Zuper Webinar Series: March 11th 2026 - Tasks, Broadcasts, & Product Orders
Join us for our bi-weekly Zuper webinar, where we’ll focus on a different feature or workflow inside the platform each session. These trainings are designed to help your team get the most out of Zuper and showcase new features when they launch!
The three major updates covered in the March 11th Webinar include:
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Expanded Task System
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New Broadcast Communication Tool
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Vendor Management and Purchase Orders (POs)
Expanded Task System
The Zuper task system has been expanded to support general task management beyond individual jobs.
Previously, tasks were tied only to specific jobs. The updated system now allows teams to manage both job-related and general operational tasks in one centralized panel.
Key Capabilities
General Task Lists
Tasks can now be created that are not tied to a job, allowing teams to track everyday responsibilities.
Example uses:
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Order office supplies
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Schedule team meetings
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Follow up on vendor inquiries
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Administrative reminders
Task Panel Access
Tasks are accessed through the Task Panel at the top of the Zuper interface.
From this panel, users can:
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View all assigned tasks
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Filter tasks by assignee
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View team-wide task lists
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Manage task progress
Task Status Options
Tasks now support multiple statuses for better tracking:
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In Progress
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On Hold
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Complete
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Cancelled
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Incomplete
This allows teams to manage workflow visibility across departments.
Task Automation via Workflows
The expanded task system can also replace automated task creation previously handled through HubSpot.
Tasks can now be automatically generated based on workflow triggers.
Example Workflow
When a job moves to a specific pipeline stage, Zuper can automatically create a follow-up task.
Example:
Pipeline status change →
Create task: “Manual follow-up call”
This allows teams to standardize follow-up processes without relying on external automation tools.
Skipping Automated Tasks
If a task becomes unnecessary, it can often be avoided by skipping the pipeline stage that triggers the task.
Example:
Instead of moving through:
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Worked Once
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Worked Twice
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Worked Three Times
You can move directly to:
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Connected
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Deal Signed
Since the task is triggered by the stage change, skipping the stage prevents the task from being created.
Broadcasts: Internal Communication for Field Teams
Zuper has introduced Broadcasts, a new communication tool designed to keep announcements inside the platform.
Broadcasts function as push notifications for technicians and team members using the mobile app.
Purpose
The goal of Broadcasts is to reduce the need for:
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Group emails
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Text messages
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External messaging tools
All team announcements can now be delivered directly through Zuper.
How Broadcasts Work
Broadcasts are created from the web version of Zuper.
Once sent, they appear in the mobile app under the Bullhorn icon.
Users will receive a push notification alerting them to the announcement.
Broadcast Options
When creating a broadcast, you can configure:
Recipients
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Individual users
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Specific teams
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Entire organization
Importance Settings
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Mark as Important
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Sticky announcements
Delivery Settings
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Send as text message (optional)
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Set how long the message remains visible
Examples:
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1 day
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Several days
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A full week
Technician Communication
Technicians cannot create broadcasts from the mobile app.
However, they can communicate within specific jobs using the job chat feature, which remains the primary communication tool for field-level job discussions.
Vendor Management & Purchase Orders
Zuper now includes a Vendor Management system that allows teams to manage suppliers and create purchase orders directly from the platform.
This helps streamline inventory restocking and maintain clear purchasing records.
Vendor Profiles
Users can now create vendor profiles inside Zuper.
These profiles function similarly to customer or organization profiles and allow teams to:
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Store vendor information
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Associate product catalogs with vendors
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Create purchase orders directly from the vendor profile
Vendor Product Catalogs
Each vendor can have its own product catalog containing the parts your team orders from them.
When configuring vendor products, it is important to include:
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The vendor's SKU number (not internal part numbers)
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The expected purchase cost
This ensures purchase orders match the vendor’s ordering system.
Purchase Order Creation
Purchase Orders (POs) can now be generated directly from vendor profiles.
A PO can include:
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Parts and quantities
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Delivery location
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Required delivery date
The system automatically calculates totals for the order.
Once created, the PO can be emailed to the vendor using a template, creating a formal purchasing record.
Multi-Vendor Ordering
Zuper supports ordering the same product from multiple vendors.
Each vendor can have its own:
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SKU number
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Pricing
This flexibility allows teams to maintain accurate records regardless of supplier.
Enabling Vendor Management & POs
The Vendor Management and Purchase Order features must be manually activated.
If you would like to enable these features:
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Contact Dan Baum or Corey
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Request that Vendor Management / POs be activated for your account
Once enabled, the tools will appear within your Zuper system.
Summary of New Features
The latest Zuper updates introduce three major improvements:
| Feature | Purpose |
|---|---|
| Expanded Task System | Manage both job-related and general tasks with automation support |
| Broadcasts | Send push notification announcements to field teams |
| Vendor Management & POs | Manage suppliers and generate purchase orders within Zuper |
These updates are designed to centralize operational workflows inside Zuper, reducing reliance on external tools while improving communication, task tracking, and purchasing processes.