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 general info about Autotask Notes. (You must be logged into Autotask to view the article.) Notes are one type of form template in Autotask. Here are some of the more common ones we use. Not all note templates are available in all ticket ...

    • 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 Basics

      The Insights pane (on the right) on Autotask tickets contains an integration to use TimeZest to send a scheduling link to schedule tech appointments. Do not use the integration while in edit mode. If you save the ticket after sending the scheduling ...

    • Service Call (Appointment) Scheduling Procedures

      Scheduling an Appointment All of these steps must be completed for a service call to be considered properly scheduled: Select the pre-appointment checklist before scheduling remote appointments. Set Queue to one of the following, as appropriate: ...

    • Customer Support Request (Current customer, non-help desk)

      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 on the phone, create tickets and prioritize when ...