Effectively managing organizational information is essential for delivering personalized service, maintaining accurate records, and streamlining field operations. Zuper offers a centralized platform to create, organize, and maintain comprehensive organization profiles that act as a single source of truth for your customer data. By consolidating key details such as contact information, service addresses, tax preferences, and linked customers or properties, Zuper enables businesses to deliver better customer experiences and improve job execution. Organizations serve as the foundation for associating jobs, invoices, contracts, and assets, making them critical to day-to-day operations. With a structured and unified approach, you can easily manage all your organization’s records while maintaining visibility into the entities you serve. This guide will walk you through how to access the Organizations module, create new records, and manage organization-related data efficiently.

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Accessing the Organization listing page

Navigation:  Clients  -> Organizations ->  Organization listing page
  • Select the “Client” module from the left navigation menu and choose “Organizations.”
  • You will land on the Organizations listing page, which provides a comprehensive view of all your organizations with key information such as _Organization Name, Status, and_Created By . Organization1 Pn

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Exploring the listing page

The organizations listing page is designed for easy access and management of records. It includes the following elements.

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Search and Filtering

  • Use the search bar to find an organization by name or email.
  • Apply filters to narrow down organizations based on custom attributes or associated values like Timezone or places. Organization2 Pn

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Customization options

You can customize the listing page to match your preferences. To do this:
  1. Select the Customize button at the top-right corner.
  2. Choose which fields to display.
  3. Drag and drop fields to rearrange them in the desired order. Organization3 Pn

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Creating a new organization

You can quickly create a new organization directly from the listing page.
  1. Click the ”+ New Organization” button at the top right corner.
  2. Fill in the required fields such as Organization Name, Contact Information, Tax Details, and Service Addresses.
  3. For a step-by-step walkthrough, refer to the Creating a new organization article.
Organization4 Pn

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Managing organization details

Once an organization is created, the Organization details page becomes your go-to space for managing its lifecycle. The page follows a three-column layout, the left panel displays the organization’s primary details, while the right panel provides contextual insights and quick actions for efficient business management. Organization5 Pn

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Left panel

The left panel contains organization-related details such as the organization’s name and code. Below this, you will find the quick actions bar, which provides contextual action buttons, including options to mail, create a new job, and add notes. Organization6 Pn

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Right panel

In the right panel, you can view the other module details interlinked with the organization module, such as contacts, property, project, quotes, invoice contract, and assets association for the organization. Organization11 Pn

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More actions   

Managing organizations doesn’t stop at viewing details, and you can perform various actions such as editing, cloning, printing, sharing, and deactivating the organization. To do this, click the “More Actions” button at the top right corner of the page and select the desired option. Organization15 Pn