Streamline Every ITDeployment.Track Every Step.
Workflow Tracker gives MSP teams a structured, automated workflow management system for PC deployments, employee onboarding, and telco provisioning — with native Autotask PSA integration.
PC Deployment
3 active
User Onboarding
2 active
Telco Provisioning
1 active
Custom Workflow
1 active
PC Deployment
Phase 2 of 4 — Setup
Outcome-Based Automation
Tasks auto-generate based on deployment classification, client requirements, and environment type. No manual setup required.
Native Autotask PSA
Bidirectional sync keeps your PSA tickets and workflow checklists in lockstep — notes, completions, and statuses all flow automatically.
Real-Time Team Visibility
Microsoft Teams webhook notifications, split-view dashboards, and live status tracking keep every technician informed across all active workflows.
Mobile-Ready PWA
Field technicians access checklists on-site from any device — no app install required. Full functionality in any mobile browser.
Everything Your MSP Needs
Built from the ground up for MSP operations, not retrofitted from generic project management tools.
Full Visibility Across Every Active Workflow
The split-view dashboard gives your team a real-time view of all active deployments, onboarding jobs, and telco workflows simultaneously. No more checking individual tickets to understand where things stand.
- See all active workflows across your team at a glance
- Filter by technician, client, or workflow type
- Colour-coded status indicators and progress tracking
- Real-time updates without page refresh
ACME Corp
PC Deploy
J. Thompson · 75%
TechStart Pty
Onboarding
M. Santos · 40%
BuildCo
PC Deploy
A. Lee · 100%
GreenLeaf
Telco
J. Thompson · 20%
Auto-Generated Tasks for Every Deployment Type
Stop building checklists from scratch. Workflow Tracker auto-generates the right tasks based on deployment classification, user type, domain type, and client-specific requirements.
- Classification-driven task generation (Standard, Premium, Server)
- Skip, complete, or add notes to individual tasks
- Auto-completion logic based on prior task outcomes
- Validation rules prevent incomplete workflow closure
PC Deployment Checklist
Phase 2 — Software Setup · 4 of 8 tasks
One Platform for Every Repeatable IT Process
PC deployments, employee onboarding, telco provisioning, or any custom workflow your MSP needs. A flexible workflow engine with phase-based task groups, conditional logic, and version control.
- Deployments, onboarding, telco, and fully custom workflows
- Link deployment and onboarding workflows together
- Phase and category-based task organisation
- Admin-managed workflow templates with version control
Select Workflow Type
PC Deployment
Auto-classifies tasks
User Onboarding
Questionnaire-driven
Telco Provisioning
SIP & phone setup
Custom Workflow
Admin-defined
PC Deployment selected
Auto-generates tasks based on classification, user type, and domain. 24 tasks across 4 phases.
Full Control for Admins, Clarity for Technicians
Manage your task library, workflow templates, client configurations, and user roles from a single admin panel. Keep your workflows updated without touching code.
- Drag-and-drop task library management
- Role-based access: Admin, Technician, Field Tech
- Client-specific workflow configuration
- Autotask and Microsoft Teams setup in the admin panel
Admin Panel
AdministratorTask Library
142 tasks across 8 categories
Workflow Templates
6 templates, 2 drafts
Client Configurations
23 clients configured
Autotask PSA connected and syncing
Built for the Way MSPs Actually Work
10+
Years of MSP Operations Experience
Built by practitioners, not theorists
40%
Reduction in Deployment Errors
Compared to manual tracking methods
4
Workflow Types Supported
PC Deploy, Onboarding, Telco, Custom
100%
MSP-Focused Platform
Not a generic tool retrofitted for IT
"We were tracking PC deployments in Excel. It was a nightmare when a tech missed a step. Workflow Tracker gave us full accountability overnight."
Operations Manager
Mid-size MSP, Sydney
"The Autotask integration was the game changer. Our PSA tickets and deployment checklists are finally in sync without any manual entry."
Senior Technician
IT Services Provider, Melbourne
"My field techs love it on mobile. They can work through their checklist on-site without needing to call the office to find out what's next."
Service Delivery Manager
Managed IT Services, Brisbane
Connects to the Tools You Already Use
Autotask PSA
Bidirectional ticket sync
Microsoft Teams
Webhook notifications
Microsoft 365
Identity & configuration
SMTP Email
Completion alerts
Stop Managing IT Deployments
in Spreadsheets.
Join MSPs who've replaced manual tracking with a structured, automated workflow management system purpose-built for their industry.