What's new? - January 2026
✨ We’re thrilled to bring you the features and enhancements updates from January 2026. Here are the key highlights:
✨ New releases
1. New Integration: RoofScope
2. Zuper Connect Analytics
3. Zuper Connect Attribution and Tags
4. Trade Types in Zuper
5. Custom Financing
6. Unified Task Management in Web
7. Introducing Dispatch Assistant on the Dispatch Board
✨ Enhancements
1. Assisted Scheduling from the Job details Page
2. Job Expenses: Increased Limit and New Reporting Options
3. Listing Page Filter Changes- AND /OR options
4. Zuper Intelligent Quoting – CPQ Enhancements
5. Introducing Read Only API keys
6, QuickBooks Online - Sync Bundles as Components in Invoices/Quotes
7. Data Import Enhancements
New Releases
🚀 New Integration: RoofScope
We’re excited to announce the launch of the RoofScope integration in Zuper! This integration allows customers to seamlessly manage property measurements directly from their Zuper jobs - saving time and reducing manual effort.
Key Capabilities
- Order RoofScope measurements directly from a Zuper job, with results automatically synced back to Zuper.
- Download detailed RoofScope measurement reports in PDF format.
- Edit measurement values within Zuper (note: edits remain in Zuper and do not sync back to RoofScope).
- Sync existing RoofScope measurements for a property into Zuper.
- Access RoofScope-supported measurement types, including Roofing, Gutter and Siding.
To enable the integration, the following are required: RoofScope API Key and Scope API Token.
For more information, refer to https://docs.zuper.co/Integrations/Measurements_and_estimations/RoofScope
⭐ Analytics is now available in Zuper Connect, giving teams real visibility into call and message performance.
Analytics will be available only for customers who are subscribed to Connect Intelligence.
What this unlocks immediately:
• End-to-end visibility across calls & messages
• Tracking of incoming, outgoing, missed & abandoned calls
• Pickup rates, wait times, call duration & sentiment
• Clear volume trends by day, number, user, route & group
• Message insights across Text Message/MMS, inbound vs outbound & delivery status
Why this matters:
• Helps identify lost leads due to missed calls
• Enables data-backed staffing and routing decisions
• Creates a foundation for operational accountability & quality improvement
▶ Zuper Connect: Attribution & Tags
With Attribution & Tags in Zuper Connect, you can:
- Automatically attribute inbound calls to sources like Websites, Google Ads, Yelp, etc,.
- Apply tags at the phone number or call group level for cleaner reporting.
- Attribution flows to call logs, analytics, and reporting for better visibility and decision-making.
- Which sources drive the most calls?
- How are different numbers and call groups being used?
- Where should follow-ups and optimizations focus?
For more information, please refer to this help article: https://docs.zuper.co/Zuper_Connect/Setup-Zuper-Connect/Attribution-and-tags
🔔 Introducing Trade Types in Zuper We’re excited to launch Trade Types in Zuper, designed to help businesses manage multiple trades more efficiently. This feature enables better organization, access control, and reporting by trade.
What’s New:
Segment jobs, quotes, invoices, and products by trade type
- Improve reporting with trade-based filters and views
- Control user access to data based on assigned trade types
- Organize teams and technicians by trade (HEP-specific)
Automatic Trade Type Inheritance
Trade types automatically flow between quotes, jobs, and invoices, ensuring consistent traceability - regardless of creation order.
Note: Trade type is currently in Beta. Please reach out to your account manager or support@zuper.co to enable this feature.
For more, information - Trade Types - Zuper
🚀 Custom Financing
We are pleased to announce the launch of Custom Financing, a feature designed to support customers - such as roofers and other service providers - who work with external financing partners to offer flexible payment options to their end customers. With Custom Financing, you can:
- Create financing providers within the Quotes and Invoices module, complete with a name, logo, and multiple plans specifying APR rates and tenure.
- Manage multiple financing providers, each with their own set of plans, and utilize them during proposal creation.
- Associate financing plans with each option in the CPQ template, as well as within service packages for standard templates.
- Allow field technicians and service engineers to edit and update the selected financing plan while editing a proposal.
- For standard templates, the financing plan is selected at the service package level, and for CPQ templates, it needs to be in each option within the CPQ template. Please note: This feature does not provide direct integration with external financing providers. Instead, it enables you to include externally managed finance options in your proposals, ensuring customers have access to the financing solutions you already work with.
For more information - Custom financing configuration - Zuper
📣 Introducing Unified Task Management on the web - a new way to create, track, and manage tasks. You can now create standalone tasks or associate tasks directly with Jobs and Projects, giving teams full flexibility to manage work. With this new Task experience, you can:
- Global Access: Standalone tasks and tasks linked to Jobs/Projects are now accessible from the new Task icon, providing a single, centralized place to manage work.
- Enhanced Task Creation: Create rich tasks with assignees, priorities, due dates, reminders, attachments, inspection forms, and master task templates for faster, standardized workflows.
- Flexible Execution: Tasks can be executed in parallel or serial within Jobs and Projects, reordered anytime, and managed with dependencies for better workflow control.
- Quick Management: Update tasks in line with remarks, clone tasks, view task status history, and manage tasks quickly using built-in actions.
- Role-Based Visibility: Admins and Team Leads can view team tasks, while field users only see tasks assigned to them or created by them.
Note: Tasking is currently in Beta. Please reach out to your account manager or support@zuper.co to enable this feature.
For more information, refer to Tasks - Zuper.
🚀 Introducing Dispatch Assistant on the Dispatch Board
We’re excited to announce the launch of Dispatch Assistant, built to make technician planning faster, smarter, and more efficient directly from the Dispatch Board.
✨ What’s New
- Smart technician recommendations based on travel distance, availability, job duration, skillsets, teams, and service territories
- Travel optimization using technician base location, home, or nearby jobs (base location can now be configured in the user profile)
- Flexible sorting options including distance, base location, available duration, number of jobs, and available slots
- Closest location indicator with a crown icon displaying travel time and distance on hover
- Dispatch Assistant enables dispatchers to reduce travel time, balance workloads, and make better scheduling decisions with ease.
For more information, refer to Dispatch Assistant - Zuper.
Enhancements
✅ Assisted Scheduling from Job Details Page is now available directly from the Job Details page, not just during job creation.
This update makes it easier to schedule or reschedule existing jobs, including jobs created earlier with only a due date.
How It Works
- You can always access the scheduling icon from the left pane, located above the Navigation tab.
- Choose between Assisted Scheduling or Manual Scheduling, based on your preference.
✅ Job Expenses: Increased Limit and New Reporting Options:
Higher Expense Limit: You can now add up to 500 expenses to a single job, a significant increase from the previous limit of 50. This will help businesses with more complex or high-volume expense tracking needs. With pagination & search functions, users can now quickly find/review specific expenses, even as the list grows.
Expense Master Report: In addition to the existing Job Expense Report (which generates reports based on job schedule date), have introduced the ‘Expense Master Report’. This new report allows for generating expense reports based on the actual expense date, giving greater flexibility and accuracy in financial tracking.
✅ Listing Page Filter Changes- AND /OR
The listing page does have filters that allow you to use only the AND operation. We have also released the OR feature where every listing page across the application can be filtered with different sets using the AND or the OR condition holistically. It is available in the Job, Quote, Customer, Part/Product, and Invoice modules.
✅ Zuper Intelligent Quoting – CPQ Enhancements
Formula in Product level - Roofing users can have a formula associated at the product level, such that when the product is added to a quote or a proposal, the quantity is automatically calculated based on the job's information and the formula that is in the product details.
VLOOKUP- The checklist does have a look-up option that allows users to select products from the inventory or the job itself. When products are added to the checklist, the CPQ template allows users to add those parts along with a specific quantity that is specified in the checklist or the formula that is specified within the product details.
Deposits - Change deposit percentage by job category - Deposits were previously calculated based on the threshold and the amount that is specified in the Org settings. However, when creating a CPQ template, there can be a deposit specified for each option. The deposit would override what is present in the Org settings.
Multiple Rounding Off Options- Additional rounding off options like Rounding off to next 1/3,1/10/1/6 etc. have been added to the formula builder allowing more flexibility in the rounding off of quantity. Additionally, the look-up field in a checklist has been enhanced to look up invoices or quotes specifying the status of the artifact.
✅ Introducing Read Only API keys
Read-only API keys can be only used to make GET requests, that is, read the data. It cannot be used to create or make any changes to a record in the account. This is ideal for scenarios where the user may want to pull the data for any workflows or data syncs with external systems and prevent misusing it for other purposes / accidentally updating data. If the user tries to use read-only API to update or create a record, they will get a 401-error message
✅ Quickbooks Online - Sync Bundles as Components in Invoices/Quotes
Happy to share that we now have the ability to sync bundles as their constituent parts in transactions to QuickBooks Online!
This is enabled through a configuration in the QuickBooks Online App config page called "Sync Line items as". By selecting the option - "Bundle as components" in this configuration users can sync Bundles to QuickBooks Online as their constituent parts with the Parts' individual definitions of Cost, Price, Markup, Tax etc. retained and the quantities derived from the Bundle.
Note - This feature will work only with Roll-up Bundles that are added to Quotes and Invoices. This allows users to use bundles in transactions that sync to QuickBooks Online without having the bundle already present in QuickBooks Online.
If the constituent line items are not already present in QuickBooks online, they will be created in QuickBooks Online during the transaction sync. Help Article Link - https://docs.zuper.co/Integrations/Accounting_and_payments/Zuper_QuickBooks_Online#zuper-app-configuration
✅ Additionally, Data Import now supports Lead source, Markup and Preferred time zone uploads in the applicable modules like Customers, Parts/Services, Jobs and Organization.
✅ Use the new “Only Available Technicians” quick filter in the Users panel of Dispatch Board to hide technicians who are fully unavailable for the selected day. When toggled on, it automatically excludes technicians with an all-day time-off entry or an all-day non-job event marked as Busy. Technicians with partial-day time-offs or non-job events remain visible with their open time slots displayed. This reduces clutter, prevents accidental assignments to unavailable technicians, and helps you quickly focus on those who can be scheduled.
