Zuper for Roofing — Trial Walkthrough

This guide takes you through a typical roofing job — lead to payment — so you can see exactly how Zuper would fit into your current process. You need the Zuper web app and the Zuper mobile app. Expect about 15–30 minutes to complete the full flow.

If you have not logged in to the Web app yet, this short video will walk you through the process.

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Before you start

When setting up your test customer, use your own email address as the customer’s email. This lets you receive the same notifications your customers would — inspection confirmations, proposals, invoices, and updates — so you can see the full customer experience alongside the back-office view.

Mobile app — trial outside sales login

• Email: [e-mail]
• Password: <your company login name>@123

In place of <your company login name>, use the company login name shared in the welcome email. You can use this pre-built login or create your own outside sales user in the account.

John’s role in this trial: Outside sales — handles inspections and proposals on site. This persona can also be used to view the production lifecycle from the field.

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Step 1: Qualifying the lead

Where: Web app · Time: 2–5 min

Watch the video walkthrough or follow the step-by-step guide below:

Create the test customer

1. Go to Customers

   In the sidebar, go to Customers → Add New Customer.

2. Enter customer details

   Enter the customer name and your email address — this is your test customer for the trial.

3. Add an address

   Add any address using Pick from a Map. Choose something local to you.

4. Save

   Select Save.

Find the auto-created job

A Lead Qualification job is created the moment you save a new customer. Watch for workflow activity at the bottom right — it might take up to 45 seconds.

The fastest way to see updates is to refresh your browser, or swipe down to refresh on the mobile app.

Find the job in the pipeline

1. Go to Jobs

   Go to Jobs in the sidebar.

2. Select the Prospects pipeline

   Select the Prospects pipeline at the top left. This switches to Kanban view, filtered by leads only.

3. Locate your job

   Your job appears in the Prospects / Lead pipeline, ready to advance.

Run the qualification

1. Drag the pipeline card

   Drag the pipeline card for your lead and drop it into Qualifying on the Kanban board.

2. Complete the intake form

   Work through the lead intake form — communication preferences, what the customer is looking for. These are all customizable fields you can configure in the back end.

3. Confirm the lead

   When asked “Is this a genuine lead?”, select Yes and submit.

The lead advances into a qualified opportunity. Go to the Opportunities / Inspections pipeline — your job now appears in the New-Inspection stage. Open it by selecting the arrow at the top left of the pipeline card.

What just happened: The job moved from Lead to Inspection automatically, with the status updated at each step. The job is now ready to be booked as an inspection appointment.

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Step 2: Running the inspection

Where: Web app + mobile app · Time: 5–10 min

Follow the step-by-step guide below, or watch the video walkthrough instead.

Schedule and assign a salesperson

1. Assign a user

   At the top right of the job, select + under Users/Teams Assigned to assign the pre-built John Wayne mobile app user.

2. Schedule the inspection

   Select the Schedule calendar icon at the top left, under the job title. Schedule for right now.

3. Enter measurements

   Go to the Measurements tab on the left side and manually enter measurements.

   Measurements populate automatically once you integrate your measurement provider. You can also upload a measurement file instead of entering values manually. Intelligent quoting relies on measurements to calculate — if you do not enter them, the proposal will not populate.

Switch to the mobile app

1. Log in

   Log in as your assigned salesperson.

2. Open the job

   Open the job on the dashboard.

3. Update status to On My Way

   Update the status to On My Way — this starts the travel timer and sends the customer a live-tracking notification.

   An automated email goes to the customer email you entered. Open it and select the link to see live tracking of John Wayne en route to the inspection appointment.

Arrive on site

Update the status to Arrived On-Site. Travel time stops. Update again to Inspection Report to begin the inspection.

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Insurance claim — two paths to explore

This is a good point to try both flows. Each follows a different process in Zuper.

No — Standard quote flow

Select No to proceed with a standard proposal. The system moves into intelligent quoting and generates a Good, Better, Best proposal from your inspection findings. Follow the remaining steps in this phase.

Yes — Insurance claim flow

Select Yes to follow the claim process. The job category updates to Claim and a different process flow begins. You capture claim data in the claim inspection checklist, which automatically updates the job with those details.

We suggest selecting No first, then returning to explore the Claim flow later.

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Fill out the inspection checklist

Work through all items and upload photos. Your responses directly drive what appears in the proposal — Zuper uses the checklist to build the quote automatically using intelligent quoting.

Two fields are pre-configured to demonstrate this in the trial:

• Ventilation: Select Box Vents — this is enough to include it in the proposal.
• Roof penetrations: Select Pipe Boots — mark the condition as Failed and enter the quantity to include them.

This shows how different checklist responses control what does and does not appear in the quote.

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Generate and send the proposal

1. Submit and update status

   Submit the checklist and update the status to Create Proposal.

2. Choose a template

   Choose a proposal template and select Create Proposal.

3. Find the quote on mobile

   In the mobile app, go to the Associated tab. Swipe down to refresh — the quote is built and waiting toward the bottom.

4. Add a cover image

   Select the quote, then choose a proposal cover image from the job gallery or your device.

5. Send to customer

   Select Send to email it to your customer.

6. Review from email

   Go to your email, open the notification, review the quote, sign off on an option, and select color choices and any optional add-on products.

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Present on the mobile app (optional)

Select Present to walk through the proposal on your device. The good/better/best options, color picker, add-ons, and the inspection items you flagged — pipe boots and vents — are all reflected here.

Customer accepts and signs — deposit collected

Sign off on the proposal from the email or on the mobile app. When Zuper Pay is enabled, a deposit is collected automatically at the point of signature.

Approve the accepted quote — web app

Back on the web app, the quote status updates to Accepted and the job updates to Won automatically. Update the status to Approved.

This is an intentional manual step — it gives your team a chance to review before anything goes into production.

What just happened: The quote line items were added to the job automatically. The job has moved into the Production pipeline — schedule and assignment cleared, ready for the crew.

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Step 3: Managing production

Where: Web app + mobile app · Time: 5–10 min

Watch the video walkthrough or follow the written guide below:

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Manage production

The inspection job automatically updates to Production with a status of New-Production. Update the status to Pre-Production from the web app.

Purchase order created

A purchase order (PO) is generated automatically from the accepted quote line items when the job enters New-Production status. The PO starts in draft.

1. Open Purchase Orders

   In the right-hand sidebar, select Purchase Orders.

2. Review the PO

   Review the PO, then select Send to Vendor.

3. Choose a template and send

   Choose the standard PO template and send.

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Receive materials

Once materials arrive, mark quantities received in the purchase order.

An “Accept All” one-click option is coming soon to streamline materials receipt.

Assign crew and schedule

1. Assign the production team

   In the upper-right Users/Teams Assigned section, select + to assign the production team.

2. Set the schedule

   Select the Schedule calendar icon at the top left of the job to set the date and time. The customer receives a notification to confirm the schedule.

   Scheduling can also be done from the calendar or dispatch board. Follow these steps manually here to complete the flow.

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On site — update statuses via mobile app

1. Confirm the schedule

   Update the status to Schedule Confirmed.

2. Update job statuses on mobile

   In the mobile app — make sure John Wayne is still assigned to the production job — update the job status through each stage:

   • On My Way
   • Arrived
   • Site Preparation (complete checklist)
   • Roof Installation

   Each status change is timestamped and logged for reporting, event logs, and activity tracking.

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Complete tasks in order

Tasks must be completed sequentially. Select each task on the mobile app to reveal its checklist, complete it, then mark it as completed.

Tasks can be configured for parallel execution if sequential completion is not required.

Change order — if scope changes on site

1. Update status to Change Order

   Update the status to Change Order in the checklist.

2. Select item and enter quantity

   Select the item needed, then enter the quantity in the respective field — for example, eight additional pieces of decking.

This triggers a change order proposal, pre-selected in intelligent quoting with the correct change order template. It is sent to the customer, signed electronically, and the new line items are added to the job automatically upon acceptance. No separate job or manual update is needed.

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Complete the job

1. Update status to Job Complete

   Update the job status to Job Complete.

2. Add completion photos

   Add completion photos in the checklist.

3. Log unused materials

   Log any unused materials — Zuper either returns them to inventory or generates a Return Material Authorization (RMA) for the supplier automatically.

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Multiple production phases — for example, gutters or siding

If the job requires further production work after roofing, Zuper handles this within the same job — no new job needed. At the Closed status, a checklist prompts the team to select the next production category. The job cycles into that phase automatically, with the schedule and assignment cleared for the next crew. This continues until all production work is complete.

Multi-category production is not configured in this trial account.

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Customer signs off on site

The customer signs the completion form and rates the job using the three-tier feedback system.

What just happened: The production job is complete. Zuper moves it into the Revenue pipeline automatically and generates the invoice.

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Step 4: Invoicing and payment

Where: Web app · Time: 2–5 min

Follow the step-by-step guide below, or watch the video walkthrough instead:

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Invoice generated from production

The invoice includes everything from the original quote plus any approved change orders. It starts in draft.

Review and send

1. Open the invoice

   In the right-hand sidebar, select the invoice under Invoices.

2. Send to customer

   Review it, then select Send. The customer receives an email with the invoice and can pay directly from there.

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Record payment

Once paid, Zuper automatically records the transaction based on the selected payment method. The job status updates to Paid in Full automatically. Partial payments and overdue invoice statuses are tracked and updated the same way.

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What Zuper handled automatically in this walkthrough

Trigger	Automatic action
New customer saved	Job created
Lead qualified	Job moved to Inspection
Proposal accepted and signed	Deposit collected
Quote accepted in production	Purchase order built
Change order accepted	Items added to job
Job completed	Invoice generated and job moved to Revenue