HaloPSA and TimeZest:
A Detailed Comparison
Built-in vs Built For It
Built for best-in-class scheduling
HaloPSA includes some basic technician scheduling. It’s not really a full feature, and it’s definitely not a scheduling solution. It only works inside tickets, and it falls apart the moment you need to talk to a client outside the help desk.
TimeZest is different. It’s built for the entire client journey – sales, onboarding, account management, support. If you need to book time with a client, TimeZest handles it.
Comparing HaloPSA and TimeZest
See How TimeZest Stacks Up
Not all scheduling tools are created equal. When it comes to managing appointments inside HaloPSA, the built-in options often fall short of what modern MSPs truly need. We’ve broken down a head-to-head comparison between HaloPSA’s native scheduling features and TimeZest. See how each stacks up when it comes to automation, client experience, and the flexibility your team expects.
Scheduling
without a Ticket
Meetings can only be scheduled from inside service tickets
Meetings can be scheduled anywhere and with anybody – Sales, C-Suite, Account Managers
Personalized
Scheduling Links
Not supported
Create and send personalized links to book time with clients and prospects
Website Scheduling
Clients and prospects cannot book with you from your website, they must create a ticket in the portal to book time
Embed real-time booking availability on your website
Checks availability across multiple calendars
Only reads technician’s availability inside their HaloPSA calendar
Shows true availability across Outlook and the PSA
Client Notifications
No notifications or reminders are sent to clients
Sends calendar invites, confirmations, and reminders to everyone on the call
Ticket Status Updates
Does not change the ticket status once a meeting request has been sent of booked
Automatically updates the ticket status and pauses the SLA clocks
Panel Scheduling
Not supported
Allows booking multiple resources at once
Video Conferencing
Zoom integrations are not available
Zoom or Teams links are automatically generated
Audit Trail
No visibility into scheduling activity or changes
Full scheduling history logged in the PSA
No Minimum Notice
The client can cancel at any time before the appointment starts
Define the minimum notice required to cancel or reschedule
Tentative
Appointments
All entries are treated as confirmed
Allow clients to schedule over “tentative” placeholders if desired
Scheduling
Availability
No per-type availability customization
Set custom availability rules by appointment type (e.g., “Only book Remote Support between 1-5PM”)
Upgrade from ‘Good Enough’
Don’t settle for clunky workarounds. TimeZest brings real automation, polished client experiences, and deep PSA integration that HaloPSA simply can’t match.
The Scheduling Your Team and Your Clients Deserve
HaloPSA’s scheduler creates more follow-up than follow-through. TimeZest simplifies scheduling at every stage from onboarding to QBRs, automating everything from invites to ticket updates. No manual juggling, no missed steps, no stress.
Halo’s basic scheduling only works inside service tickets. No ticket, no meeting.
TimeZest works across Sales, Account Management, onboarding, and executive roles – wherever your clients need to connect.
TimeZest is purpose-built, actively developed, and designed to make life easier, for your team and your clients.
TimeZest is built for client experience. HaloPSA’s internal tool isn’t
HaloPSA doesn’t send reminders, invites or offer rescheduling.
TimeZest gives clients clean, branded links, calendar events and flexible options – without the back-and-forth.
Real scheduling happens across teams and calendars.
Sales works in Outlook. Techs work in the PSA. HaloPSA can’t connect them.
TimeZest pulls calendars together, and even lets clients book with multiple team members (like Sales and a technician) in one step.
Scheduling shouldn’t create more work.
With HaloPSA: client books → dispatcher assigns manually → follow-up required to make sure the client booked a time → maybe reschedule, manually.
With TimeZest: client books → ticket is updated → SLA paused → calendar invites sent → done.
HaloPSA logs it, but doesn’t do much else with it.
HaloPSA records a meeting record in the ticket, but that’s it. No audit trail at the company or contact level, no status updates.
TimeZest updates tickets, tracks every scheduling action, syncs with Outlook, and logs everything automatically.
Just because it came with your PSA doesn’t mean it’s good.
HaloPSA’s booking tool is basic, buried, and bolted on.
TimeZest is purpose-built, actively developed, and designed to make life easier, for your team and your clients.
reviews
5-Star Rated in the ConnectWise Marketplace
Where has this been all my life!? TZ has been a huge client experience booster. I have yet to calculate the time saved scheduling appointments but I know it’s a lot. Onboarding and training was a breeze.
Andrew Dalman
ActiveCo Technology Management
A well constructed app, with a good API and every possible configuration option. Teams meetings? Check. Zoom calls? Check. You can even customize the workflow for certain appointment types. It pays for itself.
Jason Hoover
Triniti Technology
This has helped remove our need for playing phone tag; the tech can simply ask the client to schedule a time for follow-up and TimeZest handles follow-up, leaving our techs free to spend their time focusing on fixing client issues.
Ben Virost
C-Forward
Hear it from our customers
TimeZest has completely removed the headache of back-and-forth scheduling emails.
Erin Stelter
Stratosphere Networks
Evanston, IL USA
Of the hundreds of ConnectWise add-ons that aim to make our lives easier, TimeZest actually delivers 100%.
Bas van Nunen
Alliance Business Technologies
Brisbane, Australia
TimeZest is a gamechanger for MSPs. You can’t go wrong with TimeZest.
Thomas Fox
Tech Experts
Monroe, MI USA
TimeZest has been a huge time saver for our technical team! They keep adding features and it is getting even better!
Wayne Edgar
F1 Solutions
Huntsville, AL, USA
