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Autotask Client Access Portal
Facilitate Clear and Easy Communication
with your clients |
The Autotask Client Access Portal option allows you to provide selective information from your Autotask Pro system to your clients, via their own secure web portal, customized with your branding.
With Client Access, your customers can become partners in setting priorities, reviewing work statuses and evaluating goals. They can be assigned project tasks, raise project issues, review their invoices and
more.
They can also submit service tickets and requests directly into Autotask, saving you time and ensuring that request details are of the highest level of accuracy.
The information and access you provide, and the look of their portal is customizable by you. This includes the ability to add links to your own website, self-help documents, knowledgebase and more.
With the Autotask Client Access Portal option your customers can:
- Submit service requests directly into Autotask
- Work on project tasks that you assign to them
- Raise project issues, and be included on project specific notifications
- View the status of work being performed for them
- View their invoices
Contact us today to learn more.
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