# Zuper

- [Welcome to Zuper](https://docs.zuper.co/Getting_Started/Welcome_to_Zuper.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)
- [Zuper for Roofing Trial Walkthrough](https://docs.zuper.co/Getting_Started/zuper-roofing-trial.md)
- [Overview](https://docs.zuper.co/Zuper_Sense/Overview.md): Learn what Zuper Sense is, what you can do with it, and where to find it in Zuper.
- [Insights](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Insights.md): Ask Zuper Sense questions about your business, in your own words, and Sense shows the answer as a KPI, chart, or table, whichever fits best
- [Reasoning](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Reasoning.md): Ask Zuper Sense why something happened, and it traces connected records to explain what it found.
- [Zuper Help](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Zuper_Help.md): Ask Zuper Sense how to do something in Zuper and get step-by-step instructions with sources.
- [How answers work](https://docs.zuper.co/Zuper_Sense/Ask_Sense/How_Answers_Work.md): What you can do with a Zuper Sense answer: follow-ups, clarifications, pinning to a Radar, and the answer actions.
- [Managing your threads](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Managing_Your_Threads.md): Start, rename, archive and search your Zuper Sense threads.
- [Personalization](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Personalization.md): Tell Zuper Sense how you want answers written, so you stop repeating yourself.
- [Radar overview](https://docs.zuper.co/Zuper_Sense/Radar/Overview.md): What Radar is in Zuper Sense, what a card is, and how Radars stay live.
- [Set up Radars](https://docs.zuper.co/Zuper_Sense/Radar/Setup_Radars.md): Create a Radar in Zuper Sense, add cards to it, arrange the board and drill into a number.
- [Sharing](https://docs.zuper.co/Zuper_Sense/Radar/Sharing.md): Choose who can see a Zuper Sense Radar, and who can change it.
- [Set goals](https://docs.zuper.co/Zuper_Sense/Radar/Goals.md): Set a target on a Radar scorecard metric and see at a glance whether it is on track.
- [Radar on mobile](https://docs.zuper.co/Zuper_Sense/Radar/Radar_Mobile.md): Learn how to access, view, and filter Zuper Sense Radars on iOS and Android devices.
- [Agent Studio overview](https://docs.zuper.co/Zuper_Sense/Agent_Studio/Overview.md): Hire built-in agents or build your own, and put them to work in Zuper Sense.
- [Agent anatomy](https://docs.zuper.co/Zuper_Sense/Agent_Studio/Agent_Anatomy.md): The parts every Zuper Sense agent has, what each one does, and how they work together.
- [Marketplace agents](https://docs.zuper.co/Zuper_Sense/Agent_Studio/Marketplace.md): The catalog of agents Zuper builds, from small single-purpose ones to full customer-facing agents.
- [Weather Agent](https://docs.zuper.co/Zuper_Sense/Marketplace_Agents/Weather_Agent.md): A weather digest for every city your crews work in, delivered to Zuper Chat or email.
- [Reputation Agent](https://docs.zuper.co/Zuper_Sense/Marketplace_Agents/Reputation_Agent.md): Every new Google review, matched to the customer and job it belongs to.
- [AI CSR Agent](https://docs.zuper.co/Zuper_Connect/CSR-Agent.md)
- [Knowledge Base](https://docs.zuper.co/Zuper_Sense/Agent_Studio/Knowledge_Base.md): Teach your Zuper Sense agents your terminology, policies and calculation rules.
- [Skills](https://docs.zuper.co/Zuper_Sense/Agent_Studio/Skills.md)
- [Supported modules](https://docs.zuper.co/Zuper_Sense/Reference/Supported_Modules.md): The parts of Zuper that Zuper Sense can answer questions on, with an example question for each.
- [Zuper Sense FAQ](https://docs.zuper.co/Zuper_Sense/Resources/FAQ.md): Common questions about Zuper Sense: data privacy, answers, Radars and agents.
- [Pricing](https://docs.zuper.co/Zuper_Sense/Resources/Pricing.md): Free for now!
- [Changelog](https://docs.zuper.co/Zuper_Sense/Changelog.md): Sense keeps getting sharper.
- [Dashboard 101: Getting started](https://docs.zuper.co/Zuper_Dashboard/Dashboard101-Gettingstarted.md)
- [Dashboard 101: Customization](https://docs.zuper.co/Zuper_Dashboard/Dashboard101-Customization.md)
- [Overview of Job](https://docs.zuper.co/Work_Order_Management/Jobs/Overview_of_jobs.md)
- [Creating a new job](https://docs.zuper.co/Work_Order_Management/Jobs/creating_a_new_job.md)
- [Managing Job Details](https://docs.zuper.co/Work_Order_Management/Job-detail-page.md)
- [Get roof insights with Property Intelligence](https://docs.zuper.co/Get-Roof-Property-Intelligence.md)
- [Managing job listing page](https://docs.zuper.co/Work_Order_Management/Jobs/managing_your_jobs.md)
- [Managing Tasks](https://docs.zuper.co/Zuper_Dashboard/Tasks.md)
- [Adding expenses to a Job](https://docs.zuper.co/Work_Order_Management/Jobs/Add_expenses_to_Job.md)
- [Notes and chats](https://docs.zuper.co/Work_Order_Management/Jobs/notes_and_chats.md)
- [Managing job timelogs](https://docs.zuper.co/Work_Order_Management/Jobs/Manage_timelog_summary.md)
- [Kanban Views](https://docs.zuper.co/Work_Order_Management/Jobs/Kanban_View.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)
- [Overview](https://docs.zuper.co/Job_Costing/Overview.md)
- [Understanding job costing details](https://docs.zuper.co/Job_Costing/Understanding_Job_Costing_details.md)
- [Calculating Job Profitability for Fixed Price Service Jobs](https://docs.zuper.co/Job_Costing/Fixed_Price.md)
- [Calculating Job Profitability for Time and Material Jobs](https://docs.zuper.co/Job_Costing/Time_and_Material.md)
- [Overview](https://docs.zuper.co/Work_Order_Management/Overview_of_requests.md)
- [Creating a new request](https://docs.zuper.co/Work_Order_Management/creating_request.md)
- [Managing your requests](https://docs.zuper.co/Work_Order_Management/Jobs/managing_your_requests.md)
- [Using with Customer Portal](https://docs.zuper.co/Work_Order_Management/Request_Customer_Portal.md)
- [Adding and managing cards in your wallet](https://docs.zuper.co/Work_Order_Management/Managing_cards.md)
- [Overview ](https://docs.zuper.co/Projects/Overview_of_projects.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)
- [Progressive invoicing](https://docs.zuper.co/Projects/Progressive_invoicing.md)
- [Quick Start Guide](https://docs.zuper.co/Chat/quickstart-guide.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)
- [Overview](https://docs.zuper.co/Dispatch/Overview.md)
- [Dispatcher Queue](https://docs.zuper.co/Dispatch/Deep_dive_into_dispatcher_queue.md)
- [Live View in Dispatch Board](https://docs.zuper.co/Dispatch/Live_View.md)
- [ Users, Scheduler, and Map layouts](https://docs.zuper.co/Dispatch/Detailed_Overview.md)
- [Understanding job visibility on the Dispatch Board](https://docs.zuper.co/Dispatch/Understanding_Job_Visibility.md)
- [Creating and managing recurring routes](https://docs.zuper.co/Dispatch/Create_manage_recurring_route.md)
- [Creating and managing a non-job event](https://docs.zuper.co/Dispatch/Create_manage_non_job_event.md)
- [Dispatch Assistant](https://docs.zuper.co/Dispatch/Assistant-Dispatch.md): Find the Right Technician, Every Time
- [Find Live Nearest Technicians & Nearby Jobs](https://docs.zuper.co/Dispatch/FInd_tech.md)
- [Customize Dispatch Board](https://docs.zuper.co/Dispatch/Settings.md)
- [Accessing the Calendar/Schedule board](https://docs.zuper.co/Scheduling_and_Dispatching/Calendar.md)
- [Accessing the Maps](https://docs.zuper.co/Dispatch/Maps/Maps.md)
- [Lightning Search](https://docs.zuper.co/Work_Order_Management/Lightning-search.md)
- [Photo Feed](https://docs.zuper.co/Work_Order_Management/Jobs/photofeed.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.
- [Albums](https://docs.zuper.co/Work_Order_Management/Jobs/Albums.md)
- [Before After Image Effect](https://docs.zuper.co/Work_Order_Management/Jobs/before-after.md)
- [Photo Annotation](https://docs.zuper.co/photo-annotation-editor.md)
- [Photo Comments](https://docs.zuper.co/commenting-on-photos.md): Leave text feedback directly on any photo in Zuper and @mention teammates to pull them into the conversation.
- [Customer/Contact Gallery on Mobile](https://docs.zuper.co/Zuper_Mobile_Apps/customer-contact-gallery-on-mobile.md): Store, view, and manage all photos and videos linked to a customer or contact from the Zuper mobile app.
- [Project Gallery on Mobile](https://docs.zuper.co/Zuper_Mobile_Apps/project-gallery-on-mobile.md): Capture, upload, view, and manage all photos and videos linked to a project from the Zuper Mobile App.
- [Overview](https://docs.zuper.co/Client/Overview.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)
- [Applying credits](https://docs.zuper.co/Client/Contact/Applying_credits.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)
- [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)
- [Overview](https://docs.zuper.co/Inventory_Management/Overview.md)
- [Create a new part/product or service](https://docs.zuper.co/Inventory_Management/Parts_Services/Create_New_Part_Service.md)
- [Labor Service](https://docs.zuper.co/Job_Costing/Labor_Service.md)
- [Product/Item Groups](https://docs.zuper.co/Inventory_Management/Parts_Services/group.md)
- [Product Bundles](https://docs.zuper.co/Inventory_Management/Parts_Services/Bundles.md)
- [Purchase Tax on parts and products](https://docs.zuper.co/Purchase-Tax.md): Record the tax you pay on parts and products separately from their base cost, and keep cost and tax values in sync automatically when you add stock.
- [Overview](https://docs.zuper.co/Inventory_Management/Pricelists/Overview.md)
- [Create, edit, and delete a pricelist](https://docs.zuper.co/Inventory_Management/Pricelists/Create_Pricelist.md)
- [Apply a pricelist to a transaction](https://docs.zuper.co/Inventory_Management/Pricelists/Apply_Pricelist.md)
- [Overview](https://docs.zuper.co/Inventory_Management/transfer_order.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/Accounting/Overview.md)
- [Difference Between Proposals and Quotes](https://docs.zuper.co/Accounting/Difference_Between_Proposals_and_Quotes.md)
- [Create a new quotation](https://docs.zuper.co/Accounting/Create_New_Quote.md)
- [Create a new proposal](https://docs.zuper.co/Accounting/Proposal.md)
- [Rebates](https://docs.zuper.co/Accounting/Rebates.md)
- [Profit Margin Slider](https://docs.zuper.co/Accounting/Profit_Margin.md)
- [Sending and Getting Customer Approval](https://docs.zuper.co/Accounting/sending-a-proposal-and-getting-customer-approval.md)
- [Managing your proposals and quotes](https://docs.zuper.co/Accounting/Managing_Quotes.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)
- [Overview](https://docs.zuper.co/Accounting/Invoices/Overview.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)
- [Collecting a Partial Payment ](https://docs.zuper.co/Accounting/Invoices/collecting-partial-payments.md): Learn how to request a partial payment from a customer, resend or cancel a payment link
- [Recording payments](https://docs.zuper.co/Accounting/Invoices/Recording_payments.md)
- [Managing accounts receivable](https://docs.zuper.co/Accounting/Invoices/AR_management.md)
- [Edit Paid & Partially Paid Invoices](https://docs.zuper.co/Accounting/Invoices/edit-paid-and-partially-paid-invoices.md)
- [Discounts](https://docs.zuper.co/Accounting/Discounts.md)
- [Payments Overview](https://docs.zuper.co/Accounting/Payments.md)
- [Wisetack](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_Wisetack.md)
- [Overview](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/Overview.md)
- [Creating a contract](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/Creating_Contract.md)
- [Managing your contracts](https://docs.zuper.co/Contracts_and_Assets_Management/Contract/managing_your_contract.md)
- [Overview](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Overview.md)
- [Creating an asset](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Creating_asset.md)
- [Managing your assets](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/managing_assets.md)
- [Creating and managing PPM](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Creating_PPM.md)
- [Managing inspection forms](https://docs.zuper.co/Contracts_and_Assets_Management/Assets/Inspection_form.md)
- [Timesheets](https://docs.zuper.co/Timesheets_Management/Timesheets.md)
- [California Time Rule](https://docs.zuper.co/Timesheets_Management/California_time_rule.md)
- [Shifts](https://docs.zuper.co/Timesheets_Management/Shifts.md)
- [Timeoffs](https://docs.zuper.co/Timesheets_Management/Timeoffs.md)
- [Overview](https://docs.zuper.co/Timesheets_Management/Timelogs/Overview.md)
- [Enabling Timelogs](https://docs.zuper.co/Timesheets_Management/Timelogs/Settings.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)
- [Tracking users’ real time location](https://docs.zuper.co/Timesheets_Management/Timelogs/Tracking_Users.md)
- [Manage timelog summary  ](https://docs.zuper.co/Timesheets_Management/Timelogs/Manage_Timelogs.md)
- [Trade Types](https://docs.zuper.co/Trade_Types/Trades.md)
- [Vendors](https://docs.zuper.co/Purchasing/Vendors/Vendors.md)
- [Overview](https://docs.zuper.co/Purchasing/Purchase-Orders/Overview.md)
- [Creating Purchase Order](https://docs.zuper.co/Purchasing/Purchase-Orders/Creating-purchase-order.md)
- [Understanding Purchase Order Status](https://docs.zuper.co/Purchasing/Purchase-Orders/Purchase-order-status.md)
- [Managing Purchase Order](https://docs.zuper.co/Purchasing/Purchase-Orders/Manage-Purchase-Order.md)
- [Subcontractors](https://docs.zuper.co/Purchasing/Work Orders/Subcontractors/Subcontractors.md)
- [Creating Work Orders](https://docs.zuper.co/Purchasing/Work Orders/Creating work orders.md)
- [Work Order Status](https://docs.zuper.co/Purchasing/Work Orders/Work order status.md)
- [Accept or Reject a Work Order](https://docs.zuper.co/Purchasing/Work Orders/Accept reject work order.md)
- [Overview](https://docs.zuper.co/Purchasing/Material-Requests/Overview.md)
- [Creating a Material Request in Web](https://docs.zuper.co/Purchasing/Material-Requests/Creating-material-request.md)
- [Creating a Material Request from the Mobile App](https://docs.zuper.co/Purchasing/Material-Requests/Creating-Material-request-from-mobile.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/Zuper-pay/Overview.md): Fast and secure payments — Anywhere, Anytime!
- [Onboarding Process](https://docs.zuper.co/Zuper-pay/Onboarding.md)
- [Setup Zuper Pay](https://docs.zuper.co/Zuper-pay/Settings.md)
- [Zuper Pay Dashboard](https://docs.zuper.co/Zuper-pay/Dasboard.md)
- [Add a customer card on file](https://docs.zuper.co/Zuper-pay/Card-on-File.md)
- [Surcharge Fee](https://docs.zuper.co/Zuper-pay/Surcharge.md): Pass credit card processing fees to customers
- [Automatic Payments](https://docs.zuper.co/Zuper-pay/Automatic-payments.md)
- [E-Check Deposit on Mobile](https://docs.zuper.co/Zuper-pay/E_Check.md)
- [Tap to Pay on iPhone](https://docs.zuper.co/Zuper-pay/Tap-to-pay-iphone.md)
- [Tap to Pay on Android ](https://docs.zuper.co/Zuper-pay/Tap-to-pay-Android.md)
- [M2 Reader](https://docs.zuper.co/Zuper-pay/terminal.md)
- [BBPOS WisePOS E Reader](https://docs.zuper.co/Zuper-pay/terminal-bbpos.md)
- [Issuing refunds](https://docs.zuper.co/Zuper-pay/Refunds.md)
- [Disputing transactions](https://docs.zuper.co/Zuper-pay/disputes.md)
- [Payout Timelines](https://docs.zuper.co/Zuper-pay/Payout-Timelines.md)
- [Zuper Pay Reports](https://docs.zuper.co/Zuper-pay/Zuper-pay-reports.md)
- [Overview](https://docs.zuper.co/Zuper_Connect/Overview.md): Keep your teams and customers connected!
- [Getting a New Phone number](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/getting_zuper_phone_number.md)
- [Manage User Permissions](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/User_permissions.md)
- [Creating Call Groups](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/Call_groups.md)
- [Creating Call Routing](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/call_routing.md)
- [Configuring IVR ](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/IVR.md)
- [Configuring Attribution and Tags](https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/Attribution-and-tags.md)
- [A2P 10DLC Setup](https://docs.zuper.co/Zuper_Connect/10DLC.md)
- [Porting Phone Numbers to Zuper Connect](https://docs.zuper.co/Zuper_Connect/Port-Number.md)
- [OTP and 2FA Codes on Connect Numbers](https://docs.zuper.co/Zuper_Connect/OTP/2FA Verification Codes.md): Learn why some third-party services can't deliver OTP or 2FA verification codes to your Zuper Connect number, and what alternatives to use.
- [Chrome Browser Configuration](https://docs.zuper.co/Zuper_Connect/Chrome-Browser-Configuration.md)
- [Using Connect on Web](https://docs.zuper.co/Zuper_Connect/Using_Connect_on_web.md)
- [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.
- [Using Chrome Extension](https://docs.zuper.co/Zuper_Connect/Chrome_Extension.md)
- [ Inbox & Conversations](https://docs.zuper.co/Zuper_Connect/View_Manage_Web_Conversations.md)
- [SMS Usage and Text Limitations for US Carriers](https://docs.zuper.co/Zuper_Connect/sms-usage-and-text.md)
- [Call logs & History](https://docs.zuper.co/Zuper_Connect/navigating_Call_Logs.md)
- [Call Transcript](https://docs.zuper.co/Zuper_Connect/Call-transcript.md)
- [AI Call Summary ](https://docs.zuper.co/Zuper_Connect/Call-summary.md)
- [AI CSR Agent](https://docs.zuper.co/Zuper_Connect/CSR-Agent.md)
- [Call Sidekick ](https://docs.zuper.co/Zuper_Connect/Sidekick.md): The Sidekick in Zuper Connect gives instant visibility into customer details during calls.
- [HubSpot Integration](https://docs.zuper.co/Zuper_Connect/Zuperconnect-HubSpot-Integration.md): Call & SMS Activities Sync + Send SMS from Workflows: 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.
- [Connect Dialer in HubSpot](https://docs.zuper.co/Zuper_Connect/Zuper-Connect-Dialer-in-HS.md)
- [Auto Create Contacts](https://docs.zuper.co/Zuper_Connect/Autocreate-Contact.md)
- [Resetting Dialer Status ](https://docs.zuper.co/Zuper_Connect/Reset-dialer.md)
- [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)
- [Record a Walkthrough Video on a Checklist & Inspection Form](https://docs.zuper.co/Zuper_AI/Record-a-Walkthrough-Video-on-a-Checklist.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.
- [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.
- [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.
- [Overview of Legacy Reports](https://docs.zuper.co/Legacy_Reports/Overview.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](https://docs.zuper.co/Reports/Overview.md)
- [Managing your reports ](https://docs.zuper.co/Reports/Managing_report.md)
- [Detailed Report](https://docs.zuper.co/Reports/Detailed_report.md)
- [Summary Report ](https://docs.zuper.co/Reports/Summary_report.md)
- [Template Reports](https://docs.zuper.co/Reports/Template.md)
- [Scheduling a report](https://docs.zuper.co/Reports/Scheduling_report.md)
- [Overview](https://docs.zuper.co/Workflow_builder/Workflow_overview.md)
- [Navigation & Key Pages](https://docs.zuper.co/Workflow_builder/workflow.md)
- [Triggers](https://docs.zuper.co/Workflow_builder/Triggers.md)
- [Workflow Builder Nodes](https://docs.zuper.co/Workflow_builder/workflow_builder_nodes.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)
- [Settings Home](https://docs.zuper.co/Settings/Home/Home.md)
- [Edit Company Details](https://docs.zuper.co/Settings/Home/Edit_Company_Details.md)
- [Enable Modules](https://docs.zuper.co/Settings/Home/Modules_enablement.md)
- [Edit Profile](https://docs.zuper.co/Settings/Profile/Profile.md)
- [Configuring Project Settings](https://docs.zuper.co/Settings/Modules/Projects/Project_Settings.md)
- [Configuring Request Settings](https://docs.zuper.co/Settings/Modules/Requests/Request_Settings.md)
- [Configuring General Job Settings](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_General_Job_settings.md)
- [Configuring Job Categories ](https://docs.zuper.co/Settings/Modules/Jobs/configuring_Job_categories.md)
- [Configuring Job Checklist](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-checklist.md)
- [Configuring Job Card Templates](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-card-template.md)
- [Configuring Job Notifications ](https://docs.zuper.co/Settings/Modules/Jobs/configuring_job_notifications.md)
- [Configuring Job Custom Fields](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_job_custom_fields.md)
- [Configuring Skillsets ](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-skillsets.md)
- [Configuring Job Costing ](https://docs.zuper.co/Job_Costing/Configuring_Job_Costing.md)
- [Configuring Expenses](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_expense.md)
- [Configuring Service Tasks](https://docs.zuper.co/Settings/Modules/Jobs/configuring-service-tasks.md)
- [Configuring Task Templates](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_task_templates.md)
- [Configuring Non Job Event](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_non_job_events.md)
- [Configuring Inspection Forms](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_inspection_form.md)
- [Configuring Measurements](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_Measurements.md)
- [Configuring Customer-Contact Settings](https://docs.zuper.co/Settings/Modules/Customers-Contacts/Customers-Contacts-Settings.md)
- [Configuring organization settings](https://docs.zuper.co/Settings/Modules/Organization_Settings/Organization_Settings.md)
- [Configuring Properties Settings](https://docs.zuper.co/Settings/Modules/Properties/Properties_Settings.md)
- [Configuring Timesheets](https://docs.zuper.co/Settings/Modules/Timesheets/Timesheets_Settings.md)
- [Configuring Parts & Services Settings](https://docs.zuper.co/Settings/Modules/Parts-Services/Parts-Services-Settings.md)
- [Configuring Quotes and Invoices](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings.md)
- [Proposal Layouts ](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Proposal_Layout_builder.md)
- [Standard Proposal Template](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Standard_proposal_template.md)
- [Custom financing configuration](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Financing.md)
- [Configuring Contract Settings](https://docs.zuper.co/Settings/Modules/Contracts/contracts-settings.md)
- [Configuring Asset Settings](https://docs.zuper.co/Settings/Modules/Assets/Assets-Settings.md)
- [Configuring Purchasing Settings](https://docs.zuper.co/Settings/Modules/Purchasing/Configure-PO.md)
- [Data Import](https://docs.zuper.co/Settings/Data_Adminstration/Data_Import.md)
- [Recovery](https://docs.zuper.co/Settings/Data_Adminstration/Recovery.md)
- [Single Sign On (SAML)](https://docs.zuper.co/Settings/Security/single-sign-on.md)
- [Login using Google](https://docs.zuper.co/Settings/Security/Login_using_google.md)
- [Password Policy](https://docs.zuper.co/Settings/Security/password_policy.md)
- [Login Logs](https://docs.zuper.co/Settings/Security/login_logs.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)
- [Workflows](https://docs.zuper.co/Settings/Miscellaneous/workflows.md)
- [Service Territory](https://docs.zuper.co/Settings/Miscellaneous/service_territory.md)
- [Holidays](https://docs.zuper.co/Settings/Miscellaneous/Holidays.md)
- [Email Templates](https://docs.zuper.co/Settings/Miscellaneous/Email_Templates.md)
- [Master Tags](https://docs.zuper.co/Settings/Miscellaneous/Master_tags.md)
- [PDF Library](https://docs.zuper.co/Settings/Miscellaneous/pdf-library.md): Store your PDF files in one place, then reuse them across proposal layouts and job documents.
- [Custom Dashboards](https://docs.zuper.co/Settings/Miscellaneous/Custom_dashboards.md)
- [Outbound Email Settings](https://docs.zuper.co/Settings/Miscellaneous/Outbound_email_templates.md)
- [SOS Settings](https://docs.zuper.co/Settings/Miscellaneous/sos_settings.md)
- [Broadcast](https://docs.zuper.co/Settings/Miscellaneous/broadcast.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)
- [Customer Portal](https://docs.zuper.co/Settings/Customer_Portal/Customer_Portal.md)
- [Configuring inboxes](https://docs.zuper.co/untitled-page-2.md): Connect Gmail or Outlook mailboxes to Zuper, and decide who can see and reply to each inbox.
- [Quickstart Guide](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.
- [Device Requirements](https://docs.zuper.co/Zuper_Mobile_Apps/Device_Requirements.md)
- [Tasks](https://docs.zuper.co/Zuper_Mobile_Apps/Tasks.md)
- [Albums](https://docs.zuper.co/Zuper_Mobile_Apps/Mobile Albums.md)
- [Photofeed](https://docs.zuper.co/Zuper_Mobile_Apps/Mobile-Photofeed.md)
- [Annotating Images](https://docs.zuper.co/Zuper_Mobile_Apps/Mobile-image-annotations.md)
- [Non-Job Events](https://docs.zuper.co/Zuper_Mobile_Apps/Non-job-event-on-mobile.md)
- [Using Zuper Offline](https://docs.zuper.co/Zuper_Mobile_Apps/Using_Zuper_Offline.md)
- [AI Field Agent](https://docs.zuper.co/Zuper_Mobile_Apps/complete-checklist-with-field-agent.md)
- [Login to your customer portal](https://docs.zuper.co/Customer_Portal/Login_to_customer_portal.md)
- [Adding and Managing Cards in Your Wallet](https://docs.zuper.co/Customer_Portal/Cards.md)
- [HubSpot SalesHub & Service Hub](https://docs.zuper.co/Integrations/CRM/Zuper_HubSpot_Integration.md)
- [Zendesk Support](https://docs.zuper.co/Integrations/CRM/Zendesk/Zendesk.md)
- [Zoho CRM](https://docs.zuper.co/Integrations/CRM/ZohoCRM/Zoho_CRM.md)
- [FreshDesk](https://docs.zuper.co/Integrations/CRM/FreshDesk/FreshDesk.md)
- [Overview](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Overview.md)
- [Setup the integration](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_QuickBooks_Online.md)
- [Inventory sync](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_bid_inventory.md)
- [Accessing Sync History](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Sync_History.md)
- [Debugging common errors](https://docs.zuper.co/Integrations/Accounting_and_payments/QBO_Errors.md)
- [QuickBooks Online Data Import](https://docs.zuper.co/Integrations/Accounting_and_payments/QuickBooks_data_import.md)
- [Pre-Requisites](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Pre.md)
- [Setup the integration](https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_QuickBooks_Desktop.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)
- [Payments sync](https://docs.zuper.co/Integrations/Accounting_and_payments/QDP_Payments.md)
- [Debugging common errors](https://docs.zuper.co/Integrations/Accounting_and_payments/QBD_Error.md)
- [Avalara](https://docs.zuper.co/Integrations/Accounting_and_payments/Avalara.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)
- [Clyr](https://docs.zuper.co/Integrations/Accounting_and_payments/Clyr.md)
- [Google Calendar](https://docs.zuper.co/Integrations/Calendar/Google_Calendar.md)
- [Zapier ](https://docs.zuper.co/Integrations/Work_Flow_Automation/Zapier.md)
- [Dear](https://docs.zuper.co/Integrations/Commerce/Dear.md)
- [Mailchimp](https://docs.zuper.co/Integrations/Marketing/Mailchimp.md)
- [Twilio](https://docs.zuper.co/Integrations/SMS_and_Telephony/Twilio.md)
- [Gupshup](https://docs.zuper.co/Integrations/SMS_and_Telephony/Gupshup.md)
- [Message Media](https://docs.zuper.co/Integrations/SMS_and_Telephony/Message_Media.md)
- [Infobip](https://docs.zuper.co/Integrations/SMS_and_Telephony/Infobip.md)
- [RingCentral ](https://docs.zuper.co/Integrations/SMS_and_Telephony/RingCentral.md)
- [Invisible Link ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Invisible_Link.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)
- [Aircall ](https://docs.zuper.co/Integrations/SMS_and_Telephony/Aircall.md)
- [CloudTalk](https://docs.zuper.co/Integrations/SMS_and_Telephony/CloudTalk.md)
- [SimpleTexting ](https://docs.zuper.co/Integrations/SMS_and_Telephony/SimpleTexting.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)
- [Slack](https://docs.zuper.co/Integrations/Collaboration/Slack.md)
- [Hover Web](https://docs.zuper.co/Integrations/Measurements_and_estimations/Zuper_Hover.md)
- [Hover Mobile](https://docs.zuper.co/Integrations/Measurements_and_estimations/Hover_mobile.md)
- [EagleView](https://docs.zuper.co/Integrations/Measurements_and_estimations/EagleView.md)
- [RoofScope](https://docs.zuper.co/Integrations/Measurements_and_estimations/RoofScope.md)
- [GAF Quick Measure](https://docs.zuper.co/Integrations/Measurements_and_estimations/GAF.md)
- [Upload Measurements](https://docs.zuper.co/Integrations/Measurements_and_estimations/Upload_measurements.md)
- [Connect Your SRS Account](https://docs.zuper.co/Integrations/Purchasing/SRS-setup.md)
- [Setup Your Catalog](https://docs.zuper.co/Integrations/Purchasing/Link Catalog Products to SRS.md)
- [Using SRS Pricing on Your Proposals](https://docs.zuper.co/Integrations/Purchasing/Creating a CPQ proposal with SRS pricing.md)
- [Placing Material Order to SRS](https://docs.zuper.co/Integrations/Purchasing/Creating a Purchase Order from a Quote with SRS Items.md)
- [Connecting ABC Supply](https://docs.zuper.co/Integrations/Purchasing/abc-supply/Integrations/Purchasing/abc-supply/connecting-abc-supply.md)
- [Setup Your ABC Catalog](https://docs.zuper.co/Integrations/Purchasing/abc-supply/setup-your-abc-catalog.md)
- [Using ABC Pricing on Your Proposals](https://docs.zuper.co/Integrations/Purchasing/abc-supply/using-abc-pricing-on-your-proposals.md)
- [Placing Material Order to ABC](https://docs.zuper.co/Integrations/Purchasing/abc-supply/placing-material-order-to-abc.md)
- [Connecting QXO](https://docs.zuper.co/connecting-qxo.md): Connect Zuper to your local QXO branch to order roofing materials without switching between systems.
- [Setup Your QXO Catalog](https://docs.zuper.co/setup-your-qxo-catlog.md): Link your Parts and Services catalog to QXO to pull live pricing, place orders, and generate material orders.
- [Using QXO Pricing on Your Proposals](https://docs.zuper.co/using-qxo-pricing.md): Create, review, and send a CPQ proposal with QXO branch pricing from a job record.
- [Placing Material Order to QXO](https://docs.zuper.co/placing-mo.md): Place a material order at your QXO branch from a quote without leaving Zuper.
- [Job Mileage Calculation](https://docs.zuper.co/Integrations/Power_Apps/Job_Mileage_Calculation.md)
- [Job Time Calculation](https://docs.zuper.co/Integrations/Power_Apps/Job_Time_Calculation.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 Rescheduler](https://docs.zuper.co/Integrations/Power_Apps/Job_Rescheduler.md)
- [Getting Started with Email in Zuper](https://docs.zuper.co/communication/getting-started-with-email-in-zuper.md): Connect Gmail or Outlook to Zuper, and work customer email against the job or customer it belongs to.
- [Emails in the Communications Module](https://docs.zuper.co/communication/emails-in-the-communication-module.md): Compose, receive, and manage email conversations with customers directly from the Zuper Communication module, without losing the job or customer/contact context.
- [Emails in Jobs and Contacts](https://docs.zuper.co/communication/emails-in-jobs-and-contacts.md): See and send email conversations for a job or a customer/contact without leaving that record, with the same context Zuper already tracks.
- [Email from the Field](https://docs.zuper.co/communication/email-from-the-field.md): Read, reply to, and send customer emails from the Zuper mobile app, with every email linked to the right job or customer.
- [Overview](https://docs.zuper.co/Zuper_for_Roofing/Overview_Roof.md)
- [Getting started with your Zuper roofing trial](https://docs.zuper.co/Zuper_for_Roofing/Getting-started-with-your-Zuper-roofing-trial.md)
- [Connect a Supplier](https://docs.zuper.co/zuper-for-roofing/connect-a-supplier.md): Order roofing materials from SRS Distribution or ABC Supply without leaving Zuper.
- [Standard Proposal Template](https://docs.zuper.co/Zuper_for_Roofing/standard_proposal.md)
- [Overview](https://docs.zuper.co/Zuper_for_Roofing/Proposal_Template.md)
- [How Zuper CPQ Works](https://docs.zuper.co/Zuper_for_Roofing/CPQ_works.md): Turning your pricing logic into intelligent, automated proposals.
- [Proposal Template with CPQ](https://docs.zuper.co/Zuper_for_Roofing/Proposal_Template_with_CPQ.md)
- [Multi Trade Groups in CPQ Proposals](https://docs.zuper.co/Zuper_for_Roofing/Multi-trade groups in CPQ proposals.md)
- [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
- [Formula Library](https://docs.zuper.co/Zuper_for_Roofing/Formula_Library.md)
- [Custom financing configuration](https://docs.zuper.co/Zuper_for_Roofing/Financing.md)
- [Create Your First Inspection Job](https://docs.zuper.co/Zuper_for_Roofing/create_inspection.md): Learn how to create a roofing inspection job in Zuper, from job details to technician assignment.
- [Build and Sign Proposal](https://docs.zuper.co/Zuper_for_Roofing/create_your_proposal.md): Description of your new file.
- [Production Take Off](https://docs.zuper.co/Zuper_for_Roofing/create_your_installation_job.md): Learn how to create a roofing installation job in Zuper, from job details to technician assignment.
- [Appointments](https://docs.zuper.co/Appointments/Appointments.md)
- [Managing appointments from the Calendar](https://docs.zuper.co/Appointments/manage-appointments-from-calendar.md)
- [Managing your appointments from the Dispatch Board](https://docs.zuper.co/Appointments/Understanding-the-Dispatch-Board.md)
- [Work with appointments in the Zuper Mobile app](https://docs.zuper.co/Appointments/work-with-appointments-in-the-zuper-mobile-app.md)
- [Material Orders: An Overview](https://docs.zuper.co/Zuper_for_Roofing/manage-material-order-and -work-order/material-orders/material-orders-overview.md): See how the Material Orders feature streamlines procurement for Zuper for Roofing, from request to supplier fulfillment.
- [Creating a Material Order](https://docs.zuper.co/Zuper_for_Roofing/manage-material-order-and -work-order/material-orders/creating-a-material-order.md): Access, track, and manage Material Orders in Zuper for Roofing from the listing page through to the details page.
- [Understanding Material Order Status](https://docs.zuper.co/Zuper_for_Roofing/manage-material-order-and -work-order/material-orders/title-understanding-material-order-status-description-learn-what-each-material-order-status-means-in-zuper-for-roofing-and-which-actions-are-available-at-every-stage-understanding-material-order-s.md): Learn what each Material Order status means in Zuper for Roofing and which actions are available at every stage.
- [Managing Material Order](https://docs.zuper.co/Zuper_for_Roofing/manage-material-order-and -work-order/material-orders/untitled-page-2.md): Access, track, and manage Material Orders in Zuper for Roofing from the listing page through to the details page.
- [Manage Material Orders in the Zuper Mobile App](https://docs.zuper.co/manage-material-orders-in-the-zuper-mobile-app.md)
- [Job Costing Settings](https://docs.zuper.co/Zuper_for_Roofing/Job_Costing_Settings.md)
- [Job Costing and Profitability](https://docs.zuper.co/Zuper_for_Roofing/Job_Costing.md)
- [Setting up commissions](https://docs.zuper.co/Commissions/Commissions.md)
- [Managing commission payouts](https://docs.zuper.co/Managing-commission-payouts.md): Track and manage all commission payouts across jobs and projects from a single page.
- [Using Trade Types for Multi-Trade Roofing Businesses](https://docs.zuper.co/Zuper_for_Roofing/Trade.md)
- [Update Tasks](https://docs.zuper.co/Zuper_for_Roofing/Roof_Service_Tasks.md)
- [Create Your Invoice](https://docs.zuper.co/Zuper_for_Roofing/create_your_invoice.md)
- [Overview](https://docs.zuper.co/Zuper_for_Roofing/Website_widget.md): Turn your website into a 24/7 Lead Engine
- [Create a Widget](https://docs.zuper.co/Create-a-Widget.md)
- [Setting up an Online Booking widget](https://docs.zuper.co/Setting-up-Online-Booking-Widget.md)
- [Setting up an Instant Estimate Widget](https://docs.zuper.co/Zuper_for_Roofing/Website_Widget/Instant_Estimate.md)
- [Setting up an Estimate and Book widget](https://docs.zuper.co/Zuper_for_Roofing/Estimate_and_Book_widget.md)
- [Setting up a Lead Capture widget](https://docs.zuper.co/Zuper_for_Roofing/Setting-up-Lead-Capture-widget.md)
- [Sharing and embedding your widget](https://docs.zuper.co/Zuper_for_Roofing/Sharing-and-embedding-widget.md)
- [Get Paid](https://docs.zuper.co/Zuper_for_Roofing/getting-paid.md): Collect payment from the job site with the Zuper app
- [Set up communications](https://docs.zuper.co/set-up-communications.md): Keep your roofing team and customers connected with calls and texts built right into Zuper.
- [Use Zuper on mobile](https://docs.zuper.co/zuper-for-rooofing/use-zuper-on-mobile.md): Take your jobs, checklists, and photos with you to every roof with the Zuper mobile app.
- [External integrations](https://docs.zuper.co/Zuper_for_Roofing/external-integrations.md): Connect your measurement, supplier, and accounting tools so job data flows into Zuper automatically.

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)

## Optional

- [Release Notes](https://updates.zuper.co)
- [Developer Portal](https://developers.zuper.co)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.