Company Configuration Settings in Zuper

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The "Organization Settings" allows the admin to tailor Zuper to exactly suit the requirements of the organization.

Please follow the below instructions to make changes.

  • Log in to Zuper with an admin account.
  • Scroll down the menu bar on the left and select the "Settings" icon.
  • Under the "General Settings" category, select "Organization Settings"

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Job Settings

  • Enter Job Prefix: The text entered in the field will be used as the default Prefix for all jobs.
  • Can Field Executive create a new Job? :  Enabling this allows the Field Executives to create new jobs for customers from the Zuper Pro app.
  • Can Field Executive view jobs without punch-in? : Enabling this allows the Field Executives to view the job details on the Zuper Pro app without Punching in.
  • Require Facial Authentication for Viewing Jobs (if Field Executive has not punched in) : Enabling this Forces the Field Executives to clear Facial Authentication to view jobs.
  • Can Field Executive reschedule a Job? : Enabling this allows the Field Executives to reschedule jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive edit a Job? : Enabling this allows the Field Executives to edit jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive view other assigned users? : Enabling this allows the Field Executives to view the other users assigned to the jobs.
  • Can Field Executive accept/decline the job? : Enabling this allows the Field Executives to accept and reject jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive be un-assigned upon rejection? : Enabling this will automatically unassign a job from a Field Executive once they reject the job.
  • Type of view for FE: The type of view the Field Executives will experience in the Zuper Pro app.                        
    • List View
    • Route View
    • Both

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Customer Settings

  • Can Field Executive create a new customer? : Enabling this allows the Field Executives to create new customers from the Zuper Pro app.
  • Can Field Executive edit customer details? : Enabling this allows the Field Executives to edit customers that are assigned to the Field Executive or created by the Field Executive from the Zuper Pro app.
  • Can Field Executive view all Customers? : Enabling this allows the Field Executives to view all the customers in Zuper from the Zuper Pro app.
  • Does Field Executive require Facial Authentication to view customers? : Enabling this forces the Field Executives to clear Facial Authentication to view Customers.
  • Can Field Executive view Customers without punching-in? : Enabling this allows the Field Executives to view the customers on the Zuper Pro app without Punching in.
  • Does Customer needs an Account Manager? : Enabling this forces every customer that is being created in Zuper to have an account manager.
  • Enforce Geo-Location in address: Enabling this forces user to provide the geo-location of the customer during creation. 

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Part Settings

  • Enter Part Prefix: The text entered in the field will be used as the default Prefix for all Parts.
  • Inward Purchase Price Difference: -> Average Purchase Price -> Latest Purchase Price.

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Timesheet Settings

  • Require Timesheet for Managers: Enabling this forces manages to punch in and punch out for the timesheets.
  • DISTANCE OPTIONS: Choose the required metric to measure the distance. 
    -> Kms
    -> Miles
  • PUNCH IN OPTIONS
    -> Require Facial Authentication for Punching-In? : Enabling this forces the Field Executives to clear Facial Authentication during the punch-in.

    -> Enter Punch-In popup message: The text entered will be shown in a pop-up window during the punch-in. By default, it is set to "It's time for another great day!".
    -> Can geo-fencing be enabled? : Enabling this forces the Field Executives to be within the set geo-fencing to punch in. 
    -> Enforce same punch-out location as punch-in: Enabling this forces the Field Executives to be within the same geo-fencing as the punch-in to punch-out.
  • BREAK OPTIONS
    -> Require Facial Authentication for taking break? :
    Enabling this forces the Field Executives to clear Facial Authentication before taking a break.

    -> Enter a message to be popped up when employees go for break: The text entered will be shown in a pop-up window when taking a break. By default, it is set to "Go Ahead, Take Some Time For Yourself.".
  • PUNCH OUT OPTIONS
    ->
    Require Facial Authentication for Punching-Out? : Enabling this forces the Field Executives to clear Facial Authentication during the punch in.
    -> Enter Punch-Out popup message: The text entered will be shown in a pop-up window during the punch in by default its is set to "Keep being awesome. We appreciate you and your hard work and dedication.".
    -> Collect Employee Feedback on checkout? : Enabling this forces the Field Executives to provide feedback during the punch-out.
    -> Can the employee be checked out automatically once their shift is over? : Enabling this automatically punches out the Field Executives once their shift is complete.
  • RESUME WORK OPTIONS: Enabling this forces the Field Executives to clear Facial Authentication when resuming work after a break.
  • TIME OFF SETTINGS
    -> Enable Timeoff Requisition? :
    Enabling this allows the Field Executives to request time-off (leave) from the Zuper Pro app.

    -> Enable Cut-off Period for Time off requests? : Enabling this allows the admin to set a cut-off period for the time off requests.
    -> Enable Maximum Timeoff period? : Enabling this allows the admin to set a maximum period for the time off requests.

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Employee Settings

  • Can Field Executive upload files? : Enabling this allows the Field Executives to upload files for a job in the Zuper Pro app.
  • SHIFT MANAGEMENT
    -> Can Field Executive edit shift? :
    Enabling this allows the Field Executives to edit their working hours.

    -> Maximum number of days for scheduling shift: Enter the Maximum number of days for scheduling shift for Field Executives.
    -> Require approval for Shift requests? : Enabling this Forces the shift change by Field Executives to be approved by the admin or team leader.   

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Quotation & Invoices

  • Quote Settings
    -> Quote Prefix:
    The text entered in the field will be used as the default Prefix for all Quotes.

    -> Default Remarks for Quote: The text entered in the field will be used as the default remarks for all Quotes.
    -> Allow Customer to accept Quote? : Enabling this requires the customer to accept the quote.
    -> Auto-convert Quote to Invoice? : Enabling this automatically converts the quotes to invoices.

    -> Default Expiry Period (in days)? :  The number of days entered will be the default expiry date for the quotes created in Zuper.
    -> Get Customer Sign-on approval? : Enabling this will request the customer's signature once the quote is approved.
    -> Can Field Executive create a Quote?: Enabling this allows the Field Executives to create quotes from the Zuper Pro app.
  • Invoice Settings
    -> Invoice Prefix: The text entered in the field will be used as the default Prefix for all Invoices.

    -> Default Remarks for Invoice: The text entered in the field will be used as the default Remarks for all Invoices.
    -> Can Field Executive create Invoice?: Enabling this allows the Field Executives to create invoices from the   Zuper Pro app.

Contracts

  • Contract Prefix: The text entered in the field will be used as the default Prefix for all Contracts.
  • Default Remarks for Contracts: The text entered in the field will be used as the default Remarks for all Contracts.

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