Overall Satisfaction with Autotask
Autotask is being used organization-wide. We use it for time tracking, ticketing, a knowledge base, some CRM and billing. We do not use it for projects or quoting.
- Ticketing/time entry is very efficient and easy.
- Contracts/billing are easy to use as long as you are selling contracts that can conform to the options for contracts within Autotask.
- Easy to keep up with employee timesheets and PTO.
- I tried the Projects about 3 years ago, and I didn't like it at all. It was not as efficient as we wanted it to be, and it limited me as to how many lines per project I could import. We decided to use another product.
- Workflow rules could use some further development with available criteria to edit/change, such as client name.
- Quoting.
- Made our billing more efficient because time is entered in real-time and therefore more accurately billed.
- With contracts/roles, we have been better at billing correct rates for labor provided.