Feature Requests

I'd like to be able to decide in what order the actions for a workflow are performed. For example, when a client schedules their appointment, I'd like to (1) add a discussion note to the ConnectWise PSA ticket > (2) Update the service ticket to the after-scheduling status. When I add those actions now, the status change always comes before the discussion note. However, I'd like to reverse that order because changing the ticket status can send an automatic notification, which would include the text of that discussion note...

Change TimeZest appointment from "Scheduled" to "Completed" once the appointment is done. In the integration with CW we have the TimeZest Scheduling pod which shows "Scheduled", "Sent", Cancelled", but I would also like to see when it is "Complete". Either have this done automatically when the scheduled date/time has passed (room for error) or allow our reps to "Mark Complete". There are times when multiple appointments are sent on the same ticket and this would be helpful!

Have TimeZest check the status of the appointment. If it has not moved from the "Scheduled" status after the appointment start time, plus a buffer, change the status. Allows a dispatch team to react to a missed appointment via automation within TZ.

Provide an option from the pod to resend the email. Another option would be the ability to copy the link that is sent so we could email it directly or through an update sent thru the ticket.

Add support for logging into TimeZest using Azure AD as the identity provider.

Monitor ticket status via webhooks, and automatically cancel any future appointments that have been created for the ticket when the ticket is closed.

We have a paging system when tickets are scheduled. It would be great to have an option to update the tickets due date for the time a client has selected.

It's great that we can schedule reactive work for the service desk. It would be fantastic if we could schedule the proactive side of the business. Tickets and tasks are separate items in Autotask, being able to schedule project tasks is a critical item for anyone using project in AT.

If I wanted accounting team to have access specifically to "Account and billing" option and nothing else. Currently there is no way to do this

Currently, the landing page that allows for meeting bookings is very simple and small. We would like to be able to create a custom landing page or embed that landing page in our website.