IT Services
Contracts - Autotask lets you model virtually any contract type you set up with your clients, and automatically manages your billing according to the agreed upon terms and rates. Whether you prefer to bill by the hour, block-hours, fixed fee, recurring services, or any combination… Autotask can help you track and manage it all. Billing - Approve and invoice all your services. Autotask automates the tracking of all project and service related costs, and provides simple methods for approval and invoicing. Powerful and flexible formats allow you to bill any combination of fixed price, block hour, recurring services (MSP) contracts, time & materials, retainers and even subscriptions. Project Management - Implement IT projects and consulting engagements better than ever before! With Autotask, you can deliver more projects on time and on budget; quickly see whats due, whats done and whats overdue, anticipate overruns against budget and increase billable hours and resource utilization. Service Desk - Process customer service requests better than ever before! With Autotask you'll deliver better service, improved response times, and a complete audit trail, no matter whether service requests arrive via phone, fax, email or a Web portal. Autotask tracks time and records task information, keeps things from falling through the cracks, and provides important customer metrics that will help you analyze both efficiency and profitability. Tech Scheduling - Manage and monitor field service technician dispatching and scheduling with unprecedented efficiency. The Autotask Dispatchers Workshop gives you complete control of your resources' schedules, from a single unified calendar. With color coded utilization metrics, and the ability to drag and drop items to quickly reprioritize, reassign, and reschedule them with the greatest of ease, maintaining optimal resource utilization at all times is now a reality. Your dispatchers always know who is available for assignment, your technicians always know where they need to be, and you’ll always be sure that your customers are being serviced in a timely manner. Time & Expenses - Track & monitor billable time & expenses better than ever before! Autotask empowers you to capture more billable hours associated with your IT projects, consulting and service tickets while accurately tracking billable time and expenses to clients. Fully integrated, web-based time & expense features reduce double entry and save up to 80% of the time it takes to process paper based systems. Outsource Management - The first universal ticket sharing system for the IT services ecosystem! Initiate, track and manage all of your outsourced work with the same ease and flexibility that you run your internal staff and resources - with unprecedented speed, accuracy and convenience to expand your services and grow your business. Inventory - Autotask’s Inventory Module streamlines and automates the chore of adding, editing, tracking and billing inventory items. Quickly generate and process purchase orders, associate inventory items with Projects or Ticket costs, and the new Swap Configuration Item wizard makes managing inventory in the field a snap. Reports - Autotask gives you more than a dozen pre-designed reports that you can run at the click of a button. You can easily set parameters so that users can filter your reports by date range, accounts, and more. The pre-built report families include Post-Billing Reports, Pre-Billing Reports, CRM Reports, Resource Reports, Service Desk Reports, and a variety of Administrative Reports. Autotask Online Community - Autotask is the ONLY IT Services management platform that includes an entire IT services community built right in. More than 80% of Autotask users are participating in the vibrant Autotask CommunITy. Simply click on the Community Icon within Autotask and enter into a virtual world populated by tens of thousands of your peers who are all using the same application to run their businesses.
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