CloudRadial’s tight Autotask integration keeps IT staff using the same workflows but with better data. Tickets come in pre-categorized and it’s easier to reach clients through ticket discussions.
CloudRadial is a complete replacement for the Autotask client portal!
A seamless account management add-on for Autotask.
Route new tickets to client management for approval before releasing for service or ordering.
Feed pre-categorized tickets directly from problem reports to specific ticket queues.
Feed pre-categorized tickets directly from service requests including directing tickets to sales or billing queues.
Prompt for any number of field types to gather information before work even starts.
Optionally ask for an end-user signature and use as an end-user quoting system.
Easily communicate to everyone in the organization.
Use pre-categorization to route incoming problem and service requests to right boards for dispatch.
Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.
Shows users their tickets or company administrators their companies tickets.
Streamline account management through a single portal.
Show quote PDFs and link to Order Porter from within CloudRadial.
Show quote details and documents from within CloudRadial.
Show invoices, statuses and enable display of invoice PDFs direct from Autotask.
Enable single-sign on to popular payment portals directly from the client's invoice screen.
Automatically keep your users and the client's company directory in sync.
Sync Autotask users so that the company directory and your user list are always in common.
Automatically import new Office 365 users into your Autotask portal.
With accurate user lists, user billing systems become easier and create less end-of-month issues.
Collaborate with clients to create a unified solution for everyone.
A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.
Inside Autotask, support staff see the same ticket notes as if they were communicating by email.
Makes it easy for client management to comment on existing tickets along with the end-users.
Use data from Autotask to improve client reports.
Pulls warranty information from Autotask configurations to create automated warranty reports for clients. Works great with Warranty Master.