We've looked at how our partners use TimeZest and picked some of the best examples to write about here. We hope this gives you some inspiration for new ways you can use TimeZest in your business, to better serve your clients.
Help Desk/Service teams
"Show Me The Problem" Remote Sessions
Sometimes, the emails that clients send to open a service ticket don't include enough information to diagnose their problem. Instead of back and forth emails trying to learn more, they get sent a TimeZest request for a short, 15-minute video call where the client can demonstrate their problem (with screen sharing) and explain what's going wrong. Your technician can see exactly what the client sees, and gets a solid starting point to solve the issue, and your client knows that you've acted on and understood their problem.
Unattended Remote Sessions
A client needs to have their workstation repaired but they do not have to be present. By using TimeZest to pick a time during their lunch break or when they'll be away from their workstation, the technician can do their work while the client is away.
Automated password reset confirmations
When password resets are requested, security requirements often mean that you need out-of-band confirmation of the user's identity to be sure that you're not about to reset the password for someone nefarious. Some of our clients have used workflows in their PSA that are triggered when "password" and "reset" are present in the user's email in combination with TimeZest's URL-based scheduling. The workflow is configured to send an email with the TimeZest URL, allowing the user to pick a time for a phone call to confirm they are who they say they are.
A client will need assistance to resolve physical hardware issues that requires an engineer/technician to come to the client's site.
Team-Specific Appointment Types
One of TimeZest's larger users has a team dedicated to installing photocopiers and printers. They've set up specific appointment types for an initial data-gathering appointment as well as the final installation appointment.
Project Kick-off meeting
Meeting held at the start of a project to introduce all participants, define operating methods, and scope.
Project Status meeting
Periodic meeting held during a project to report on status, discuss issues, and the like.
Selecting Maintenance Windows
When hardware needs to be maintained, or other operational needs necessitate that some services or networks need to come offline, TimeZest is used to allow clients to pick the best time that won't impact on their business. Combined with custom email templates containing specific client instructions to pick a time that won't cause inconvenience, TimeZest is a convenient way to schedule maintenance work, and the technician has it scheduled in their calendar.
New Workstation Setup appointments
To make it easy for their clients to bring on new employees, one of TimeZest's users has set up a "New Workstation Setup" appointment, for the onsite appointment to actually put a new workstation in place and configure it. Using a specifically-named appointment type instead of something more generic like "On-site Appointment" makes it much clearer to everyone involved what the appointment is for.
Hardware Pickup and Drop-off
If your company has to pick up faulty laptops or mobile devices, or needs to drop off something to a client, creating an appointment type in TimeZest for a short appointment with appropriate buffer times (to cover travel) are a great way to ensure that you can give the equipment to the person who's supposed to receive it, at a time that's convenient for them.
Using QR codes to schedule meetings
You clients just purchased a new piece of hardware such as a laptop. Your team prepares the laptop in-house then sends it to the client's site. There is some additional setup when the client receives the laptop like configuring the user's profile, email and network connectivity setup, as well as confirming logging in to applications that require 2FA. To avoid any delays in scheduling a meeting to perform the final configuration, insert a QR code along with the laptop so that when it arrives at the client's site, the user can scan the QR code which will take them to a TimeZest scheduling page for them to find the best date/time to meet with your team.
One-on-One Training Sessions
A number of our users have appointment types for training sessions, which they conduct either remotely, or (less often) in person. TimeZest is an obvious way to pick a convenient time.
Prospects that can reach out to a salesperson about a product or service offering.
Network Discovery Calls
Meeting that includes technical as well as sales staff to obtain a full view of the prospect’s systems, so that a detailed scope and quote can be prepared.
Quarterly Business Reviews / vCIO Meetings
Many MSPs hold quarterly meetings with their clients to review the business agreement and technology needs of their clients at a more strategic level, away from the day-to-day work of solving immediate problems. TimeZest is a super convenient way to schedule a time for these meetings.
When your client wants to speak with someone in Finance to talk about a recent invoice they received, either to clarify some aspect of it, or to dispute it.
Phone Screen for hiring
Initial interview to gauge candidate suitability and interest, and provide information about the company.
More detailed interview, likely of 60 minutes duration, conducted over Microsoft Teams.
In-person interview where the candidate actually comes to the office.
New Employee Training
Use TimeZest internally to schedule time with a trainer and a new employee joining your company.