Atera’s Professional Services Automation (PSA) is a seamless part of our All-in-One platform, enabling you to support customers and run a successful MSP business.
Professional Services Automation (PSA) is a technology toolset and platform designed to help IT service professionals and MSPs manage their customers with ease. From billing to the helpdesk to accounting, Atera’s all-in-one RMM and PSA gives IT pros everything they need to streamline their business so they can offer the best service possible.
Manage all of your customers from just one system with a 360◦ view. Atera PSA software organizes all of your customer information in one place, including all relevant RMM and PSA information in-one view: Contacts, Contracts, SLA, Devices, Tickets.
Manage your helpdesk like a pro with Atera’s simple and intuitive ticketing and time tracking system, designed specifically for MSPs and IT service providers.
Simplify your customer knowledge base within Atera’s all-in-one centralized platform. With Atera’s PSA you can stop storing your important and sensitive customer knowledge in spreadsheets or notepads. Now it’s easy for everyone on your team to access the most up-to-date information anytime, anywhere.
Whatever contract you need to create, Atera’s PSA gives you the power and flexibility to create it with ease. Including differentiated rates for off hour work, projects, 3rd party products and tons more.
Atera’s integration with Azure Active Directory (AD) enables you to import and sync your customers’ contacts from Azure AD to Atera, so your Atera contacts stay effortlessly up-to-date. The integration entails a simple and secure, one-way sync in which new contacts in Azure AD are created in Atera and existing contacts are updated in Atera to mirror Azure AD.
AI auto-tagging makes your help desk manager’s life easier by automatically categorizing tickets by specific keywords. Search by specific tags to make things smoother.
Speed up your repetitive and manual processes by creating Quick Reply templates based on your customer and business requirements.
Search through your tickets based on specific client environments or across all tickets to find similar use cases and support quick resolution.
Take your contracts to the next level with professional services automation.
Automatically apply time to any contract type, end the tedious process of creating monthly bills and invoices. Stop billing disputes with ticket, time, and invoice details that are configurable per customer.
Create beautiful invoices with a click of a button to in your favorite accounting software, saving hours of work every month. Atera currently integrates with QuickBooks Online, QuickBooks Desktop, Xero and can output a General CSV for input in any Accounting software.
Give your customers even better support with our Customer Portal. This is where your customers can track tickets, access your knowledge base posts, and open their own tickets. Best part? Customer Portal is 100% brandable, giving you the perfect support platform for your MSP business.
Run your entire IT business from the palm of your hands from anywhere with Atera’s mobile app. Resolve alerts, manage devices and tickets, contact customers, get more billable hours and so much more. Now you can solve problems before they happen, even on the go.
Get a comprehensive birds-eye-view of with a full range of reports to hit your data-driven goals. Measure your support load, activities, customers’ satisfaction, billing, and your support team’s performance with intelligent analytics to streamline your operations and services.
RMM Software, PSA and Remote Access that will change the way you run your MSP Business