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Manage Your IT Business |
Autotask Pro is the all-in-one web-based Professional Services Automation (PSA) software designed to help your IT Service business run better, more efficiently, and more profitability. That's a bold promise, but it delivers by getting your entire team all working off of literally the same customer and business information, all in real time.
How does this help? By eliminating duplicate data entry; by automating many functions; and by giving you complete visibility into what due, what's billable, who's got free time, what needs to be scheduled, which clients are profitable, how long specific tasks are taking; and by giving you the answers to virtually any question about your business.
Everything you need is included
Autotask is built with multiple integrated modules - including service desk, project management, CRM, Contract Administration, time tracking, billing, reporting and business analytics -- that all run off the same database, and are accessible from a single screen. The base package of the software also include Expense Management, Quote Management, and real-time integration with Microsoft Outlook for e-mails, MSWord for mail merges, and MS Excel for easy importing and exporting of your data the way you want it.
You also get a powerful integration platform, AutotaskExtend, which includes APIs, Web Services, tools, and utilities that allow you to create your own extensions to access Autotask data from outside the application, and to run other applications and access other solutions from within Autotask.
Options include our Client Access Portal, which you brand as your own; Autotask LiveMobile™, ideal for field service techs; and specialized connectors to various accounting packages.
You configure Autotask Pro To Work The Way You Do
Autotask Pro can be easily configured to support your unique IT Services business functions. Individual modules can be turned on and off across-the-board, or you can give individual users different levels of access and different views on the data, depending on their function. And, to get even more power at your fingertips, you can take advantage of our flexible licensing plan that allows you to add subcontractors onto your system, and only pay for them when they are working on projects for you.
Special Features for MSPs
Autotask Pro has established a special initiative - The Ready-For-Autotask program - that features partnerships with the leading providers of remote monitoring and management (RMM) software. Whenever products from these companies generate e-mail alerts, Autotask is able to capture alert, automatically generate a service ticket, and then automatically route it to the proper resource for resolution - all based on workflow rules you create. Alerts can be handled based on type and priority, and there is even an autoescalation feature to reroute tickets when specific conditions are not being met.
We also offer deeper integration with a growing number of RMM vendors, that allows you to launch remote management sessions directly from the incoming alerts, and capture the device information from their auto discovery tools.
In addition, Autotask Pro includes a powerful Recurring Services Contract manager, that helps you both bill and monitor profitability of complex managed services contracts, as well as traditional block hour, time-and-material, retainer, subscriptions, and fixed fee billing.
Why An Integrated Solution Is So Important
If you are like many IT Service Providers, the chances are that you continue to rely spreadsheets, whiteboards and manual or homegrown solutions to run your business.
IT Service Providers that use these ad hoc systems "hit the wall" as they attempt to sustain their growth. They soon reach a point where they cannot manage the number of employees, customers and managed services contracts needed to sustain their operations. They are past the point where "everyone knows everything that's going on," because these ad hoc systems "silo" the critical functions of the company.
Getting all the information in the same database gets your whole team literally working off the same page at the same time. The average Autotask Pro customer sees an immediate increase of 15% in billable time, and reduction in paperwork and duplicate data entry by a whopping 85%!
The Warning Signs That You Need Autotask Pro
There are many warning signs that appear when the service side of your business is in need of IT Services Management software. Among the issues that are likely to surface are:
- Inefficient business processes are holding back growth;
- Profitability is lacking and you and don't know where to look for improvements;
- There's no easy way to quickly understand what's due, what's done, what's overdue, who has time or what's at risk;
- Important implementation deadlines are missed;
- Billable hours on projects and service tickets are not properly accounted for;
- Expenses fall through the cracks and never get billed to the customer;
- You find it impossible to accurately track and bill customers because you use so many different billing methods, rates and rules;
- Your customers are unhappy about your responsiveness, communication and level of service;
Worst of all, the company's management has no efficient way to get a real-time view of the company's overall health.
Be Wary Of "Generic" Solutions
Most of our customers have tried something else before "finding" us. Typically, they will try to adapt a generic CRM solution to work for their business. Even if they already own the software or get it free from the software vendor, they soon learn that the hidden cost is too much to pay. They spend so much time trying to customize and maintain the generic solution to work for their business, they have less time to run their business, serve their customers, and improve profitability.
That's why Autotask Pro makes so much sense. It's the only hosted software solution designed exclusively for IT Service providers. We've already customized the solution for your type of business, and have a large development team working every day to make it even better. You get the benefits, and updates, every day with none of the headaches.
The Affordable PSA Solution for IT Services Management
Until recently, the only software available to solve these problems took the form of exorbitantly expensive all-in-one enterprise software solutions, such as Primavera, PeopleSoft, SAP, and the like. These products are specifically designed as integrated business management systems, but are not economical for the typical services provider with less than 100 employees.
Autotask Pro is a new breed of affordable software application, delivered on-demand, specifically designed to deal with the key challenges facing companies that provide technology services and solutions.
There's no large upfront charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each user. In fact, in most cases the cost of Autotask is covered with the first wasted hour each user saves, or the first missed billable hour they capture, each month with our software."
Best-of-Breed Functionality
Perhaps the most valuable benefit of implementing the Autotask Pro IT business management solution is the automation and integration of all business processes from winning new customers to billing. This gives you a full view of your business metrics, in real time.
With just a few keystrokes, you should be able to instantly:
- Understand your sales pipeline and performance against goals;
- Determine what's due, what's done, what's overdue and what's at risk;
- See all the work that is being done for any given customer, including implementations, custom development, professional services, consulting services, and management services;
- View the big picture - the complete portfolio of project and customer service work that are in-house;
- Drill down to any level of detail, to assess which customers or projects are profitable and which are not;
- View resource and staff availability, resource utilization and billable hour reports;
- Analyze how individual team members are performing;
With all that capability to measure the performance of your business, you can easily see where and how improvements can be made. In addition, it is easy to put that power to work for you. Business Management Software is designed to be flexible. As a result, you can readily configure it to work with your internal workflow and best practices.
Seeing Is Believing
Now's the time to get better control over your company operations. Contact us now and we'll be happy to provide you with a personalized demo of Autotask Pro right on your desktop via the web, at a time that's convenient for you. Then, if you like what you see, we can set you up to try our software with demo data from a sample company.
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