Feature Requests

Monitor ticket status via webhooks, and automatically cancel any future appointments that have been created for the ticket when the ticket is closed.

Sometimes we are in [verbal/email] communication with the customer and they ask us to change the meeting time for them. It would be nice to be able to do this from the CW Pod and right now the only option we have is to cancel and then send a new scheduling request. For our techs to be able to manually change the meeting time would be fantastic. Maybe just add an additional button in the Cancel dialogue to Change.

We have a paging system when tickets are scheduled. It would be great to have an option to update the tickets due date for the time a client has selected.

Currently the subject line for the ICS invite shows as "[Appointment Type] with [tech name]". We would like to be able to customize this to include things like the [srnumber] and [srsummary]. While we can show these in the ICS details, our clients are requesting this so they can more easily tell appointments apart.

We get a lot of confusion with clients when we have appointments default to, say, a Teams meeting but they really just want it to be a phonecall. I can create even more appointment types but that gets to the point of ridiculous. It would be nice to, in the appointment setting, ask "How should we plan to connect?". From there, they can choose whatever options are available. (ie. Teams, Zoom, Conference Bridge, Phonecall, etc.) Then you could add text that says, for Teams or Zoom, their invite will include the link to the meeting. For phonecall, it could ask them what number to call or if they want to plan to call in. There are so many variants of ways to connect that trying to create appointment types for every variant would get unwieldy really quick. By allowing the options to be selected within the appointment, we make the user workflow much easier and make management of appointment types much easier as well.

When creating a team within TimeZest and selecting Maximum Availability, allow us to set up priorities for each resource that gets assigned to the ticket. For instance, if I have a team of 3 people, allow me to specify Tim as P1, Eric as P2, and Paul as P3 and when the client selects a time slot where all three members are available, it schedules it to the highest priority resource first.

Ability to set the Customer Updated Flag in Connectwise when Timezest updates any part of the ticket. Ideally this is an open option for the appointment type Workflow mode so that it can be set anywhere that makes sense for the specific workflow

Add support for logging into TimeZest using Azure AD as the identity provider.

I think it would be great to add the ability to customize the notification message at the time you setup the schedule request from the pod on the ticket. A simple checkbox to trigger a custom message for the appointment would be great. Or a text area in the "Additional Options" section. This would let you point out anything special that the contact would need to know or have ready for the appointment.