Mobile App: Lesson 1 - Getting Started & Dashboard Overview

Overview

The Zuper mobile app is designed for technicians and field users to manage their daily work directly from their mobile device.

Your Dashboard is the control center of the app. From here, you can:

View scheduled jobs
Adjust your schedule view (Day, Week, Month)
Filter jobs
Create new jobs
Add notes
Punch in and track time

Before using the Dashboard, you’ll need to complete the initial setup.

First-Time Setup (Before Using the Dashboard)

1️⃣ Download the App

Visit the Apple App Store (iOS) or Google Play Store (Android)
Search for Zuper
Download and install the app

2️⃣ Log In

Open the Zuper app
Enter your company credentials
Enter your email address
Enter your password
Tap Login

Once logged in, you’ll land on the Dashboard.

3️⃣ Refresh Configuration (Important for First Login)

After logging in for the first time:

Go to Settings
Select Refresh Configuration

This ensures:

Your app syncs with the latest system settings
Job types and categories load properly
User permissions are updated

This step is highly recommended during first-time setup.

4️⃣ Enable Offline Mode

If you work in areas with limited service:

Open Settings
Enable Offline Mode

Offline Mode allows you to:

View scheduled jobs
Add notes
Capture photos
Continue working without internet

Data will sync automatically once connection is restored.

Understanding the Dashboard

The Dashboard is your home screen and daily workspace.

From here, you can:

View your assigned jobs
Adjust the timeframe
Apply filters
Create new jobs
Add notes
Punch in for the day

Everything in this lesson happens directly from the Dashboard.

Viewing Scheduled Jobs from the Dashboard

Your scheduled jobs appear directly on the Dashboard.

You can:

Scroll to view assigned jobs
Tap a job to open details
View job status and timing

The Dashboard eliminates the need to navigate to a separate Jobs page.

Adjusting the Timeframe (Day / Week / Month)

At the top of the Dashboard, you will see a Timeframe Picker.

This allows you to adjust your schedule view:

Day
Week
Month

To adjust:

Tap the timeframe selector
Choose your desired view

This helps you:

Focus on today’s work
Plan for the week
Review upcoming jobs

The timeframe picker only changes how jobs are displayed — it does not modify the actual schedule.

Filtering Jobs from the Dashboard

You can apply filters directly from the Dashboard to refine your job list.

Filters may include:

Job Type
Category
Status
Assigned technician

To apply filters:

Tap the Filter option
Select desired criteria
Apply

This allows you to quickly isolate specific types of work without leaving the Dashboard.

Creating a New Job from the Dashboard

If needed, you can create a new job directly from the Dashboard.

Tap Create Job
Select the job type
Enter required details
Save

This is useful for:

Emergency service calls
On-site upsells
New customer requests

Adding Notes from the Dashboard

You can add notes by opening a job directly from the Dashboard.

Once inside the job:

Navigate to the Notes section
Add your note
Attach photos or files
Save

Mobile notes allow you to:

Use voice-to-text transcription
Upload field photos
Record AI video (auto-transcribed into note format)
Tag team members for notifications

Real-time documentation improves communication and accountability.

Punching In for the Day

Time tracking is accessible directly from the Dashboard.

To punch in:

Tap Punch In
Begin your workday

You can also:

Punch out
Track time per job
Review time history

Punching in ensures accurate time tracking and payroll reporting.

Best Practices for Mobile Dashboard Use

Refresh configuration during first login
Enable Offline Mode if working in low-signal areas
Review your schedule each morning
Adjust timeframe to plan ahead
Punch in before beginning work
Update jobs and notes in real time

Support & Help

For:

Login issues
Configuration issues
Mobile app troubleshooting
Access requests

👉 Submit a Support Ticket