TimeZest
TimeZest Admin Info
Email Templates Closed Loop Ticket Number should be used in the summary line and the Ticket number variable can be used everywhere else. Creating Appointment Types When creating a new Appointment Type, always use Workflow Mode (not classic ...
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 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
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 ...