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Concepts
Zuper includes various modules tailored to handle specific aspects of your field service business. These modules work together to provide a seamless and integrated experience, enabling you to manage projects, service requests, jobs, schedules, dispatching, customer information, and more.
Below, you will find a detailed explanation of each module and how they contribute to optimizing your field service management.
User Management
The User Management concept focuses on tracking work hours, managing time-off requests, and scheduling shifts for field technicians using modules like Timesheets, Timeoff, and Shifts for efficient real-time user management.
- Dashboard: The Dashboard module enables you to gather various key metrics from every module in one place.
- Work Order Management
Jobs
Jobs
The Jobs allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business and business-to-customer work orders are efficiently created with all necessary details and properties.
Requests
Requests
The Request module enables administrators (back-office Admins) and customers to create and manage service requests.
Projects
Projects
The Projects module allows you to plan and manage projects that span longer periods and involve multiple jobs, people, and materials, all in one place.
- Scheduling & Dispatching
Dispatch Board
Dispatch Board
The Dispatch Board module provides a centralized overview of routes and all jobs, including those that are unscheduled, assigned, unassigned, and overdue, in one place, allowing dispatchers to act on them with a single click. Its unified view of unassigned routes/jobs, technicians’ schedules, and job locations through a map streamlines the entire dispatching process.
Calendar
Calendar
The Calendar module enables you to efficiently view unscheduled jobs, schedule and manage jobs assigned to field technicians, and create and review time-off requests submitted by users, helping you plan their work accordingly.
Maps
Maps
The Maps module provides a panoramic view that helps you track the exact location of users, jobs, routes, assets, properties, customers, and organizations on an interactive map. This helps optimize routes, reduce travel time, and improve overall efficiency.
- Customer Management
Customers
Customers
The Customers module allows you to add new customers, update their details, and access their complete history and associated records in one centralized location.
Organizations
Organizations
The Organizations module helps you create, view, and update information about various organizations, ensuring all records are accurately maintained and easily accessible.
Properties
Properties
The Properties module enables you to add new properties of customers or organizations, edit existing details and keep track of all the properties you service in one convenient place.
Timesheets
Timesheets
The Timesheet module helps track and manage field technicians’ work hours accurately and efficiently.
Timeoff
Timeoff
The Timeoff module allows you to view, create, and manage time-off requests submitted by field technicians.
Shifts
Shifts
The Shifts module allows you to view, plan, and schedule new shifts for field technicians and track existing shifts in real-time.
- Inventory Management The inventory Management concept focuses on how to efficiently track, manage, and optimize inventory, ensuring the availability of parts, products, and services when needed.
Parts, Products, and Services
Parts, Products, and Services
The Parts, Products & Services module enables you to manage and maintain a comprehensive catalog of your organization’s parts and services. You can add, edit, and categorize parts and services, making tracking inventory and managing costs easier and ensuring that your team has the necessary resources to complete their jobs efficiently.
Pricelists
Pricelists
The pricelists module in Zuper helps businesses implement flexible and efficient pricing strategies. With this feature, businesses can:
- Create multiple pricelists tailored to different customer segments.
- Apply margins, discounts, and custom rates to optimize pricing.
- Reduce manual adjustments and ensure pricing consistency across jobs, invoices, and contracts.
Transfer Orders
Transfer Orders
The Transfer Orders module in Zuper streamlines inventory movement between different locations. This feature allows businesses to:
- Track the status of transfers in real-time.
- Ensure accurate stock updates at both source and destination locations.
- Transfer serialized inventory and record instant transfers.
- Maintain a detailed activity log for audit and tracking purposes.
- Accounting
Quotes
Quotes
The Quotes module allows you to generate, manage, and send quotes to customers.
Invoices
Invoices
The Invoices module streamlines the invoicing process by allowing you to create, manage, and send invoices to customers.
- Contracts & Assets Management
Contracts
Contracts
The Contracts module allows you to create, manage, and track customer service contracts. This includes setting contract terms, expiry dates, and compliance monitoring to ensure both parties meet their obligations.
Assets
Assets
The Assets module helps you manage and maintain detailed records of all assets used in your service operations. This includes tracking asset locations, ensuring proper maintenance, and scheduling servicing to keep your inventory in optimal condition.
- Reports: The Reports module provides comprehensive reporting capabilities, allowing you to generate detailed reports on various modules.