.

Upgraded Autotask LiveMobile™. The optional Autotask LiveMobile™ add-on, which provides real-time access the Autotask system from any mobile device with internet access, has been significantly enhanced with new CRM and service ticket features.

Despite these enhancements and added functionality, Autotask has not increased the start-up or monthly fees for Autotask Pro. The base price remains at just $275 per month*, and includes up to five named users. Additional users may be added at any time for $55 per month.*

* Price applies to US and Canada sales only. Contact your sales representative for pricing in other countries.