Zap PSA (Professional Services Automation) App

Zap PSA Suite consists of below modules:
Case Time Tracking: Track time spent on Support Cases (log time manually or using Timer). This module is LIVE.

Timesheet Management: Track time spent on Projects and Jobs. Not released yet.

Contract Management: T&M, Block Hour, Prepaid, etc. Not released yet.

To request trial, please follow the below steps:

Step 1: Request solution file: Email support@zapobjects.com to request solution file.
Please mention:
– Company Name:
– Contact Phone:
– Need Demo: Yes / No
– Requirements in brief:
You can expect a response within 1-business day. Please use only official email address for communication.

Step 2: Import the solution file.

Step 3: Activation of 15-day trial:
Browse to Settings >> Zap Apps and open Zap License. Register the profile online, to start 15-day trial. (Refer Licensing KB articles for more info)

Feel free to email support@zapobjects.com if you have any questions.

Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.

Solution Version: 39.0.1.9 (Latest) 

Works with: PowerApps, Dynamics 365  v9 (Compatible with Dynamics 365 – 2023 Rollup 1)
Dynamics 365 Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Apr 2023
Updates:

1. Automatic calculation of Extended Price for Time-Entry against Cases:
We will now be able to calculate the extended price for case time-entry automatically. Presently the billing methods supported are: Contract Rate, Staff Rate..(if you use a different billing method then kindly discuss with our product team).
Please note that this is an optional functionality.

2. Addition of custom date range filter in “Global Track Time” panel.

3. Support for timer even for Task , Phone Call and Email Activities. The timer web-resource will be automatically added to “Zap PSA Time Entry Demo” forms for task, phone call and email. If regarding of time-entry is set to Case / Account / Contact then the time-entry lookups for Customer, Case, Account & Contact will also be populated. Besides when creating time-entry for Task / Phone Call / Email having regarding set as “Account”…the default contract for the account will also be populated in time-entry.

4. Security Roles have now been updated.

5.  New field “Billable Time” has been added to “Time-Entry” record. Below has been the impact to existing functionality:
Duration field has been renamed to “Actual Time”.
“Billable Time” is automatically updated with “Actual Time”. However you can modify the “Billable Time” independently too. This is to handle scenarios when you need to report a different “Billable Time” vs the time that was actually spent (Actual Time).
Approach for calculating Total & Billable time for Case has been updated.
TT (Actual) : Total Time (Actual) = Total of “Actual Time” field with status = Approved
BT : Billable Time = Total of “Billable Time” field where status = Approved
UT (Actual) : Total of “Actual Time” where status not equal to Approved
NT (Non Billable time) is not calculated anymore.
If this impacts you and would like to provide feedback then please email support@zapobjects.com.

6. Few new fields have been added to “Global Settings”.

7. Approve/Reject buttons added to time-entry view

8. Auto-populating default Contract in Case (when case created using Email-to-Case process or using quick create – case form – which does not have “contract” lookup)

Solution Version: 27.0.1.9 

Works with: PowerApps, Dynamics 365  v9
Dynamics 365 Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Feb 2022
Updates:
1. Added inline Time Entry form as well as Grid within the Case Timer Web Resource.
2. Added Totals for Billable Time, Non Billable Time and Total Time within Case Timer Web Resource.

Solution Version: 24.3.1.9

Works with: PowerApps, Dynamics 365  v9
Dynamics 365 Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Jan 25th 2022
Updates:
1. Added analytics in “Track Time” panel
2. Description is now kept blank on new time entry record creation. (earlier we added the entity name and timestamp… these details have now been put in “Name” field.
3. If new timer was started from panel… and then case lookup populated… then the same was not visible in case form (for same record). This is fixed.
4. When a new timer was started & stopped in case form…it used to disappear from case form(on auto-refresh). This was because we were only displaying timer records…and not time entry…
This was causing user experience issues… bcos user may stop the timer and then edit that same record to add details…however earlier the time entry used to disappear whenever timer was stopped.
Now we display timer records as well as any time-entry records which were modified in past 1 hr within the case form.

Solution Version: 22.0.1.9 

Works with: PowerApps, Dynamics 365  v9
Dynamics 365 Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Jan 10th 2022
Updates: 1st version released.