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

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:

https://geekgirlsit.timezest.com/[Ticket: Primary Resource First Name]-[Ticket: Primary Resource Last Name]/internal-background-work-no-user-interaction-15-minutes/ticket/[Ticket: Number]

You would change the part that specifies the "appointment type" we are using (bolded).

You can also edit the resource part of the URL if you want to hard code specific (or all) techs. 

    • Related Articles

    • List of Note Templates in AutoTask

      Here is some info about Autotask Notes to start with. Once you understand notes, you'll find it helpful to be familiar with note templates. Notes are a type of form template in Autotask. Here are some of the more common note templates we use. Not all ...
    • 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 ...
    • 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 ...
    • Handling Customer Support Requests

      This article needs organizing when time permits. This is for current customers. For new customers, see “New Client Intake Instructions” Much of this info is intended for the office admin, but it is important for techs to know how to manage customers ...