Finish & Optimize Datto Autotask PSA Setup for MSP
Budget: $250 – $750 USD
Our Datto Autotask PSA tenant is live and almost completly configured from onboarding and many support calls. We are now looking for an experienced Autotask specialist to complete and optimize the remaining small nuance configurations so our team can perform day-to-day operations without calling kaseya support.
The environment feels ~90% complete — we need an expert to finish the last mile, clean up gaps, and ensure the system is working correctly.
This is not a greenfield deployment. This is a refinement, completion, and optimization project.
⸻
*** ALL ITEMS BELOW ARE ALREADY BUILD OUT AND WORK, THERE ARE JUST SMALL ISSUES AND CLEANUP THAT NEEDS TO BE COMPLETED. ***
Primary Objectives
Bring our Autotask environment to a clean, production-ready state where:
• Tickets route to the correct queues automatically
• SLA clocks trigger and behave correctly
• Project templates deploy consistently
• Dashboards provide actionable reporting for leadership and operations
• Roles and permissions align with our organizational structure
• Sales → Contracts → Billing flow works end-to-end
⸻
Scope of Work
Key areas needing completion and refinement:
PSA / Service Desk
• Finalize ticket queue structure and separation (IT, backend, sales, internal)
• Workflow rules and automations cleanup/optimization
• Admin categories and configuration polish
• Ensure ICB (Integrated Customer Billing) is configured correctly
• Validate SLA configuration and escalation paths
CRM & Sales
• Opportunity pipeline and sales workflow refinement
• Contract upsell workflows
• Sales margin and profitability reporting
Reporting & Dashboards
• Executive dashboards (owners)
• Operations dashboards (IT/service team)
• Sales performance dashboard
• Office admin dashboard
Projects & Templates
• Project template validation and cleanup
• Ensure reliable template deployment and task workflows
Security & Roles
• Role-based permissions aligned to our org chart
• Best-practice security configuration
⸻
What We Will Provide
• Full administrator access to our Autotask tenant
• Kickoff call to review remaining pain points and priorities
• Fast feedback and availability during the engagement
⸻
Success Criteria
We consider the project successful when Autotask is fully configured, polished, and ready for daily MSP operations without requiring ongoing support calls or workarounds.
⸻
Ideal Candidate
You should have strong hands-on experience with:
• Datto Autotask PSA (required)
• Workflow rules & automation
• User-defined fields
• Role security & permissions
• MSP service desk best practices
Bonus: Experience with the broader Kaseya stack is a major plus.
⸻
If you’ve completed similar Autotask optimization projects, we’d love to work with you to get this finalized quickly.
The environment feels ~90% complete — we need an expert to finish the last mile, clean up gaps, and ensure the system is working correctly.
This is not a greenfield deployment. This is a refinement, completion, and optimization project.
⸻
*** ALL ITEMS BELOW ARE ALREADY BUILD OUT AND WORK, THERE ARE JUST SMALL ISSUES AND CLEANUP THAT NEEDS TO BE COMPLETED. ***
Primary Objectives
Bring our Autotask environment to a clean, production-ready state where:
• Tickets route to the correct queues automatically
• SLA clocks trigger and behave correctly
• Project templates deploy consistently
• Dashboards provide actionable reporting for leadership and operations
• Roles and permissions align with our organizational structure
• Sales → Contracts → Billing flow works end-to-end
⸻
Scope of Work
Key areas needing completion and refinement:
PSA / Service Desk
• Finalize ticket queue structure and separation (IT, backend, sales, internal)
• Workflow rules and automations cleanup/optimization
• Admin categories and configuration polish
• Ensure ICB (Integrated Customer Billing) is configured correctly
• Validate SLA configuration and escalation paths
CRM & Sales
• Opportunity pipeline and sales workflow refinement
• Contract upsell workflows
• Sales margin and profitability reporting
Reporting & Dashboards
• Executive dashboards (owners)
• Operations dashboards (IT/service team)
• Sales performance dashboard
• Office admin dashboard
Projects & Templates
• Project template validation and cleanup
• Ensure reliable template deployment and task workflows
Security & Roles
• Role-based permissions aligned to our org chart
• Best-practice security configuration
⸻
What We Will Provide
• Full administrator access to our Autotask tenant
• Kickoff call to review remaining pain points and priorities
• Fast feedback and availability during the engagement
⸻
Success Criteria
We consider the project successful when Autotask is fully configured, polished, and ready for daily MSP operations without requiring ongoing support calls or workarounds.
⸻
Ideal Candidate
You should have strong hands-on experience with:
• Datto Autotask PSA (required)
• Workflow rules & automation
• User-defined fields
• Role security & permissions
• MSP service desk best practices
Bonus: Experience with the broader Kaseya stack is a major plus.
⸻
If you’ve completed similar Autotask optimization projects, we’d love to work with you to get this finalized quickly.