Autotask Add-Ons

Make your business management solution even more powerful, more
customized, more effective at driving your business with Autotask Add-ons.

Performance Analytics

Better data means better decisions

Autotask’s Performance Analytics provide a powerful, simple way to access, interact with and apply your own data –
to help you make better, fact-based decisions
about your business.

Analytics Graph
• Analyze business trends, challenges and successes – and make informed adjustments
• Choose from reports for Sales, Service Delivery, Finance, Projects and Client Reports
• Access more than 50 pre-configured charts, graphs and tables and drill into the metrics that matter to your business
Black Paper

Keep your business healthy

Analytics Video

Introducing new financial analytics

Watch the video

Client Access Portal

Make a real-time connection with
your customers

Client Access Portal gives your clients a simple, secure way to submit tickets and requests – 24/7 – directly into Autotask's business management solution... improving customer communication and satisfaction.

Client Access Portal
• Customize a secure portal (branded with your/their logo) to more effectively respond
to requests
• Assign tasks to your clients or receive
work approvals
• Enable self-service so that clients can monitor tickets, update tasks, run reports, review invoices and check status in real-time
White Paper

Communicate Better with Clients

Learn More
White Paper

Maximize your billable hours

Read the blog

Taskfire Co-Managed
Service Desk

Work hand-in-glove with your clients' internal IT teams

Taskfire provides a secure, private, interactive service desk for your clients’ internal IT staff that is fully
integrated with your Autotask business management solution.

Task Fire
• Increase visibility into client needs and
service issues
• Streamline workflow, coordination and communication – and configure settings to the needs and abilities of each client's IT resources
• Improve your clients' internal IT service
management and accountability
Black Paper

Streamline workflow,
coordination and communication

Analytics Video

How to grow
customer relationships

Watch the video

Autotask Wallboards

Keep key metrics top-of-mind – with real-time data feeds for your workplace

Autotask Wallboards provide a simple way to share critical performance metrics with your team on monitors
throughout your office – to keep your team informed and motivated.

Autotask Wallboards
• Display at-a-glance progress on key metrics such as Projects, Tasks, Milestones and Tickets
• Effectively communicate performance goals to employees, while protecting sensitive data
• Access and display any Autotask widgets and analytics you choose...keeping employees focused on the numbers that matter most to you
White Paper

Visibility drives

Read the blog
White Paper

Autotask introduces

read the release

Autotask Closed
Loop Email Service

You and your clients can use email to access Autotask functionality

Autotask’s Closed Loop Email Service integrates email communications into your day-to-day workflow to
improve response times and streamline communication.

Autotask Closed Loop Email Service
• Capture email automatically in Autotask's business management solution
• Create a ticket, include notes, add project task time entries, update status or close tickets – simply by responding to an email
• Develop custom notification workflows and set up multiple mailboxes for your team and
your clients

Opportunity Assessment and Sales Process

Improve your success rate with critical sales insight

Sales are the lifeblood of every technology provider, and Autotask's Opportunity Assessment and Sales
Process provides a powerful new tool to help you optimize efforts and close more deals.

Opportunity Assessment and Sales Process
• Determine top prospects by reviewing current relationship standing and history
• Implement best practices and standardize
opportunity analysis
• Properly align company resources (technical or otherwise) based on sales assessment

Data Warehouse

Create customized reports to make better, fact-based decisions

Autotask's Data Warehouse provides complete visibility into all of your Autotask data and lets you create
detailed reports in a range of SQL tools – giving you the metrics you need to lead your business.

Data Warehouse
• Create customized reports around the key drivers for
your business
• Mix and match different types of data
• Access a library of easy-to-use standard reports to help you
jump-start the process

For more information on
add-ons or to speak to your account manager, please submit the form below.