August 30, 2024

Autotask Improves With New 2024.3 Release

By Travis Brittain
Professional Services Automation (PSA)Autotask PSA

We’re thrilled to announce Autotask’s new 2024.3 release — an offering that reflects Kaseya’s substantial investment in strengthening the platform’s presence and capabilities within the MSP community. This year, Autotask has taken center stage once more, reaffirming its position as the go-to PSA solution for managed service providers.

This release demonstrates Kaseya’s investment in Autotask to fit the unique needs of the MSP community, helping you scale and grow as your business continues to accelerate. Check out what’s new in Autotask 2024.3.

Multi-Contract Update Wizard

Contracts are the foundation of your professional services business, representing the financial agreement between you and your customer. Whether you are a break-fix shop, value-added reseller (VAR), managed service provider (MSP) or any other technology service provider (TSP), managing these contracts effectively is crucial. With pricing pressures, rapidly changing costs and an increasing number of services, contracts are becoming increasingly complex.

For VARs and MSPs who resell services, such as Microsoft 365, slim margins mean it’s essential to pass along any price increases to customers. To help you navigate these challenges, we’re introducing a new feature that allows you to bulk update multiple service contracts at once, enabling you to:

  1. Maintain consistent margins by uniformly applying service contract updates for multiple customers at once.
  2. Respond quickly to maintain margins when resold services change in cost and/or price by easily updating all contracts that contain that service.
  3. Confidently add annual price increases in your customer agreements without worrying about the administrative burden of manually updating contracts.

This release is the first phase of a multistep rollout of our new finance module. In the coming releases, you can expect to see additional updates that make Autotask Contracts more accurately reflect the real-life relationships and financial agreements you have with your customers.

Client Portal updates

Earlier this year, we rolled out a new Client Portal experience which offers a modern, responsive design for your end users to submit and track their requests. In this release, we have added the ability for Client Portal users that you select to access their invoices and see their payment status at a glance. This provides an additional way, beyond email, to deliver invoices to your customers, improving transparency and security.

VSA 10 integration

Autotask pioneered improving service desk efficiency by tightly integrating endpoint management with your PSA. The integration between Autotask and Datto RMM set the industry standard for workflow integration, offering seamless movement between tickets and remote control of devices. In this release, we are bringing this deep level of integration to VSA 10.

This integration addresses the following key challenges faced by technicians:

  • Technicians often need to toggle between tickets in Autotask and the VSA 10 machine that is affected to troubleshoot and remediate issues. Without contextual device information, technicians waste time finding the correct device to troubleshoot.
  • Inaccurate configuration inventory in Autotask can lead to inaccurate billing, improper root cause analysis and poor documentation of the IT environment.

Our ongoing commitment to you

Autotask 2024.3 also brings over 50 usability fixes to the overall Autotask experience. Many of these improvements came directly from our partners through the Community, our Account Management or Support organization, or other means of feedback.

We continue to listen to your feedback and build technology that helps make everyday business tasks even easier. The Autotask 2024.3 release not only brings efficiency but also underscores Kaseya’s commitment to the Datto line of products.

If you’re an Autotask user, learn more in the release notes and watch for these updates in the coming weeks. Otherwise, see these new features and the full power of Autotask in a live demo.

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