Set up / Autotask
Set up
Autotask that works the way your MSP works
From a new implementation to a fresh look at an existing environment. As an Autotask Partner we know the package inside out.
Why MSPs choose Autotask
Mature and broad
Tickets, contracts, projects, procurement and invoicing in one package, with plenty of room for your way of working.
Strong with Datto RMM and IT Glue
If you work with Datto RMM or IT Glue, Autotask connects to them seamlessly.
Contracts and invoicing
Fixed monthly fees, prepaid hour blocks and projects: Autotask can do it all, if it is set up properly.
What we do for you in Autotask
Implementation
Tickets, SLAs, contracts and invoicing, right first time.
Health Check
Already running on Autotask? We find the 15 biggest areas for improvement.
Contracts and invoicing
Contract types that fit your services, and invoicing that runs by itself.
Dashboards and reports
Insight into hours, margins and SLAs, per client and per team.
Integrations
Datto RMM, IT Glue, your accounting and security tools via the REST API and MSP Connect.
Training
For service desk, planners and management, in-company.
On Autotask for years?
Then optimising is often smarter than switching. A Health Check quickly shows you where the gains are.
“MSP Mentor has a great deal of ready knowledge of every part of Autotask. This knowledge and experience has taken us a lot further!”
Computron Autotask
Frequently asked questions
How long does an implementation take?
That depends on your size and the number of integrations. After the intake you receive a schedule with fixed milestones and a fixed price.
Can I take my data with me?
Yes. When you switch, we bring over clients, contacts, contracts and assets. We prefer not to migrate the ticket history: that way you start clean, and the old history stays available via an export.