Zuper Webinar Series: Week 7 - Mobile App Walkthrough

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The Zuper mobile app gives technicians everything they need to manage jobs, track time, capture asset data, and stay productive — even without reliable cell service. This session covers how to get the most out of the app, from offline mode and navigation to inventory, invoicing, and asset management.

Staying Connected (Even When You’re Not)

Technicians often work in areas with poor or no cell coverage. Zuper’s offline mode keeps you moving by downloading up to three jobs — the previous, current, and next scheduled task — to your device.

Tips for reliable offline use:

Open app settings and confirm “Cache for Offline Storage” is enabled.
Tap “Sync Configuration” daily (ideally each morning) to download the latest updates and job information.
If your device has spotty signal, switch to airplane mode — this forces Zuper to use your locally stored jobs instead of trying to connect online.

This workflow ensures your app runs smoothly even in low-signal areas.

Job Workflow: From Start to Finish

Each job follows a simple, consistent workflow designed to capture every detail for payroll, reporting, and customer transparency.

Punch In: Tap the punch icon at the top right of the schedule screen. This starts your shift and geotags your location for accurate time tracking.
Navigate: Mark yourself as “On My Way” to begin travel tracking, then select “Start Navigation” to open your GPS app.
Start Job: Tap “Start Job” when you arrive to begin the job timer and access full customer and job details.
Complete the Checklist: Open the job checklist to record work completed. Items like “replace oil” or “replace filter” automatically update the linked asset’s maintenance history.
Attach Photos: Capture before-and-after photos, serial numbers, and other documentation.
Submit and Complete: Tap “Submit” to finalize the checklist, then “Complete Job” to close out the work order. You’ll be prompted to schedule follow-ups or book the next maintenance visit automatically.

Handling Repairs and Invoicing

When additional issues are found on-site, technicians can manage them directly from the app without needing to contact the office.

View Asset History: Tap into the asset record to see details like the last battery change or service performed.
Add a Repair Item: Use “Add Item” to select a part (like a battery) from inventory and automatically include it in the job cost.
Generate an Invoice: Tap “New Invoice” to bill the customer instantly. Invoices can be emailed directly, and payments can be collected or marked as paid in the field.

This process streamlines repairs and keeps the customer experience seamless.

Sharing Job Reports

After completing a job, technicians can send reports directly to customers.

Tap the three dots on the main job screen.
Choose “Share as PDF” or “Send via Email.”
The app automatically generates a branded report summarizing the job checklist, technician notes, and photos.

This quick sharing feature helps customers stay informed and builds trust through transparency.

Capturing New Customer Assets

For new customers whose generators weren’t installed by your company, technicians can easily create new asset records in the field.

Open the customer record.
Select “New Asset.”
Enter the asset name, model, and serial number.
Zuper automatically pulls details (like kilowatt rating and model data) from the Generac server.

Once created, the asset links directly to the job for ongoing maintenance and reporting.

Managing Installation Jobs and Inventory

For installation jobs involving multiple technicians (e.g., trenching, electrical, gas connections), Zuper’s Service Task Lists let you assign and track each subtask. The job can’t be marked complete until all assigned tasks are finished.

When installing new generators:

Use “Link Asset” → “Install” → “Add from Product” to connect the asset from your warehouse inventory.
Enter the generator’s serial number — Zuper will automatically deduct it from your inventory.
Assets packaged with an ATS (Automatic Transfer Switch) should be entered as separate assets, even if they ship together.

Inventory can be added manually or through a bulk import spreadsheet, which will be covered in an upcoming session.

Managing Time Off and Time Sheets

Technicians can submit and manage time off directly from the app:

Go to “Time Sheets.”
Tap the three dots and choose “Request Time Off.”
Select the dates and type of leave.

Requests are routed to a manager for approval and automatically reflected in scheduling. Admins can also choose whether technicians are allowed to edit their own punches or time sheets.

Quick Recap

Sync the mobile app daily and use airplane mode in poor service areas.
Follow the job workflow to track time, record data, and close out jobs accurately.
Capture and link assets directly in the field.
Use in-app invoicing and reporting for seamless customer experiences.