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 Module: Points to Note
1) Time can be tracked against Cases as well as projects. 2) Business process flow for timesheet module: Basic process flow: – Admin/ Manager creates projects & jobs – Users can enter daily/weekly/monthly time-logs – Admin/Manager having “impersonation” permission can also add time-logs for other users – Admin/Manager can approve the time-entries (multiple approaches) – […]
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 […]
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 […]
Protected: Points to note regarding Case Time Tracking
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Understanding new components added by PSA solution in reference to Case Time Entry
Below are the various components added by Zap PSA solution in reference to Case Time Entry Module: Global Track Time Panel Tab: Zap PSA – Added to Case & Case for Interactive Experience Forms This has Timer Web Resource & new field “Contract”. Tab: Time Entry – Added to Case & Case for Interactive Experience […]
Protected: High Level Steps
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Protected: How to add new Time Entry manually?
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Protected: How to add new Time Entry using Timer from Case or Activity form or Global Timer Panel
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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 […]
