See what's really happening inside your MSP.
Canopy sits above Autotask and turns your day-to-day PSA data into clear answers for owners, service managers and sales teams. See where deals are stuck, which customers need attention, how the team is performing, and what needs chasing next.
Connects to Autotask in minutes · Live webhook sync · Sales, projects, feedback and performance in one place
Not another PSA. The layer that makes yours easier to live with.
Autotask is the system of record — and it stays that way. Canopy reads your tickets, time entries, projects and opportunities in real time, and gives owners and managers the view of the business the PSA never quite delivers.
No migration, no rip-and-replace
Connect with API credentials and a webhook. Your workflows, statuses and queues stay exactly where they are in Autotask.
Live, not last week
Webhooks land in seconds; time entries sync every 30 minutes; metrics recalculate nightly. The dashboards reflect what's happening now.
Writes back where it counts
Scheduled tasks, customer bookings and new opportunities are created directly in Autotask — Canopy never becomes a second source of truth.
Health scores for every tech. Capacity for the whole desk.
Canopy turns raw tickets and time entries into a nightly health score per technician — and tells you in plain English whether the team is over or under capacity.
- Per-tech health scores from five KPIs: response, resolution, throughput, touches and billable %
- Capacity panel — reactive hours per endpoint, FTE required vs on desk
- First Response screen — a live feed of untouched tickets, updated within seconds via webhooks
- TNT watchlist — every open ticket older than 5 days, so nothing quietly goes stale
- Technician logins — every tech gets their own view of their feedback scores and performance metrics, and only theirs
Every Autotask project, on one board you can actually run
Canopy syncs your Autotask projects and tasks, then gives delivery managers the views the PSA never did — progress at a glance, a work board, and a drag-and-drop scheduler that writes straight back.
- Portfolio timeline — every active project on one Gantt view, with progress, overdue tasks and at-risk flags
- Work Board — active vs blocked tasks, with AI-written reasons for why each task is stuck
- Scheduler — drag tasks onto technicians' calendars; appointments are created in Autotask
- Filters by client and technician, with full project history a click away
Active6
Blocked3
Done8
Stop playing email tennis to book a fix
From any ticket, a technician sends a booking link. The customer picks a slot that suits them — and the appointment appears in Autotask, with confirmations both ways and the ticket updated.
- Calendly-style booking pages, branded to your MSP, no customer login needed
- Created in Autotask automatically and linked back to the originating ticket
- Weekly team schedule view so dispatch can see who's booked where
Know how every ticket landed — automatically
The moment a ticket completes in Autotask, Canopy sends a branded one-tap CSAT survey. No chasing, no spreadsheets.
- Automatic CSAT surveys on ticket completion, with smart exclusion rules and follow-up reminders
- Scheduled NPS campaigns every 3 or 6 months across your whole contact base
- Email signature snippet & website widget to collect ratings everywhere
- Reports by customer and technician, with instant Teams and Slack alerts on new ratings
Your pipeline and your phones, finally on the same screen
Canopy syncs Autotask opportunities into a drag-and-drop pipeline, and pulls call data from 3CX so you can see activity and outcomes side by side, per rep.
- Drag-and-drop pipeline board synced two-ways with Autotask opportunities
- Daily call volume per rep via 3CX, with answered/unanswered breakdowns
- Deal age, monthly vs one-time revenue and new-this-month tracking
- Per-rep detail pages for one-to-ones that take five minutes to prep, not an hour
Turn a list of cold leads into booked calls
Outreach gives cold callers a focused workspace built on your New Lead pipeline — click-to-dial, a guided call script, captured intel and one-tap outcomes that write straight back to Autotask.
- Guided call scripts with branching — build your own, or let reps talk naturally and fill the fields
- Click-to-dial via 3CX, with every call auto-logged to the lead and shown in an activity feed
- Capture decision-maker, current system and renewal date as the conversation happens
- One-tap outcomes — book a second call, move the stage or schedule a call-back, synced to Autotask
Plays nicely with the stack you already run
Live in an afternoon, not a quarter
Canopy is a layer, not a platform migration. Most MSPs see their first dashboards the same day they connect.
Connect Autotask
Add API credentials and a webhook URL. Canopy starts receiving ticket events within seconds and backfills your last 30 days.
Switch on the modules you need
Feedback, Performance, Projects, Scheduling, Sales — each module works on its own. Start with one, add the rest when ready.
Run it from the top down
Owners and managers get the full picture. Sales reps manage their own opportunities on the Pipeline; project managers run delivery from the Work Board; technicians log in to see their own feedback scores and performance — and only their own.
Keep Autotask. Lose the blind spots.
Start a free trial and see your own data in Canopy today.