The management layer for Autotask.
Autotask tells you what happened. Here's what to do next — practical playbooks for MSP owners and service managers, built on the data you already have.
12 Technician KPIs Every MSP Should Monitor
Not all technician metrics are worth your attention. These are the 12 KPIs that genuinely tell you whether your service desk is healthy - and every one is already in Autotask.
Read the articleWhy Ticket Volume Is a Misleading Metric
Ticket volume feels like the pulse of your service desk. But rising numbers can mean you're growing - or that the same problems keep coming back. Here's how to tell.
Why Your Best Technician Probably Isn't Who You Think
Most MSPs rank technicians by tickets closed - and quietly reward the wrong behaviour. Here's why raw volume is misleading and how to spot your genuinely best people.
How to Run Recurring NPS Campaigns Across Your Whole Client Base
Ticket CSAT tells you how a job went. NPS tells you how the relationship is going. Here's how to run recurring NPS campaigns across your whole base - and why you want both.
What Should an MSP Owner Check Every Morning?
A good morning check is the difference between running your MSP and reacting to it. Here are the six things worth two minutes each - before the day runs away with you.
How to Set Up Alerts When a Client Drops Below Their Agreed User Count
A managed contract commits a client to a minimum number of users - but if seat counts drift below it, you can quietly start under-billing. Here's how to be alerted the moment it happens.
How to Identify Training Opportunities Using Autotask Data
The best guide to who needs coaching, and in what, isn't a gut feeling - it's already in your ticket data. Here's how to read it fairly.
The Hidden Cost of Ticket Backlog
A ticket backlog rarely shows up as a crisis. It shows up as churn, thinner margins and burnt-out technicians months later. Here's the real cost - and how to see it coming.
How to Automatically Survey Customers on Every Closed Autotask Ticket
Manual CSAT surveys never get sent. Here's how to wire Canopy to Autotask so a one-click survey fires automatically every time a ticket closes - no chasing required.
How to Add a Live Customer-Satisfaction Widget to Your Website
If your customer satisfaction is strong, your website should say so - live. Here's how to embed a real-time CSAT or testimonial widget with a single snippet.