How Zest Works

👥

Customer & Contacts

• Add and manage Customer Companies ›
• Log and schedule Interactions ›
• Plan IT Goals with your customer ›
• Track Customer Locations and Devices ›

💳

Time & Billing

• Build Contract Types and customer Contracts ›
• Generate and send Invoices ›
• Log time with Timesheet and Time Entries ›
• Set up Services and Products ›

👤

Account & Team

• Set up your company profile and working hours ›
• Invite Members and manage your team ›
• Create and assign User Groups ›

🎫

Tickets, Tasks & Service Delivery

• Create and work a Ticket ›

📊

Portal & Reports

• Configure your Client Portal ›

🛠️

Troubleshooting

• Notification Issues ›
• Time Zone Issues ›
• Card On File Issues ›
• App Crashing or Freezing ›
• In-App Help Option Not Working ›
• Syncing Issues (Tickets Not Updating) ›

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