Autotask Professional Services Automation (PSA) Features
What are the features of Autotask Professional Services Automation (PSA)?
Incident Management
- Automate Ticket Routing
- Ticket Prioritization
- Ticket Notifications
- Knowledge Base
- Knowledge Base/Ticket Integration
Reporting
- Dashboards
- Time Tracking
- Surveys
Access & Usability
- Mobile
- Self Service
- Active Directory
- Multi-Channel Access
Administration
- Reports & Analytics
Service Desk
- Help Desk
- Incident Reports
Top Rated Autotask Professional Services Automation (PSA) Alternatives
Autotask PSA Categories on G2
Filter for Features
Incident Management
Automate Ticket Routing | Routes tickets automatically to the appropriate user. This feature was mentioned in 184 Autotask Professional Services Automation (PSA) reviews. | 82% (Based on 184 reviews) | |
Ticket Prioritization | Prioritizes tickets based on factors configured by the user. This feature was mentioned in 183 Autotask Professional Services Automation (PSA) reviews. | 85% (Based on 183 reviews) | |
Ticket Notifications | Based on 183 Autotask Professional Services Automation (PSA) reviews. Notifies the IT team when a ticket needs action. | 84% (Based on 183 reviews) | |
Knowledge Base | As reported in 179 Autotask Professional Services Automation (PSA) reviews. Provides a forum for answers to common questions. | 71% (Based on 179 reviews) | |
Knowledge Base/Ticket Integration | As reported in 180 Autotask Professional Services Automation (PSA) reviews. Integrates knowledge base articles into a ticket. | 74% (Based on 180 reviews) |
Reporting
Dashboards | Based on 183 Autotask Professional Services Automation (PSA) reviews. Displays important metrics relating to performance. | 87% (Based on 183 reviews) | |
Time Tracking | Based on 183 Autotask Professional Services Automation (PSA) reviews. Tracks time worked on a ticket. | 89% (Based on 183 reviews) | |
Surveys | Provides surveys to measure employee satisfaction. 179 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 74% (Based on 179 reviews) |
Access & Usability
Mobile | As reported in 180 Autotask Professional Services Automation (PSA) reviews. Enables access to service desk features via mobile device. | 60% (Based on 180 reviews) | |
Self Service | Enables employees to view the status of their tickets. 179 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 79% (Based on 179 reviews) | |
Active Directory | As reported in 175 Autotask Professional Services Automation (PSA) reviews. Provides a directory of all users within an organization. | 73% (Based on 175 reviews) | |
Multi-Channel Access | Enables access to service desk features through multiple channels such as email, phone, or the portal. This feature was mentioned in 173 Autotask Professional Services Automation (PSA) reviews. | 76% (Based on 173 reviews) |
Administration
Change Management | Tools to track and implement required IT changes in a system. 140 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 81% (Based on 140 reviews) | |
Asset Management | Based on 142 Autotask Professional Services Automation (PSA) reviews. Tools to organize and manage all IT assets within an organization. | 80% (Based on 142 reviews) | |
Reports & Analytics | Based on 144 Autotask Professional Services Automation (PSA) reviews. A means to view and analyze a large amount of data in order to gain business insights. | 82% (Based on 144 reviews) | |
Standard Integrations | Based on 127 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 79% (Based on 127 reviews) | |
Workflow | Based on 124 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | 82% (Based on 124 reviews) | |
Access Management | Based on 124 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | 81% (Based on 124 reviews) |
Service Desk
Help Desk | As reported in 147 Autotask Professional Services Automation (PSA) reviews. A place for users to submit tickets when they require IT help. | 91% (Based on 147 reviews) | |
Incident Reports | Based on 144 Autotask Professional Services Automation (PSA) reviews. Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur. | 85% (Based on 144 reviews) | |
Process Workflow | As reported in 144 Autotask Professional Services Automation (PSA) reviews. The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met. | 84% (Based on 144 reviews) |
Functionality
Ticketing System | Provides a service desk for users to submit tickets for IT-related issues. 142 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 92% (Based on 142 reviews) | |
Performance Logging | Tracks action-by-action asset performance with machine- or human-readable logs. 139 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 84% (Based on 139 reviews) | |
Alerting | Based on 142 Autotask Professional Services Automation (PSA) reviews. Creates alerts when tracked assets encounter errors or performance issues. | 86% (Based on 142 reviews) | |
Automation | Automates repetitive tasks associated with IT service operations and maintenance. 141 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 85% (Based on 141 reviews) |
Management
Reporting | Provides graphics, dashboards, and general reporting around IT service, assets, and incidents. 142 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 81% (Based on 142 reviews) | |
Administration Console | Provides administrative tools for routine maintenance, upkeep, and tracking. This feature was mentioned in 143 Autotask Professional Services Automation (PSA) reviews. | 83% (Based on 143 reviews) | |
Access Management | Gives administrators control over user privileges and accessibility for IT assets. This feature was mentioned in 141 Autotask Professional Services Automation (PSA) reviews. | 84% (Based on 141 reviews) | |
Asset Management | Gives administrators control over hardware and software resource allocation and tracking. 139 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 80% (Based on 139 reviews) | |
Policy Dictation | Based on 138 Autotask Professional Services Automation (PSA) reviews. Controls policies and configurations across business applications and hardware. | 76% (Based on 138 reviews) |
Customer Management
Customer Profiles | Based on 129 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications. | 82% (Based on 129 reviews) | |
Sales | Based on 126 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region. | 74% (Based on 126 reviews) | |
Marketing | Based on 125 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance | 66% (Based on 125 reviews) | |
Client Portal | Based on 129 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | 74% (Based on 129 reviews) |
Project Management
Project Planning | Generate plans that define tha main activities and resources needed for a project 128 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 71% (Based on 128 reviews) | |
Project Tracking | Based on 126 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project | 72% (Based on 126 reviews) | |
Resource Definition | Based on 124 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects. | 76% (Based on 124 reviews) | |
Resource Management | Based on 126 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | 78% (Based on 126 reviews) |
Accounting
Revenue Recognition | Automate revenue recogniton by project, portfolio, or milestone and deliverable. 125 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 74% (Based on 125 reviews) | |
Invoice Management | Based on 123 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded. | 75% (Based on 123 reviews) | |
Payments | Accepts multiple types of payments from clients and match with invoices. This feature was mentioned in 119 Autotask Professional Services Automation (PSA) reviews. | 66% (Based on 119 reviews) | |
Project Accounting | As reported in 122 Autotask Professional Services Automation (PSA) reviews. Deliver features to track and manage costs and revenues by project. | 70% (Based on 122 reviews) | |
Budget Tracking | Based on 120 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets. | 67% (Based on 120 reviews) |
Portfolio Management
Portfolio Definition | Based on 120 Autotask Professional Services Automation (PSA) reviews. Define multiple types of portfolios for projects, programs, and services. | 70% (Based on 120 reviews) | |
Portfolio Performance | Based on 119 Autotask Professional Services Automation (PSA) reviews. Monitor the performance of different types of portfolios and programs. | 70% (Based on 119 reviews) | |
Risk | Based on 117 Autotask Professional Services Automation (PSA) reviews. Identify risks that may negatively impact the performance of a portfolio of projects. | 70% (Based on 117 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. 117 reviewers of Autotask Professional Services Automation (PSA) have provided feedback on this feature. | 69% (Based on 117 reviews) |
Analytics
Forecasting | Based on 121 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | 68% (Based on 121 reviews) | |
Reporting | Based on 124 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users. | 75% (Based on 124 reviews) | |
KPIs | Based on 120 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management . | 76% (Based on 120 reviews) |
Platform
APIs | Based on 124 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | 83% (Based on 124 reviews) | |
Internationalization | Based on 115 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 75% (Based on 115 reviews) | |
Performance and Reliability | Based on 127 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 127 reviews) | |
Mobile | Based on 119 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets. | 66% (Based on 119 reviews) | |
Offline Access | Based on 118 Autotask Professional Services Automation (PSA) reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet. | 50% (Based on 118 reviews) |
