Overview of Customers in Zuper V3 Mobile App
module helps you to manage the customer details. Here you can add, modify, and
merge the customers. The customers can be mapped to an organization, and you
can create a new job for a customer along with the contract. Further, you can
send estimates and invoices to a customer.
Zuper V3 Mobile and Customer Module Features:
With our Zuper's V3 version, from the Mobile and Tab version, following features are supported.
Listing - Offline Support Available.
V3 Advanced Filters and Sorting.
Listing Search - Offline Support Available.
Customer Listing Page:
1. Select the
"Clients" module from the top-left
choose the “Customers” module from the drop-down list.
2. You can view the “Customer” module listing page. You can
view all the customers in the list view here.
3. You can use the “Search” icon to explore the
can use the down arrow to view the quick filter.
5. You can use the “Filter” icon to sort and filter
the customer details. Click “Apply” button to view the filtered list.
The customers play a major role in running the business, and Zuper's detailed sections help you to record all the key details of the customer efficiently.
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 ...
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 ...
Overview of Teams in Zuper V3 Mobile App
The Field Executives in the organization can be arranged into different teams in Zuper. Admins or Team Leaders can be added to each team to manage the Field Executives. Teams Listing Page: You can view the list of Teams and their details. 1. Select ...
How to explore the Contracts listing and details page in the V3 Zuper Mobile App
The contracts module helps you to manage the agreement created. Here you can add, modify, and merge the contracts. The contracts can be mapped to an organization, and you can create a new job for a customer along with the contract. Contracts Listing ...
Overview of Employees in Zuper V3 Mobile App
The employee’s module captures all the details of the field executives, admin, or supervisors. You can add the employees to the team and assign them to the jobs based on the access roles given to them. Employees Listing Page 1. Select the "Employees" ...