Enable Modules

Overview

Zuper offers a range of features and add-on modules that extend what your team can do — from advanced quoting and purchasing to customer financing and offline field support. All modules are enabled by Zuper Support on your behalf.

This article lists the available modules, describes what each one does, and explains how to contact Support to get them activated for your account.

Available features & modules

The table below describes the available add-on modules in Zuper.

Module	Function
Customer Portal	Your customers get a self-service portal where they can view their jobs, invoices, and service history.
Service Task	Add individual tasks inside a job to track each work step in more detail.
Offline Support	Lets field executives use the Zuper mobile app without an internet connection. Data syncs automatically once the connection is back. |
Consumer Financing (Wisetack)	Lets your customers apply for financing directly from their invoice or quote.
Proposal	Send service proposals to customers before creating a formal quote.
Distance and Travel Time (Dispatch Board)	Displays estimated travel distance and time for each technician on the Dispatch Board, so you can make faster, better-informed scheduling decisions.
Transfer Orders	Transfer parts and inventory between locations using transfer order records.
Price List	Create and manage price lists for parts and services. Apply them directly to quotes and invoices.
New job timelog	Provides an updated time-logging experience for jobs, giving field executives more control over tracking time on-site.
Stream Chat	Let your team communicate in real time without leaving Zuper.
CPQ (Configure, Price, Quote)	Configure complex service packages, apply pricing rules, and generate accurate quotes — all in one place.
Task	Manage internal tasks that are not linked to a specific job, keeping your team’s work organized in one place.
Multi-Trade	Allows a single job to include work across multiple trade types — for example, electrical and plumbing in one job record.
Job Profitability	See how profitable each job is by comparing the estimated costs and revenue against what was actually spent and earned.
Purchasing	Create purchase orders, manage vendor relationships, and track procurement — all within Zuper.
Material Requests	Request the parts and materials needed to complete a job, so your field and office teams always know what has been ordered.
Vendors	Store and manage all your supplier information in one place. Link vendors directly to purchase orders and procurement workflows.
Workflow Builder	Automate actions in Zuper without any coding. For example, send a notification when a job status changes, or assign a job when a form is submitted.
Report Builder	Build custom reports using data from across Zuper to monitor the performance areas most relevant to your business.

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How to request a module

To enable any module listed above, contact Zuper Support with the following information:

1. Your company name and Zuper account name.
2. The name of the module you want to enable.
3. Your preferred activation date, if you have one.

Reach Zuper Support at [e-mail].

Zuper Support will confirm activation and share any setup steps required on your side before the module goes live.

FAQs

1. Will a module be enabled for my entire account or just specific users?
   Modules are enabled at the account level. Once active, all users in your account can access the module. Some modules — for example, Customer Portal — have separate permission settings that let you control which user roles can use them. Zuper Support will advise you on this when activating.
2. What happens to existing data if a module is disabled?
   Disabling a module hides it from your account but does not delete any existing data. Records created while the module was active remain in the system and are restored if the module is re-enabled. Contact Support before disabling a module if you have concerns about your data.
3. I requested a module but cannot see it in the app. What should I do?
   Ask your team members to log out and log back in. If the module still does not appear, verify that your user role has the correct permissions to access it. If the issue continues, contact Support.
4. How long does activation take?
   Activation timelines vary by module. Modules that involve third-party integrations — for example, Consumer Financing (Wisetack) — might take longer as they require external setup steps. Zuper Support will give you an estimated timeline when you raise the request.
5. Can I request a module that is not listed here?
   Yes. Reach out to Zuper Support or your Customer Success Manager to discuss your requirements. If the capability exists on your plan, the team will guide you through enablement.

Related articles

• Learn more about the Customer Portal
• Learn more about Proposals and Quotes
• Learn more about the Dispatch Board
• Learn more about CPQ
• Learn more about Purchasing