“To ensure service quality and manage capacity, each request is scheduled on our Support Engineers' calendars. But PSA-native calendar functionality can be challenging to use at scale. By seamlessly integrating into our existing workflow, Thread Planner will be a game changer for our engineers and Service Coordinators, as it streamlines our scheduling processes significantly—directly within the interface we already use for our real-time client interactions (Inbox). We are excited to see what future updates Thread has Planned.”
Never miss another customer with Planner.
Empower your service team to meet customers at the right time by scheduling your threads.
Planner makes it easy to see your team's calendar at a glance, prioritize, assign and schedule threads.
Before Thread ☠️
With Thread Planner ✅
Empower your service team to meet customers at the right time.
Ensure that no customer meet-up slips through the cracks.
Plan threads for specific days and set exact times to ensure the right technician is assigned at the right time. Set up appointment times with customers with down-to-the-minute customization. Thread Planner ensures that no thread or customer meet-up slips through the cracks.
Get work done faster with a bird’s eye view of your team’s calendar.
Get a bird’s eye view of your team’s backlog to load-balance and prioritize work to get done faster. Plan around existing calendar appointments to avoid double bookings and unhappy customers.
Easily create focus and routing for your team.
Drag new threads from Triage into your “Today” board for one-click assigning and scheduling. Designed with decades of Agile best practices in mind, Planner makes it easy to create focus and routine for your team.
Keep your business updated with real time PSA sync.
Planner automatically syncs with your professional service automation to keep your organization updated in real time and to make transitions seamless across tools. Existing PSA integrations with Microsoft Outlook let your calendars stay updated in real-time.
Keep your customers in the loop.
NEW!
Coordinate customer appointments with TimeZest
Send your availability and scheduling links directly in chat using Thread’s TimeZest integration. Let contacts book time with you and join those appointments without leaving Inbox.
Chris Zadrima
Chief Operating Officer - Align
Chief Operating Officer - Align
Get started with Thread today.
Unlock an unfair advantage for your IT business.