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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 to Use the In-Built Chat Application

The in-built chat application in Zuper serves as a central hub for real-time communication, allowing technicians to instantly connect with other internal stakeholders who can help move the job forward. This feature eliminates the need for separate communication channels, facilitating efficient and transparent exchanges of information.

As the conversations are tied to a specific job, it helps improve transparency and maintain a record of everything that has been discussed accessible for future reference.

(Coming Soon)

How to Add Job Notes
Prev
How to Add Parts and Services to a Job
Next
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