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.

"Show Me The Problem" Remote Sessions

Sometimes, the emails 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.

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 ConnectWise Manage 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.

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. 

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.

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.

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.

Hardware Pickup and Dropoff

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.

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