Atera’s Professional Services Automation (PSA) is a seamless part of the All-in-One platform, enabling
you to support customers and run a successful MSP business.
Customer Relationship Management
Manage all of your customers from just one system with a 360â—¦ view. Atera organizes all of your customer information in one place, including all relevant RMM and PSA information in-one view: Contacts, Contracts, SLA, Devices, Tickets, encrypted password repository and miscellaneous attachments.
Helpdesk and Ticketing
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 both for helpdesk and on site activities.
Knowledge Base
As an MSP, you need to keep track of a lot of customer knowledge.
You also need to make sure that everyone on your team has access to the most up-to-date information from anywhere.
Stop storing your important and sensitive customer knowledge in spreadsheets or notepads. Centralize and share everything with Atera’s Knowledge Base.
Flexible Contracts and Services
Manage a wide range of contract types per customer with a high degree of flexibility. Include differentiated rates for off hour work, projects, 3rd party products and more.
As a medium size MSP, our technicians time is extremely valuable and a lot used to be wasted in administration tasks and inefficiencies.
Thanks to Atera’s sophisticated set of PSA functions – such as ticketing, time capturing, billing and QuickBooks® integration we are able to dramatically increase our efficiency and reduce the end of month billing effort.
Russ Gordyan
RG Digital, USA
Automatic Time Capture, Monthly Billing & Time Sheets
Automatically apply time to any contract type, create an end to the tedious process of creating monthly bills and invoices
and put an end to billing disputes with ticket, time and invoice details that are configurable per customer.
Integration with Accounting Software
With a click of a button create invoices 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.
Customer Portal
Atera’s beautiful and brandable customer portal allows your customers to quickly view ticket status, add tickets and access your Knowledge Base posts.
Mobile
If you are like most IT service providers, you spend a lot of time traveling to different customers.
Atera empowers you to do your job more efficiently and capture more billable hours, improve revenue and collection with powerful mobile tools.
Reports and Analytics
Measure your support load, activities, customers’ satisfaction and your support team’s performance.
See Atera in Action
RMM Software, PSA and Remote Access that will change the way you run your MSP Business