Time entries from the helpdesk to the invoicing app
Prepared for Example Plumbing Ltd
Provided by Zero Touch Integrations, operated by Chaley Consulting.
Closed tickets with logged time become draft invoice lines, once each.
- Price
- $1,000.00 CAD plus applicable tax. Charged when your integration goes live.
- Hosting and maintenance plan
- $100.00 CAD per month plus applicable tax. Required while we host your integration. The price is fixed for 12 months.
- Minimum term
- 12 months from go live, billed monthly, then month to month with 30 days' notice. Total minimum commitment $1,200.00 CAD plus applicable tax.
- Go live length
- Live within 2 days after you save your card and connect your apps. Time we spend waiting on you (giving write access, reviewing the trial results, answering a question) is not counted.
What the integration will do
- When a ticket is closed with time logged, add one time entry to the matching customer. Checked by AC-001.
- Never add the same ticket twice. Checked by AC-002, AC-003.
- Hold a ticket whose customer is not found and tell your team. Checked by AC-004.
Examples
EX-001 A closed ticket
A ticket for Acme is closed with 2 hours logged
A 2 hour time entry appears on the Acme invoice draft
EX-002 A ticket seen twice
The same ticket is reported closed again
Nothing new is added
The apps we will connect to
- Helpdesk. Read tickets and customers.
- Invoicing app. Add time entries to draft invoices.
What it will not do
- Tickets that are still open
- Editing invoices after they are sent
What we have assumed
- Your helpdesk plan includes API access.
What we need from you
- Tell us before you rename a customer in either app
If something goes wrong
While your plan is active we monitor every run and fix anything that breaks, whether it is our code or a change in one of your apps.
If a record cannot be handled safely we hold it instead of guessing and tell your team what to check. Everything else keeps running. We can pause the integration at any time.