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Getting started

Curriculum

  • 14 Sections
  • 56 Lessons
  • 10 Weeks
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  • Lesson 1
    Web App | 2 videos | 3 mins
    2
    • 1.1
      How to Login to Your Zuper Account
      2 Minutes
    • 1.2
      How to Change Your Zuper Account Password
      1 Minute
  • Lesson 2
    Web App | 2 videos | 10 mins
    4
    • 2.1
      How to Add a New User with Business Hours
      3 Minutes
    • 2.2
      How to Add a User to an Appropriate Team
      2 Minutes
    • 2.3
      How to Manage a Team
      3 Minutes
    • 2.4
      How to Manage Shifts
      2 Minutes
  • Lesson 3
    Web App | 3 videos | 13 mins
    4
    • 3.1
      How to Create a Customer
      6 Minutes
    • 3.2
      How to Create a Job
      4 Minutes
    • 3.3
      How to Update a Job Status
      2 Minutes
    • 3.4
      How to Create Customers within a Job
      1 Minute
  • Lesson 4
    Mobile App | 3 mins
    2
    • 4.1
      How to Install Zuper Pro
      1 Minute
    • 4.2
      How to Switch to Training Mode
      2 Minutes
  • Lesson 5
    Mobile App | 5 mins
    4
    • 5.1
      How to Accept or Reject a Job
      2 Minutes
    • 5.2
      How to Access Your Current Day’s Jobs
      2 Minutes
    • 5.3
      How to Access and Filter Jobs
    • 5.4
      How to Update the Job Status
      1 Minute
  • Lesson 6
    Mobile App | 3 mins
    4
    • 6.1
      How to Add Job Notes
    • 6.2
      How to Use the In-Built Chat Application
    • 6.3
      How to Add Parts and Services to a Job
      3 Minutes
    • 6.4
      Understanding Job Activities
  • Lesson 7
    Web App | 7 mins
    4
    • 7.1
      How to Activate or Deactivate Users
      2 Minutes
    • 7.2
      How to Reset a User’s Password
      1 Minute
    • 7.3
      How to Add Skill Sets and Configure Them in Settings
      4 Minutes
    • 7.4
      How to Set Up User Locations
  • Lesson 8
    Web App | 20 mins
    5
    • 8.1
      How to Add a Part or Service to a Job
      4 Minutes
    • 8.2
      How to Add an Asset to a Job
      4 Minutes
    • 8.3
      How to View, Sort, or Filter Jobs
      4 Minutes
    • 8.4
      Calendar Resource View
      3 Minutes
    • 8.5
      How to Assign Unassigned, Unscheduled, or Overdue Jobs
      5 Minutes
  • Lesson 9
    Web App | 17 mins
    5
    • 9.1
      How to Create a Quote
      5 Minutes
    • 9.2
      How to Add Multiple Line Items for Approval
      2 Minutes
    • 9.3
      How to Send a Quote for Approval
      3 Minutes
    • 9.4
      How to Create a Job from a Quote
      4 Minutes
    • 9.5
      How Can a Customer Approve a Quote
      3 Minutes
  • Lesson 10
    Web App | 16 mins
    5
    • 10.1
      How to Create an Invoice from a Quote
      3 Minutes
    • 10.2
      How to Create an Invoice
      5 Minutes
    • 10.3
      How to Send an Invoice to a Customer
      3 Minutes
    • 10.4
      How to Generate a Payment Link
      2 Minutes
    • 10.5
      How to Mark an Invoice as Paid
      3 Minutes
  • Lesson 11
    Web App | 14 mins
    4
    • 11.1
      How to Add a Product, Part, or Service
      4 Minutes
    • 11.2
      How to Add a Service in Zuper
      4 Minutes
    • 11.3
      How to Edit a Product, Part, or Service
      2 Minutes
    • 11.4
      How to Create a Contract from a Quote
      4 Minutes
  • Lesson 12
    Web App | 13 mins
    4
    • 12.1
      How to Create an Asset
      3 Minutes
    • 12.2
      How to View Asset Details, Add an Attachment, and Make Edits
      4 Minutes
    • 12.3
      How to Create a New Job for an Asset
      4 Minutes
    • 12.4
      How to Print the Asset Barcode
      2 Minutes
  • Lesson 13
    Web App | 8 mins
    5
    • 13.1
      Understanding the Difference Between Timesheets and Job Time Logs
    • 13.2
      How to Manage Working Hours of Your Employees
      2 Minutes
    • 13.3
      How to Create a Time-Off Request
      3 Minutes
    • 13.4
      How to Manage Time Off Requests
      1 Minute
    • 13.5
      How to Export Timesheets
      2 Minutes
  • Lesson 14
    Web App | 2 mins
    4
    • 14.1
      How to Customize the Dashboard
      1 Minute
    • 14.2
      Report Overview
      1 Minute
    • 14.3
      Exploring the Global Search
    • 14.3
      Understanding the Options to Create a New Job, Customer, Quote, Invoice, Employee, and Broadcast.

How Can a Customer Approve a Quote

Zuper offers your customers the power to review your proposed service or product costs, terms, and conditions and provide their consent to initiate the job. This guide sheds light on the entire process, outlining the steps and considerations involved in getting your quotes approved.

Whether you’re a field executive looking to help your customer through the approval process or an administrator seeking ways to speed up your quotation approval cycle, this guide will equip you with all the information you need to navigate the quote approval process effortlessly.

How to Create a Job from a Quote
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How to Create an Invoice from a Quote
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