Changing the Location On a Service Call to a Location That is Not the Primary Location on the Account

1. In Autotask, after a service call as been created using TimeZest as usual, edit the service call.  

2. Underneath the description, select the location that you'd like to assign (see screenshot)

3.  Save

• Related Articles

• Qualified Small Employer Health Reimbursement Account (QSE-HRA)

  Eligibility and General Information After 90 days of employment, an employee who works at least 25 hours per week is entitled to participate in our HRA. All claims for reimbursement must be filed with the Benefit Administrator no later than 90 days ...

• Geographical Service Area

  These are the locations we service:  Residential and Break Fix:  Manhattan Brooklyn Astoria section of Queens  Long Island City section of Queens Staten Island North Jersey (Bergen County, Hudson County, Morris County, Essex County only) Managed ...

• Service Call (Appointment) Scheduling Procedures

  This article needs clarification and general improvements. Scheduling an Appointment Before scheduling a service call add the pre-appointment checklist from the checklist library to the ticket. The default queue is Remote Support. If the work is to ...

• Creating Service Call for External Tech

  We cannot use TimeZest to schedule external techs or subcontractors. Select ticket status “scheduled - external tech” or “scheduled – internal tech.” Change ticket “Due Date” to date of service call. In ticket, or from ticket board, create a new ...

• Web Site Maintenance Service contract procedures

  Customer signs contract and it is filed. Confirm customer has also signed the T & C (general consulting) agreement. Confirm we have login credentials to web site cpanel, ftp site, and platform (Wordpress, Modx, etc.) Create recurring service contract ...