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 […]
Category: Zap PSA (Professional Services Automation)
Module 1: PSA Case Time Tracking(13)
Module 2: PSA Timesheet(10)
Module 3: PSA Contract Management(9)
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Protected: Initiate Background jobs
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Release Notes
Zap PSA (Professional Services Automation) App Zap PSA Suite consists of below modules: Case Time Tracking: Track time spent on Support Cases (log time manually or using Timer). This module is LIVE. Timesheet Management: Track time spent on Projects and Jobs. Not released yet. Contract Management: T&M, Block Hour, Prepaid, etc. Not released yet. To […]
Protected: Global Settings
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