Zuper Customized Workflows

Personalized Operations Management Software

Zuper is the most flexible and customizable field service management solution available today! Our extensive features and functionality are combined with access for business users to quickly and easily customize workflows to suit your business needs.

Fully Configurable And Easy To Use Workflow Management

Reduce costs, increase workforce utilization, and boost asset performance with highly customizable workflows tailored to your needs. Get organized, streamline processes, improve productivity, and drive efficiencies for your field operations.

Manage Complex Workflows

There’s a better way to manage workflow approvals from quotation approval to parts/services utilization than email or spreadsheets. Zuper FSM software solution allows you to easily set up customizable approval flows for everything from work orders to payment collection and workforce management.

Set up custom filters and assign tasks by technician, location, due date, status, and priority level with complete audit trails
Configure the job details checklist to include photos, videos, or files and communicate with built-in chat and commenting features
Configure the job details checklist to include photos, videos, or files and communicate with built-in chat and commenting features
Configure and automate scheduling of technicians based on customizable criteria such as geographic proximity, availability, and skills

Customize your Zuper FSM

Zuper offers an extensive list of best-in-class app integrations for seamless connection to CRM, ticketing, servicing, collaboration, communications, accounting, payments, and 50+ other third-party applications.

Create a seamless customer experience from end-to-end with integration to HubSpot, Zoho CRM, SalesForce and other leading CRM systems
Optimize your service requests and ticketing processes with real-time sync to Zendesk, Service Hub and more
Connect to QuickBooks, Zoho Books or other accounting apps for the ultimate estimating, invoicing, and payments experience
Improve customer experience by integrating with your favorite communication and collaboration apps

Checklists and Custom Fields

Tailor checklists, processes, and fields to meet your organization’s specific needs. Add or remove steps from checklists, and make fields required, read-only, or hidden. Automate tasks and improve data collection for seamless workflows.

Choose from a variety of templates or configure your own fields for your organization's specific needs
Add an unlimited number of custom fields, forms, and views
Frictionless documentation with photos, pdfs, videos, and files helps you avoid rework
Set up multiple user assignees and permissions for better collaboration

Get More out of your Data

Gather actionable insights and make informed decisions with customizable reports and dashboards. Our out-of-the-box reports are created for the business user to access, use, and report on quickly and easily.

Without any extra effort, make data-driven decisions with Zuper’s 30+ out-of-box reports that reflect your custom workflows
Tailor the dashboard and get real-time insights into your customers’ feedback, revenue, parts utilizations, and more
Get real-time insights and optimize your operations from monitoring your team’s performance and customer service experience
Provide a transparent record of inspections and checklists completed by technicians for recurring work orders