How to create a new customer while creating a Job?
1. Click the 'Create New Job' button to access the New Job Form.
2. In the New Job Form, click on the "New Customer" hyperlink
3. It will initiate a pop-up with the New Customer Form.
Note: The Create New Customer Pop-up displayed here will only capture minimal information required to perform a job. If you would like to create a complete customer profile, use one of the two methods listed above. Related Articles
How to create a new Job in the V3 Zuper Mobile App?
Jobs are a critical part of the field service, as this involves major stage-by-stage job creation to completion of the job, which provides major relief for the end users through on-time Job service. It is the core of all field service operations. In ...How to create a new Job in the V2 Zuper Web App?
Our new feature allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business related work orders are efficiently created with all the necessary details and properties. This feature is especially ...How to create a new customer in Zuper V3 Mobile App?
The new customer will be created as a base for the job creation, quotes, invoices, and contracts. You need to fill in the basic details that are required for the customer creation. 1. Select the "Clients" module from the top-left hamburger icon. Now ...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. Create a new Job: 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from ...How to access and manage the customer portal ?
How do you manage the customer portal settings in the Zuper Web App? How to enable / disable customer portal for individual customers? Enable Customer Portal Access by Default: It is now easy to provide access to the customer portal in a single ...