CoConstruct vs. Datto Autotask PSA

Having the ability to completely manage a project from start to finish with one app is super helpful. The time reporting feature (when it works correctly) is a nice added bonus as it allows employees to switch from one task to another on the same project or to another project and task with ease, aiding in the accounting process of the total project. This was helpful for running analytics to see where we were spending too much time on certain tasks, thus allowing us to assess any training needs.

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In my opinion, Datto Autotask is exceptionally complicated to set up, manage, and use on a daily basis. I would think the target market for this product would be someone managing a team of 20 - 50 people, possibly more. In my experience, for it to run properly you will need to dedicate at least half an FTE to running this product in an organization of that size per month. I would not recommend it for companies with less than 10 people or for companies that value quick communication with their clients. I would not recommend it for companies using Datto's RMM product. The integration exists, but it is clearly a bolt-on. They were not developed together and they are slow to talk to each other. Frequently you cannot add details from RMM sessions into the PSA without manually copying the ticket number, and if the ticket is more than a week old, then you can't even find it with the ticket number.

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• The integration of all aspects needed to run a remodeling company efficiently: project scheduling and management, financial planning and customer service. Since it’s an all-in-one suite and cloud-based, it enables our team to keep track of all our projects in real-time. Communication breakdown is the last thing we want, so being on the same page is not only desirable but makes for the best possible relationship with our clients.
• Product education - We like how CoConstruct helps new users and get them to start using the tool right away. The dashboard resource materials are incredibly useful. We don’t have to spend a lot of time training new hires on the system and onboarding new clients.

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• The graphical calculations on time spent on requests, how long they were open for, who worked on a ticket last.
• Grouping by priority so you can determine easier what needs to be addressed sooner rather then later. This also helps if Account Management has conversations a technician is not aware of so they can prioritize efficiently.
• The email updates that are sent out to the technicians so they are aware of upcoming or stale tickets.

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• Internal Communication - CoConstruct lacks the ability to tag-team members for internal communication using @mentions or any other means. This has been crippling for us and forced us to use alternative software for communicating among our team members.
• Pipeline Management - CoConstruct's lead-tracking system feels clunky and hard to navigate and doesn't provide a pipeline view that's easy to navigate. We have moved our Pipeline Management outside of CoConstruct to make it easier for our sales team to track leads.
• CRM - CoConstruct doesn't offer anything for customer follow-up after projects are completed. This, in addition to the lack of an effective pipeline system, has led to our decision to use Hubspot as our CRM. Moving projects into CoConstruct for Design and back our after Production.

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• The GUI is a little dated.
• Some integrations are limited for not being a Datto product.
• While not as complex to set up as Connectwise, it definitely requires some serious thought during the initial setup.
• Email processing could offer more options for parsing keywords and allow for more automation.
• The mobile app is just not worth using in my experience.

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After using multiple products on the market, Autotask was intuitive and easy to manage.

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Datto Autotask PSA is a full featured product that can do almost anything you need. There is a significant learning curve to get started which requires several hours spent in product training. Additionally, several hours / days are needed to get clients imported, contracts configured, and integrations implemented. Once the setup and user training is complete, the product is very functional, but it's imperative to not get overwhelmed when starting out.

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The support staff is brilliant; they don't operate on Australian time, so you can't just dial up support when you need it. The response times are quick, and the staff is knowledgeable. They are also well versed in most of the differences between buildings in the US and the building in Australasia. Despite their funny accents and strange use of the English language, we get by just fine!

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They are fairly quick at returning a response to a problem and have been able to fix all issues for the most part.

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Products like Procore and PlanGrid are geared towards projects with huge projects teams, multiple stakeholders and dozens of subcontractors. CoConstruct can be used for projects big and small (value) and also with small project teams or large projects teams. For small partial renovation or addition projects CoConstruct is a good more cost effective option.

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The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want. Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.

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• It made time recording much easier and much more reliable
• With its GPS feature, we would be able to track when an employee left a job to help ensure accurate time recording
• Having the ability to give the homeowners their own custom home building app to watch the progress helped to put us ahead of the game in the industry
• Running job cost reports as easily as CoConstruct allows helped to curb some of our administrative fees

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• We were able to identify the profitability of our entire client base.
• We identified a loss of over 1 million dollars for time unbilled consultancy fees using metrics derived from Autotask.
• Autotask helped us serve our client base in a professional manner, it's like having an entire department at your finger tips.
• Autotask is the heartbeat of our operation.

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