Schedule with TimeZest from TopLeft

We've added TimeZest to TopLeft. If you haven't used it, TimeZest is like Microsoft Bookings or Cal.com, but built for MSPs and connected to your PSA. Instead of emailing a client back and forth to find a time, you send a link that shows your technicians' calendars and they book it themselves. Less time dispatching, more time helping clients.

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Turn it on

An administrator goes to Settings > Integrations > TimeZest, pastes a read/write API key from TimeZest, and turns on Show TimeZest in the ticket editor.

If you'd rather TimeZest never emails the client, also turn on Generate scheduling URLs only. Then you get a link to paste into your own note instead.

Use it

Open a ticket from your board and go to Time & Notes. The TimeZest panel is there, and you can drag it where you want it like the other panels.

• Pick the Resources: your whole team or one or more people.
• Pick the Appointment type, such as in person, remote or a phone call.
• Under Show additional options: invite guests, only schedule on or after (or before) a date, change the length, or book with a different contact at the client.
• Click Send scheduling request and TimeZest emails the client, or Generate URL to copy the link into your note, email or Teams message.

The note goes out through your PSA as usual, with a time entry if you want one. Each request stays listed on the ticket with its status, so you can see when the client has booked.

It works on ConnectWise service tickets, project tickets and project issues, on HaloPSA tickets and projects, and on Autotask tickets. Scheduling is part of the Manager and User seats.

Full setup steps: Integrate with TimeZest. Give it a try and tell us how it goes.