Assets
How do you manage the customer portal settings in the Zuper Web App?
Navigation: Settings --> Configuration Settings -->Customer Portal Once the customer portal is turned on in Company policy, the users will now be enabled to configure the customer portal, including Branding, appearance, navigation, etc., 1. Select ...
How to create, edit, and view a new asset?
Navigation: Assets --> New / Edit Asset Create Asset: Note: Customer is non mandatory field and assets can be created only for organization for B2B scenario. The asset creation is made simple by choosing the organization, and adding the Customer is ...
How to bulk issue Planned Preventive Maintenance (PPMs) and use the filters and view on the Zuper Web App?
The planned preventive maintenance should be done periodically to avoid the failure of the devices or assets. These PPMs can be converted into jobs that will be helpful for the field executive to do the service. Now it is possible to convert PPMs ...
How to create & manage an asset inspection checklist for the Zuper Web App?
The field service team inspects and records the asset issues or maintenance, and with our new form, this asset inspection is made easy. Navigation: Settings --> Custom Fields and Checklist Settings --> Inspection Forms Asset Management --> Asset ...
How to delete an Asset?
Assets --> Delete Asset The user can now easily delete the individual asset items. The assets need to be deactivated first for them to delete later. If the custom role is enabled, the delete permission needs to be added for the role. 1. Select the ...
How to configure PPM (Planned Preventative Maintenance) to auto-generate Jobs?
The user may want to create a job based on the PPM. The process gets completed quickly with the new "Generate before" field. The system automatically generates the PPM job on that date, thus saving ample time for the user. Navigation: Assets --> ...
How to auto-convert Planned Preventive Maintenance to Jobs?
The Planned Preview Maintenance can be easily converted as a Job. Our new icon hints at the PPMs that can convert to Jobs. 1. Select the “Assets” module from the left panel. 2. The icon indicates the PPM ids that can be converted as Jobs easily, ...
Popular Articles
How to create and manage the Request in V3 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, ...
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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 to integrate and use Twilio with Zuper?
With the Zuper integration with Twilio, the user can now quickly send job status information to the customers. 1. Click on your profile picture on the top right corner of the page to open the list of options. Next, click on the “App Store” link. 2. ...
How to integrate and use Google Calendar with Zuper?
With our Zuper-Google Calendar integration, the user can install the Google Calendar from our Zuper store. Then, post-installation, whenever the jobs are created and scheduled for a particular date, this vital job information will be created and ...