General Settings
How to pre define a custom PDF file name for Jobs?
You can now set the custom PDF file name for Jobs, Quotes, Invoices, and Contracts. Navigation: Settings -->Organization Settings --> Job Settings --> Default Job PDF Filename The PDFs downloaded from our Zuper system can be given standard file names ...
How to manage recurring shift management in Zuper Web App?
You can now set the recurrent shift timings for the users from the settings and assign them under the employee’s modules. Navigation: Settings -->Configuration Settings --> Timesheet Settings --> Master Shifts Create Recurring Shifts in the Settings: ...
How to enable tip feature for Technicians in Zuper Web App?
You can now add tips value as a percentage for the technicians under the settings. Navigation: Settings -->Organization Settings -->Quotation and Invoice Settings -->Tip Settings Custom tipping and tipping based on the percentage are available in the ...
How to use Misc. settings in Zuper Web App?
The Misc. settings of Zuper help you to manage the Custom Dashboards, Quick Filters, and Outbound Email Settings. 1. Select the "Settings" icon from the left panel and choose the "Misc. Settings." 2. The "Custom Dashboards" section helps you to ...
How to use Company Configuration Settings in Zuper Web App?
The company configuration settings help you set the various module-level pre-definitions to work smoothly on the modules. 1. Select the "Settings" module from the left panel. Under "General Settings," choose "Organization Settings." 2. The General ...
How do you set up and log in Using Multi-Factor Authentication on Zuper Web App?
Navigation (Setup): Settings --> Account Settings --> Multi-Factor Authentication --> Authenticator App / SMS Authentication / Email Authentication / Recovery Codes Zuper's two-factor authentication is highly needed to protect the user's data and the ...
How to bulk update existing data using import feature?
If you are migrating data from an existing system or would like to add a large number of entries, you can add them in bulk instead of importing data points one at a time using the Import Data feature. Please follow the below instructions to import ...
How to Change the Preferred Date Format?
The date format in Zuper can be changed as per your preference. Click on the "Settings" icon from the left menu. In the General Settings panel, navigate to Account Settings -> Other Settings. Click on the Date Format dropdown and select your ...
How to Change Your Account Password?
The password of your Zuper account can be updated as follows, Navigate to the "Settings" tab on the left menu. In the General Settings panel, click on "Account Settings" in the settings tab. Choose the "Password Settings" tab on the left. Enter your ...