Customers & Organizations
How to access and manage organizations in the Zuper mobile app?
The organizations module in Zuper is designed to streamline the management of organization details. It allows you to efficiently handle organization information, map organizations to customers, and create new jobs associated with an organization. ...
How to create a new customer in the Zuper mobile app?
A new customer is the foundation for creating jobs, quotes, invoices, and contracts. To create a new customer, follow these steps: 1. Click the "Clients" module from the top-left hamburger icon. 2. Select the “Customers” module from the drop-down ...
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. ...