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| What's New in Autotask Pro |
Autotask Pro release includes the following major enhancements:
Improved User-Interface. A completely new interface design dramatically reduces clicks by providing cross-module access to key software functions using a new bank of drop-down menus.
Improved Performance Around The World. Through a combination of re-factoring the most frequently accessed pages and deployment of a new global routing system, page load times are dramatically faster.
New Batch Invoicing. You can now generate invoices 80% faster using the new batch invoicing wizard.
Improved Workflow Associated With Service Tickets. A completely new interface design provides at-a-glance access to all key information used by service personnel on one screen. Autotask Pro users can now instantly add time entries, costs, notes or attachments, or create a service call, all from the ticket form. The result is a huge savings in time and clicks.
Improved Quoting Capabilities for Recurring Services and MSPs. Users can now generate comprehensive quotes for recurring services, managed services, and software as a service (SaaS) offerings. It’s easy to quote separate monthly unit prices per device (like price per firewall, server or desktop), quote a price per user or quote a fixed price based on a complex service bundle. In addition, electronic quotes can now be sent and reviewed online and then updated in real time as changes are made.
Automatic Creation of Contracts from Managed Services Quotes. Once a sale is closed, the automated workflow process creates a recurring service contract for monthly tracking and billing. Anytime the number devices or other service quantity is changed, Autotask automatically applies pro-rated changes to the recurring monthly bill.
Improved Asset Integration for MSPs. Autotask Pro can now use the Asset Discovery functions of compatible Remote Monitoring and Management (RMM) tools to identify changes in the customer's assets or device quantity, which will automatically revise recurring Managed Services billing.
New Inventory Module. Autotask Pro includes a new basic inventory module that can track equipment, hardware, software, and supplies that the service providers have in their warehouses and trucks, as well as installed products at the customer sites. With Autotask Pro, techs can effortlessly add inventory items to a service ticket which reduces the inventory level and captures each inventory item for billing. Items for return (RMA) are also tracked.
All-new Global Search. A new global search feature on the new main navigation bar allows users to quickly find accounts, contacts, service tickets and help at any time from anywhere in the product.
Upgraded Autotask LiveMobile™. The optional Autotask LiveMobile™ add-on, which provides real-time access the Autotask system from any mobile device with internet access, has been significantly enhanced with new CRM and service ticket features.
Despite these enhancements and added functionality, Autotask has not increased the start-up or monthly fees for Autotask Pro. The base price remains at just $275 per month*, and includes up to five named users. Additional users may be added at any time for $55 per month.*
* Price applies to US and Canada sales only. Contact your sales representative for pricing in other countries.
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