# Zuper ## Docs - [Create a new quotation](https://docs.zuper.co/Accounting/Create_New_Quote.md) - [Difference Between Proposals and Quotes](https://docs.zuper.co/Accounting/Difference_Between_Proposals_and_Quotes.md) - [Managing accounts receivable](https://docs.zuper.co/Accounting/Invoices/AR_management.md) - [Creating a new invoice](https://docs.zuper.co/Accounting/Invoices/Create_new_invoice.md) - [Managing your invoices](https://docs.zuper.co/Accounting/Invoices/Managing_invoices.md) - [Overview](https://docs.zuper.co/Accounting/Invoices/Overview.md) - [Recording payments](https://docs.zuper.co/Accounting/Invoices/Recording_payments.md) - [Managing your proposals and quotes](https://docs.zuper.co/Accounting/Managing_Quotes.md) - [Overview](https://docs.zuper.co/Accounting/Overview.md) - [Payments Overview](https://docs.zuper.co/Accounting/Payments.md) - [Profit Margin Slider](https://docs.zuper.co/Accounting/Profit_Margin.md) - [Create a new proposal](https://docs.zuper.co/Accounting/Proposal.md) - [Recording a deposit on quotes](https://docs.zuper.co/Accounting/Recording_a_Deposit_for_Quotes.md) - [Sections ](https://docs.zuper.co/Accounting/Sections.md) - [Channels](https://docs.zuper.co/Chat/Channels.md) - [Direct Messages ](https://docs.zuper.co/Chat/Direct-Messages.md) - [Messages](https://docs.zuper.co/Chat/Messages.md) - [Search in Chat](https://docs.zuper.co/Chat/Search.md) - [Quick Start Guide](https://docs.zuper.co/Chat/quickstart-guide.md) - [Applying credits](https://docs.zuper.co/Client/Contact/Applying_credits.md) - [Adding new contact](https://docs.zuper.co/Client/Contact/Create_contact.md) - [Managing the contact detail](https://docs.zuper.co/Client/Contact/Manage_contact.md) - [Adding new organization](https://docs.zuper.co/Client/Organization/Create_Organization.md) - [Managing the organization detail](https://docs.zuper.co/Client/Organization/Managing_Organization.md) - [Overview](https://docs.zuper.co/Client/Overview.md) - [Adding new property](https://docs.zuper.co/Client/Property/Create_property.md) - [Managing the property detail](https://docs.zuper.co/Client/Property/Managing_Property.md) - [Commissions](https://docs.zuper.co/Commissions/Commissions.md) - [Creating and managing PPM](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Creating_PPM.md) - [Creating an asset](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Creating_asset.md) - [Managing inspection forms](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Inspection_form.md) - [Overview](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Overview.md) - [Managing your assets](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/managing_assets.md) - [Creating a contract](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/Creating_Contract.md) - [Overview](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/Overview.md) - [Managing your contracts](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/managing_your_contract.md) - [Adding and Managing Cards in Your Wallet](https://docs.zuper.co/Customer_Portal/Cards.md) - [Login to your customer portal](https://docs.zuper.co/Customer_Portal/Login_to_customer_portal.md) - [Dispatch Assistant](https://docs.zuper.co/Dispatch/Assistant-Dispatch.md): Find the Right Technician, Every Time - [Creating and managing a non-job event](https://docs.zuper.co/Dispatch/Create_manage_non_job_event.md) - [Creating and managing recurring routes](https://docs.zuper.co/Dispatch/Create_manage_recurring_route.md) - [Dispatcher Queue](https://docs.zuper.co/Dispatch/Deep_dive_into_dispatcher_queue.md) - [ Users, Scheduler, and Map layouts](https://docs.zuper.co/Dispatch/Detailed_Overview.md) - [Find Live Nearest Technicians & Nearby Jobs](https://docs.zuper.co/Dispatch/FInd_tech.md) - [Live View in Dispatch Board](https://docs.zuper.co/Dispatch/Live_View.md) - [Accessing the Maps](https://docs.zuper.co/Dispatch/Maps/Maps.md) - [Overview](https://docs.zuper.co/Dispatch/Overview.md) - [Customize Dispatch Board](https://docs.zuper.co/Dispatch/Settings.md) - [Understanding job visibility on the Dispatch Board](https://docs.zuper.co/Dispatch/Understanding_Job_Visibility.md) - [Concepts](https://docs.zuper.co/Getting_Started/Concepts.md) - [Installing Zuper](https://docs.zuper.co/Getting_Started/Installing_Zuper.md) - [Adding users & teams](https://docs.zuper.co/Getting_Started/Users_Teams.md) - [Welcome to Zuper](https://docs.zuper.co/Getting_Started/Welcome_to_Zuper.md) - [Avalara](https://docs.zuper.co/Integrations/Accounting_and_payments/Avalara.md) - [Clyr](https://docs.zuper.co/Integrations/Accounting_and_payments/Clyr.md) - [Debugging common errors](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Error.md) - [Pre-Requisites](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Pre.md) - [Inventory sync](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Reverse_Inventory.md) - [Module & Field Level Mapping](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Sync.md) - [Debugging common errors](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Errors.md) - [Overview](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Overview.md) - [Accessing sync history](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Sync_History.md) - [Inventory sync](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_bid_inventory.md) - [Payments sync](https://docs.zuper.co/Integrations/Accounting_and_payments/QDP_Payments.md) - [QuickBooks Online Data Import](https://docs.zuper.co/Integrations/Accounting_and_payments/QuickBooks_data_import.md) - [Sage Intacct](https://docs.zuper.co/Integrations/Accounting_and_payments/Sage.md) - [Square](https://docs.zuper.co/Integrations/Accounting_and_payments/Square.md) - [Xero](https://docs.zuper.co/Integrations/Accounting_and_payments/Xero.md) - [Setup the integration](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_QuickBooks_Desktop.md) - [Setup the integration](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_QuickBooks_Online.md) - [Wisetack](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_Wisetack.md) - [FreshDesk](https://docs.zuper.co/Integrations/CRM/FreshDesk/FreshDesk.md) - [Zendesk Support](https://docs.zuper.co/Integrations/CRM/Zendesk/Zendesk.md) - [Zoho CRM](https://docs.zuper.co/Integrations/CRM/ZohoCRM/Zoho_CRM.md) - [HubSpot SalesHub & Service Hub](https://docs.zuper.co/Integrations/CRM/Zuper_HubSpot_Integration.md) - [Google Calendar](https://docs.zuper.co/Integrations/Calendar/Google_Calendar.md) - [Slack](https://docs.zuper.co/Integrations/Collaboration/Slack.md) - [Dear](https://docs.zuper.co/Integrations/Commerce/Dear.md) - [Mailchimp](https://docs.zuper.co/Integrations/Marketing/Mailchimp.md) - [EagleView](https://docs.zuper.co/Integrations/Measurements_and_estimations/EagleView.md) - [GAF Quick Measure](https://docs.zuper.co/Integrations/Measurements_and_estimations/GAF.md) - [Hover Mobile](https://docs.zuper.co/Integrations/Measurements_and_estimations/Hover_mobile.md) - [RoofScope](https://docs.zuper.co/Integrations/Measurements_and_estimations/RoofScope.md) - [Upload Measurements](https://docs.zuper.co/Integrations/Measurements_and_estimations/Upload_measurements.md) - [Hover Web](https://docs.zuper.co/Integrations/Measurements_and_estimations/Zuper_Hover.md) - [Geo Code](https://docs.zuper.co/Integrations/Power_Apps/Geo_Code_App.md) - [Invoice Auto Generator](https://docs.zuper.co/Integrations/Power_Apps/Invoice_Auto_Generator.md) - [Job Mileage Calculation](https://docs.zuper.co/Integrations/Power_Apps/Job_Mileage_Calculation.md) - [Job Rescheduler](https://docs.zuper.co/Integrations/Power_Apps/Job_Rescheduler.md) - [Job Time Calculation](https://docs.zuper.co/Integrations/Power_Apps/Job_Time_Calculation.md) - [Aircall ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Aircall.md) - [CloudTalk](https://docs.zuper.co/Integrations/SMS_and_Telephony/CloudTalk.md) - [Gupshup](https://docs.zuper.co/Integrations/SMS_and_Telephony/Gupshup.md) - [Infobip](https://docs.zuper.co/Integrations/SMS_and_Telephony/Infobip.md) - [Invisible Link ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Invisible_Link.md) - [Message Media](https://docs.zuper.co/Integrations/SMS_and_Telephony/Message_Media.md) - [RingCentral ](https://docs.zuper.co/Integrations/SMS_and_Telephony/RingCentral.md) - [Sakari ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Sakari_with_Zuper.md) - [Sales Message ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Sales_Message.md) - [SimpleTexting ](https://docs.zuper.co/Integrations/SMS_and_Telephony/SimpleTexting.md) - [Twilio](https://docs.zuper.co/Integrations/SMS_and_Telephony/Twilio.md) - [Zapier ](https://docs.zuper.co/Integrations/Work_Flow_Automation/Zapier.md) - [FieldNation](https://docs.zuper.co/Integrations/Workforce_and_Time_Tracking/FieldNation.md) - [QuickBooks Time ](https://docs.zuper.co/Integrations/Workforce_and_Time_Tracking/QuickBooks_Time.md) - [Overview](https://docs.zuper.co/Inventory_Management/Overview.md) - [Product Bundles](https://docs.zuper.co/Inventory_Management/Parts_Services/Bundles.md) - [Create a new part/product or service](https://docs.zuper.co/Inventory_Management/Parts_Services/Create_New_Part_Service.md) - [Product/Item Groups](https://docs.zuper.co/Inventory_Management/Parts_Services/group.md) - [Apply a pricelist to a transaction](https://docs.zuper.co/Inventory_Management/Pricelists/Apply_Pricelist.md) - [Create, edit, and delete a pricelist](https://docs.zuper.co/Inventory_Management/Pricelists/Create_Pricelist.md) - [Overview](https://docs.zuper.co/Inventory_Management/Pricelists/Overview.md) - [Create a new transfer order](https://docs.zuper.co/Inventory_Management/transfer/Create_Transfer.md) - [Manage your transfer order](https://docs.zuper.co/Inventory_Management/transfer/managing_transfer.md) - [Overview](https://docs.zuper.co/Inventory_Management/transfer_order.md) - [Configuring Job Costing ](https://docs.zuper.co/Job_Costing/Configuring_Job_Costing.md) - [Calculating Job Profitability for Fixed Price Service Jobs](https://docs.zuper.co/Job_Costing/Fixed_Price.md) - [Labor Service](https://docs.zuper.co/Job_Costing/Labor_Service.md) - [Overview](https://docs.zuper.co/Job_Costing/Overview.md) - [Calculating Job Profitability for Time and Material Jobs](https://docs.zuper.co/Job_Costing/Time_and_Material.md) - [Understanding job costing details](https://docs.zuper.co/Job_Costing/Understanding_Job_Costing_details.md) - [Reports](https://docs.zuper.co/Legacy_Reports/Legacy_Reports.md): Generate and download pre-built reports across jobs, invoices, assets, contracts, employees, customers, purchasing, and more. - [Overview of Legacy Reports](https://docs.zuper.co/Legacy_Reports/Overview.md) - [Creating a new project](https://docs.zuper.co/Projects/Creating_a_new_project.md) - [Managing your projects](https://docs.zuper.co/Projects/Managing_your_projects.md) - [Milestones & dependencies](https://docs.zuper.co/Projects/Milestones_and_dependencies.md) - [Overview ](https://docs.zuper.co/Projects/Overview_of_projects.md) - [Progressive invoicing](https://docs.zuper.co/Projects/Progressive_invoicing.md) - [Creating a Material Request from the Mobile App](https://docs.zuper.co/Purchasing/Material-Requests/Creating-Material-request-from-mobile.md) - [Creating a Material Request in Web](https://docs.zuper.co/Purchasing/Material-Requests/Creating-material-request.md) - [Managing Material Request](https://docs.zuper.co/Purchasing/Material-Requests/Managing-material-request.md) - [Understanding Material Request Status](https://docs.zuper.co/Purchasing/Material-Requests/Material-request-status.md) - [Overview](https://docs.zuper.co/Purchasing/Material-Requests/Overview.md) - [Creating a Purchase Order](https://docs.zuper.co/Purchasing/Purchase-Orders/Creating-purchase-order.md) - [Managing Purchase Order](https://docs.zuper.co/Purchasing/Purchase-Orders/Manage-Purchase-Order.md) - [Overview](https://docs.zuper.co/Purchasing/Purchase-Orders/Overview.md) - [Understanding Purchase Order Status](https://docs.zuper.co/Purchasing/Purchase-Orders/Purchase-order-status.md) - [Vendors](https://docs.zuper.co/Purchasing/Vendors/Vendors.md) - [Detailed Report](https://docs.zuper.co/Reports/Detailed_report.md) - [Managing your reports ](https://docs.zuper.co/Reports/Managing_report.md) - [Overview](https://docs.zuper.co/Reports/Overview.md) - [Scheduling a report](https://docs.zuper.co/Reports/Scheduling_report.md) - [Summary Report ](https://docs.zuper.co/Reports/Summary_report.md) - [Template Reports](https://docs.zuper.co/Reports/Template.md) - [Accessing the Calendar/Schedule board](https://docs.zuper.co/Scheduling_and_Dispatching/Calendar.md) - [Customer Portal](https://docs.zuper.co/Settings/Customer_Portal/Customer_Portal.md) - [Data Import](https://docs.zuper.co/Settings/Data_Adminstration/Data_Import.md) - [Recovery](https://docs.zuper.co/Settings/Data_Adminstration/Recovery.md) - [API Keys](https://docs.zuper.co/Settings/Developer_Hub/API_Keys.md) - [Custom Functions](https://docs.zuper.co/Settings/Developer_Hub/Custom_Functions.md) - [Webhooks](https://docs.zuper.co/Settings/Developer_Hub/Webhooks.md) - [Edit Company Details](https://docs.zuper.co/Settings/Home/Edit_Company_Details.md) - [Settings Home](https://docs.zuper.co/Settings/Home/Home.md) - [Enable Modules](https://docs.zuper.co/Settings/Home/Modules_enablement.md) - [Custom Dashboards](https://docs.zuper.co/Settings/Miscellaneous/Custom_dashboards.md) - [Email Templates](https://docs.zuper.co/Settings/Miscellaneous/Email_Templates.md) - [Holidays](https://docs.zuper.co/Settings/Miscellaneous/Holidays.md) - [Master Tags](https://docs.zuper.co/Settings/Miscellaneous/Master_tags.md) - [Outbound Email Settings](https://docs.zuper.co/Settings/Miscellaneous/Outbound_email_templates.md) - [Broadcast](https://docs.zuper.co/Settings/Miscellaneous/broadcast.md) - [Service Territory](https://docs.zuper.co/Settings/Miscellaneous/service_territory.md) - [SOS Settings](https://docs.zuper.co/Settings/Miscellaneous/sos_settings.md) - [Workflows](https://docs.zuper.co/Settings/Miscellaneous/workflows.md) - [Configuring Asset Settings](https://docs.zuper.co/Settings/Modules/Assets/Assets-Settings.md) - [Configuring Contract Settings](https://docs.zuper.co/Settings/Modules/Contracts/contracts-settings.md) - [Configuring Customer-Contact Settings](https://docs.zuper.co/Settings/Modules/Customers-Contacts/Customers-Contacts-Settings.md) - [Configuring Job Card Templates](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-card-template.md) - [Configuring Job Checklist](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-checklist.md) - [Configuring Skillsets ](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-skillsets.md) - [Configuring General Job Settings](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_General_Job_settings.md) - [Configuring Measurements](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_Measurements.md) - [Configuring Expenses](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_expense.md) - [Configuring Inspection Forms](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_inspection_form.md) - [Configuring Job Custom Fields](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_job_custom_fields.md) - [Configuring Non Job Event](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_non_job_events.md) - [Configuring Task Templates](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_task_templates.md) - [Configuring Service Tasks](https://docs.zuper.co/Settings/Modules/Jobs/configuring-service-tasks.md) - [Configuring Job Categories ](https://docs.zuper.co/Settings/Modules/Jobs/configuring_Job_categories.md) - [Configuring Job Notifications ](https://docs.zuper.co/Settings/Modules/Jobs/configuring_job_notifications.md) - [Configuring organization settings](https://docs.zuper.co/Settings/Modules/Organization_Settings/Organization_Settings.md) - [Configuring Parts & Services Settings](https://docs.zuper.co/Settings/Modules/Parts-Services/Parts-Services-Settings.md) - [Configuring Project Settings](https://docs.zuper.co/Settings/Modules/Projects/Project_Settings.md) - [Configuring Properties Settings](https://docs.zuper.co/Settings/Modules/Properties/Properties_Settings.md) - [Configuring Purchasing Settings](https://docs.zuper.co/Settings/Modules/Purchasing/Configure-PO.md) - [Custom financing configuration](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Financing.md) - [Proposal Layouts (Beta)](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Proposal_Layout_builder.md) - [Configuring Quotes and Invoices](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings.md) - [Standard Proposal Template](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Standard_proposal_template.md) - [Configuring Request Settings](https://docs.zuper.co/Settings/Modules/Requests/Request_Settings.md) - [Configuring Timesheets](https://docs.zuper.co/Settings/Modules/Timesheets/Timesheets_Settings.md) - [Edit Profile](https://docs.zuper.co/Settings/Profile/Profile.md) - [Login using Google](https://docs.zuper.co/Settings/Security/Login_using_google.md) - [Login Logs](https://docs.zuper.co/Settings/Security/login_logs.md) - [Password Policy](https://docs.zuper.co/Settings/Security/password_policy.md) - [Single Sign On (SAML)](https://docs.zuper.co/Settings/Security/single-sign-on.md) - [User & Team Settings](https://docs.zuper.co/Settings/Users_Teams/General.md) - [Managing your users](https://docs.zuper.co/Settings/Users_Teams/Users_Creation.md) - [California Time Rule](https://docs.zuper.co/Timesheets_Management/California_time_rule.md) - [Shifts](https://docs.zuper.co/Timesheets_Management/Shifts.md) - [Configure automatic clock-in & clock-out](https://docs.zuper.co/Timesheets_Management/Timelogs/Configure_automatic.md) - [Log work and travel time on the Job](https://docs.zuper.co/Timesheets_Management/Timelogs/Log_time.md) - [Manage timelog summary ](https://docs.zuper.co/Timesheets_Management/Timelogs/Manage_Timelogs.md) - [Overview](https://docs.zuper.co/Timesheets_Management/Timelogs/Overview.md) - [Enabling Timelogs](https://docs.zuper.co/Timesheets_Management/Timelogs/Settings.md) - [Tracking users’ real time location](https://docs.zuper.co/Timesheets_Management/Timelogs/Tracking_Users.md) - [Timeoffs](https://docs.zuper.co/Timesheets_Management/Timeoffs.md) - [Timesheets](https://docs.zuper.co/Timesheets_Management/Timesheets.md) - [Trade Types](https://docs.zuper.co/Trade_Types/Trades.md) - [Managing Job Details](https://docs.zuper.co/Work_Order_Management/Job-detail-page.md) - [Adding expenses to a Job](https://docs.zuper.co/Work_Order_Management/Jobs/Add_expenses_to_Job.md) - [Albums](https://docs.zuper.co/Work_Order_Management/Jobs/Albums.md) - [Assisted Scheduling](https://docs.zuper.co/Work_Order_Management/Jobs/Assisted_Scheduling.md) - [Creating and managing service tasks](https://docs.zuper.co/Work_Order_Management/Jobs/Creating_and_managing_service_tasks.md) - [Jobs Gallery](https://docs.zuper.co/Work_Order_Management/Jobs/Jobs_gallery.md): The new Job Gallery feature on the Job Details page brings all your job-related media into one seamless, unified view. - [Kanban Views](https://docs.zuper.co/Work_Order_Management/Jobs/Kanban_View.md) - [Managing job timelogs](https://docs.zuper.co/Work_Order_Management/Jobs/Manage_timelog_summary.md) - [Overview of jobs](https://docs.zuper.co/Work_Order_Management/Jobs/Overview_of_jobs.md) - [Before After Image Effect](https://docs.zuper.co/Work_Order_Management/Jobs/before-after.md) - [Creating a new job](https://docs.zuper.co/Work_Order_Management/Jobs/creating_a_new_job.md) - [Managing job listing page](https://docs.zuper.co/Work_Order_Management/Jobs/managing_your_jobs.md) - [Managing your requests](https://docs.zuper.co/Work_Order_Management/Jobs/managing_your_requests.md) - [Notes and chats](https://docs.zuper.co/Work_Order_Management/Jobs/notes_and_chats.md) - [Photo Feed](https://docs.zuper.co/Work_Order_Management/Jobs/photofeed.md) - [Lightning Search](https://docs.zuper.co/Work_Order_Management/Lightning-search.md) - [Adding and managing cards in your wallet](https://docs.zuper.co/Work_Order_Management/Managing_cards.md) - [Overview](https://docs.zuper.co/Work_Order_Management/Overview_of_requests.md) - [Using with Customer Portal](https://docs.zuper.co/Work_Order_Management/Request_Customer_Portal.md) - [Creating a new request](https://docs.zuper.co/Work_Order_Management/creating_request.md) - [Building a workflow](https://docs.zuper.co/Workflow_builder/Building_a_workflow.md) - [Monitoring and version control ](https://docs.zuper.co/Workflow_builder/Monitoring_and_version_control.md) - [Triggers](https://docs.zuper.co/Workflow_builder/Triggers.md) - [Overview](https://docs.zuper.co/Workflow_builder/Workflow_overview.md) - [Navigation & Key Pages](https://docs.zuper.co/Workflow_builder/workflow.md) - [Workflow Builder Nodes](https://docs.zuper.co/Workflow_builder/workflow_builder_nodes.md) - [Automatic Payments](https://docs.zuper.co/Zuper-pay/Automatic-payments.md) - [Add a customer card on file](https://docs.zuper.co/Zuper-pay/Card-on-File.md) - [Zuper Pay Dashboard](https://docs.zuper.co/Zuper-pay/Dasboard.md) - [E-Check Deposit on Mobile](https://docs.zuper.co/Zuper-pay/E_Check.md) - [Onboarding Process](https://docs.zuper.co/Zuper-pay/Onboarding.md) - [Overview](https://docs.zuper.co/Zuper-pay/Overview.md): Fast and secure payments — Anywhere, Anytime! - [Issuing refunds](https://docs.zuper.co/Zuper-pay/Refunds.md) - [Setup Zuper Pay](https://docs.zuper.co/Zuper-pay/Settings.md) - [Tap to Pay on Android ](https://docs.zuper.co/Zuper-pay/Tap-to-pay-Android.md) - [Tap to Pay on iPhone](https://docs.zuper.co/Zuper-pay/Tap-to-pay-iphone.md) - [Zuper Pay Reports](https://docs.zuper.co/Zuper-pay/Zuper-pay-reports.md) - [Disputing transactions](https://docs.zuper.co/Zuper-pay/disputes.md) - [M2 Reader](https://docs.zuper.co/Zuper-pay/terminal.md) - [BBPOS WisePOS E Reader](https://docs.zuper.co/Zuper-pay/terminal-bbpos.md) - [AI Job Summary](https://docs.zuper.co/Zuper_AI/AI-Jobs-Summary.md): Powered by AI, this feature provides a quick, intelligent overview of key job details—including category, status, assignments, parts, tasks, and timelines—presented as a clear, structured summary within the Job Details page, helping you grasp the job context at a glance. - [AI Take and Talk](https://docs.zuper.co/Zuper_AI/AI_Take_and_Talk.md): Powered by AI, this feature allows users to capture a photo and add a voice description that’s instantly transcribed and tagged with the image. - [Capturing Photos](https://docs.zuper.co/Zuper_AI/AI_Walkthrough_Note/Capturing_Photo.md): Powered by AI, this feature allows technicians to capture images and record voice input simultaneously during a job. Zuper AI then transcribes and summarizes the spoken content, combining it with the captured images to automatically generate a clear and structured job note. - [Capturing Videos and using Dual Camera Mode](https://docs.zuper.co/Zuper_AI/AI_Walkthrough_Note/Capturing_Videos.md) - [AI Voice Notes ](https://docs.zuper.co/Zuper_AI/AI_voice_notes.md): The AI Voice Notes feature in the Zuper mobile app lets technicians speak instead of type when entering text in job notes, checklists, or inspection forms. - [Record a Walkthrough Video on a Checklist & Inspection Form](https://docs.zuper.co/Zuper_AI/Record-a-Walkthrough-Video-on-a-Checklist.md) - [A2P 10DLC Setup](https://docs.zuper.co/Zuper_Connect/10DLC.md) - [Auto Create Contact](https://docs.zuper.co/Zuper_Connect/Autocreate-Contact.md) - [CSR Agent](https://docs.zuper.co/Zuper_Connect/CSR-Agent.md) - [AI Call Summary ](https://docs.zuper.co/Zuper_Connect/Call-summary.md) - [AI Call Transcription ](https://docs.zuper.co/Zuper_Connect/Call-transcript.md) - [Chrome Browser Configuration](https://docs.zuper.co/Zuper_Connect/Chrome-Browser-Configuration.md) - [Overview](https://docs.zuper.co/Zuper_Connect/Overview.md): Keep your teams and customers connected! - [Porting Phone Numbers to Zuper Connect](https://docs.zuper.co/Zuper_Connect/Port-Number.md) - [Reset Dialer Status for a User ](https://docs.zuper.co/Zuper_Connect/Reset-dialer.md) - [Configuring Attribution And Tags](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/Attribution-and-tags.md) - [Creating call groups](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/Call_groups.md) - [Configuring IVR ](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/IVR.md) - [Manage user permissions](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/User_permissions.md) - [Creating call routing ](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/call_routing.md) - [Getting a new Phone number](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/getting_zuper_phone_number.md) - [Sidekick ](https://docs.zuper.co/Zuper_Connect/Sidekick.md): The Sidekick in Zuper Connect gives instant visibility into customer details during calls. - [Using Connect on Web](https://docs.zuper.co/Zuper_Connect/Using_Connect_on_web.md) - [ Inbox & Conversations](https://docs.zuper.co/Zuper_Connect/View_Manage_Web_Conversations.md) - [Zuper Connect Dialer in HubSpot](https://docs.zuper.co/Zuper_Connect/Zuper-Connect-Dialer-in-HS.md) - [HubSpot Integration: Call & SMS Activities Sync + Send SMS from Workflows](https://docs.zuper.co/Zuper_Connect/Zuperconnect-HubSpot-Integration.md): Learn how to sync call and SMS activities between Zuper Connect and HubSpot, view them in CRM records, and automate SMS messages directly from HubSpot Workflows. - [Using Connect on Mobile](https://docs.zuper.co/Zuper_Connect/conversation.md): Make calls, send messages, and stay connected with customers and teammates directly from the Zuper mobile app. - [Call logs & History](https://docs.zuper.co/Zuper_Connect/navigating_Call_Logs.md) - [Dashboard 101: Customization](https://docs.zuper.co/Zuper_Dashboard/Dashboard101-Customization.md) - [Dashboard 101: Getting started](https://docs.zuper.co/Zuper_Dashboard/Dashboard101-Gettingstarted.md) - [Managing Tasks](https://docs.zuper.co/Zuper_Dashboard/Tasks.md) - [Device Requirements](https://docs.zuper.co/Zuper_Mobile_Apps/Device_Requirements.md) - [Mobile Photofeed](https://docs.zuper.co/Zuper_Mobile_Apps/Mobile-Photofeed.md) - [Mobile Image Annotations](https://docs.zuper.co/Zuper_Mobile_Apps/Mobile-image-annotations.md) - [Create a Non-Job Event on Mobile](https://docs.zuper.co/Zuper_Mobile_Apps/Non-job-event-on-mobile.md) - [Quickstart guide for FE](https://docs.zuper.co/Zuper_Mobile_Apps/Quickstart-guide-for-FE.md): This guide provides field technicians with essential steps to navigate and use the Zuper Mobile App efficiently. - [Tasks](https://docs.zuper.co/Zuper_Mobile_Apps/Tasks.md) - [Using Zuper Offline](https://docs.zuper.co/Zuper_Mobile_Apps/Using_Zuper_Offline.md) - [How Zuper CPQ Works](https://docs.zuper.co/Zuper_for_Roofing/CPQ_works.md): Turning your pricing logic into intelligent, automated proposals. - [Using Conditional Rules ](https://docs.zuper.co/Zuper_for_Roofing/Conditional_Rule.md): If this condition is true, then perform this action. Otherwise, take another action - [Custom financing configuration](https://docs.zuper.co/Zuper_for_Roofing/Financing.md) - [Formula Library](https://docs.zuper.co/Zuper_for_Roofing/Formula_Library.md) - [Job Costing and Profitability](https://docs.zuper.co/Zuper_for_Roofing/Job_Costing.md) - [Job Costing Settings](https://docs.zuper.co/Zuper_for_Roofing/Job_Costing_Settings.md) - [Overview](https://docs.zuper.co/Zuper_for_Roofing/Overview_Roof.md) - [Overview](https://docs.zuper.co/Zuper_for_Roofing/Proposal_Template.md) - [Proposal Template with CPQ](https://docs.zuper.co/Zuper_for_Roofing/Proposal_Template_with_CPQ.md) - [Update Service Tasks](https://docs.zuper.co/Zuper_for_Roofing/Roof_Service_Tasks.md) - [Using Trade Types for Multi-Trade Roofing Businesses](https://docs.zuper.co/Zuper_for_Roofing/Trade.md) - [Create Your First Inspection Job](https://docs.zuper.co/Zuper_for_Roofing/create_inspection.md) - [Create Your Installation Job](https://docs.zuper.co/Zuper_for_Roofing/create_your_installation_job.md) - [Create Your Invoice](https://docs.zuper.co/Zuper_for_Roofing/create_your_invoice.md) - [Create Your Material Request](https://docs.zuper.co/Zuper_for_Roofing/create_your_material_request.md) - [Create a Proposal for the Inspection Job](https://docs.zuper.co/Zuper_for_Roofing/create_your_proposal.md): Description of your new file. - [Standard Proposal Template](https://docs.zuper.co/Zuper_for_Roofing/standard_proposal.md) - [Photo Annotation](https://docs.zuper.co/photo-annotation-editor.md) ## OpenAPI Specs - [openapi](https://docs.zuper.co/api-reference/openapi.json) ## Optional - [Release Notes](https://updates.zuper.co) - [Developer Portal](https://developers.zuper.co)