Autotask PSA Reviews

I really do not like Autotask as a software, there is not many features that are great as our team decided to use it for not it's design purpose which is an IT management company for projects, CRM, etc.

The absolute biggest con about Autotask is they have no history features. All changes are unrecorded or unexposed in the software, so someone can go in change numbers on projects, customer license counts and there is no history of anyone changing these items. It has been requested as a feature for 2 years and the only reply is "we have it on the roadmap" even though it is a highly sought after and frankly, BASIC feature that they never included.

It is a mature product. Has many features.

Hard to use. Has made few improvements over the years. The RMM (owned by same company) integration is basic.

This software makes it a breeze to enter tickets, track project, and from a management perspective makes like great for reporting.

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Has a lot of features to it and easy to manage the ticketing

It can be a bit clunky and dated in its design

Simple to teach techs to run nad MSPs can scale and run their business more effectively. That’s why they server just MSPs and MSPs onl

Need more time to give feed back on cons of the software. They keep updating and making things work very well.

It is great for startup companies but not for companies that are growing and offers tools like big boy enterprise applications, and you can get up and running quickly.

I have been suggesting in the forums for years to have a way to remove in a simple and easy "select all" for graphics that are attached from the email parser and clutter up tickets, and no response. Recently I was in a webinar and pointedly asked about why this was not included in the update and crickets..... it is the little things that annoy folks over time, and having to scroll through every signature graphic and html goop and clean up ticket for easier use. The support staff for plugins like procurement and sales are also annoying...

Onsite Support: you can get customer signature for the work performed on mobile phone. Can refer back to the service tickets if they are filled accurately each time.

Does not provide a good Calendar view for Work distribution and management (It is crucial) Purchased it thinking we will be able to use it as CRM as well. Very basic CRM unusable. Gets expensive as you grow your team.

This one will do the work easier and can track all the tickets being created and managed by our entire project and will provide us with automation APIs to integrate it and get good results.

Not much but can be developed in order to make the things much easier and very well versed with tickets and very secure.

it is use to work define and maintain the task for The multiple user and it department handle work is easy find very easy time save and handle To work and priority to set which impotent or not to find and show that task

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It has a lot of nice features and dashboards, but they are also what becomes an issue in the future.

Way too many clicks to get simple tasks like invoicing done. They REALLY need to work on this aspect in particular. Invoicing was a time-consuming nightmare on this.

I am able to track everything!!! My time, my expense reports, my notes on every account, create projects (project management), assign tasks, to-do's, tickets etc. Keeps you highly organized. Our entire company thrives off of this software and it is an instrumental tool in our success.

It's a little hard to learn, but once you do it on a consistent basis you get used to it. It's a lot to learn, and there are some YouTube videos that sort of help, but not really. Just start using it, and it will come a little more naturally.

The best part of Autotask is the promise for what it can do. It sould work as a single service for managing projects, customers, and time keeping.

The worst part of Autotask is the user interface. It has most of the functionality I need, but it is just frustrating to use. The UI changes enough every release to make it hard to keep up. the changes only seem to make it harder to use.

workflow rules and management of inbound emails. Dashboards for your team, account or individual

When we add custom fields, we should dont have an option to place it in the section / category we like. Sometimes, the support takes lot of time to get back even thought the issue raised is very critical

The concept is sound and the fields are useful.

The windows are not laid out in an efficient manner.

You set up project targets and this software has a built-in project management module and will keep every key project indicators down to your targets. It has very good visualisation on dashboards, no excess information only what you have chosen.

It takes some time to figure out the platform interface. For me it was not easy to figure out how to make a pop-up reminder.

It effectively captures times and expenses consistently.

Not much user-friendly and difficult report extraction.

All i can say that its very ease to use and user friendly UI. Can track all my task in just one screen like Completed, Under-Process, Pending.

The thing which i like least about this software is to create new ticket. We need to enter lots of things to create one ticket. some are useful but some are just information (which can be ignored).

I used this for several years and had a hard time getting it to work effectively for our team. I did like some of the template functions.

It was not what we needed - it was difficult for us to customize and I had to do a lot of manual work manipulating data in the system.

Putting in Time for specific work done. Creating a ticket gets all the information needed right away.

Changing what's being done on a ticket is a bit of a task and something you have to constantly remember to do.

Very easy-to-use interface with a wealth of functionality, especially for project and activity management

Autotask's naming conventions for its modules and subsections can make it a bit confusing for a novice.

Web based The company constantly rolls out new useful features Good support

Sales part could be better

Easy to use, complete software..I like mostly Flexible Dashboard there is different View to See tickets

Autotask Workflow is Too Complicated..it Better to change to Workflow it is very hard to Manage 100 + Tickets.

Autotask has an intuitive UI and a good workflow that allows you to manage your tickets and keep track of your time easily in one place,

My biggest issue with Autotask is how long it takes to some of the screens to load.

The product can be more cost efficient than connect wise but you will loose a lot of features

The sales people don't know their product and it doesn't have a lot of features. The sales people should have a PPO against them as all they do is harass.

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