The Client module in Zuper serves as the foundation for managing all your customer-related information. Whether you’re scheduling a job, dispatching a technician, generating an invoice, or reviewing service history, it all starts with your client data, organized into Customers, Organizations, and Properties. Understanding how these components work together helps you deliver better service, streamline operations, and maintain clean, structured records for every interaction.

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What is the client module used for?

The Client module is where you:
  • Add and manage individual customers and their contact details.
  • Group customers under organizations (such as companies or franchises).
  • Define properties (locations) where field jobs are performed.
  • Track service history, jobs, invoices, and communications by customer, organization, or property.
  • Ensure accurate job scheduling, invoicing, and reporting.
It provides a single source of truth for your service operations.

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Customers/Contacts

A Customer in Zuper refers to an individual person who receives your services or communicates with your field teams. The Customers page allows you to manage individual clients and their essential contact details, such as names, phone numbers, email addresses, and service preferences. Each customer profile can also store a complete history of jobs, invoices, and communications, making providing personalized and responsive service easier. Customers can be standalone records or linked to an organization or a specific property, depending on the nature of the service relationship.

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Organizations

An Organization represents a business**, company, **or corporate entity. The Organizations page captures company-level details, ideal for managing business-to-business (B2B) relationships. It includes fields for company name, headquarters location, tax and billing information, and primary contacts. Organizations help to group multiple customer contacts under a single corporate entity, making it easier to manage clients with multiple branches or teams. This structure enables consolidated reporting, unified billing, and streamlined service management across departments or locations, while still maintaining individual-level records for each customer contact.

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Properties

A Property is a physical location where your field team delivers services. This could be a home, office, warehouse, apartment complex, or store. Each property record stores address information, associated contact persons, site-specific resources, and a complete service history. Zuper allows you to associate multiple properties with a single customer or organization, enabling independent, accurate scheduling, technician dispatch, and asset tracking for each site. This is particularly beneficial for service providers handling operations across multiple client locations or managing facilities. Together, these three elements—Customers, Organizations, and Properties—create a powerful, flexible structure that helps teams deliver efficient, accurate, and personalized service with recurring maintenance needs.