Welcome to Dashboard 101 of Zuper!

Zuper Dashboard is your central hub for managing and tracking field service operations. With real-time insights at your fingertips, you can see the pulse of your business with just a glance. By consolidating data from key modules—Jobs, Timesheets, Quotes, Invoices, Requests, and more—the Dashboard gives you a comprehensive view of your operations.

From key performance metrics to actionable data, it empowers you to make informed decisions quickly—whether you’re optimizing technician schedules, tracking job progress, or analyzing financials.

Main Benefits of the Zuper Dashboard

Centralized Data Hub: You can get a unified view of your operations by integrating key performance metrics from across your business.

Real-Time Insights: You can monitor key activities and metrics as they occur so you can take action when it matters most.

Customizable Widgets: You can make the Dashboard work for you by adding, removing, and adjusting widgets to focus on what’s most important.

Actionable Data: You can explore detailed performance data to uncover trends, spot potential issues, and find opportunities for improvement.

Below is a breakdown of each module, along with detailed information on what they track.

Jobs Module

The Jobs module helps you monitor the status and progress of your jobs. Here’s what you can track:

Timesheet Module

The Timesheet module tracks your team’s time management, ensuring that all workers are accounted for throughout the day. The following metrics are key:

Quotes Module

The Quotes module allows you to manage service estimates and track their success. You can monitor quotes based on their status, enabling you to track the progress from creation to approval or decline:

Invoice Module

The Invoices module allows you to track the status of invoices and ensure that payments are processed in a timely manner. The following metrics provide insight into your billing status:

Maps Module

The Maps module is designed to help you optimize job routing and track your team’s locations. The following metrics give you a clear view of your team’s movements and job locations:

Service Contracts Module

The Service Contracts module helps you manage and monitor the status of service contracts. This ensures that your team adheres to service-level agreements (SLAs) and maintains good customer relationships:

Assets Module

Track your company’s assets and manage their lifecycle with the Assets module. This module provides essential metrics to ensure your assets are in good condition and available for use:

Requests Module

The Request module allows you to monitor service requests from customers. You can categorize these requests and monitor their progress:

Note: Statuses that appear here are those configured in the Request settings.

Projects Module

The Projects module enables you to track long-term or ongoing projects with multiple jobs involved: