MSP Hub: Bringing Autotask to the Web

MSP customers call when they need something. They call when they want a status update. They call when they want to approve a quote. Every one of those calls is a task that could be self-service. MSP Hub makes it self-service.

Autotask PSA Integration

MSP Hub syncs with Autotask PSA, the ticket management system used by thousands of MSPs worldwide. Customers can view their open tickets, see status updates, and add notes, all from the branded portal. No more “can you check on ticket #12345?” phone calls.

Quote Approval

When an MSP creates a quote in Autotask, MSP Hub can push it to the customer portal for approval. The customer reviews the line items, clicks approve or reject, and the status syncs back to Autotask. With the Robot’s Teams integration, the MSP gets an Adaptive Card notification when a quote is approved.

Contract E-Signing

Contracts are generated as HTML documents, presented to the customer in the portal, and signed electronically with a full audit trail, IP address, timestamp, user agent, signature capture. The signed contract is stored as a PDF with a verification hash.

White-Label CSS

Every MSP wants their portal to look like their brand, not ours. The white-label CSS engine injects custom properties at render time, primary colour, logo, font family, button styles. One WordPress installation can serve multiple branded portals for different MSP clients.

Microsoft 365 Lighthouse

The Lighthouse integration pulls secure scores from the partner tenant using the managedTenantSecureScores bulk endpoint. This was an 18-hour debugging marathon, cross-tenant Security API calls return empty under GDAP, so we had to pivot to the partner-context bulk endpoint with ManagedTenants.Read.All permission.