Autotask
is your data.Canopy brings it to light
Canopy reads your tickets, time and projects live, and turns them into plain-English answers.
No credit card needed. Cancel any time.
Alex Morgan
Level 3
Score trend
92%
Same-day response
49%
Same-day resolution
1h 35m
Avg response time
0.0%
Escalation rate
Main drag: aged ticket backlog
Jordan Lee
Level 2
Score trend
82%
Same-day response
24%
Same-day resolution
1h 20m
Avg response time
0.0%
Escalation rate
Main drag: low same-day resolution
Not another PSA.A clearer view of tickets, people, projects and sales.
One place to see what needs attention.
Know what every client pays — and what they cost you.
Canopy reads your Autotask contracts nightly and joins them to live reactive hours — MRR, seat price and effective hourly rate for every customer, split the TruMethods way.
- MRR, ORR and NRR — categorise every service once; packages, other recurring and one-offs stay separate
- Effective rate per client — package MRR ÷ real reactive hours, flagged below your cost floor
- Renewals radar — underpriced accounts called out before the renewal, not after
- Sales opportunity list — customers taking hours with no recurring contract behind them
Know what every client pays — and what they cost you.
Canopy reads your Autotask contracts nightly and joins them to live reactive hours — MRR, seat price and effective hourly rate for every customer, split the TruMethods way.
- MRR, ORR and NRR — categorise every service once; packages, other recurring and one-offs stay separate
- Effective rate per client — package MRR ÷ real reactive hours, flagged below your cost floor
- Renewals radar — underpriced accounts called out before the renewal, not after
- Sales opportunity list — customers taking hours with no recurring contract behind them
Who's on the new package — and who still isn't.
Pick any Autotask service and see every customer on it at the price they actually pay — or flip it round for the migration and upsell list, sorted by revenue.
- On it / Not on it — one click turns coverage into a migration checklist
- Real adjusted prices — grandfathered and negotiated rates visible, not averaged away
- Largest-service lens — see what gap customers are on instead
- One-click CSV — hand sales a call sheet sorted by revenue
Health scores for every tech. Capacity for the whole desk.
Canopy turns raw tickets and time entries into a nightly health score per technician — and tells you in plain English whether the team is over or under capacity.
- Per-tech health scores from five KPIs: response, resolution, throughput, touches and billable %
- Capacity panel — reactive hours per endpoint, FTE required vs on desk
- First Response screen — a live feed of untouched tickets, updated within seconds via webhooks
- TNT watchlist — every open ticket older than 5 days, so nothing quietly goes stale
Every Autotask project, on one board you can actually run
Canopy syncs your Autotask projects and tasks, then gives delivery managers the views the PSA never did — progress at a glance, a work board, and a drag-and-drop scheduler that writes straight back.
- Portfolio timeline — every active project on one Gantt view, with progress, overdue tasks and at-risk flags
- Work Board — active vs blocked tasks, with AI-written reasons for why each task is stuck
- Scheduler — drag tasks onto technicians' calendars; service calls are created in Autotask
- Filters by client and technician, with full project history a click away
Drag the week's work onto the right technician
Canopy pulls every overdue and upcoming task into one queue. Drag a job onto a technician's calendar, set the time, and it's written straight into Autotask as a scheduled service call — with one-click undo.
- Overdue work surfaced first in a per-technician queue you can drag straight onto the week
- Written to Autotask as a service call, assigning or reassigning the technician in the same drop
- Weekly calendar per technician, with one-click undo that syncs both ways
Know how every ticket landed — automatically
The moment a ticket completes in Autotask, Canopy sends a branded one-tap CSAT survey. No chasing, no spreadsheets.
- Automatic CSAT surveys on ticket completion, with smart exclusion rules and follow-up reminders
- Scheduled NPS campaigns every 3 or 6 months across your whole contact base
- Email signature snippet & website widget to collect ratings everywhere
- Reports by customer and technician, with instant Teams and Slack alerts on new ratings
Your pipeline and your phones, finally on the same screen
Canopy syncs Autotask opportunities into a drag-and-drop pipeline, and pulls call data from 3CX so you can see activity and outcomes side by side, per rep.
- Drag-and-drop pipeline board synced two-ways with Autotask opportunities
- Daily call volume per rep via 3CX, with answered/unanswered breakdowns
- Deal age, monthly vs one-time revenue and new-this-month tracking
- Per-rep detail pages for one-to-ones that take five minutes to prep, not an hour
Turn a list of cold leads into booked calls
Outreach gives cold callers a focused workspace built on your New Lead pipeline — click-to-dial, a guided call script, captured intel and one-tap outcomes that write straight back to Autotask.
- Guided call scripts with branching — build your own, or let reps talk naturally and fill the fields
- Click-to-dial via 3CX, with every call auto-logged to the lead and shown in an activity feed
- Capture decision-maker, current system and renewal date as the conversation happens
- One-tap outcomes — book a second call, move the stage or schedule a call-back, synced to Autotask
Every technician sees their own numbers.
Each tech gets a personal login showing their health score, response times and customer feedback — theirs and only theirs. The same numbers you see, so one-to-ones start from shared facts.
- Personal health score with the five KPIs behind it, updated nightly
- Their CSAT feed — every rating and comment from their own tickets, as they land
- Own stats only — technicians never see each other's pages unless you grant it
- The same card management sees — no surprises at review time
“Canopy gave us the view of the service desk Autotask never did. In the first week we spotted two techs buried in aged tickets and rebalanced the same afternoon — CSAT is up and so is our resolution rate.”
Russell TillManaging Director, Dolphin ICTwww.dolphinict.co.ukLive today, not next week
Canopy is a layer, not a platform migration. Connect Autotask and your first dashboards start filling with data within 10–20 minutes.
Connect Autotask
Add API credentials and a webhook URL. Canopy starts receiving ticket events within seconds and backfills your last 30 days.
Switch on the modules you need
Feedback, Performance, Projects, Scheduling, Sales — each module works on its own. Start with one, add the rest when ready.
Run it from the top down
Owners and managers get the full picture. Sales reps manage their own opportunities on the Pipeline; project managers run delivery from the Work Board; technicians log in to see their own feedback scores and performance — and only their own.
Your tickets, in your pocket.Even with no signal.
The field app for Autotask techs. Tickets, project tasks, the week’s schedule and timesheets in one app — log time and photos on site, raise new jobs on the spot, and it all syncs back to Autotask automatically.
- Offline-first — keeps working in basements and plant rooms
- Push notification the moment a job is assigned
- Photos, time and notes land straight in Autotask
- One-tap Microsoft sign-in, optional Face ID lock
Run a better MSP with the data you already have
12 Technician KPIs Every MSP Should Monitor
Not all technician metrics are worth your attention. These are the 12 KPIs that genuinely tell you whether your service desk is healthy - and every one is already in Autotask.
What Should an MSP Owner Check Every Morning?
A good morning check is the difference between running your MSP and reacting to it. Here are the six things worth two minutes each - before the day runs away with you.
How to Set Up Alerts When a Client Drops Below Their Agreed User Count
A managed contract commits a client to a minimum number of users - but if seat counts drift below it, you can quietly start under-billing. Here's how to be alerted the moment it happens.
Keep Autotask.Lose the blind spots.
Connect Autotask and see the blind spots in your own service desk.
No credit card needed. Cancel any time.