How to clone a checklist?
1. Click the "Settings" module from the left panel. 2. Tap on the “Job Checklist” under the "Custom Fields & Checklist Fields” section. 3. Select the “Clone Checklist” option under the “Current Job Checklist.” 4. Select the “Job Category” and ...
How to Clone a Job?
In Zuper, you can clone and edit an exist job. This will be useful when you are creating a similar job for different customers. Cloning a Job Click on the "Jobs" Icon in the Menu. In the Jobs Listing Page, select the specific job you would ...
How to Create a Quote?
A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost. Quotations are sent to customers before the commencement of a job for acceptance. Once ...
How to Update the Status of a Quote?
The status of a quote can be updated either in two ways. Either your customer can accept or reject it from their end. Or, your field technicians or back-office executives can update it for your customers from their end. Listed below are instructions ...
How to create a Quote on the Zuper Mobile app?
A quotation, also known as the estimate, covers the parts or service which is required to complete a job and approximately how much they will cost. Quotations are sent to customers before the commencement of a job for acceptance. Once the customer ...