Autotask support
Author: e | 2025-04-24
IMPORTANT Autotask Developer Tools should NOT be used by general Autotask users who lack software development experience. Support for Autotask Developer Tools is NOT included in a standard customer-support contract. NOTE We recommend that Autotask developer tool users subscribe to the PSA Forum on the Autotask Community. Available APIs
Autotask and SMS text message support : r/Autotask - Reddit
{{speedy deletion-advertising}}Autotask Corporation (Autotask) is a business management software company founded in 2001 with global headquarters in East Greenbush, New York and London, England. As of 2016 Autotask claimed to serve over 9,000 customers worldwide.[4]Autotask provides IT Business Management Software with the key product professional services automation (PSA) being synonymous with Autotask brand. Since its acquisition by the private equity firm Vista Equity Partners in 2014 the core Autotask produce product has bolstered by acquisitions including endpoint management, endpoint backup, file syncing and sharing, expense management, and project tracking.[4][5][6]In 2017 Vista Equity Partners choose to merge Autotask with the backup supplier Datto whilst choosing to leave the Datto branding in place.History[edit]Formation[edit]Formerly known as Autotask Group, LLC, Autotask Corporation was founded in New York’s capital district region in 2001.[7] CEO Bob Godgart, who also served on the Computing Technology Industry Association board from 2007-2008, built the company into a $20 million USD business from 2001 through the end of 2010.[8][9]In 2009 towards the end of Godgart's period saw Autotask acquire VARStreet which focused on helping Managed Service Providers (MSP) with product sourcing. The merger was only to last 21 months and ended with a management buyout of VARStreet.[8]International Development[edit]In response to Godgart leaving the company to pursue other ventures, Mark Cattini stepped in as CEO in December 2010. [10] The next four years seen a sales led internal expansion with offices opened in Australia, China and the United Kingdom.[11][12]Acquisition by Vista Equity Partners[edit]Austin, Texas based Vista Equity Partners completed the acquisition of Autotask Corporation on June 9, 2014.[13][14]Since that time, Autotask acquired two software companies:CentraStage - 2014 - a United Kingdom-based SaaS solution for managing endpoints.[15]Soonr - 2015 - a Silicon Valley startup that provides cloud applications that enables users to view and share PowerPoint presentations, Word documents, and other files from mobile devices.[16]These acquisitions grew the workforce by 51 percent, bringing Autotask’s total employment across the globe to 422 people by 2015.[17] As a large vendor of professional services automation technology for managed service providers (MSPs), Autotask opened three offices in Amsterdam, Manchester, and Copenhagen between 2015 and 2016.[18] Simultaneously, the company hired 70 new employees in 2015.[19] In order to support to support the software developer's growth in the U.S. and abroad, Autotask expanded their headquarters outside of Albany, New York to a 4,200 square-foot facility.[12] This gave Autotask the ability to house the growing sales workforce and provide new employees with an in-house training program at the Albany office.[12]Sales billed through the Autotask platform increased from $1 billion USD to $6 billion USD while managing over two billion documents in 2016.[20][21] By June 2016, the company had 443 employees - a 162 percent increase in a matter of. IMPORTANT Autotask Developer Tools should NOT be used by general Autotask users who lack software development experience. Support for Autotask Developer Tools is NOT included in a standard customer-support contract. NOTE We recommend that Autotask developer tool users subscribe to the PSA Forum on the Autotask Community. Available APIs The Autotask ExecuteCommand API can integrate seamlessly with existing Autotask functionality. There are no additional system, hardware, or support requirements beyond standard Autotask functionality. Autotask support. Views: This section contains the following topics: Related information. Integrating Autotask If you are a Autotask customer, integrating Autotask with Workplace Manager allows you to process support requests as Autotask tickets, and bill for Workplace services using Autotask contracts. To get started, you must connect your Autotask account to Workplace Manager, and transfer the services in your Workplace plan to Autotask. How to Next Ticket For AutoTask Rule Report: : : Autotask Stale Project and Support Tickets: This dashboard consists of widgets that shows stale and aging project and support tickets, sorted by queue slicer. : : Autotask Stale Tickets: A dashboard showing widgets on stale tickets for Autotask. Jan 26 Five years.[22]Current international office locations include Amersham, Amsterdam, Beijing, Boston, Chicago, Copenhagen, Dallas, Los Angeles, Manchester, Munich, San Jose, and Sydney.[23]Integration with Datto[edit]It was announced in October 2017 that the services of Autotask would combine with backup supplier, Datto.[23] This integration was led by investment firm Vista Equity Partners, which focuses on technology-enabled business and related software.[24] Austin McChord, the CEO and founder of Datto in 2007, was to act as CEO of the merged companies, and former Autotask CEO Cattini was to transition to a strategic board advisor to Vista Equity Partners.[25][26]Products[edit]Autotask, in conjunction with Datto, offer a platform of products centered around their professional services automation solution, which includes a remote monitoring and management (RMM) tool, backup and disaster recovery, endpoint backup, file sync and sharing, as well as remote monitoring and management.[27][28]Professional Services Automation (PSA)[edit]Autotask PSA, also known as Autotask IT Business Management software enables the management of critical business functions with opportunities, contracts, tickets, tasks, to-dos in one place for everyone to see.[29] It is recognised for being customizable and scalable however at least one review has concerns over lack of user friendliness with documentation and support hard to find.[30]Several suppliers have chosen to integrate their software with Autodesk. In 2013 Client Heartbeat, a customer satisfaction benchmarking tool integrated with Autodesk.[31]; Pulseway, a remote management and monitoring software suite, was able to be integrated with an integrated dashboard.[32] A cloud backup storage solution from Cloudberry Lab could also be integrated from 2014.[33]Autotask partnered with Microsoft's Cloud Solution Provider and MessegeOps in 2016 to expand current Autotask services with cloud products. With this product development in place, users connect Autotask contracts with current billing and reporting processes.[34]Autotask software has been translated into English, German, French, Italian, Chinese, Spanish and Japanese languages.[2]Endpoint Management (EM)[edit]Autotask’s remote monitoring and management (RMM) solution offers the capability to report, audit, manage, monitor, provide support and perform remote takeover of endpoints.[35] The product obtained by the acquisition of the UK based CentraStage on 2014[36]Endpoint Backup (EB)[edit]Autotask Endpoint Backup is a cloud-based, fully automated file, folder backup solution for securing a company’s endpoints.[37]Workplace (WP)[edit]Autotask Workplace is a cloud-based file sync & share (FSS) solution for businesses to work collaboratively and securely on any device, anywhere.[38] It is a re-branding of the acquisition of the product formerly known as Soonr.Datto Products[edit]Datto have a range of Business Continuity Disaster Recovery (BCDR) products including hardware applications.[39]Competitors[edit]ConnectwiseSolar WindsZendeskKaseya IT ManagementExternal Links[edit]Autotask Corporation official siteDatto Products official SiteReferences[edit]↑ Clukey, Keshia (June 11, 2014). "Autotask says headquarters will remain in Albany, New York region following acquisition". Albany Business Review. Retrieved June 5, 2018.↑ 2.0 2.1 "BLACK BILLIONAIRE'S INVESTMENT FIRM BUYS LEADING IT SERVICES COMPANY". Black Enterprise. 2017. Retrieved March 25,Comments
{{speedy deletion-advertising}}Autotask Corporation (Autotask) is a business management software company founded in 2001 with global headquarters in East Greenbush, New York and London, England. As of 2016 Autotask claimed to serve over 9,000 customers worldwide.[4]Autotask provides IT Business Management Software with the key product professional services automation (PSA) being synonymous with Autotask brand. Since its acquisition by the private equity firm Vista Equity Partners in 2014 the core Autotask produce product has bolstered by acquisitions including endpoint management, endpoint backup, file syncing and sharing, expense management, and project tracking.[4][5][6]In 2017 Vista Equity Partners choose to merge Autotask with the backup supplier Datto whilst choosing to leave the Datto branding in place.History[edit]Formation[edit]Formerly known as Autotask Group, LLC, Autotask Corporation was founded in New York’s capital district region in 2001.[7] CEO Bob Godgart, who also served on the Computing Technology Industry Association board from 2007-2008, built the company into a $20 million USD business from 2001 through the end of 2010.[8][9]In 2009 towards the end of Godgart's period saw Autotask acquire VARStreet which focused on helping Managed Service Providers (MSP) with product sourcing. The merger was only to last 21 months and ended with a management buyout of VARStreet.[8]International Development[edit]In response to Godgart leaving the company to pursue other ventures, Mark Cattini stepped in as CEO in December 2010. [10] The next four years seen a sales led internal expansion with offices opened in Australia, China and the United Kingdom.[11][12]Acquisition by Vista Equity Partners[edit]Austin, Texas based Vista Equity Partners completed the acquisition of Autotask Corporation on June 9, 2014.[13][14]Since that time, Autotask acquired two software companies:CentraStage - 2014 - a United Kingdom-based SaaS solution for managing endpoints.[15]Soonr - 2015 - a Silicon Valley startup that provides cloud applications that enables users to view and share PowerPoint presentations, Word documents, and other files from mobile devices.[16]These acquisitions grew the workforce by 51 percent, bringing Autotask’s total employment across the globe to 422 people by 2015.[17] As a large vendor of professional services automation technology for managed service providers (MSPs), Autotask opened three offices in Amsterdam, Manchester, and Copenhagen between 2015 and 2016.[18] Simultaneously, the company hired 70 new employees in 2015.[19] In order to support to support the software developer's growth in the U.S. and abroad, Autotask expanded their headquarters outside of Albany, New York to a 4,200 square-foot facility.[12] This gave Autotask the ability to house the growing sales workforce and provide new employees with an in-house training program at the Albany office.[12]Sales billed through the Autotask platform increased from $1 billion USD to $6 billion USD while managing over two billion documents in 2016.[20][21] By June 2016, the company had 443 employees - a 162 percent increase in a matter of
2025-04-23Five years.[22]Current international office locations include Amersham, Amsterdam, Beijing, Boston, Chicago, Copenhagen, Dallas, Los Angeles, Manchester, Munich, San Jose, and Sydney.[23]Integration with Datto[edit]It was announced in October 2017 that the services of Autotask would combine with backup supplier, Datto.[23] This integration was led by investment firm Vista Equity Partners, which focuses on technology-enabled business and related software.[24] Austin McChord, the CEO and founder of Datto in 2007, was to act as CEO of the merged companies, and former Autotask CEO Cattini was to transition to a strategic board advisor to Vista Equity Partners.[25][26]Products[edit]Autotask, in conjunction with Datto, offer a platform of products centered around their professional services automation solution, which includes a remote monitoring and management (RMM) tool, backup and disaster recovery, endpoint backup, file sync and sharing, as well as remote monitoring and management.[27][28]Professional Services Automation (PSA)[edit]Autotask PSA, also known as Autotask IT Business Management software enables the management of critical business functions with opportunities, contracts, tickets, tasks, to-dos in one place for everyone to see.[29] It is recognised for being customizable and scalable however at least one review has concerns over lack of user friendliness with documentation and support hard to find.[30]Several suppliers have chosen to integrate their software with Autodesk. In 2013 Client Heartbeat, a customer satisfaction benchmarking tool integrated with Autodesk.[31]; Pulseway, a remote management and monitoring software suite, was able to be integrated with an integrated dashboard.[32] A cloud backup storage solution from Cloudberry Lab could also be integrated from 2014.[33]Autotask partnered with Microsoft's Cloud Solution Provider and MessegeOps in 2016 to expand current Autotask services with cloud products. With this product development in place, users connect Autotask contracts with current billing and reporting processes.[34]Autotask software has been translated into English, German, French, Italian, Chinese, Spanish and Japanese languages.[2]Endpoint Management (EM)[edit]Autotask’s remote monitoring and management (RMM) solution offers the capability to report, audit, manage, monitor, provide support and perform remote takeover of endpoints.[35] The product obtained by the acquisition of the UK based CentraStage on 2014[36]Endpoint Backup (EB)[edit]Autotask Endpoint Backup is a cloud-based, fully automated file, folder backup solution for securing a company’s endpoints.[37]Workplace (WP)[edit]Autotask Workplace is a cloud-based file sync & share (FSS) solution for businesses to work collaboratively and securely on any device, anywhere.[38] It is a re-branding of the acquisition of the product formerly known as Soonr.Datto Products[edit]Datto have a range of Business Continuity Disaster Recovery (BCDR) products including hardware applications.[39]Competitors[edit]ConnectwiseSolar WindsZendeskKaseya IT ManagementExternal Links[edit]Autotask Corporation official siteDatto Products official SiteReferences[edit]↑ Clukey, Keshia (June 11, 2014). "Autotask says headquarters will remain in Albany, New York region following acquisition". Albany Business Review. Retrieved June 5, 2018.↑ 2.0 2.1 "BLACK BILLIONAIRE'S INVESTMENT FIRM BUYS LEADING IT SERVICES COMPANY". Black Enterprise. 2017. Retrieved March 25,
2025-04-152018.↑ "Autotask partnering with Microsoft on new product". Albany Business Review. 2016. Retrieved November 16, 2017.↑ 4.0 4.1 Horton, Christine (September 30, 2016). "Autotask puts on unified front to MSPs". MicroScope. Retrieved March 24, 2018.↑ "Autotask Review: Professional Services Automation Software". Finances Online. 2018. Retrieved March 24, 2018.↑ "Autotask boss talks of growth as the MSP market expands". MicroScope. 2018. Retrieved March 24, 2018.↑ "Choosing logo no small task for Autotask". Albany Business Review. 2001. Retrieved March 24, 2018.↑ 8.0 8.1 Panettieri, Joe (December 22, 2011). "Autotask Sells VARStreet Business to VARStreet Employees". Channel Futures. Retrieved March 25, 2018.↑ "Autotask CEO elected to board of IT industry trade association". Albany Business Review. 2007. Retrieved March 25, 2018.↑ "Autotask CEO Godgart Takes New Role, As Successor Named". CRN. 2010. Retrieved March 24, 2018.↑ "Autotask Raises $6 Million for Global Expansion". Channel Futures. 2011. Retrieved March 25, 2018.↑ 12.0 12.1 12.2 "Autotask expands HQ to accommodate new growth". Albany Business Review. 2015. Retrieved March 25, 2018.↑ "A year removed from $99 million acquisition, Autotask growing locally". Times Union. 2015. Retrieved March 25, 2018.↑ "Autotask To Be Acquired By Private Equity Firm". Silicon. 2014. Retrieved March 25, 2018.↑ "Vista-Backed Autotask to Acquire U.K. Company CentraStage". Wall Street Journal. 2014. Retrieved March 25, 2018.↑ "Autotask CEO: Why the East Greenbush company acquired a Silicon Valley startup". Albany Business Review. 2015. Retrieved March 25, 2018.↑ "A year removed from $99 million acquisition, Autotask growing locally". Times Union. 2015. Retrieved March 25, 2018.↑ "Q&A: Mark Cattini, CEO Autotask". MicroScope. 2017. Retrieved March 25, 2018.↑ "Autotask executive maps out company's plans for 2016". Albany Business Review. 2016. Retrieved March 25, 2018.↑ "Autotask CEO: We've Doubled The Size Of Our Business Since 2014". CRN. 2016. Retrieved March 25, 2018.↑ "Autotask Launches Partner Program for AWP". Channel Partners. 2016. Retrieved March 25, 2018.↑ "Autotask partnering with Microsoft on new product". Albany Business Review. 2016. Retrieved March 25, 2018.↑ 23.0 23.1 "Autotask puts on unified front to MSPs". MicroScope. 2016. Retrieved March 25, 2018.↑ "Autotask Partners: Joining Forces With Datto Will Unlock Robust Backup Opportunities For Channel". CRN. 2017. Retrieved March 26, 2018.↑ "Backup bods Datto to merge with Autotask in suits' shopping spree". The Register. 2017. Retrieved March 26, 2018.↑ "New 'task' for Datto backup: Merging with IT management firm". TechTarget. 2017. Retrieved March 28, 2018.↑ "Today's channel rundown - 6 March 2018". ChannelNomics. 2018. Retrieved March 26, 2018.↑ "Backup bods Datto to merge with Autotask in suits' shopping spree". The Register. 2017. Retrieved March 26, 2018.↑ "Autotask PSA (Professional Services Automation) Product Review". VARinsights. 2017. Retrieved March 26, 2018.↑ Warner, Kama (6 August 2015). "Autotask IT Business Management Solution". PC Mag UK. Retrieved 4 June 2018.↑ "Client Heartbeat
2025-04-02Benchmark Tool Boasts Autotask Integration". Channel Futures. 2013. Retrieved March 28, 2018.↑ "Pulseway Has Integrated With Autotask to Fuse Seamlessly Into a Single, Centralized Dashboard". Cision. 2014. Retrieved March 28, 2018.↑ "CloudBerry Lab Integrates with Autotask to Deliver MSPs Automated IT Services Management for Turnkey Cloud Backup Offering". Cision. 2014. Retrieved March 28, 2018.↑ "Autotask partnering with Microsoft on new product". Albany Business Review. 2016. Retrieved March 25, 2018.↑ "Autotask Endpoint Management". Zendesk. 2018. Retrieved March 26, 2018.↑ "Vista-Backed Autotask to Acquire U.K. Company CentraStage". Wall Street Journal. 2014. Retrieved March 28, 2018.↑ "Autotask extends its MSP platform with file backup". TechTarget. 2016. Retrieved March 26, 2018.↑ "Autotask Unified PSA-RMM for MSPs: What Is It?". Channel e2e. 2016. Retrieved March 26, 2018.↑ Rock, Tracy (November 9, 2016). "Do you know the Datto Products". invenioIT. Retrieved June 5, 2018.This article "Autotask Corporation" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Autotask Corporation. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
2025-03-30To create a ticket in a PSA tool that your RMM account is integrated with when the monitor raises an alert. NOTE ">NOTE Tickets are entirely separate from alerts. If you would like to use monitors to raise tickets in an integrated PSA tool, make sure to enable this option. Alerts alone will not be able to synchronize with the PSA tool. Autotask NOTE " data-mc-conditions="FileStatus.Integrations">NOTE You must have the Autotask Integration enabled for this option to be available. Refer to Autotask Integration. Field Description Subject line Select the check box to use the subject line configured in the Send an email section as the ticket title. (The subject line field below will appear grayed out.) Otherwise, leave the check box clear and add a subject line to customize the ticket title, or leave the subject line blank to apply a standard (automated) subject line as the ticket title.NOTE " data-mc-conditions="FileStatus.Integrations">NOTE The Ticket Title field in Autotask has a limit of 255 characters. If your subject line exceeds this limit, it will be truncated in the ticket's Ticket Title field at 255 characters. Ticket details Select the check box Use default to use the default settings of the monitor type as configured in the Autotask Integration. Refer to Configure ticket settings. (The subject line field below will appear grayed out.)If you don't want to use the default settings, leave the check box clear and select the required Source, Queue, Issue Type, Sub-Issue Type, and Work Type from the drop-down lists. The drop-down lists display the values that are currently active in Autotask.NOTE " data-mc-conditions="FileStatus.Integrations">NOTE If the mapped device (that is, the Autotask configuration item) has a contact assigned in Autotask, that contact will be selected for the ticket by default. NOTE " data-mc-conditions="FileStatus.Integrations">NOTE By default, tickets created from alerts are
2025-04-23