Copy Templates

You can quick create projects, jobs, contracts etc by cloning exiting records. This can be done by using Zap Copy Record App. Please note that Zap Copy Record is a separate application and not part of Zap PSA. Below are the steps to enable cloning for Zap PSA related entities: Step 1: Have Zap Copy […]

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Timesheet: Points to Note

1) Time can be tracked against Cases as well as projects. 2) For tracking time against internal projects: – create a dummy customer (e.g. Zap Internal) and then create projects & jobs (e.g. Meetings, Trainings, etc) against this. 3) There are two ways you can create time-entries: Option 1: Using Timer, as you work When […]

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Setting up “Charge Types” and “Charge Rates”

“Charge Types” is master data. To create “Charge Rates”, you will first need to create “Charge Types”. Please note that in present release only “Charge Type” is relevant. When we release labor calculation functionality in future…only then “Charge Rates” will be used. Below are few examples of “Charge Types”: Charge Types: Onsite Support Remote Support […]

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Billing for Labor (Time Entry Billability)

Lets first understand billing process at high level: (how we convert time to money) Step 1: Creating Time-Entries: Users (support agents) track labor as time-entries against Case. The selected “Charge Type” helps in calculation of extended price. (In future the time-entries could also be linked to a Contract – which would provide you with multiple […]

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Release Notes

Last Reviewed: Feb 2024 Zap Calendar Pro To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only […]

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