Scheduling Internal Work Using TimeZest

Scheduling Internal Work Using TimeZest

For internal work (Scheduled Maintenance / Background Work queue). use one of the TimeZest appointment types prefaced with the word [INTERNAL] in brackets at the beginning of the name. The customer will not receive an appointment confirmation or reminder. They are internal only.

 
If you try to send a scheduling link to the customer, it will not get sent. The only way to schedule one of these appointments is to copy the scheduling URL and use it to schedule the appt.

 You will still need to manually set the ticket queue.



    • Related Articles

    • Using Variables to Create a Notification Template in AutoTask with TimeZest scheduling Link (draft)

      As an example, the notification template [External] Send scheduling link for tech to log on to check issue for a FEW MINUTES illustrates how the variables work. This is the part in the template with the scheduling link: ...
    • TimeZest Usage

      The Insights pane on Autotask tickets contains an integration to use TimeZest to send a link to schedule tech appointments. When an appointment is scheduled, TimeZest updates the primary resource in Autotask to be the scheduled tech. Use TimeZest ...
    • 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 ...
    • Scheduling Policies

      This article is not intended to apply to Mission Control help desk support. The hours outside our work hours are covered by Mission Control. They do their own scheduling. Business Hours Business hours are 8:30am – 5:30pm. Any work that is scheduled ...
    • TimeZest Audit Trail

      The audit trail can provide details of all triggers and actions that TimeZest has taken with a scheduling request. Click on the TimeZest Logo to go to the Dashboard Find the desired scheduling request and open it Toggle on Show workflow events