Configuring Request Settings

Zuper Requests module allows you to manage and configure request-related settings efficiently. This guide walks you through the key features and how to use them.

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Request general settings

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Requests.” Select the “Request General Settings.”

2. Notify Contacts on Status Updates? Toggle this to turn notifications on/off to contacts when a request’s status changes. Yes: Toggle to Yes will enable the status notifications. No: Toggle to No will disable the status notifications.

Click the “Save” button to save the request’s general settings. Toggle to No will disable the status notifications.

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Request status settings

You can view the list of request statuses. By default, we have statuses such as Open, In-progress, Closed, On Hold, and Cancelled, which you can either edit/delete/reorder.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Requests.” Select the “Request Status.”

2. Click the “+ New Status” to create a new status.

3. A dialog box appears. Enter the following details

• Status Name: Enter the name of the status.
• Status Type: Select status type from the dropdown.
• Description: Add a brief description.
• Status Color: Choose a color for the status.
• Click “Create” to save the new request category.

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Manage services

You can manage services or add new services.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Requests.” Select the “Manage Services.”

2. Click the “+ New Service” to create the new service.

3. Provide the details for the service, such as “Service Name,” “Description,” “Duration” (average time to complete the service), and “Estimated Price.”  You can upload the relevant image.

4. You can also import the existing service from the “Parts & Services” module.

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Request source

Define and manage sources where requests originate.

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Requests.” Select the “Request Source.”

2. Click ”+ New Source ” to add the source’s origination point.

3. Enter the “Source Name” and click the “Create” button.

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Availability settings

You can use this setting to specify the availability of your business to complete customer requests.

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Date controls

Here, you can set the minimum and maximum availability notice, which defines the dates a customer can request a service from your business.  For instance, if the minimum availability notice is set to 2 days and the maximum availability notice is set to 50 days, then the customer can request service any day between 2 days from the current date and up to 60 days later, subject to available date slots. Here, you can specify the time slot length to complete customer requests. By default, there are 30-minute, 1-hour, and 2-hour time gaps. Based on your preference, you can select the time slots from the dropdown menu and click “Generate.” This will generate the time slots for the customer to fulfill their requests. Additionally, depending on your business, you can turn the working days on or off. This ensures customers can only raise requests during your business days and hours.

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Request Custom fields

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Requests.” Select the “Request Custom Fields.”

Text

• Single-Line Input: This allows you to create a field to enter a single line of free text.
• Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

• Date Input: This allows you to create a field to select a specific date from a calendar.
• Time Input: This allows you to create a field to select a specific time.
• Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

• Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
• Multi-Selection: This allows you to create check boxes where the provided options can be checked.
• Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

• Upload: This allows you to create a file input field to upload files.

Misc

• Look up : This allows you to create a file input field to look up the products from the parts and services module.

Click “Create New” to create the “Custom Field” group. Following the outlined steps, you can easily organize request statuses and categories, ensuring clarity and coherence in project management.