Service desk
Tickets by number, notes, attachments and the originating email, ticket history and who changed what, routing moves in one write — and an interactive ticket card in MCP Apps hosts.
Service desk
Tickets by number, notes, attachments and the originating email, ticket history and who changed what, routing moves in one write — and an interactive ticket card in MCP Apps hosts.
Time, billing & contracts
Time entries and “log my time”, billing items, contracts, services, adjustments and charges, quotes, invoices — including the contract writes the API makes awkward.
Vendor billing reconciliation
Import vendor invoices (Pax8 first), find what isn’t billed or is priced under cost, apply a pricing policy, and fix it with reviewed change plans.
Reports
Unbilled work, block hours, SLA compliance, ticket throughput, project P&L, recurring revenue, time-entry compliance, inventory.
Companies & contacts
Name guards, duplicate finders, safe ID-only merges with verification, and bulk cleanup of placeholder companies and junk contacts.
Projects, CIs, service calls
Projects, phases, tasks and labour plans; configuration items with entitlement; dispatching, to-dos, resources and roles.
Postgres mirror
About 80% of reads are answered locally with no Autotask call; a nightly check re-reads a sample and repairs differences. How it works →
Change plans & bulk jobs
Risky changes are plans with a hash that a person approves. Mass changes run a canary first, then a paced worker. Bulk cleanup →
Throttling
Autotask allows 10,000 calls an hour for the whole tenant. The server cools down on 429s, yields background work first and shows who uses the hour. Throttling →
Admin console
Usage, callers, mirror health, feature switches without a restart, bulk jobs, and when your team works. Console →