Get Started! Guides and Training

Step-by-step setup guides and user training

7 articles in this collection
Written by Gerwai Todd and Johannah Strobaugh

Feature Setup Guides

Free Plan Setup Guide

A guideline for best practices to key foundational features.

Written by Johannah Strobaugh
Updated over a week ago

Advanced Plan Setup Guide

A setup guide for the key features available in the Advanced Plan.

Written by Johannah Strobaugh
Updated over a week ago

Professional Plan Setup Guide

A guideline for setting up key features available in the Professional Plan.

Written by Johannah Strobaugh
Updated over a week ago

User Training

Using the TimeZest Pod in ConnectWise

Understanding TimeZest as a user in ConnectWise

Written by Johannah Strobaugh
Updated over a week ago

Using TimeZest with Autotask Insights

Understanding TimeZest as a user in Autotask

Written by Johannah Strobaugh
Updated over a week ago

End User Resources

TimeZest Email Campaign for your Customer Rollout

A series of emails to communicate the benefits of TimeZest to your clients and educate them on what to expect as you rollout TimeZest.

Written by Gerwai Todd
Updated over a week ago

Scheduling Appointments with TimeZest

Here is what you can expect when scheduling with your service provider.

Written by Johannah Strobaugh
Updated over a week ago