Deliver clearer QBRs with True-Sync Autotask contracts in myITprocess

Clients don’t just want IT support; they want a partner who can guide their technology decisions and shape their long-term strategy. Quarterly business reviews (QBRs) and strategic planning tools help MSPs move beyond the help desk and position themselves as trusted advisors.

In this blog, we’ll look at how the integration between myITprocess and Autotask empowers MSPs to bridge day-to-day service delivery with long-term strategy, and how the new True-Sync Autotask contracts feature makes that process clearer and more impactful.

The power of the myITprocess and Autotask integration

When you connect Autotask with myITprocess, you’re aligning the tactical with the strategic sides of your business. Autotask keeps your service desk running efficiently with tickets, contracts and opportunities, while myITprocess turns that work into clear, strategic QBRs supported by roadmaps and automated reports clients can understand and act on.

This integration ensures that the day-to-day work your team performs translates directly into long-term client value. Instead of juggling multiple systems or manually piecing together data, you can deliver a seamless experience that shows clients how their IT investments map to their business goals.

Here’s how this integration works:

1. Assess client health
   Use myITprocess’ library of 150+ standards to surface IT risks and anticipate needs. Make assessments actionable by opening Autotask tickets for urgent risks on the spot while cutting assessment time in half by linking questions to data you already have documented as IT Glue assets.
   
   
2. Build a strategic roadmap
   The interactive roadmap in myITprocess makes it easy to plan strategically, with clear budgets, timelines and business impact. In one view, you can combine Autotask contracts, recommendations from assessments and device lifecycle insights. And when something needs action right away, you can instantly create new Autotask opportunities in your PSA without waiting for the next QBR.
   
   
3. Deliver impactful QBRs
   Auto-generate customer-ready reports with service desk KPIs, warranty expirations, budgets and executive summaries that clearly highlight your work, progress and value. By consolidating reporting, you eliminate data hunting and free up time to focus on client conversations.

New: True-sync Autotask contracts

One of the most powerful features available via this integration is the new True-Sync Autotask contracts. Previously, contracts had to be manually entered into myITprocess as quarterly cards on the roadmap. Now, recurring service and fixed-price contracts from Autotask automatically appear in myITprocess.

This provides the following benefits:

• No more manual data entry or risk of oversight
• A real-time financial view of every client’s IT commitments
• Contracts live side-by-side with new recommendations, creating a roadmap that blends what’s already committed with what’s next

True-Sync Autotask contracts gives MSPs the foundation of their clients’ true IT lifecycle, including what’s paid for, what’s being delivered and where new opportunities lie.

How True-Sync contracts transform client relationships

By automatically syncing contracts into myITprocess, MSPs gain three key advantages that make client conversations clearer, more strategic and easier to trust.

• Budgeting clarity
  One of the biggest advantages of True-Sync Autotask contracts is the budgeting clarity it provides, with every signed client contract visible directly in the myITprocess roadmap. That means you and your clients have one central place to see where money is already committed, how budgets align across services and quarters and when renewals are coming up.

• Service delivery transparency
  Equally important is the transparency it creates around service delivery. Clients often struggle to connect the dots between what they’re paying for and the value they’re receiving. By syncing Autotask contracts with service delivery KPIs, you can show clients how tickets, SLAs, patching and uptime map back to signed agreements, all in one clear view. Automated executive summaries make it easy to demonstrate ROI in a way that builds trust and strengthens client relationships.

• Smarter roadmaps and QBRs
  Finally, True-Sync makes your roadmaps and QBRs smarter. Instead of starting from scratch each quarter, you begin with the foundation of contracts already in place. From there, you can layer in proactive recommendations like security initiatives, device lifecycle upgrades or cloud adoption plans. The outcome is a roadmap that balances financial realities with a strategic plan for what comes next.

A smarter way to plan and prove value

The myITprocess and Autotask integration gives MSPs everything they need to connect tactical service delivery with strategic planning. From assessments that feed directly into Autotask tickets, to interactive roadmaps that combine contracts, recommendations and lifecycle insights, to polished QBR reports that clearly show ROI, the integration makes it simple to prove your value as a trusted advisor.

The new True-Sync Autotask Contracts feature adds even more clarity by automatically bringing client commitments into the roadmap, giving both you and your clients a complete view of IT investments today and opportunities for tomorrow.

Ready to experience it for yourself?

Request a demo to learn more about how myITprocess integrates with Autotask to bring contracts, budgets and service delivery into one unified roadmap.

Want to dive deeper? Check out our Knowledge Base guide.