Customers
How to enable / disable customer portal for individual customers?
By enabling or disabling the option, you can use the new feature to set customer portal access for the end user. Navigation: Customers --> Bulk Action --> Update Field --> Enable / Disable Customer Portal 1. Select the “Customers” icon from the left ...
How to view and download Customer and Organization invoice statement from the Customers module?
You can now download, print, or share invoice statements from the customer and organization module. The invoice statements are essential for the customers to check the upcoming and pending payments. Navigation: Customers --> Customer --> More Actions ...
How to view all outbound customer communications?
Navigation: Customers --> Customer Details --> View Customer Outbound Logs With our new update now, the users can view the customer outbound logs under the customer's module. This helps to track the customer's email and SMS logs. 1. Select the ...
How to delete the saved credit card details of the customer from the file?
Navigation: Customer --> Customer Details --> Delete Saved Card Whenever the user wants to delete the customer’s credit card details, our new update helps delete them quickly. 1. Select the “Customers” module from the left panel. 2. Select the ...
How to use the “Customer card on file” filter on Quotes and Invoices?
Navigation: Customers --> Filter | Properties --> Filter The customers and properties got a new filter, the “Has card on the file” option. In specific cases, the users may need to filter the customers with card details for charging the unpaid ...
How to Manage Jobs of an Individual Customer?
You can view, manage and track jobs initiated by a specific customer collectively in their respective profiles. You can view both completed and ongoing jobs in the Customer Details Page. To access the list of Jobs tied to a customer, Click on the ...
How to Edit Customer Details?
Customer details once created can be edited in the Zuper Web-App in two ways. It can be done either using the Edit button on the Customers Listing Page or from the Customer Details Page. Customers Listing Page 1. Select the "Customers" Module in the ...
How to Manage Customer Notes?
Notes can be the information of any format (text or image or video or document), which are added by an admin or team leader to share information among the team about the customer. Creating Customer Notes Click on the "Customers" icon in the Menu. ...
How to delete a customer?
Deleting a customer is now easily done. It is highly recommended to “Deactivate the Customer.” instead of deleting the customer as multiple information is linked to the customer details. You can follow the following steps to delete the customer. 1. ...
How to deactivate the customer?
Deactivating the customer is now easily done. It is highly recommended to “Deactivate the Customer.” instead of deleting the customer as multiple information is linked to the customer details. You can follow the following steps to deactivate the ...
How to Create a New Customer in Zuper Web App?
In addition to bulk importing customer data to Zuper, users can create a new customer one at a time in three different ways. Using the Quick Actions Drop-Down. Through the New Job Form. From the Customers Listing Page. Quick Actions Drop-Down To ...
How to add a new customer payment card on file?
The payment methods got an enhancement. With the Customer Credit Card on the file, your back-office users can securely save the customer card details within the customer profile section. Note: The user should set the "Allow Card on File" option as ...
New Customer Form Overview
The New Customer Form holds an array of important fields, sections, and tables. Here's all you need to know about the components of your New Customer Form. First Name: Used to store the customer's first name. This field is mandatory. Last Name: Enter ...
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, ...
Solutions Overview
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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 ...