When your calendar and scheduling tools don’t integrate with your PSA, you lose that critical 360-degree view of your client’s business. Here’s a quick look at the 10 most common scheduling automation headaches MSPs face, and how TimeZest solves each one, simplifying scheduling and keeping your PSA as the single source of truth.
1. Lost Ticket Updates
Appointments scheduled outside your PSA don’t update ticket statuses, causing confusion and potential service errors.
TimeZest solution: Automatically updates tickets within your PSA (ConnectWise or Autotask) as soon as appointments are scheduled.
2. SLA Timers Running Incorrectly
Scheduling outside your PSA means SLA timers don’t pause properly, inaccurately flagging you as late even after responding promptly.
TimeZest solution: Pauses SLA timers automatically when a meeting is scheduled, ensuring accurate compliance tracking.
3. Dispatcher Unable to Accurately View Technician Availability
Dispatchers struggle to see technicians’ true availability when calendars in PSA and Outlook aren’t synchronized.
TimeZest solution: Provides real-time visibility into availability across both Outlook and PSA calendars.
4. Missing Audit Trails
Manual scheduling results in missing or incomplete records of scheduling activities like bookings, reschedules, or cancellations.
TimeZest solution: Automatically logs every scheduling event within the relevant PSA ticket.
5. Time Wasted on Manual Scheduling Tasks
Team members spend valuable time manually chasing appointment confirmations and updating tickets.
TimeZest solution: Automates the scheduling process entirely within your PSA, freeing your team for more important tasks.
6. Lack of Visibility into Sales Activities
Sales meetings scheduled solely through Outlook don’t reflect in PSA opportunities, leaving pipelines and forecasts inaccurate.
TimeZest solution: Automatically syncs all sales meetings directly into your PSA opportunities.
7. Poor Account Management Visibility
When client meetings like QBRs aren’t scheduled through your PSA, it’s difficult to demonstrate proactive client engagement.
TimeZest solution: Captures scheduling actions clearly in your PSA, ensuring a transparent record of all client interactions.
8. Challenges with Cross-Team Scheduling
Coordinating schedules between Sales and Technical teams becomes problematic if calendars in Outlook and PSA aren’t integrated.
TimeZest solution: Integrates seamlessly with both calendars, providing accurate, real-time scheduling options.
9. Fragmented Scheduling Data Across Systems
Using multiple scheduling platforms creates inconsistent and confusing data across your teams.
TimeZest solution: Centralizes scheduling information directly within your PSA for unified, reliable data.
10. Inconsistent and Unprofessional Client Experiences
Clients experience missed meetings or confusion due to unreliable and disconnected scheduling processes.
TimeZest solution: Ensures clients have consistent, professional scheduling experiences every time.
Integrating your scheduling tools directly with your PSA isn’t just a convenience, it’s essential. TimeZest scheduling client and prospect calls simple, removing scheduling headaches, eliminating manual updates, and ensuring your PSA stays the trusted, central source for every interaction.