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
hamburger icon. 
Now
choose the “Organizations” module from the drop-down list.
Mobile:
Tab:
2. You can view the “Organization” module listing page. You can
view all the organizations in the list view here.
Tab:
3. You can use the “Search” icon to explore the organization
details.
Tab:
4.
You can use the down arrow to view the quick filter. 
Mobile:
Tab:
5. The
“Filter” icon can sort and filter the organization details. Click the “Apply”
button to view the filtered list.
Mobile:
Tab:
Organization Details Page:
1. Select the "Clients" module from the top-left hamburger icon.
Now choose the “Organizations” module from the drop-down list and select one of the "Organizations" to view the details page.
Mobile:
Tab:
2. You can use the “Email” option to contact the organization.
Tab:
3. You can add “+Add
Note” to
create a new note.
Tab:
4. You can
add notes and make them public or private note. You can image, audio, video,
and document as note attachments.
Click the “Save” button to create a new note.
Tab:
6. Select the "Associate" tab to view the associated modules with the Organization.
6. Use the “+
New” option
to create a new Job, Quote, or invoice.
Mobile:
Tab:
7. Use the
“Kebab” icon to “Edit,” “Deactivate,” or Delete” the organization.
Tab:
8. You
can view the list of activities you performed under the “Activity” section.
Mobile:
Tab:
The Organization module contains different company details linked with the customer contacts. By associating these modules, you can help the field technician to operate efficiently.
Related Articles
Overview of Customers in Zuper V3 Mobile App
The customer 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 ...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 ...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" ...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 ...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 ...