Opportunity Access
• View opportunities
• Search opportunities
• Create opportunities
• Edit opportunities
• Add attachments to opportunities
NOTE: The opportunity feature is only available to zones that have received the Autotask PSA 2022.1 release.
Managed Service Providers (MSPs) need flexibility to manage client demands and get work done while away from their desks. LiveMobile enables Autotask PSA users to access their necessary work while on-the-go.
- Check in on your business anytime, from anywhere. We provide a full dashboard experience right to your mobile device.
- Access your service calls, tickets, tasks, appointments and to-dos in real-time.
- Enter your time into Autotask from your mobile device before it’s forgotten.
- Schedule appointments and to-dos the moment they come to mind.
- Search and access your account and contact information on the go.
All Autotask PSA users have read-only access to their data with LiveMobile at no charge (no license activation is required). A LiveMobile license activation will be required to make updates to Autotask PSA from your mobile device.
