What MSPs on Autotask use ProjectSmith for
ProjectSmith is project management for MSPs that run Datto Autotask. Each guide below covers one job: how MSPs run it today, where it goes wrong, and how ProjectSmith does it on your Autotask data.
Project management software built on Datto Autotask
ProjectSmith adds Kanban, Gantt, timesheet approval, capacity and fixed-price billing to Datto Autotask projects, and writes the results back.
A Gantt chart for your Autotask projects
A Gantt chart for every Datto Autotask project, with phases, tasks and dependencies, plus a portfolio timeline across all of them. Changes write back.
Timesheet approval before time reaches Autotask
Techs submit a weekly timesheet, a manager approves it, and only approved time is created in Datto Autotask, locked and ready for your billing run.
A Kanban board for every Autotask project
Run Datto Autotask projects on a Kanban board whose columns are your Autotask task statuses. Move a card and the status changes in Autotask.
Capacity planning for MSPs on Datto Autotask
Plan project hours around the service desk: contracted hours less leave, public holidays and Autotask ticket time, against project bookings, by week.
Fixed-price project billing in Datto Autotask
Bill fixed-price milestones the day they are earned. ProjectSmith marks Autotask contract milestones ready to bill and turns approved costs into charges.
Practice guides on the blog
- Running fixed-price projects in Autotask without billing lateHow to design a fixed-price billing plan at quote time, tie each milestone to a fact, and run a weekly billing check so Autotask milestones go out on time.
- A weekly capacity meeting for a 15-tech MSPA 30-minute weekly capacity meeting for an MSP of around 15 technicians: who attends, what to prepare, the agenda, and the rules that keep it honest.
- Where MSP project margin leaks, and how to see it in Autotask dataSix places MSP project margin quietly leaks, the signs of each in your Datto Autotask data, and a 20-minute weekly review that catches them early.
Try it on your own Autotask data
Connect Autotask, fence writes to a test project with the write-scope guard, and judge ProjectSmith on your real projects and people.