Internal Auto‑Scheduling: Let Dispatch Use TimeZest to Book Behind‑the‑Scenes Work
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Jeremy Bals
We would love an option for dispatchers to use TimeZest for non‑customer‑facing scheduling. The dispatcher would simply choose the engineer or group and the required time block, and TimeZest would automatically find the next available matching slot and book the engineer internally. This removes the current manual back‑and‑forth between calendars and the ticket, dramatically speeding up scheduling and improving utilization.
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Beau Lundmark
I might misunderstand your intent but we do that currently. We are a HaloPSA shop. When a tech needs to be scheduled to work on something for a client we have a Custom Type called "Client not Needed". This schedules the tech and sends an email to the client to let them know we are working on their issue, but that email could be omitted. Our dispatcher then creates the link and just copies it into a new tab in the browser and just chooses the time.
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Dustan Minnig
This would be a very helpful feature. We had looked at using the API to program this functionality ourselves, but learned that the API does not expose the actual scheduling mechanics. We instead created "internal" versions of various appointment types, and overrode the workflow actions to remove client-facing notifications. That is still a time consuming process to generate the scheduling URL and manually click through to scheduling. Having the extra appointment types also clutters our AutoTask widget.