Log the workwhere the work happens
The field app for Autotask techs. Tickets, project tasks, your week's schedule and timesheets in one place — log the time, photograph the site and raise new tickets, even with no signal. It all syncs back to Autotask automatically.
Works with the Autotask account and Canopy data the office already uses. iPhone today.
Works with no signal.Syncs when you’re back.
Offline-first by design. A basement, a plant room, a lift — the app keeps working, and Autotask catches up the moment signal returns.
Saved on the phone instantly
Every note, photo, time entry, status change and new ticket is written to the device first, then replayed to Autotask automatically when signal returns.
View your work offline
Tickets, tasks, your week's schedule, timesheets and customers are cached — so you can pull up a job in a signal-dead plant room or a lift.
Nothing double-posts
Built-in idempotency means a flaky connection can't create duplicate time entries or tickets — the money-safe guarantee.
A quiet status dot shows sync at a glance
It flashes while syncing — tap it to see exactly what’s queued, and retry.
Everything a tech needs to close the job.Nothing they don’t.
What's on your plate, always current
Your assigned tickets, live from Autotask — sorted so the urgent work sits at the top, and standardised so every ticket reads the same way whichever customer it belongs to.
- Filter by status — Open, New, In progress, Waiting or Completed — and by customer on multi-site days
- Sort by priority or recent activity, with escalated tickets pinned to the top
- A live timer chip on the job you're currently timing
- Push the moment it's yours — the phone buzzes when dispatch assigns you a ticket; tap it to jump straight in
Open the job, log the work, close it properly
Everything a tech needs on one screen — and every action writes back to Autotask as if it were done at a desk.
- Change status straight from your own Autotask status list, and tap to call, text, email or get directions
- Notes, photos and checklists — internal or customer-visible notes, camera shots attached to the ticket, checklist items ticked off as you go
- Time that lands on your timesheet — live timer or manual entry, attributed to you in Autotask, not a shared API user
- A proper wrap-up — a completion form that mirrors Autotask's own, with summary notes and append-to-resolution
Project work, not just tickets
Your Autotask project tasks sit alongside your tickets — so the office move and the server refresh get logged just like reactive work.
- Open and Completed lists showing project, customer, due date and hours worked vs estimated
- The same on-site logging — change status, log time, add notes and photos
- Offline-queued like everything else — logged in the plant room, synced from the van
Your week, on a strip you can tap
Service calls and appointments on a Mon–Sun week view — so a tech always knows where they're meant to be next.
- Scheduled by the office, on your phone — what dispatch drags onto Canopy's Scheduler lands straight in the tech's week
- Autotask appointments alongside service calls, with a one-tap filter by type
- Week-by-week navigation with a shortcut back to today
- Cached per week, so the day's plan survives a signal dead-zone
Check your week before the office does
A week-by-week review of logged hours across tickets and project tasks — no Friday-afternoon reconstruction from memory.
- A daily breakdown of every entry — ticket number, customer and hours
- Weekly total and the billable split right at the top
- Tickets and project tasks together, exactly as they'll land in Autotask
Never lose a customer's details
A searchable directory of every active customer — the details a tech actually needs, one tap away.
- Site address with one-tap directions in Apple or Google Maps
- A full contact list you can call, text or email in a tap
- Raise a ticket from any customer while you're standing on site
- Cached for offline, including the MSP's own company
Raise a job without leaving site
No more scribbled notes that never make it into the system.
- 1Spot the extra workA dying UPS, a flaky switch, a printer on its last legs — tap “+ New ticket” on any customer (or your own company) while you're standing in front of it.
- 2Two fields, done“What's the job?” and a description. Queue and priority are pre-set by the office, so there's nothing to think about.
- 3Dispatch triages, the right tech gets a pushThe ticket lands unassigned in the dispatch queue — and the moment it's assigned, that tech's phone buzzes with the job.
Fast to open. Secure by default.
Opens straight to your day
Tickets and customers are cached on the device, so the app is usable the moment it opens — no spinner while the field loads.
One-tap Microsoft sign-in
Techs sign in with their Microsoft 365 account — no passwords to remember, and accounts can be fully passwordless.
Face ID / Touch ID app-lock
A biometric lock protects customer data if the phone is handed round or lost. A fast unlock, not a re-login — techs can turn it on themselves, or the office can require it company-wide from the Canopy web app.
Your organisation's data only
A tech only ever sees their own organisation's tickets, customers and contacts — set up by the office, once.
No new system to learn
It reads and writes your existing Autotask data through Canopy — techs see their real tickets, and their work shows up in Autotask immediately.
Set up by the office, once
An admin picks a couple of defaults on the Canopy web app — completion statuses and the default queue and priority for app-raised tickets. Techs just sign in and go.
No double entry
What's logged in the field is the record. Time, notes and photos land on the real ticket, so timesheets and reporting stay accurate.
Put the ticketin every tech's pocket
Canopy Technician runs on the same Canopy account the office already uses — connect Autotask, invite your techs, and the field starts logging itself.
iPhone today, delivered via TestFlight during the beta.