Contracts
How to create a new contract from a quote?
Navigation: Quotations --> Quotation --> New --> Contract A new contract can be created easily from the accepted quotations. The contract details will be pre-filled based on the quotation details. 1. Select the “Quotations” module from the left ...
How to bulk print QR codes and use Bulk actions for the Assets?
A. Bulk Print QR Code on Assets Navigation: Assets --> Bulk Action --> Print QR Code The bulk print of QR codes on the Assets is possible now. With this, Assets can get their QR code printed in size. 1. Select the “Assets” module from the left ...
How to use the Contract Reminders?
Navigation: Settings --> Configuration Settings --> Contracts The contract reminders are sent to the user based on the contract’s expiry date. 1. Select the “Settings” icon from the left panel, and under the “Configuration Settings,” ...
How to Edit the Contract?
Navigation: Contracts --> Contract --> Edit Contract Whenever a contract needs to be modified/edited, the user can now change the necessary details and save them. 1. Select the “Contracts” module from the left panel and select the edit icon to ...
How to schedule a job from individual contract line items on the Zuper Web App?
Navigation: Contracts -->Individual Contract --> Parts & Service --> + Schedule Job In a single click, the user can now schedule a job from the contract line items that are approved already. 1. Select the “Contracts” module from the left panel. ...
How to delete a contract?
Contracts --> Delete Contract The user can now easily delete the individual contract items. The contracts 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. ...
How to charge an invoice using customer payment card on file?
Navigation: Invoices --> Invoice Details With our new update, users can charge the customer's credit card for the balance invoice amount. Pre-requisites: Customers should have stripe connected to their account. 1. Select the "Invoices" module ...
How automated invoice creation for the service contracts are created?
Navigation: Contracts --> New Contract The service contract is the service agreement between the business and the customer, listing services that need to be performed along with the timeline and other vital information. For the service contract, now ...
How to create / edit a contract template?
Contract templates can be added to the email notification that is sent out to the customers. Please follow the below instructions to create a Contract template. Log in to Zuper with an admin account. Scroll down the menu bar on the left and select ...
How to create a billing period for a contract?
A contract is signed with a customer for the preset number of items or services for a particular period of time. Contract management functionality is essential to safeguard the customer experience while avoiding penalties for underperformance. It ...
How to create a Service Contract?
The service contract is the service agreement between the business and the customer, lists down services that need to be performed, timeline, and other vital information. Zuper allows the user to experience the best service contract creation for you, ...
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