How to Create a Quote from a Job in a Zuper Mobile App?

How to Create a Quote from a Job in a Zuper Mobile App?


You can create a new quote for the existing job, and this saves your more time. 

1. Select the "Jobsmodule from the top-left hamburger icon. 



2. Select the job, and from the Job details page, choose the "Kebab" icon from the top-right corner.



3. Select the "Quotes / Invoices" option. 



4. Select the "Add" button next to the Quote to create a quotation based on the existing Job. 

All the customer details and job details were pre-filled based on the Job selected. 


5. Other than pre-filled details, select/ add the necessary details. 
Finally, select the "Create" button to create the quote. 


 

With this, the total cost of the Job is calculated with the breakdown of the individual charges that are put together in the Quotation. 


    • Related Articles

    • 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 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 ...
    • Overview of Organizations in Zuper V3 Mobile App

      The Organizations module helps you to manage the organization details. The organizations can be mapped to the customer, and you can create a new job for an organization. Organizations Listing Page: 1. Select the "Clients" module from the top-left ...
    • How to create & manage Service Tasks?

      Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...
    • Overview of Properties in Zuper V3 Mobile App

      The properties module helps you to manage your property details. The properties can be mapped to the customer, and you can create a new job for a property. Properties Listing Page: You can view the list of properties and their details. 1. Select the ...