> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zuper.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Call Sidekick
> The Sidekick in Zuper Connect gives instant visibility into customer details during calls.
# Overview
The Sidekick in Zuper Connect is designed to provide users instant visibility into a customer’s background during calls. Whenever you receive an incoming call, the Sidekick automatically displays all relevant customer information in one consolidated view, eliminating the need to switch between modules or search manually.
With the Sidekick, you can quickly access customer highlights, jobs associated with the customer, recent call history, quotes, and invoices, enabling you to deliver faster resolutions and more personalized interactions. This ensures every customer call is handled with efficiency, accuracy, and context.
***Note:*** If the caller is a new customer, you must create a ***Customer Record*** before their details can be displayed in the Sidekick.
# Prerequisites
Before using the Sidekick in Zuper Connect, make sure the following requirements are met:
* Customer phone numbers are stored accurately and linked to the correct customer records.
* Zuper Connect has been purchased and enabled in your organization account.
* You have access to Zuper Connect, and your role includes the necessary permissions to view customer details, jobs, invoices, quotes, and conversations.
* Customer highlights such as tags, account manager assignments, and service history are updated regularly.
# How Sidekick works
When a call is received, the Sidekick automatically appears as a consolidated sidebar displaying key customer information. This sidekick allows agents to quickly access and navigate customer records without leaving the call interface.
The sidekick includes the following sections:
## Customer Highlights
This section provides a snapshot of key customer details at a glance. It typically includes financial information (like **outstanding balance** **and lifetime value**), service history (such as **customer since**), **associated account manager**, and **customer tags**.
These details help you quickly understand the customer’s financial information and history with your business.
* To access the customer’s complete profile, including contact information, service history, billing details, associated jobs, quotes, invoices, and notes, click **View full details**. This will redirect you to the Customer Details page, where you can review and manage all information related to the customer in one place.
## Jobs
Jobs represent the work orders created for a customer. In this section, you will see the most recent jobs along with their **name**, **status**, and **scheduled date and time**.
This gives you instant context on the job that has been completed or is in progress for the customer.
* You can click the **job name** to open the **Job Details** page, where you can review complete information such as the description, current status, scheduled date and time, assigned technician, associated notes, quotes, invoices, and so on.
* To view the full list of jobs created for the customer, click **View All Jobs**. This redirects you to the **Jobs Listing** page, where all jobs linked to the customer are displayed for easy tracking and management.
* To create a new job directly from the Sidekick, click the “**+**” icon located next to the Jobs header.
* To make sure you are seeing the most recent updates, click the **refresh** icon beside the Jobs header. This reloads the section with the latest job information.
## Recent Calls
The Recent Calls section provides a quick view of past customer interactions. It displays details such as the **customer name**, **Zuper phone number** used to receive or place the call, **call status** (missed, completed, canceled, etc.), the **responding agent**, the **date and time of the call**, and the **call duration**.
This allows you to review communication history and handle ongoing conversations with full context.
* To view all calls associated with the customer, click **View Details**. You’ll be redirected to the Customer Conversations page, which provides a complete record of all communications with the customer for full context.
## Quotes
The Quotes section displays the most recent price estimates shared with the customer before confirming a job or service. Each entry highlights the **quote name**, **amount**, **status** (draft, sent, etc.), and **expiry date**.
Having this information handy allows you to discuss pricing and pending approvals confidently during calls.
* You can click the **quote number** to open the **Quote Details page**, where you can review complete information, including items, pricing, validity, and approval status.
* To send the quote directly to the customer, use the available **Send Email** or **Send Text** options.
* To view all quotes associated with the customer, click **View All Quotes**. This will redirect you to the Quotes Listing page, where every quote linked to the customer is displayed for tracking and follow-up.
* To create a new quote directly from the Sidekick, click the “**+**” icon next to the Quotes header.
* To ensure the latest quote details are displayed, click the **refresh** icon beside the Quotes header.
## Invoices
The Invoices section displays the most recent billing documents issued to the customer for completed jobs or services. Each entry shows the **invoice number**, **status** (e.g., Paid, Draft, Sent, Overdue), **amount**, and the **due date** or payment date.
This helps you to quickly check the customer’s billing status and outstanding payments during a call and, if needed, send reminders via SMS or email.
* You can click the **invoice number** to open the **Invoice Details page**, where you can review all related information, including customer and billing details, associated jobs and quotes, products or services, payment status, and other key invoice-specific data.
* To share the invoice directly with the customer, use the available **Send Email** or **Send Text** options.
* To view all invoices associated with the customer, click **View All Invoices**. This will redirect you to the **Invoices Listing** page, where all invoices linked to the customer are displayed for tracking and follow-up.
* To create a new invoice directly from the Sidekick, click the “**+**” icon next to the Invoices header.
* To ensure the latest invoice details are displayed, click the **refresh** icon beside the Invoices header.
***Note:*** Information in the Sidekick is displayed only if the corresponding records are available.
# FAQs
No, the **Sidekick** does not appear for new customers automatically. If the caller is a new customer whose phone number is not stored in Zuper, first create a **Customer Record**. Once you save the record, their details appear in the **Sidekick**.
Yes, you can create new jobs, quotes, and invoices directly from the **Sidekick**. Select the **+** icon next to the relevant section header to create a new record.
Select the refresh icon beside each section, for example, **Jobs**, **Quotes**, **Invoices**, or **Recent Calls**, to reload the most recent updates.
Yes, you can access full details from the **Sidekick**. Select an item, such as a job name, quote number, invoice number, or call entry, to go to its details page for a complete view.
If a phone number is inaccurate or not linked to the correct customer record, the **Sidekick** does not display the correct customer information. Ensure that phone numbers stay updated in your customer records.
Yes, you can send quotes and invoices directly from the **Sidekick**. Select **Send Email** or **Send Text** to send a quote or invoice to the customer instantly.
No, the **Sidekick** is available only to users who have **Zuper Connect** enabled and who have the role-based permissions required to view customer details, jobs, quotes, invoices, and call history.
If the **Sidekick** does not appear during a call, follow these steps:
1. Confirm that **Zuper Connect** is enabled for your organization.
2. Confirm that your role has the necessary permissions.
3. Log out of Zuper, log back in, and then refresh the Zuper tab so that the **Sidekick** functions properly.
4. Verify that the customer's phone number is stored and linked correctly.
If the issue continues, contact your system administrator.
No, the **Sidekick** currently supports incoming calls only. For incoming calls, it automatically displays customer details, giving you complete context to handle every interaction efficiently. Our team is working to bring this feature to outgoing calls as well.
The **Sidekick** displays the most recent record by default. Select **View All Jobs**, **View All Quotes**, or **View All Invoices** to view the rest.
No, the **Sidekick** closes automatically once the call ends. Zuper logs all interactions with timestamps for audit and tracking purposes.
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