get-the-best-out-of-your-zuper-trial-period
get-the-best-out-of-your-zuper-trial-period

How many times have you signed up for a free trial and discarded it just because you couldn’t get the hang of the solution? There are times where the support documentation and videos are not quite enough. That’s why we decided to create this detailed post just so you can get started.

This guide aspires to get you familiar with your Zuper trial account and helps you get an idea of the features in Zuper and understand how they work. This post will also offer you guidelines on where you could find more information about a specific module or feature. If you follow the instructions listed here to the tee, you can get your trial account up and running in no time at all.

Getting started

This getting started section will help you kick start your Zuper account, including

  • Essential steps on how to login
  • How you can go about creating your first job
  • How to migrate data from other software and spreadsheets

Irrespective of the fact whether you signed up for a Zuper trial on your own or you have been invited by one of your co-workers, this guide can help you get started.

Signing in

Once a free trial request has been submitted, our team will get a trial account ready for you. When your trial account is ready, your credentials will be shared across by email. After receiving it, go ahead and log in to your Zuper account.

While you can log in to Zuper from our iOS app or Android app, we recommend you to log in for a desktop or laptop. Because, it would help you create jobs, customers, estimates, and other important elements with ease.

Before you familiarize yourself with our interface, take the time to learn our key concepts here. To get detailed information on the modules and elements inside Zuper, skim through our Zuper Glossary.

Onboarding

Now that you have successfully signed into Zuper and have a grasp of the key concepts and modules in Zuper, you are ready to onboard your team and start working together.

Before you rush into sending invites to all your core crew members, please take the time to identify the roles and access controls offered in Zuper. While you can always create custom roles in the admin module of Zuper, if you want to learn more about the out-of-the-box roles, then watch this video.

Add a team

You can create any employee type from a supervisor to a field service technician and back-office staff by following these steps. You also have the option to create a crew and team here.

Add customers

Once you have onboarded your team onto the platform, it is time to import customer information onto the database. You can either enter customer data individually or import them all in one shot.

Configure notifications

Throughout the lifecycle of a job, stakeholders will receive email and text notifications for events like job reminders, delay alerts, status changes, and more. Learn how to configure notifications within the notification scheme inside Zuper.

Set up business processes

Now that you have updated your database and migrated all employee and customer information onto the platform, you need to set up business workflows and processes from scratch. As a field service business, you are bound to have your own set of policies and processes, it is time to automate and implement them on the platform.

Work order categories

Home service companies offer a ton of services, and the work order categories will differ based on the type of service that your customer opts for. So, the first thing you need to do while configuring business workflows is set up work order categories.

Work order statuses

Work order statuses are intermediate checkpoints that indicate a job’s progress and current stage. These statuses are usually updated by field technicians after the completion of a step. Common job statuses include started, on my way, in-progress, and completed. You can set up work order statuses to reflect the real-time progress from this article. You can also update, roll back, and delete a job status.

Work order checklists

Work order checklists help field technicians ensure consistency across jobs. Additionally, a work order checklist can streamline the work order workflow, reduce errors across jobs, increase the efficiency of field technicians, and ensure that all steps in a workflow are executed in the correct order. Read this article to know everything about creating a checklist in Zuper.

Create templates

Be it work order management or invoicing, it is critical to create a template and stick to it. Templates help field service businesses ensure consistency and prevent mistakes.

Work order templates

Work order templates give a snapshot of important job details like notes added during jobs, images attached, and more. These templates can be added to customer email notifications, invoices, and quotes. Learn how to create work order templates here.

Quotation and invoice templates

Quotation and invoice templates create a structure and form so that you don’t have to repopulate the same information every time you create a quotation or an invoice. What’s more, these templates help your field service agents generate billing documents effortlessly for end customers. Learn how to create quotation and invoice templates by reading this article.

Create your first work order

Work orders are at the heart of Zuper. Work orders are documents that capture all pertinent details about a job. Ideally, work orders are created by back-office teams that receive a service request from a customer. Work orders keep all stakeholders from supervisors to field technicians and customers on the same page.

You can create a work order in the Zuper app in three different ways. You can either use the Quick Actions Dropdown, create one from the Jobs Listing page, or create a job for a specific customer right from their profile.

Create your first estimate

Estimates also known as quotations are documents that cover the parts or services you’ll need to complete a work order and approximately how much it will cost. Quotations are sent to customers before the commencement of a job for acceptance. Once accepted by the customer, technicians will perform the services or replace the parts listed in the quote to complete a job.

You can create an estimate in the Zuper app in three different ways. You can create an estimate from the Quick Actions Dropdown, create one from a job, or create a quote from the Quotations Listing page.

Creating invoices

An invoice is an accounting document that field service businesses send to their clients to request payment for the services rendered. You can either create an invoice from scratch or convert an existing estimate to an invoice.

If you are creating an invoice from scratch, you can use the Jobs Listing Page, Quick Actions Dropdown, or Invoice Listing Page. If you would like to convert an estimate to an invoice, then navigate to that specific quotation and then choose the convert to invoice option in the More dropdown.

Share details with your customers

With Zuper, you don’t have to switch tabs to share documents with customers. You can print or share your job details aka work orders, estimates, and invoices with your customers with just a click of a button.

Stuck anywhere or need additional help? Reach out to us!

If you feel you need additional information about a feature or just want to say hi, feel free to reach out to us at [email protected]. Our zuperhumans are available to help you out 24×7, around the clock. If you are interested to know more about Zuper and its functionalities, we offer you a full-blown out demo of our product for free, enter your details to see Zuper in action.

Now that you know all you need to get started with Zuper, are you ready to claim your free trial?