What's new? - August and September 2025
We’re thrilled to bring you the features and enhancements updates from August and September 2025. Here are the key highlights:
- Hover Integration
- Gallery Enhancements- Web and Mobile app
- Photo Feed for Web
2. Zuper Connect
- Universal Conversation Centre
- HubSpot Call Activities Sync
- Sidekick – Zuper Connect
- Outbound MMS and Call- Record Prompt Toggle
3. New features and Enhancements:
- Mobile Remote Deposit Capture (E-check)
- Quotes & Invoices Enhancements
- Send Text Message from Quotes & Invoices Listing Page
- Associating Asset in the Quotes
- Notes Enhancement
- Sign in to Zuper with Google
- Time Zone Support in Reports
- Workflow builder enhancements
- Report Builder Enhancements
- Real-Time Job Dispatching Upgrades
- Dispatch Board - Filter & Sort Routes by Number of Jobs
- Job Real-Time Sync Across Web & Mobile
- Pinned Filters Across Modules
- Job Details Page Enhancement
4. Integrations:
- Revamped Assisted Scheduling in HubSpot Widget
- QuickBooks Online – Import
1. Zuper for Roofing
Hover - Introducing measurement integration in Zuper
We have partnered with Hover, one of the leading measurement technology providers, to easily order & manage roof measurements within Zuper. This powerful integration creates a seamless way for customers to manage their roofing measurements directly from Zuper jobs. With this integration, you can:
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Order measurements from a Zuper job and have results automatically synced back.
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Download the detailed PDF measurement report and view the 3D model in Hover.
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Edit measurement values in Zuper (edits stay in Zuper and won’t sync back to Hover).
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Sync existing Hover jobs for the property into Zuper.
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Manage tokens in Measurement Settings — enable or disable tokens, with changes reflected on job details.
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To learn more about this feature, refer to this help article: https://docs.zuper.co/Integrations/Measurements_and_estimations/Zuper_Hover
Coming soon: RoofScope, Eagleview
Web – Master Tags for Gallery
- Admins can now create standardized Master Tags (e.g., Roofing, Shingles) via Settings → Miscellaneous → Master Tags → Gallery to better organize and filter images in the Gallery.
- Available to: Admins or users with Settings access
- Pick from Zuper Gallery: Reuse existing images in the same Job’s checklist, notes, attachments etc
- Direct Upload into Gallery: Upload images/videos from the device
- Add tags (Location, Project, etc.) during or post-capture
- Role-based control: Admins can manage tags and field technicians will be able to associate easily to the pictures taken from mobile app.
- Filter by Tag, Media Type, or Date
Photo Feed for Web
A new Photo Feed is now available on the Zuper web app, compiling all media attachments (photos and videos) from all Jobs into one centralized view. Accessible via a new option below the Jobs module, the feed displays the newest photos and videos from the top and includes filters for date range, uploaded by, tags, customer, and media type (image/video).
Clicking on any photo/Video item opens gallery and details pane showing job and customer info (with redirect links), tags, description, and file details such as name, type, size, user who uploaded the photo, and upload date.
2. Zuper Connect
Universal Conversation Centre
Access all customer communications—calls, messages, and history—directly within job and customer records. No more switching tabs.
NOTE: This feature is applicable only if there’s an active subscription to Zuper Connect. Key Highlights:
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Contextual Conversations: Every call and message are linked to the job or customer you're viewing.
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Text Message & Voice: Make calls and send texts using your Zuper Connect numbers.
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Conversation History: View a complete timeline of interactions across jobs and projects.
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Seamless Workflow: Communicate without leaving your current screen for faster, more accurate responses.
Where to Find It (Web App only): Jobs → Select a job → Zuper Connect tab Customers → Select a customer → Zuper Connect tab To Learn more, https://docs.zuper.co/Zuper_Connect/View_Manage_Web_Conversations#managing-conversations-efficiently
Zuper Connect: HubSpot Call Activities Sync Zuper Connect now automatically syncs all call activity into HubSpot, giving teams complete visibility into communication history within deals and contacts.
Key Highlights:
- Automatic Call Sync: All calls made via Zuper Connect are logged in HubSpot deals, contacts, and activities, along with job and deal context.
- Call Recordings in HubSpot: Access and listen to call recordings directly from HubSpot records for better context and quality review.
- No Manual Entry: All call data syncs automatically between Zuper and HubSpot, eliminating the need for duplicate entries.
How to Enable: Go to Zuper Dashboard → App Store → HubSpot → Set “Sync Zuper Connect calls” to Yes
Mini-Enhancement: Inbound MMS Support for More File Types Zuper Connect MMS now supports audio, video, and document file types in addition to images, enabling more flexible communication with customers.
Sidekick in Zuper Connect
Real-time customer context panel for incoming calls. With Sidekick, users can now:
- Instantly view customer details, job history, invoices, and quotes the moment a call connects.
- Create new jobs, quotes, or invoices right from the call screen.
- Deliver faster, more personalized conversations with no tab switching.
- Keep customer interactions accurate and context-rich every time.
To Learn more, https://docs.zuper.co/Zuper_Connect/Sidekick
Zuper Connect: Outbound MMS and Call - Record Prompt Toggle
Outbound MMS Now you can send images, documents, and other media directly to your customers through MMS. Perfect for sharing job photos, estimates, invoices, and visual updates in real time—keeping communication clear and professional.
Call - Record Prompt Enable/Disable The option to turn on or off the “This call is being recorded” prompt before each call. This gives full control to stay compliant where required while keeping conversations smooth and efficient. To enable/disable --> Settings --> Zuper Connect --> Call Settings --> General Settings --> Recording Announcement (Auto-play)
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Refer to this article to learn more about this feature, https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/getting_zuper_phone_number#call-recording-announcement-auto-play
3. New features and Enhancements: Zuper Pay - Mobile Remote Deposit Capture (E-check) Technicians can now capture and deposit checks directly from the field using Mobile Remote Deposit Capture (MRDC), available in the Zuper mobile app. This allows for faster, paperless payments by simply taking photos of the front and back of a check, which are processed as an online transaction.
This new option appears when selecting “Collect Payment” on a quote or invoice within the mobile app and is exclusively available to Zuper Pay customers.
Mobile Check Deposit is currently supported only on mobile, with web support planned for future releases.
Note: This feature is part of an early access program and reach out to our team to learn more on accessing this feature
Quotes & Invoices Enhancements
Quotes and Invoices now show industry-specific default columns, with added flexibility to customize them at any stage.
Industry-Based Defaults:
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Roofing & HVAC, Electrical & Plumbing: ID, Product details, Quantity, Cost, Markup, Selling Price, Tax, Location
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Others: Existing defaults like ID, Product, Brand, Specification, etc.
Column Customization:
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Add/remove and reorder columns as needed
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Toggle fields like Cost, Markup, Tax, Location
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Applies during creation, editing, and viewing
Default columns remain fixed based on industry for consistency.
Send text message from Quotes & Invoices Listing Page
You can now send payment links and other details via text message, not just email. Easily create and send templated text messages with embedded payment URLs directly from the Quotes or Invoices listing pages.-
Text message Templates: Create and manage templates under the Email/text message Templates section.
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Bulk Actions: Select templates and send text message using the bulk action menu.
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Supports All Components: Available for both quotes and invoices with full module support.
Associating Asset in the Quotes
Users can now directly link an asset to a quote when quoting for that asset. If a quote is created from a job with an asset, we also smartly carry forward the asset to the quote. Users will also be able to access associated quotes of an asset and create a quote right from the asset details page. This feature is now available in our latest version of Zuper iOS, Android & Web apps.
Notes Enhancements
Zuper web app now directly displays the notes count associated in the listing page. This enhancement is now available on our standard listing pages including Jobs, Invoices, Quotes, AR Management, and Dispatch Board.
Sign in to Zuper with Google
You can now sign in to Zuper (web & mobile) using your Google account—no password needed. If you're already signed in to Google, just click to log in instantly.
To enable: Go to Settings → Security → Sign-In Policy → Enable "Sign-in with Google".
Help Article Link: Login using Google - Zuper
Time Zone Support in Reports
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When Time Zone Switching is Enabled: Job Master and Non-Job Event Master reports show scheduled times in the selected time zone, clearly labeled.
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When Disabled: These reports display times in the Company Time Zone, now shown in column headers.
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For Job Time Log & Timesheet Reports: Clock-in/out times always use the Company Time Zone, now also displayed in headers for clarity.
Workflow Builder:
New updates now live:
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Conditional Triggers: Add filters directly in trigger nodes for Zuper events.
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Create Record Node: Create Jobs and Requests within workflows.
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Edit Record Enhancements: Update fields and statuses across all supported modules.
Report Builder:
Clickable Record Links in ReportsEnhanced the reporting experience by making key module record names—such as Job Title, Customer Full Name, and Organization Name—clickable within reports. This allows users to quickly access related records without navigating away from the report.
Clicking a record name will open the corresponding module entry in a new browser tab, enabling seamless review of report data alongside full record details.
This functionality is available in:
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Report Edit Page
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Report Preview Page
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Downloaded Excel Sheets
Note: Clickable links are supported across all modules except Users and Teams.
Additionally,
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Jobs module: Now includes Service Tasks & Time Logs
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Users' module: Now includes Timesheets
Real-Time Job Dispatching Upgrades
We’ve rolled out powerful updates to the Dispatch Board for faster, smarter scheduling:
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Real-Time Sync: Job updates (reschedules, assignments, status changes) now reflect instantly on the Dispatch Board—no refresh needed.
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Live View (Today/Tomorrow): Always see the latest job queue with real-time updates, auto-sorting by schedule. Perfect for urgent, short-term dispatching.
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Concurrent Dispatchers: See who else is dispatching in real time to avoid conflicts and improve collaboration.
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Auto-Filter Queue by Scheduler Date: Dispatcher queue now syncs with the selected scheduler date—showing only relevant jobs for that day (optional setting).
These enhancements streamline daily operations for dispatch-heavy teams. Note: This feature is currently invite-only and if need access, please to reach out to our Support team – support@zuper.co
Help article: https://docs.zuper.co/Dispatch/Auto-sync#real-time-dispatching-with-auto-sync-and-live-view
Dispatch Board - Filter & Sort Routes by Number of Jobs
Filter Routes by Job Count: Now you can quickly filter your routes based on the number of jobs assigned to each one. Whether you want to focus on routes with just a few jobs or those that are packed, it’s now just a click away.
Sort Routes by Job Count: Need to see which routes are the busiest or which ones have room for more? You can now sort your routes by the number of jobs they contain – making it easier to balance workloads and plan capacity. Business Benefits: Instantly spot overloaded or underutilized routes.
Job Real-Time Sync Across Web & Mobile
Jobs now update instantly across web and mobile—no refresh needed. Any changes (status, schedule, service tasks, etc.) made by technicians or automations sync in real time on the Job details page and summary view.Seamless collaboration, now live!
Pinned Filters Across Modules
We've improved the filtering experience with Pinned Filters, allowing users to pin up to three filters in any module for quicker access and fewer clicks.
Pinned filters remain visible on the listing page, so there's no need to open the filter panel each time.
In the Jobs module, three default pinned filters—Job Category, Scheduled Date Range, and Job Priority—are pre-set in the All Jobs view to streamline day-to-day operations.
These defaults can be customized as needed. To use this feature, open the filter panel, select up to three filters to pin, and they’ll appear directly on the listing page with editable values.
To Learn more, https://docs.zuper.co/Work_Order_Management/Jobs/managing_your_jobs#pinned-filters
Search Line-Items Within Job Details Zuper Web app now support the ability to search line items within the job details page. This will be particularly handy for customers with a long list of job line items. You can easily search for specific line items within a job without having to scroll. Zuper will instantly filter the results based on on your search around:
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Line-Item Name (Including Bundle Names)
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Brand
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Specification
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Bundle Associations (Items within the Bundle)
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Part/Product ID
4. Integrations
Revamped Assisted Scheduling in HubSpot Widget
The HubSpot widget now matches the Zuper Web App experience for Assisted Scheduling, with improved filtering and slot search.
New Enhancements:
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Time zone filter
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Slot duration selection
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Multi-team and territory filters
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Holiday-aware slot selection
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Resource view grouped by teams, searchable by user
- Users can choose to import Customers, Products or both from QuickBooks online to Zuper. The records to be imported can be filtered based on Created or Updated Date. Import also supports configurations for Customer Import including Display Name preference and Customer Hierarchy. Points to note:
- Exporting, cleaning/modifying data and importing to Zuper from QuickBooks Online for customer and product master records will not be required going forward.
- Import is achieved with the QuickBooks Online ID in the record, so the record level link is established automatically post import.
- Minimize errors while importing and creating records in Zuper during account setup for customers with existing QuickBooks Online accounts.
- The import is not intended to update records and is recommended during initial account setup and doesn't support Past Imports/Import History and Conflict resolution etc.
- The mapping used to import records is the same as the one used to Sync records.
Coming soon this month:
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Kanban view in Jobs: You will soon be able to manage jobs in a Kanban style board.
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Proposal PDF Builder: We are soon rolling out a new PDF building experience for proposal module enabling you to build rich template in a drag & drop style.
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Zuper Connect: IVR support, Call transfers
