<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2124661978026233&amp;ev=PageView&amp;noscript=1">
Skip to content
English
CLIENT PORTAL Sign in
CREATE A SUPPORT TICKET
  • There are no suggestions because the search field is empty.

The Basics: Lesson 3 - Core Modules

This article explains the five core Zuper modules—Customers, Properties, Assets, Jobs, and Parts—and shows how to view, create, and edit records within each module for daily system use.

Zuper is built around five core operational modules. These modules work together to manage your entire service workflow—from customer information to equipment tracking, job execution, and inventory management.

Each module follows a consistent structure:

  • What the module is

  • How to view records

  • How to add records

  • How to edit records

Understanding how these modules connect is essential for navigating Zuper efficiently and maintaining clean, accurate data.

1. Customers

What This Module Is

The Customers module is the foundation of your Zuper system. Every job, property, and asset is tied to a customer record.

This module stores:

  • Customer contact information

  • Phone numbers and email addresses

  • Billing information

  • Associated properties

  • Related assets

  • Job history

If it involves a person or company you perform work for, it begins with a Customer record.

🎥 Help Video Resources

Viewing Customers

 

Customer Details Page

 

Adding a New Customer

 

Editing Customer Information

 

How to View Customers

  1. Navigate to Customers from the left-side menu

  2. Use search or filters to locate a record

  3. Click the customer name to open the details page

How to Add a New Customer

  1. Click Add Customer

  2. Complete required fields

  3. Click Save

How to Edit a Customer

  1. Open the customer record

  2. Click Edit

  3. Update necessary fields

  4. Click Save

2. Properties

What This Module Is

The Properties module represents service locations. A single customer may have multiple properties.

For example:

  • A homeowner with multiple homes

  • A commercial client with several facilities

  • A property management company with multiple buildings

Properties allow you to separate service history and assets by location while still keeping them tied to the correct customer.

🎥 Video Resources

Property Overview

 

Adding a New Property

How to View Properties

  1. Navigate to Properties

  2. Use search or filters

  3. Click a property to view details

How to Add a New Property

  1. Click Add Property

  2. Enter property details

  3. Associate with the correct customer

  4. Click Save

How to Edit a Property

  1. Open the property record

  2. Click Edit

  3. Update fields

  4. Click Save

3. Assets

What This Module Is

An Asset is any serialized piece of equipment that needs to be tracked.

Examples include:

  • Customer-owned equipment (Generator, Transfer Switch, etc.)

  • Company-owned equipment (Forklift, Fleet Vehicles, etc.)

Assets are typically linked to:

  • A specific Property

  • A specific Customer

Tracking assets ensures accurate service history, warranty tracking, maintenance scheduling, and part replacement documentation.

🎥 Video Resources

Viewing Assets

 

Editing an Asset

How to View Assets

  1. Navigate to Assets

  2. Use search or filters

  3. Click an asset to open details

How to Add a New Asset

  1. Click Add Asset

  2. Enter serial number and equipment details

  3. Associate with the correct customer/property

  4. Click Save

How to Edit an Asset

  1. Open the asset record

  2. Click Edit

  3. Update information

  4. Click Save

4. Jobs

What This Module Is

The Jobs module is where operational work is created, scheduled, and completed.

Jobs can represent:

  • Installations

  • Service calls

  • Preventative maintenance

  • Inspections

  • Repairs

Jobs connect customers, properties, assets, technicians, parts, and invoices into one workflow.

This module is central to daily field and office operations.

🎥 Video Resources

Job List Board View

 

Job Navigation and Details

 

Explaining Job Types

 

Creating a Job

How to View Jobs

  1. Navigate to Jobs

  2. Toggle between:

    • Kanban Board View (status-based workflow view)

    • List View (table-based record view)

  3. Click a job to open details

How to Create a Job

  1. Click Create Job

  2. Select job type

  3. Assign customer and property

  4. Enter job details

  5. Assign technician (if applicable)

  6. Click Save

How to Edit a Job

  1. Open the job record

  2. Click Edit

  3. Update fields

  4. Click Save

5. Parts

What This Module Is

The Parts module manages inventory items, services, and bundled offerings used within jobs and invoices.

This module can include:

  • Physical inventory parts

  • Service line items

  • Products

  • Bundled packages

  • Cloned parts for reuse

Maintaining clean and organized Parts records ensures accurate pricing, job costing, and reporting.

🎥 Video Resources

Parts Details

 

Adding a Part

 

Adding a Product
 
Cloning a Part

How to View Parts

  1. Navigate to Parts

  2. Use search or filters

  3. Click a part to open details

How to Add a New Part / Product / Bundle

  1. Click Add

  2. Select:

    • Part

    • Product

    • Bundle

  3. Complete required fields

  4. Click Save

How to Edit or Clone a Part

  1. Open the part record

  2. Click Edit to modify

  3. Click Clone to duplicate

  4. Save changes

Need some more assistance? Submit a ticket here.