How to Configure Request Settings in V3 Zuper Web App?

How to Configure Request Settings in V3 Zuper Web App?

Navigation: Settings --> Configuration Settings --> Request Settings  

To use the request module efficiently, it is important to configure request settings. To do so, follow these steps: 

1. Select the “Settings” icon from the left navigation menu, and under configuration settings, click “Request Settings.” You can configure the following: 
  1. Request Status. 
  2. Manage Service. 
  3. Request Service. 
  4. Availability Settings.

1. Request Status 

In request status, you can view the status like the Job Status. By default, we have statuses such as Open, In-progress, Closed, On Hold, and Cancelled, which you can either edit/delete/reorder.  

However, you can also configure status names depending on your business. To do so, follow these steps: 

1. Select “Request status” and click “New Status.”   

2. Enter the status name, choose the status type, set a color for that specific status, and provide a description if necessary. Once done. Click “Add Status”. 

3. A new request status will be created successfully. 

2. Manage Service 

Here, you can create and manage services. To manage services, you first need to add services to this setting. You can either import services from parts/services already added or create new services. 

To import services, follow these steps: 

1. Select “Manage Services” and click “Import Service.” The services already added to the inventory will be listed. 

2. Select the services and click “Add services.” The services will be added to the setting successfully. 

3. After adding the services, you can enable/disable, edit/delete, or reorder the service as per your preference. Note: Once deleted, the service will be forever deleted and cannot be recovered. 

To create a new service, follow these steps: 

1. Click “Create Service” or “New Service" from the request service listing page. 

2. Provide the details for the service, such as “Service Name,” “Description,” “Duration” (average time to complete the service), and “Estimated Price.”  

3. You may also upload an image for the service. If needed, you can edit or delete the uploaded image later. Once done, click “Create”. The new request service will be created successfully. You (back-office admin) or the Customer (from the customer portal) will then use these services to raise a request.  

Note: The new service you created here will not be added to the service mastery.  

3. Request Source 

This setting is used to specify the source from where you receive requests. The default sources include the customer portal, website, and phone calls.  
However, you can also create a new request source as per your preference. To do so, follow these steps:  

1. Select “Request Source” and click “New Request Source.” 

2. Enter the source name and click the “Add source” button. The new request source will be added successfully.  

3. You can edit/delete or reorder the Request Sources based on your preference.  

4. Availability Settings

You can use this setting to specify the availability of your business to complete customer requests. 

Date Controls 

Here, you can set the minimum and maximum availability notice, which defines the dates a customer can request a service from your business.  

For example., if the minimum availability notice is set to 2 days and the maximum availability notice is set to 60 days, then the Customer can request service any day between 2 days from current date and up to 60 days later, subject to available date slots. 

Note: Based on your preference, you can either turn on/off “allow to schedule on holidays.” The Customer can submit requests if enabled, even when your business designates it as a holiday. 

Time Slots 

Here, you can specify the time slot length to complete customer requests. By default, there are 30-minute, 1-hour, and 2-hours' time gaps. Based on your preference, you can select the time slots from the dropdown menu and click “Generate.” This will generate the selected time slots which the Customer can choose to fulfil their requests. 

Additionally, depending on your business, you can turn the working days on or off. This ensures customers can only raise requests during your business days and hours.