Email from the Field

A field executive often needs to reply to a customer email while still on-site. The Communication module brings that same email experience onto the Zuper mobile app. Conversations combines texts and emails, and a unified view shows everything for a single customer or contact. You read, reply to, and send emails linked to a job or customer without switching apps. Open Communication from the Quick Links on your Home screen. From there, choose Mail or Conversations. Every email stays linked to the right job or customer, and your office team sees the same conversation as soon as it happens. On mobile, you can:

• Read and reply to emails linked to a job or customer.
• Compose a new email and send it from a mailbox you have access to.
• Link a customer, contact, or job to any email.
• See every text and email with a customer or contact in one place.
• Reuse a saved template instead of typing a message from scratch.

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Before you begin

You can connect one personal inbox and any shared inboxes you have been added to.

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View conversations

1. On the Communication screen, tap Conversations at the bottom of the screen.
2. Tap All, Unread, or Unresponded to filter by status.
3. Tap an entry to open it.

The list mixes text and email conversations into a single feed. An icon next to each entry shows whether it came in as a text or an email.

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Filter by mailbox or number

1. Tap All Inbox at the top right of the Communication screen. The Select Inbox screen opens.
2. Turn off the All Inbox toggle.
3. Tap Number or Email.
4. From the list, tap the number or mailbox that matches the one you want to view.

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View communication with a customer or contact

1. Go to Customers/Contacts.
2. Tap the customer or contact you want to view.
3. Tap Conversations or Email at the bottom of the screen.
4. Tap All Email to filter by a specific mailbox.
5. Tap an entry to open it.

This screen brings every text and email with that customer or contact into one place, so you see the full history before you reply.

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View your mail

1. On the Communication screen, tap Mail at the bottom of the screen. Your Inbox opens with the current mailbox name next to it.
2. To find an email, enter its subject in Search subject.
3. To switch mailboxes, tap the menu icon at the top right. From the Email list, tap the mailbox that matches the one you want to view./

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Link a customer or contact and a job to an email

1. Open an email from your list, then tap + Add Customer.
2. Tap the customer or contact you want to link.
3. Tap + Add Job, then tap the job you want to link.

The linked customer or contact and job appear as chips above the email subject. To remove a link, tap the × on the chip.

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Manage an email

1. Tap an email in the list to open it.
2. To reply, tap the reply icon at the bottom of the screen. To reply to everyone, tap the reply-all icon next to it. Type your message, then tap the send icon.
3. To forward the email, tap the forward icon at the bottom right, then type the recipient’s email address.

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Move an email to trash

1. Open the email you want to remove.
2. Tap the more icon (•••) at the top right.
3. Tap Move to Trash.

To remove several emails at once, select them in your inbox, then tap the trash icon at the bottom left. From the Move to list, tap Spam or Trash.

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Compose a new email

1. On Mail, tap + at the bottom right.
2. Type the recipient’s email address, the subject, and your message in the To, Subject, and message fields.
3. To link a customer/contact or a job, tap the contact icon or the job icon in the toolbar above the keyboard.
4. Tap the send icon at the top right to send your email.

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Use a template

To reuse a saved message instead of typing one from scratch, tap Email Template at the top of the compose screen before you send. Tap Contact or Job, then tap the template that matches your update.

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Choose a mailbox you can send from

If you do not have permission to send from the selected mailbox, Zuper displays a No Send Access message. Tap Choose Mailbox to pick a mailbox to send from, or tap Discard to cancel the email.

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Attach a photo or file

To attach a photo, tap the camera icon in the toolbar above the keyboard. To attach a file, tap the paperclip icon and choose images from your gallery or documents.

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FAQs

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Related articles

• Configure your inboxes
• Emails in the communications module
• Emails in jobs and contacts