Zuper: Managing Asset Associations & Customers
When installing a generator, it’s important to link it correctly to both the job and the customer record in Zuper.
Adding the Asset During Installation
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In the installation job, click the plus (+) button to add an asset.
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Choose New Asset → Product Selection.
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Filter products by category or search for the specific model.
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Select the correct product (e.g., 22 kW 70431).
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Pick the serial number for the installed unit.
Completing Asset Details
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Confirm the asset category.
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Assign ownership (e.g., “Owned by customer”).
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Job details (such as service address) will auto-populate from the job record.
Linking to Customer
Once created, the asset automatically:
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Associates with the job record.
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Links to the customer’s profile.
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Removes the serial number from inventory stock (so it can’t be reused).
💡 Example: After completing an installation for Joe Customer, his profile now shows the new generator asset. At the same time, the system ensures that the installed serial number is no longer counted as available stock.
Conclusion: Associating assets correctly ensures both customer records and inventory stay accurate, simplifying future service calls and warranty claims.