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Quotations
How to create a new proposal in the Zuper web app?
Before providing an official price quote or estimate, a business or service provider may send a preliminary document or communication to a potential client. This is called a "Proposal," and it is usually used when the project or service scope needs ...
How to navigate and manage the Quotes listing page in the Zuper web app?
A quotation, also known as an estimate, is a document that covers the parts or services you’ll need to complete a job and their approximate cost. Quotations are sent to customers before the commencement of a job for acceptance. Zuper's Quotation ...
How to access and manage quote details in the Zuper web app?
The Quotation details page lets you view the complete information of the quotation and all its associated records in a single place. From the quotation listing page, you can click any one of the Quotation No. to go to the quotation details page. ...
How to create a new quotation in the Zuper web app
A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost. A quotation is a formal document provided to a customer that outlines the estimated costs for ...

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How to create and manage requests in the Zuper web app
Request module in V3 Zuper Web App enables both the administrators (back-office Admins) and customers to create and manage service requests. Customers have various channels through which they can reach out to the organization to request a service, ...
How to customize Job Cards on Job Calendar?
Now you can choose the Preferred fields to display on the jobs calendar. 1. Select the “Jobs Schedule” module from the left pane. 2. Tap on the “Filter Schedule” icon. 3. Select the required fields to be visible on the job cards. 4. Tap “Apply ...
How do I create a new user in zuper?
An user can be created by the Admin or the team leader in two ways. Using the "New" Shortcut from the Dashboard. Directly From the Users Tab. Steps to create an User using the "New" Shortcut from the Dashboard Log in to Zuper Account. Click on the ...
How to integrate and use QuickBooks Online with Zuper?
Zuper is integrated with QuickBooks online to make your accounting and inventory management go hand-in-hand. With this seamless integration. Insight: This help document is applicable to QuickBooks online. With this integration you can: Sync all your ...

Quotations