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Experience

Reap The Benefits Of Integrating Zuper With Xero And Stay Ahead Of The Competition

Zuper and Xero’s bilateral sync allows you to track your inventory efficiently and get paid faster by keeping your invoices organized. Breakdown time-consuming tasks and minimize the administrative workload for field service technicians and the accounting teams.

Experience Seamless Financial Management With Xero’s User-Friendly Design And Intuitive Interface

Manage your finances effortlessly with Xero’s wide range of capabilities. From bookkeeping to invoicing, bank reconciliations to expense tracking, we got you covered.
  • Its user-friendly design caters to the needs of accounting professionals and business owners alike
  • Enhance productivity and automate repetitive tasks and keep data synchronized across various platforms
  • Increase efficiency, save time, and gain valuable insights to make informed financial decisions
  • A dependable and effective solution suitable for businesses of all sizes

Stay Updated With Your Field Service Payment Needs And Real-Time Reporting

Easily monitor completed assignments, inventory used, and labor hours recorded, which are all directly synchronized with Xero.
  • Enjoy the convenience of making instant financial updates, ensuring your team has the information they need when they need it
  • Get a comprehensive view of your financial performance with real-time reporting
  • Enable businesses to identify trends and make data-driven decisions with confidence
  • Unlock new opportunities to optimize costs with this valuable information at your fingertips

Approach Each Business Transaction With Confidence

Zuper enables technicians to access customer information, service history, and job details for smooth on-site interactions. Payments can be collected on-the-field once a job is complete. Enhance your accounts receivable efficiency with the ability to process multiple payments simultaneously.
  • Experience faster and more accurate invoicing, which guarantees prompt billing, ultimately leading to an enhanced customer experience
  • Enhance collaboration between the accounting department and your field service team with the seamless integration of Zuper and Xero
  • Enhance bookkeeping efficiency and mitigate manual errors
  • Experience enhanced operational efficiency and precise financial management by integrating Zuper and Xero

Delight Customers With Zuper And Zendesk

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Integrating Field Service with Customer Service  

Improved Communication Between the Frontline and Field Service Teams  
Enable communication between agents, back-office staff, business owners, and field technicians in one unified location without switching between platforms. This enhanced collaboration minimizes ticket reopening rates and significantly reduces the time to resolve issues.
Real-time Progress Updates
Helpdesk staff stay constantly informed about the progress in the field directly from the ticket screen. They receive instant status updates from field technicians, access job notes, and view completed task images—all within the ticket interface.  

How Does the Zuper + Freshdesk Integration Work? 

Streamline the entire service process, from initial service request to on-site service delivery. Experience easy to set up, no coding, two-way integration. Manage and sync customer and job details to Zuper from Freshdesk. All actions taken on Zuper are immediately reflected in Freshdesk ensuring consistent records between both platforms. 

Optimized Ticket-to-Job Conversion for Field Service Operations 

For every new ticket in Freshdesk, the Zuper widget embedded in the ticket screen can be used to create a field service job without users having to enter the data twice. A customer support agent can quickly check for available field technicians who have the needed skills and are in close proximity to the job site. Zuper also allows dispatchers to map the service location with the right geo coordinates and assign any required assets directly from the ticket screen. 
  • Enjoy the convenience of making instant financial updates, ensuring your team has the information they need when they need it
  • Get a comprehensive view of your financial performance with real-time reporting
  • Enable businesses to identify trends and make data-driven decisions with confidence
  • Unlock new opportunities to optimize costs with this valuable information at your fingertips

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Two-Way Sync for Job Notes 

Back-office staff and technicians can swap job notes, such as task completion updates, unexpected challenges and solutions, and follow-up requirements, as well as documents like before-and-after images of completed work, contract agreements, and inventory lists. This two-way communication allows everyone involved to keep tabs on the job’s status and take prompt action to quickly resolve issues. The activities tab records each step, providing a complete job history for supervisors reviewing the job later. If a new agent or a field technician takes over the job, they already have a detailed record of progress made so far, ensuring a smooth transition. 
  • Enjoy the convenience of making instant financial updates, ensuring your team has the information they need when they need it
  • Get a comprehensive view of your financial performance with real-time reporting
  • Enable businesses to identify trends and make data-driven decisions with confidence
  • Unlock new opportunities to optimize costs with this valuable information at your fingertips

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets.