MSP Business Operations Runbook

If you are an MSP with five or fewer employees we know you have limited resources to devote to setting up Autotask. We've got your back! We've configured your Autotask with the features you need to get started, complete with demo data, and a self-service onboarding experience you can complete in less than two hours. When you are finished onboarding, the demo data your Autotask instance came with and any data that you add to those organizations, like tickets, time entries, etc. can be deleted with a click of a button when you are ready to take off the training wheels.

Ready to get started? Go to General introduction for everyone or, for quick navigation to a topic, click one of the links for your role.