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Experience the Zuper and Avalara integration in action

Are you ready to automate sales tax calculations, manage exemptions, and streamline reporting and filing? Here is a product tour showcasing how field service businesses can automate tax compliance and streamline operations by integrating Zuper with Avalara.

Save time, improve accuracy, and reduce risk by automating your tax compliance

Integrate Avalara and Zuper to automate sales tax, use tax compliance, and streamline your operations. Offer the best customer experience by simplifying your compliance process through a unified tax platform.

Reduce audit risk with improved tax accuracy

Avoid the risks of using incorrect tax rates, not filing in places where you’re obligated to register and collect, and having incomplete or missing exemption certificates.
  • Avalara verifies customer addresses with rooftop accuracy across 12,000+ tax jurisdictions in the US
  • Real-time data sync between Zuper and Avalara ensures customer data and tax exemption information are always up to date
  • Track your tax jurisdiction zones to make better decisions on when to file and remit tax

Automate your tax compliance and get control over product-level taxability

Evolving rules and increasing compliance obligations are complicated and time-consuming. Avalara’s AvaTax lets you stay on top of them by calculating taxes quickly and more accurately so you can focus on other tasks.
  • Stay tax-compliant without having to update tax groups or codes manually
  • Avalara accurately calculates the tax for every estimate and invoice in Zuper
  • Easily manage and apply taxability rules across your products and services
  • Avalara maintains a catalog of thousands of product taxability rules, so you don’t have to

HubSpot and Zuper: A Dynamic Duo for Field Service Businesses

In this video, James Bond, Solutions Advisor from Unlimited Tech Solutions, shares valuable insights on how field service businesses can leverage Zuper’s seamless integration with HubSpot. 

Explore the full potential of Zuper and HubSpot and achieve greater efficiency by streamlining your operations! 

Delight Customers With Zuper And Zendesk

Delight Customers With Zuper And

Work Order Management
Automate and prioritize job requests, technician schedules and dispatching all in one place for more efficient operations and improved workflows.
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Smart Scheduling
With easy-to-use drag and drop scheduling, you can assign new jobs and automatically assign based on availability, proximity, and qualifications.
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Intelligent Dispatching
Intelligent dispatching efficiently allocates jobs so that the right person is always at the right place with the right information, every time.
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Location Intelligence
Location intelligence helps you accurately track time, GPS, and mileage – saving you costs on fuel and payroll and keeping customers updated.
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Estimate Management
Create customizable estimates with a few clicks, so you can get faster decisions from the client to prioritize job opportunities on the go.
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Contract Management
Edit, search, sign, and store your contracts in one place, making it work with your jobs and assets and plan preventative maintenance tasks.
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Invoice Management

Simplify invoicing by handling service modifications, streamlining your payments, and getting paid on the field or in the office.
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Digital Payments
Start accepting credit, debit, e-checks/ACH payments online, on-mobile, or in-person, as well as through digital payment methods like Stripe.
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Customized Workflows
No-code required settings and access for the non-technical user to quickly and easily customize workflows to suit your business needs.
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Asset Management
Manage your customers asset lifecycle, automate preventive maintenance tasks, reduce costs and optimize productivity and efficiency.
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Timesheet Management
Monitor technician work hours, locations, clocking in and out, and with customizable payment plans, overtime, and project details.
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Reporting and Analytics
Run reports based on field jobs created, scheduled or finished jobs to gain instant insights on performance, productivity, and profitability.
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Industry-Leading Integrations
Zuper offers premier integrations with best-in-class CRM, service, ticketing, communications, collaboration, accounting, ERP and other apps.
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Mobile Applications
Connect your field service technicians with all tools they need to focus on what they do best, delivering exceptional customer service.
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Inventory Management
Sync your mobile stock with the warehouse and provide your field technicians with the resources they need to manage inventory on the job site.
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Get started with a free Zuper trial account and explore on your own how you can improve your field service operations, or schedule a demo today with our product experts!
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Sora Partners’ Success Story with Zuper and HubSpot

Sora Partners, specializing in point-of-sale and network services, overcame operational inefficiencies by integrating Zuper with HubSpot. This transition replaced their outdated systems, streamlining work order management and improving team collaboration. The back-office team now efficiently converts deals into work orders and dispatches jobs with ease. Technicians enjoy Zuper’s user-friendly mobile app, enhancing task management and real-time updates.

CEO Mark Scharaga stated, “Zuper’s integration with HubSpot connects everything and significantly improves our team’s efficiency.”

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Integrating Field Service with Customer Service  

Improved Communication Between the Frontline and Field Service Teams  
Enable communication between agents, back-office staff, business owners, and field technicians in one unified location without switching between platforms. This enhanced collaboration minimizes ticket reopening rates and significantly reduces the time to resolve issues.
Real-time Progress Updates
Helpdesk staff stay constantly informed about the progress in the field directly from the ticket screen. They receive instant status updates from field technicians, access job notes, and view completed task images—all within the ticket interface.  

How Does the Zuper + Freshdesk Integration Work? 

Streamline the entire service process, from initial service request to on-site service delivery. Experience easy to set up, no coding, two-way integration. Manage and sync customer and job details to Zuper from Freshdesk. All actions taken on Zuper are immediately reflected in Freshdesk ensuring consistent records between both platforms. 

Optimized Ticket-to-Job Conversion for Field Service Operations 

For every new ticket in Freshdesk, the Zuper widget embedded in the ticket screen can be used to create a field service job without users having to enter the data twice. A customer support agent can quickly check for available field technicians who have the needed skills and are in close proximity to the job site. Zuper also allows dispatchers to map the service location with the right geo coordinates and assign any required assets directly from the ticket screen. 
  • Stay tax-compliant without having to update tax groups or codes manually
  • Avalara accurately calculates the tax for every estimate and invoice in Zuper
  • Easily manage and apply taxability rules across your products and services
  • Avalara maintains a catalog of thousands of product taxability rules, so you don’t have to

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Two-Way Sync for Job Notes 

Back-office staff and technicians can swap job notes, such as task completion updates, unexpected challenges and solutions, and follow-up requirements, as well as documents like before-and-after images of completed work, contract agreements, and inventory lists. This two-way communication allows everyone involved to keep tabs on the job’s status and take prompt action to quickly resolve issues. The activities tab records each step, providing a complete job history for supervisors reviewing the job later. If a new agent or a field technician takes over the job, they already have a detailed record of progress made so far, ensuring a smooth transition. 
  • Stay tax-compliant without having to update tax groups or codes manually
  • Avalara accurately calculates the tax for every estimate and invoice in Zuper
  • Easily manage and apply taxability rules across your products and services
  • Avalara maintains a catalog of thousands of product taxability rules, so you don’t have to

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

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