Configuration Settings
How to Create and Edit Customer Billing Frequency?
Your customers billing frequency can be grouped into different categories to manage them easily. Please follow the below instructions to create a new billing frequency. Select the "Settings" icon in the Menu. Under the "Configuration Settings" ...
How to create/edit an Asset Templates in Zuper Web App?
Asset templates are pre-defined templates that help you to set the values for the asset categories. 1. Log in to Zuper with an admin account. 2. Scroll down the menu bar on the left and select the "Settings" icon. 3. Under the "Configuration ...
How to create and send a broadcast message in Zuper Web App?
The broadcast message is the option to send a set of messages to group of people in a single click. Whenever the specific team or a group of members who needs to get notified about a message, the broadcast message option is used. Broadcast Message 1. ...
How to setup job alerts?
Navigation: Settings --> Configuration Settings --> Notification and Alerts --> Job Notifications -->Job Delay Alerts --> + New Job Delay Alert It is easy to set new job delay alerts with delayed job flags, and job delay can be set for minutes, ...
How to create & manage reminder and delay alerts for Jobs, Customers, Quotes & Invoices?
Customer Reminders: Navigation: Settings --> Configuration Settings --> Notification and Alerts --> Customer Reminder You can now set automated follow-up reminders for both customers & back-office team for the pending items that need action. ...
How to create & manage new parts/ services on the Zuper Web App?
Navigation: Parts & Services --> + New Parts & Service / Edit Product / Delete Product The products are the most significant part of the field service, and especially for the field technicians, those who gain end-to-end details about the product ...
How to create product categories for parts/services on the Zuper Web App?
The users should pre-define the product categories for the parts/services under the settings module so that while using the parts/services module, the product categories will be pre-filled. Navigation: Settings -->Parts & Services ...
How to create product locations for parts/services on the Zuper Web App?
The users should pre-define the locations for the parts/services under the settings module so that the locations will be pre-filled while using the parts/services module. Navigation: Settings --> Parts & Services --> Configurations 1. Select the ...
How to configure a different "Reply to" email option for outbound emails?
Navigation: Settings --> Misc. Settings By specifying the “Reply-To” email on the “Outbound email settings,” users can now get their reply in their preferred email ID. 1. Click the “Settings” module from the left panel. 2. Select “Misc. Settings” ...
How to Create and Edit Quote and Invoice Templates?
Quote & Invoice Templates are the format in which quotations and invoices are sent to customers via email. Creating Quotes & Invoice Templates To create a New Quotes & Invoice Template, navigate to the "Settings" icon in the Menu. Locate the ...
How to create & manage skillset master?
Skillset Master Using the “Skillset Master” option, it is now easy to create and manage skillset easily by defining the person’s skillset requirements for the Job. Skillset Validity Duration: Pre-req: Settings --> Other Settings --> Skillsets ...
How to add checkbox component feature for dependent fields?
Now you can define a particular check box (customized) as a dependent field. Select the “Settings” module from the left pane and open the “Job checklist” under “Custom Fields & Checklist Settings.” 2. Select the exact “Job Category” and “Select Job ...
How to add approval Hierarchy in contracts?
The approval hierarchy will provide the users added into the Hierarchy to accept/ reject contract requests. Please follow the below instruction to add an employee to the approval Hierarchy. Log in to Zuper with an admin account. Scroll down the ...
How to create/edit contract packages in Zuper?
A contract package can group and assign more than one service to a customer on a contract. To create a contract package, please follow the below instructions. First, log in to Zuper with an admin account. Scroll down the menu bar on the left and ...
How to create & manage email templates?
Drafting an email for workflow automation or sending an email for quotes or invoices whenever you type fresh every time may take some time. Our zuperfast email templates provide a helpful solution to send your email seamlessly. 1. Click the ...
What Should I do if Zuper-Pro fails to open or load?
If you are unable to open the zuper pro on your browser, please follow the below instruction. Check if there is a stable internet connection and refresh the page Perform a hard refresh (Ctrl+Shift+R) or Click on F12, right-click on the refresh ...
How do I change the time zone of my V2 Zuper Web App?
The Timezone of your Zuper account can be updated as per your preference. 1. Select the Settings module from the left navigation menu. 2. Under General Settings, click the Account Settings. 3. Click the dropdown and select your preferred Timezone. ...
How to update profile pictures?
The user can update the Zuper account's profile picture. Please follow the below instruction for the same. Click on the "Settings" tab from the left menu. Navigate to Account Settings -> Other Settings. 3. Click on the pencil icon next to the profile ...
How to create/edit a product category in Zuper?
Please follow the below instructions to create a product category in Zuper. Log in to Zuper with an admin account. Scroll down the menu bar on the left and select the "Settings" icon. 3. Under the "Configuration Settings" category, select ...
How to create/edit a product location in Zuper ?
To manage your products efficiently, utilize the < and > buttons to navigate between the various product locations in your system and view the corresponding products. Navigation: Settings --> Configuration Settings --> Parts and Services --> Product ...
How to create/edit an Asset Category in Zuper?
The part, services, and Products in Zuper are organized using the asset categories. Please follow the below instructions to create an asset category, 1. Log in to Zuper with an admin account. 2. Scroll down the menu bar on the left and ...
How to add a signature component to the Checklist?
The new “Signature component” helps enhance the Job Checklist. By adding this new component now, the user can efficiently add the Signature on the web and mobile versions. 1. Select the “Settings” module from the left panel and tap on the “Job ...
How to preview the job card before getting the customer’s Signature?
Before getting the Signature in the Job card, the user can experience the new feature of previewing the job card. 1. Select the “Settings” module from the left panel. 2. Select “Job Settings” under the “Configuration Settings” module. 3. Select the ...
How do I manage my team in Zuper?
The organization's Admin can manage a team where the team leader can view the field executives on his team. Both team leaders or Admins can be added to a Team during the creation of the team. However, using an Admin account, team leaders or admins ...
What are service contracts?
Service contracts are signed with the customers to offer services for a continuous period. Therefore, the agreement can constantly be renewed or terminated after the period is over. A terminated contract implies that the client no longer needs your ...
What is asset management?
Asset Management helps you maintain a record of your assets and monitor them. In an HVAC business, you will need to work with several assets that need maintenance and it is important to maintain a record of each asset that a person works on. 1. Click ...
How to setup a Workflow?
Workflow Automation is a series of automated actions to be performed in a business process. When a set of conditions are true, automatically the set-action will be triggered. In Zuper, the Workflow is a system that allows a monotonous set of ...
How to configure a deposit for a quotation?
Deposit of quotations can now be collected easily online with the integration with Stripe by sharing the link via various channels. On the organization page, deposit payment should be enabled. Quotation deposit collection is now made easy. First, we ...
How to set up SOS alerts?
In case of an emergency, the Field Engineer triggers an SOS from the Zuper Pro app. In addition, an SMS containing the latest location of the Field Engineer will be sent to all the mapped users in the SOS configuration settings.
How to create/edit an Asset Category in Zuper?
The part, services, and Products in Zuper are organized using the asset categories. Please follow the below instructions to create an asset category, Assets are the products or services which are offered to the customers and are recorded in the data ...
How to create the new E-mail templates?
The user with the email templates can send the emails by utilizing the readily available format. 1. Select the “Settings” module from the left panel and select the “Email Templates.” 2. Select the “+New Template” to create the fresh email template. ...
How to create notifications and alerts (customer notifications - reminders)?
Notifications and alerts help to notify or alert the customers efficiently. You can set time to either "Fixed Time" or "Relative Time." You can set reminders as either "SMS" or "Email." You can choose from the available and applicable components. 1. ...
How to Create and Edit Quotation & Invoice Templates?
Quotations are documents that approximate how much a job will cost right before the technician begins a job. Once the customer accepts the quotation and the job gets done, that specific quotation is converted to an Invoice specifying how much your ...
How to Create and Edit Invoice Payment Terms?
Payment terms, also known as credit term, is the payment timeline by which businesses can expect their invoices be paid back by their customers. Zuper Administrators can create custom payment terms in the Zuper Web App and it can be associated while ...
How to Manage Invoice Payment Modes?
Zuper allows you to create multiple payment modes which can be chosen during the invoice payment process. Creating Invoice Payment Mode Select the "Settings" icon in the Menu. Under the "Configuration Settings" category, select "Quotes & Invoice". ...
How to Create and Edit Job Templates on Zuper Web App?
Job templates can be used to give a brief description of the job. These templates can be added to customer email notifications, invoices, and quotes. Navigation: Settings --> Configuration Settings --> Job Settings --> Job Card Templates Creating Job ...
How to Create and Edit Customer Category?
Your customers can be grouped into different categories to manage them easily. Please follow the below instructions to create a new Customer Category. Creating Customer Category Select the "Settings" icon in the Menu. Under the "Configuration ...
How to Create and Edit a Job Status?
Job statuses are intermediate checkpoints within a job that can be updated by the Field Technicians and other stakeholders like Administrators, Dispatchers, and Supervisors to help understand the current stage of a job. These Job Statuses can be ...
How to Create and Edit a Job Category?
Job Categories are unique services or products offered by an organization. Only Super Users or Administrators have permission to create new job categories and edit them in the Zuper app. Creating a New Job Category To create a New Job Category, ...