> ## 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.

# Getting started with your Zuper roofing trial

## Overview

This guide takes you through a real roofing workflow in Zuper, from the moment a lead comes in to the moment payment is recorded. As you complete each stage, you will see how Zuper automates the hand-offs between your sales team, production crew, and back office — so nothing falls through the cracks.

Plan for 30 to 45 minutes to complete the full walkthrough. You will use both the Zuper web app and the Zuper mobile app.

<Info>
  **Before you begin:** When you create your test customer, use your own email address as the customer name. This lets you receive every notification your customers would — inspection confirmations, proposals, invoices — so you can experience both sides of the process at once.
</Info>

***

## What you need

* Access to the **Zuper web app**
* The **Zuper mobile app** installed on your device
* The pre-built outside sales login below, or your own outside sales user if you have created one
  \| Field | Value |
  \|---|---|
  \| **Email** | [john@email.com](mailto:john@email.com) |
  \| **Password** | Zuper\@123 |

The pre-built user, John, plays the role of your outside salesperson. He handles inspections and proposals on site throughout this trial.

***

## Phase 1: Qualifying the lead

**Web app · approximately 5 minutes**

This phase creates your first customer and triggers Zuper's automated lead workflow.

**Create a test customer**

<Steps>
  <Step title="Go to Customers">
    Select **Customers** in the left sidebar, then select **Add New Customer**.
  </Step>

  <Step title="Enter customer details">
    Enter your email address as the customer name. Add any address using **Pick from a map**.
  </Step>

  <Step title="Save the customer">
    Select **Save**.

    <Check>
      Zuper creates a **Lead Qualification** job the moment you save a new customer. Watch for workflow activity in the bottom-right corner of the screen — it might take up to 45 seconds to appear.
    </Check>
  </Step>
</Steps>

**Find the job in the pipeline**

<Steps>
  <Step title="Go to Jobs">
    Select **Jobs** in the left sidebar.
  </Step>

  <Step title="Switch to Kanban view">
    Select **Kanban view** in the top-right corner.
  </Step>

  <Step title="Open your job">
    Locate your job in the **Prospects / Lead** column and open it.
  </Step>
</Steps>

**Schedule and assign a salesperson**

<Steps>
  <Step title="Assign the salesperson">
    Assign the pre-built John login, or select your own outside sales user if you have created one.
  </Step>

  <Step title="Set the schedule">
    Set the schedule to now.
  </Step>
</Steps>

**Run the lead qualification**

<Steps>
  <Step title="Complete the intake form">
    Work through the lead intake form — communication preferences and what the customer is looking for.
  </Step>

  <Step title="Confirm the lead">
    When asked **Is this a genuine lead?**, select **Yes**.
  </Step>

  <Step title="Schedule the inspection visit">
    Schedule the inspection visit. This is the action that moves the job forward.

    <Note>
      After you confirm the inspection visit, the job moves automatically from **Lead** to **Inspection**. The schedule and assignment are cleared — the job is now ready to be booked as an inspection appointment.
    </Note>
  </Step>
</Steps>

***

## Phase 2: Running the inspection

**Web app and mobile app · approximately 15 minutes**

This phase covers the on-site inspection, checklist completion, proposal generation, and customer sign-off.

**Schedule the inspection — web app**

<Steps>
  <Step title="Open the job">
    Open the job, which is now in the **Inspection** pipeline.
  </Step>

  <Step title="Set the schedule and assign your salesperson">
    Set the schedule and assign your salesperson.
  </Step>
</Steps>

**Switch to the mobile app**

<Steps>
  <Step title="Log in">
    Log in to the mobile app as your assigned salesperson.
  </Step>

  <Step title="Open the job">
    Open the job from the dashboard.
  </Step>

  <Step title="Update status to On My Way">
    Update the status to **On My Way**. This starts the travel timer and sends a live-tracking notification to the customer.
  </Step>
</Steps>

**Arrive on site**

<Steps>
  <Step title="Update status to Arrived">
    Update the status to **Arrived**. The travel timer stops and the inspection flow begins.
  </Step>
</Steps>

**Fill out the inspection checklist**

Work through all checklist items and upload photos. Your responses here drive what appears in the proposal — Zuper uses the checklist to build the quote automatically.

Two fields are pre-configured to demonstrate this:

| Field                 | What to select                                        | What it does                                   |
| --------------------- | ----------------------------------------------------- | ---------------------------------------------- |
| **Ventilation**       | Box Vents                                             | Adds ventilation to the proposal               |
| **Roof penetrations** | Pipe Boots — mark condition as Failed, enter quantity | Adds pipe boots as a line item in the proposal |

**Handle the insurance question**

When the checklist asks whether this is an insurance claim, you have two paths to explore:

<Tabs>
  <Tab title="No — standard quote flow">
    Select **No** to proceed with a standard proposal. Zuper moves into intelligent quoting and generates a Good, Better, Best proposal from your inspection findings. Continue with the steps below.
  </Tab>

  <Tab title="Yes — insurance claim flow">
    Select **Yes** to follow the insurance claim process. The job category updates to **Claim** and a different process flow begins. You can return to the standard flow to continue the trial.
  </Tab>
</Tabs>

**Generate and send the proposal**

<Steps>
  <Step title="Submit the checklist">
    Submit the checklist and update the status.
  </Step>

  <Step title="Select the proposal template">
    Select the **Good, Better, Best + Metal Roofing System** template.
  </Step>

  <Step title="Create the proposal">
    Select **Create Proposal**, then swipe to refresh — the quote is already built.
  </Step>

  <Step title="Send the proposal">
    Select **Send** to email the proposal to your customer address.

    <Tip>
      Select **Present** to walk through the proposal on your device as you would with a real customer. The good, better, and best options, color picker, add-ons, and the pipe boots you flagged all appear in the presentation.
    </Tip>
  </Step>
</Steps>

**Collect the customer's signature and deposit**

<Steps>
  <Step title="Sign the proposal">
    Open the proposal email and sign off, or sign directly on the mobile app.

    <Check>
      A deposit is collected automatically at the point of signature.
    </Check>
  </Step>
</Steps>

**Approve the quote — web app**

<Steps>
  <Step title="Return to the web app">
    Return to the web app and open the job.
  </Step>

  <Step title="Update the quote status">
    Update the quote status to **Approved**.

    <Note>
      This is an intentional manual step. It gives your team a chance to review everything before work goes into production. Once approved, the quote line items are added to the job automatically and the job moves into the **Production** pipeline — schedule and assignment cleared, ready for the crew.
    </Note>
  </Step>
</Steps>

***

## Phase 3: Managing production

**Web app and mobile app · approximately 10 minutes**

This phase covers purchase orders, crew scheduling, on-site status updates, and job completion.

**Review the purchase order**

<Check>
  A purchase order (PO) is generated automatically from the accepted quote. It starts in draft.
</Check>

<Steps>
  <Step title="Open and review the PO">
    Open the PO on the web app and review it.
  </Step>

  <Step title="Send to your vendor">
    Send it to your vendor using the standard PO template.
  </Step>
</Steps>

**Receive materials**

<Steps>
  <Step title="Open the purchase order">
    When materials arrive, open the purchase order.
  </Step>

  <Step title="Mark quantities received">
    Mark quantities as received.
  </Step>
</Steps>

**Assign crew and schedule**

<Steps>
  <Step title="Assign the production team">
    Assign the production team to the job.
  </Step>

  <Step title="Set the schedule">
    Set the schedule. The customer receives a notification to confirm.
  </Step>
</Steps>

**Update statuses on site — mobile app**

Update the job status in order as the crew moves through the day:

<Steps>
  <Step title="On My Way">
    Update to **On My Way** — starts the travel timer and notifies the customer.
  </Step>

  <Step title="Arrived">
    Update to **Arrived** — travel time stops.
  </Step>

  <Step title="Site Preparation">
    Update to **Site Preparation** — triggers the OSHA checklist.
  </Step>

  <Step title="Production Started">
    Update to **Production Started** — work begins. Each status change is timestamped and logged.
  </Step>
</Steps>

**Complete tasks in order**

Tasks must be completed sequentially. You cannot mark the job complete until all tasks are done.

<Steps>
  <Step title="Work through each task">
    Select each task to reveal its checklist and complete it.
  </Step>

  <Step title="Complete the permitting task">
    Complete the permitting task — it includes its own set of fields, for example jurisdiction details.
  </Step>
</Steps>

**Handle a change order (if scope changes on site)**

<Steps>
  <Step title="Flag extra materials in the checklist">
    Flag the extra materials in the checklist, for example 8 additional pieces of decking.

    <Check>
      Zuper automatically generates a change order proposal, sends it to the customer for electronic signature, and adds the new line items to the job — no separate job or manual update needed.
    </Check>
  </Step>
</Steps>

**Complete the job**

<Steps>
  <Step title="Add completion photos">
    Add completion photos.
  </Step>

  <Step title="Log unused materials">
    Log any unused materials. Zuper will either return them to inventory or generate a Return Material Authorization for the supplier automatically.
  </Step>
</Steps>

**Handle additional production phases**

If the job requires further work after roofing — for example, gutters or siding — Zuper handles this within the same job. At the **Closed** status, a checklist prompts the team to select the next production category. The job then cycles into that phase automatically, with the schedule and assignment cleared for the next crew. This continues until all production work is complete.

**Collect the customer's completion sign-off**

<Steps>
  <Step title="Collect the customer's signature">
    Have the customer sign the completion form on site.
  </Step>

  <Step title="Collect the rating">
    The customer rates the job using the three-tier feedback system.

    <Check>
      The job is now complete. Zuper moves it into the **Revenue** pipeline and generates the invoice automatically.
    </Check>
  </Step>
</Steps>

***

## Phase 4: Invoicing and payment

**Web app · approximately 5 minutes**

This phase covers invoice review, sending, and payment recording.

**Review and send the invoice**

<Check>
  The invoice is generated automatically from the accepted quote and includes all approved change orders. It starts in draft.
</Check>

<Steps>
  <Step title="Open the invoice">
    Go to the **Accounting** module and open the invoice.
  </Step>

  <Step title="Review line items">
    Review the line items.
  </Step>

  <Step title="Send the invoice">
    Select **Send**. The customer receives an email with the invoice and a payment link.
  </Step>
</Steps>

**Record payment**

<Steps>
  <Step title="Open the invoice">
    Once the customer pays, open the invoice.
  </Step>

  <Step title="Record the payment">
    Select **Record Payment**.
  </Step>

  <Step title="Select a payment method">
    Choose your preferred payment method.

    <Check>
      The job status updates to **Paid in Full** automatically. Partial payments and overdue statuses are tracked and updated the same way.
    </Check>
  </Step>
</Steps>

***

## What Zuper handled automatically

Throughout this walkthrough, Zuper automated six key hand-offs so your team did not have to:

| Trigger                      | What Zuper did automatically                    |
| ---------------------------- | ----------------------------------------------- |
| New customer saved           | Created a Lead Qualification job                |
| Lead qualification completed | Moved the job to Inspection                     |
| Proposal signed              | Collected the deposit                           |
| Quote approved               | Built the purchase order from line items        |
| Change order signed          | Added new items to the job without a new record |
| Job completed                | Generated the invoice                           |

***

## Frequently asked questions

1. **Can I use my own login instead of the pre-built John account?** \
   Yes. Create your own outside sales user in the account settings and assign that user during scheduling. The pre-built login is provided as a convenience so you can get started immediately.
2. **What happens if I select Yes for the insurance claim?** \
   The job category updates to **Claim** and a different process flow begins. You can explore this path independently. Return to the standard flow by selecting **No** in a fresh run to see the Good, Better, Best proposal experience.
3. **Can I try both the insurance and standard quote flows?** \
   Yes. Run through the inspection checklist twice — once selecting **Yes** and once selecting **No** — to compare both workflows within the same trial account.
4. **What if the Lead Qualification job does not appear after I save the customer?** \
   Wait up to 45 seconds and watch for workflow activity in the bottom-right corner of the screen. If the job still does not appear, refresh the page and check the **Jobs** module in Kanban view. If the issue continues, contact [Support](mailto:support@zuper.co).

***

## Related articles

* [Creating and sending a proposal](#)
* [Managing jobs in Kanban view](#)
* [Creating and managing purchase orders](#)
* [Recording payments and managing invoices](#)
* [Setting up users and roles](#)