Understanding the Options to Create a New Job, Customer, Quote, Invoice, Employee, and Broadcast.
Zuper provides a range of features that allow you to create and manage essential records, including jobs, customers, quotes, invoices, employees, and broadcasts. These records form the foundation of your field service operations, ensuring data accuracy, effective job scheduling, expedited invoicing, and overall operational success.
In this module, we will dive into each of these record creation options, guiding you through the steps and highlighting key considerations. You will learn how to capture and organize job details, create, and manage customer profiles, generate quotes and invoices, add employee information, and broadcast important messages to your team.
(Coming Soon)
