One plan for everything your team delivers.
Scheduling, projects, shifts and a kanban board, all built on Autotask. Everything syncs both ways, so there is no second source of truth to keep honest.
Four ways to plan
Scheduling, projects, shifts and a board — four different planning jobs, not four lenses on the same screen. Each one writes straight back to Autotask, so the plan stays whole no matter which way you work. All four come with Proxuma — one subscription, nothing sold à la carte.
Your company calendar, full of service calls, Outlook invites and more.
Planning
Drag Autotask tickets onto a resource calendar and watch capacity fill in by the hour.
ExploreThe project management module in full glory — multi-project, drag & drop.
Project Management
Phases, Gantt and budgets for every client project, lined up on one screen.
ExplorePlan rotations months ahead and share the load fairly across the team.
Shifts
Fair rotations planned far ahead, synced to Proxuma and Outlook.
ExploreThe most customizable kanban module on the market. Included in Proxuma.
Kanban
NewRun Autotask statuses as a board your dispatchers will actually use.
ExploreCapacity you can see before you commit
Drag a ticket or task from the Autotask backlog onto a technician and instantly see their availability, so you know whether the week can accommodate the work.
- Drag tasks and tickets from Autotask onto a resource calendar
- Live capacity bars per day help you spot overbooking early, before it impacts delivery.
- Outlook sync keeps plans and personal calendars aligned.
Every client project, side by side
Open a client, expand the work breakdown, and view the Gantt alongside it, with planned hours and actuals displayed on every row for direct comparison.
- Colored bars show estimated hours against planned and actual hours
- Free MSP best-practice master template and course included
- Easy adjustment of timelines while seeing engineer capacity
Coverage planned far ahead, shared fairly
Proxuma adds a shift planner alongside your Autotask data, so coverage sits right next to the work it supports. Set your rotations once and roll them out months ahead — early starts, late finishes and on-call shared evenly across the team — with every shift carrying a capacity impact, so the planner sees how much of each engineer's day is really free.
- Rotations roll out months in advance and share the unpopular slots evenly — daily, weekly or fixed
- A capacity impact per shift — 1st-line phone duty 100%, standby 15% — so the planner reads true spare hours at a glance
- Required Autotask skills filter who can fill each shift; coverage reads green, yellow or red
- Every shift syncs to each engineer's Outlook
The board your dispatchers will actually use
Your Autotask statuses become the columns. Move a card and the status changes in Autotask, the same moment, no export step.
- Autotask statuses mapped straight to board columns
- Two-axis swimlanes to slice the board by company, queue or owner
- Two-way sync, so the board and Autotask never drift apart
One connection. No second database.
Proxuma reads and writes straight to Autotask. There is no nightly import, no copy of your data sitting somewhere going stale.
MSPs run their week on it
“The extra data and depth Proxuma gives us, capacity and time-entry insights, all of it, matters to us. It gives us more. It’s our intelligence layer.”
Simple pricing. One admin to start.
One subscription covers all four modules — Planning, Project Management, Shifts and Kanban. The same plan applies across the suite; there are no per-module fees.
- All four modules included
- No minimums
- No onboarding fee
- Cancel anytime
See it on your own Autotask data.
We will connect to your Autotask and walk your real tickets, projects and shifts through Proxuma. No migration, no mock data.