Using Zuper Connect on Mobile

As a Field Technician, you spend most of your day on the move — attending jobs, traveling between sites, and solving customer issues in real time. Zuper Connect puts powerful communication tools directly in your hands. You can make calls, send and receive messages, and stay fully connected with customers and teammates without switching to your phone’s native dialer or returning to the office. Every call and message is automatically logged and linked to the right job, giving you complete context and helping you deliver faster, more professional service. With Zuper Connect on mobile, you can:

• Make and receive customer calls using Zuper Phone (recommended) or your device’s native dialer.
• Send and receive SMS messages with full conversation history.
• Contact assigned teammates directly from a job.
• Access all communications from the Dashboard, active jobs, and customer profiles.
• View call logs, listen to recordings, and check voicemails — all in one place.
• Minimize calls or switch between messaging and job updates without losing progress.

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Before You Begin

Ensure the following before using Zuper Connect on mobile:

• Zuper Connect is enabled for your account.
• Your user profile has a default phone number assigned.
• Your role has agent access.
• You have an active internet connection (Wi-Fi or mobile data) for Zuper Phone and messaging.
• The Zuper app is logged in to receive real-time calls and notifications.

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Accessing Zuper Connect

You can access Zuper Connect in three ways.

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From the Dashboard

This is the fastest option for daily use.

1. Open the Zuper mobile app.
2. On the Dashboard, tap the Call Log icon.

Zuper Connect opens with two tabs: Conversations (SMS/messages) and Recent Calls (call history).

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From a Job

1. Open any job.
2. Tap the call icon to call or the message icon to send a message next to the customer card or service address.

Why can't I see the Connect icons on a job?

The Connect icons appear on a job only when all of the following conditions are met:

• The job is assigned to you.
• A customer is associated with the job.
• The job status is not Cancelled.
• The job falls within the 4-day visibility window. For example, if your job is scheduled on March 26, the Connect icon is visible from March 25 to March 28.
• The job is not hidden from Field Technicians by your administrator.

Admins and Team Leads have full access and can see communication options outside these conditions.

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From a Customer Profile

1. Go to Clients → Customers.
2. Open a customer profile.
3. Tap the call icon to call or the message icon to send a message.

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Making a Call

Always use Zuper Phone when calling a customer. It ensures calls are logged, recorded (when enabled), and linked to the correct job automatically.

1. Tap the phone icon next to the customer’s name — from a job, customer profile, or Recent Calls.
2. Select your dialer: Zuper Phone or My Phone (native dialer).

During a call, you can:

• Mute — silence your microphone without ending the call.
• Record — start recording if your admin has enabled this feature.
• Hold — pause the call and resume when ready.
• Minimize — shrink the call screen so you can check job details, update statuses, or send a message while still on the call.

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Receiving a Call

When a customer calls you:

1. A notification appears on your mobile device.
2. If the number matches a customer in Zuper, their name displays automatically.
3. Tap Accept to answer or Ignore to decline.

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Sending and Receiving Messages

You can manage all customer SMS messages directly from your phone.

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Opening Your Conversations

1. On the Dashboard, tap the Call Log icon.
2. Tap the Conversations tab.

Your full list of conversations appears, showing customer name, last message preview, and timestamp. Switch between tabs to focus on what matters most:

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Sending a Message

1. Open a conversation or tap the message icon next to a customer’s name from a job.
2. Tap Write a message at the bottom of the screen.
3. Type your message and tap the send arrow (▶).

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Reading a Message

Tap any conversation to open it. You will see the complete history of messages and calls with that customer in a single thread, so you always have the full picture before you respond.

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Marking a Conversation as Unread

If you read a message but cannot respond right away, mark it as unread so you can come back to it.

1. Open the conversation.
2. Tap the icon in the top-right corner.
3. Select Mark as unread and tap Proceed.

The conversation returns to your notifications as a reminder to follow up.

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Viewing Call History and Recordings

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From Zuper Connect — Recent Calls Tab

1. Open Zuper Connect and tap Recent Calls.
2. Filter by call type to find what you need:

Each entry shows the customer name, call direction, duration, and time. Tap the call-back icon next to any entry to call that customer again immediately.

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From Inside a Job — Call Logs Tab

1. Open the job from your Jobs list.
2. Tap the Call Logs tab.
3. View every call linked to that job — type, timestamp, duration, and recording.
4. Tap the play button to listen to any recording directly from your phone.

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Contacting Assigned Teammates from a Job

When multiple users are assigned to the same job, you can reach any of them directly from the job details screen.

1. Open the Zuper mobile app and navigate to the Jobs module.
2. Tap the job you want to open.
3. Tap the Details tab.
4. Scroll down to the Assigned to section.

You will see a list of all users assigned to this job, along with their team name and role. Each user row displays one or both of the following icons:

• Call icon — initiates a call to this teammate. The calling apps shown depend on the apps installed on your device.
• Message icon — opens an in-app chat with this teammate.

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FAQs

Q: What is the difference between Zuper Phone and Native Phone? A: Zuper Phone logs the call automatically and supports recording. Native Phone uses your SIM card but does not save the call in Zuper. Q: Can I send text messages to customers from the app? A: Yes. Use the Conversations tab to send and receive SMS in real time. Q: Will my team see these messages and calls on the web? A: Yes. Everything syncs across mobile and web so the whole team stays updated.

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Related Articles

• Zuper Connect Overview
• Setting Up Zuper Phone
• Call Recording Settings
• Managing Customer Profiles