How to Edit a Job or Work Order

In this video, we are going to show you how to edit a Job or Work Order on Zuper's Jobs module. Please note that once a job is created, it is...

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How to Edit a Job or Work Order

In this video, we are going to show you how to edit a Job or Work Order on Zuper's Jobs module. Please note that once a job is created, it is...

February 1, 2023

How to Configure Job Categories, Statuses, and Policies on Zuper?

In the first segment of the video on configuring Business Process Workflows, we are going to how to add job categories, associated statuses, and...

February 1, 2023

How to Create a Work Order or Job on Zuper

Work Order Management or Job management is literally the heart of Zuper. We have built it in a way to ensure that Field Service Organizations...

February 1, 2023

Elevate Your Field Service Operations with Zuper and Zendesk Integration

Combine the power of customer support and field service to create a seamless end-to-end customer experience.

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How to Manage Your Field Service Business with Zuper

Streamline your field service operations. From work order management to employee tracking, Zuper offers a variety of features to help you better..

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Revolutionize Your Timesheet Management with Zuper

See how easy it is to track employee hours, generate reports, and streamline your payroll process.

January 20, 2023

How to Create an Invoice and Collect Payments via Credit Cards on Zuper Mobile App

Field Service Technicians can now create an invoice after the job is completed from the Zuper Pro mobile application. Watch this video to know...

January 13, 2023

How to Share the Invoice Payment Link on Zuper

Invoicing is the most important step of a job. To simplify your digital payment processing, you can now easily share the payment link with your...

January 13, 2023

How to Edit an Existing Invoice on Zuper

Just in case, you send an invoice to a customer. They do not accept it but request a few changes in the invoice. Watch this video to know how...

January 13, 2023

How to Add a Credit Card to Customer Records on Zuper

Chasing payments is an uphill task for a field service business owner. Ensure that you get paid faster by saving your customers' credit card...

January 13, 2023

How to Import Customers into Zuper

In this video, we are going to look at how to import your customers into Zuper. If you need to add many customers into Zuper, instead of creating..

January 13, 2023

How to Create and Manage a Team on Zuper

In this video, we are going to show you how to create a team and add users to it on Zuper.

January 13, 2023

How to Auto-Convert a Quotation Into an Invoice on Zuper

In this video, we are going to show you how to auto-convert an accepted quotation into an invoice on Zuper.

January 13, 2023

How to Create a Quotation Reminder on Zuper

In this video, we are going to show you how to create a quotation reminder on Zuper. Quotation reminders enable you to remind customers to accept..

January 13, 2023

How to Create an Invoice Reminder on Zuper

In our previous video, we saw how to create a quotation reminder on Zuper. Today, we are going to show you how to create an invoice reminder on...

January 13, 2023

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How to Enable Field Technicians to Create a Job or Work Order on Zuper

In this video, we are going to show you how to enable Field Technicians to create a job or work order on Zuper.

January 13, 2023

How to Enable Field Technicians to Create Customers on Zuper

Today, we are going to look at the process of enabling technicians to create new customers. By default, the technicians will have access only to...

January 13, 2023

How to Enable Field Technicians to Create Quotations on Zuper

Today, we are going to look at the process of enabling technicians to create quotations. By default, the technicians will not have access to...

January 13, 2023

How to Enable Field Technicians to Create Invoices on Zuper

c By default, the technicians will have not have access to...

January 13, 2023

How to Create Tax Configurations for Your Invoices on Zuper

In this video, we are going to look at how to create tax configurations for your invoices on Zuper. Configuring taxes will enable you to send tax..

January 13, 2023

How to Create Payment Modes and Payment Terms for Your Invoices on Zuper

In our previous video, we saw how to configure taxes for your invoices on Zuper. Today, we are going to look at how to create payment modes and...

January 13, 2023

How to Create and Send a Broadcast on Zuper

In this video, we are going to look at how to create and send a broadcast on Zuper. Using a broadcast, you can send out announcements and any...

January 13, 2023

How to Create a Custom Job Field

In our previous video on configuring Business Process Workflows in Zuper, we saw how you can add job categories, associated statuses, and...

January 13, 2023

How to Configure the On-My-Way Customer Notification on Zuper

In this video, we are going to look into the process of creating an On My Way notification for the customer.

January 13, 2023

How to Import Employees Into Zuper

In this video, we are going to show you how to import employees into Zuper. If you need to add many customers into Zuper, instead of creating the..

January 13, 2023

How to Import Products, Parts, and Services Into Zuper

In this video, we are going to look at how to import your products, parts, and services into Zuper. If you need to add many products into Zuper...

January 13, 2023

How to Create a Job Status Notification on Zuper

Zuper allows you to configure job notifications by letting you create and edit custom job reminders, job delays, and status alerts. In this...

January 13, 2023

How to Use the Global Search in Zuper

In this video, we are going to look at how to use the new global search in Zuper. You might be already aware that Zuper provides an extensive...

January 13, 2023

Create and Configure Job Checklists

In this video, we are going to show you how to create and configure Job Checklists on Zuper. A checklist helps organizations to define discrete...

January 13, 2023

How to Create a Customer on Zuper

In this video, I am going to walk you through how to create a new customer in Zuper. Customers are essentially the people or businesses for whom...

January 13, 2023

Asset management

How to Create a Job for an Asset on Zuper

In this video, we will show you how to explore the asset management page and how to create a job by using the particular asset number and how to...

January 11, 2023

Asset management

How to View and Filter Assets on Zuper

In this video, we will find out how to view the list of assets and basic details such as the asset code, name, name of the customer and how you...

January 11, 2023

Work Order Management

How to Edit a Job or Work Order

In this video, we are going to show you how to edit a Job or Work Order on Zuper's Jobs module. Please note that once a job is created, it is...

February 1, 2023

Work Order Management

How to Configure Job Categories, Statuses, and Policies on Zuper?

In the first segment of the video on configuring Business Process Workflows, we are going to how to add job categories, associated statuses, and...

February 1, 2023

Work Order Management

How to Create a Work Order or Job on Zuper

Work Order Management or Job management is literally the heart of Zuper. We have built it in a way to ensure that Field Service Organizations...

February 1, 2023

Work Order Management

How to Create a Custom Job Field

In our previous video on configuring Business Process Workflows in Zuper, we saw how you can add job categories, associated statuses, and...

January 13, 2023

Work Order Management

Anatomy of a Job

In the first part of our Work Order Management video series, we saw how to create a job - in this second part, we will be looking into the..

January 9, 2023

Work Order Management

How Can Technicians Interact with a Work Order or Job from the Zuper Mobile App

In this video, we are going to take a look at how technicians can interact with the jobs assigned to them, view jobs, update job status, mark...

January 9, 2023

Work Order Management

How to Add Notes to a Work Order or Job

Notes are a piece of information that will be useful during the course of a job. This can be a set of written instructions, an image, or a doc...

January 9, 2023

Work Order Management

In-App Chat Application

This “Live chat” feature in Zuper keeps all the information regarding the job in one place and accessible to everyone assigned to the job. Watch...

January 9, 2023

Work Order Management

How to Clone a Job or Work Order

As a part of our video series on Work Order Management, we are going to look at how to clone a job or work order on Zuper.

January 9, 2023

Work Order Management

How to Delete a Job or Work Order on Zuper

As a part of our video series on Work Order Management, we are going to look at how to delete a job or work order on Zuper.

January 9, 2023

Work Order Management

How to Update the Status of a Job on Zuper

In this video, we are going to look into job status and the process of updating them from both Zuper web and mobile applications.

January 9, 2023

Work Order Management

How to Rollback and Delete a Job Status

In our video series on Work Order Management, we are going to look into how to rollback and delete a job status on Zuper.

January 9, 2023

Work Order Management

How to Reschedule a Job

In this video, we are going to show you how to reschedule a job or work order on Zuper.

January 9, 2023

Work Order Management

How to Assign and Unassign a Technician to a Job

In this video, we are going to show you how to assign or unassign technicians to a job or work order on Zuper.

January 9, 2023

Work Order Management

How to Print or Share Job Details with Your Customers

In this video, we are going to show you how to print or share the job details with your customers.

January 9, 2023

Revolutionize Your Timesheet Management with Zuper

See how easy it is to track employee hours, generate reports, and streamline your payroll process.

January 20, 2023

How to Import Customers into Zuper

In this video, we are going to look at how to import your customers into Zuper. If you need to add many customers into Zuper, instead of creating..

January 13, 2023

How to Import Employees Into Zuper

In this video, we are going to show you how to import employees into Zuper. If you need to add many customers into Zuper, instead of creating the..

January 13, 2023

How to Import Products, Parts, and Services Into Zuper

In this video, we are going to look at how to import your products, parts, and services into Zuper. If you need to add many products into Zuper...

January 13, 2023

Account settings

How to Enable Field Technicians to Create a Job or Work Order on Zuper

In this video, we are going to show you how to enable Field Technicians to create a job or work order on Zuper.

January 13, 2023

Account settings

How to Add a New User on Zuper

In this video, we are going to look at how a new user can be created in Zuper. A user can be anyone who needs access to the Zuper. Based on the...

January 9, 2023

Quotations on Zuper

How to Create a Quotation or Estimate

In this video, we are going to dive in detail into the Quotations module on the Zuper web application. Quotations or Estimations is where field...

January 9, 2023

Quotations on Zuper

How to Accept or Decline a Quote or Estimate

In our video series on Zuper's Quotations software, we are going to show you how customers can accept or decline a quote. Quotations or Estim...

January 9, 2023

Quotations on Zuper

How to Convert a Quotation Into a Job or Work Order

In this video, we are going to look at how an accepted quotation can be converted into a job or work order on Zuper. Quotations or Estimations is..

January 9, 2023

Quotations on Zuper

How to Convert a Job Into a Quote

In this video, we are going to look at how a job can be converted into a quotation. When a job nears its completion, you might want to generate...

January 9, 2023

Customer Management

How to Create a Customer on Zuper

In this video, I am going to walk you through how to create a new customer in Zuper. Customers are essentially the people or businesses for whom...

January 13, 2023

Notifications and Alerts

How to Create a Job Status Notification on Zuper

Zuper allows you to configure job notifications by letting you create and edit custom job reminders, job delays, and status alerts. In this...

January 13, 2023

Learn More About Zuper Today

Get started with a free Zuper trial account and explore on your own how you can improve your field service operations, or schedule a demo today with our product experts!

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