How to access and manage customers in the Zuper mobile app?

The customer module in Zuper is designed to streamline the management of customer information. It allows you to efficiently handle customer details, facilitating easy communication via email or phone and providing quick access to service addresses. This module is essential for keeping track of customer interactions and ensuring accurate records.

In this article, you will learn how to navigate the customer listing and the details pages. We'll cover how to view and search for customers, apply filters, and sort data, as well as how to add notes and manage customer-related activities. Whether you are using the mobile or tablet version, this article will help you make the most of Zuper's features to enhance your customer management process.

Customers listing page

1. Click the "Clients" module from the top-left hamburger icon. 

2. Select the “Customers” module from the drop-down list.

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3. On the Customers listing page, you can view all the customers in the list view.

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4. Use the “Search” icon to view the particular customer details.

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5. Use the down arrow to access the quick filter.

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6. Use the “Filter” icon to sort and filter customer details. Click the “Apply” button to view the filtered list.

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Customers details page

1. Click the "Clients" module from the top-left hamburger icon. 

2. Select the “Customers” module from the drop-down list.

3. Select any of the customers to view their details. 

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4. Use the “Call” and “Email” options to contact the customer.

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5. Use the notes option to add notes. With the Notes feature, you can capture and upload various types of content in real time, including: 

Photo: 

Click the Notes icon from the quick actions bar. By default, you'll land in the Photos section. Capture a photo using the camera in 0.6x or 1.0x size (multi-capture is allowed).  

Videos: 

To capture a video, switch to video mode in the Notes section and proceed to record a video. 

Audio: 

Record and upload audio directly to the note. You can retake the recording or save it once you're satisfied. 

Documents: 

Upload or attach relevant documents from your device. 

Text: 

Use the text option to enter or edit text within the note. 

Scan: 

Capture and upload digital versions of physical documents using the Scan option. You can also crop the edges after scanning, if needed. 

Note: 

1. File size should not exceed 20MB. 
   
2. You can add up to 5 attachments per note. 
3. Use the kebab icon (three vertical dots) to edit or delete attachments. 

Additionally, you can upload photos, videos, documents, and more from your device using the “Attachments” section. You can also associate notes with other modules using the “+” icon under Associated with. 

After adding the content, click the “Submit” button to finalize the note. 

Once the note is submitted, you can view it in the Notes section of the job, where you can filter the notes from latest to oldest. You can also perform various actions using the kebab icon (three vertical dots), including: 

1. Edit Note – Modify the note’s content and add or remove attachments. 

1. Change Note Privacy:
   
   Make Note Private – The note is visible only to the user who created it.
   Make Note Internal – The note is visible to all internal employees.
   Make Note Public – The note is accessible to everyone. 

1. Delete – Remove the note from the associated module. 
   

6. Click the “+ New” button to create a new Job, Quote, or Invoice.

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7. View module activities under the “Activity” section.

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The customer module plays a major role in running your business. Zuper’s detailed sections help you record all key customer details efficiently.

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