How to add Geo Coordinates to Jobs and Customers?
Please follow the below instructions to add the geo-coordinates to the address of a customer or job,
- Navigate the job/customer and click on the edit address.
- In the address line one, enter the address and select the address from the drop-down (if the address is already present, just click on the field and select the address from the drop-down.
Note: Once the geo-coordinates are added to the customer they will automatically be transferred to the customer.
To confirm if the geocoordinate is present, look for the map illustration on the details page.
Once the geo-coordinates are added you will be able to add the jobs to the route as expected.
How to do Bulk Action Updates on Jobs/Customers /Quotes?
The bulk action on the Jobs, Customers, and Quotes modules helps you to 1. Update (Job/Customers/Quotes). 2. Send an email or SMS (Job/Customers/Quotes). 3. Delete the line items in a single click (Job/Customers/Quotes). A. Jobs: 1. Select the “Jobs” ...
How to manage customers associated with a property?
The association of properties with the customers helps break the gap between the field technician and the end customer. By this, the business can track the customer’s property and the service maintenance done by the technician. 1. Select the ...
How to create a Job on the Zuper Mobile app?
Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...
How to create & manage reminder and delay alerts for Jobs, Customers, Quotes & Invoices?
Customer Reminders: Navigation: Settings --> Configuration Settings --> Notification and Alerts --> Customer Reminder You can now set automated follow-up reminders for both customers & back-office team for the pending items that need action. ...
How to create a route and add jobs to it?
Creating a route is optimally done using the Maps module. After the creation of a fresh route, Jobs are added easily. 1. Select the “Maps” module from the left navigation panel. 2. Select the “Routes” sub module from the “Maps” module. ...