What is each part of Zaras for?

Each area holds one kind of record, or one part of the working day. Where each one sits is in How is Zaras laid out on the web and in the app?

The work

• Contacts: every customer and their history. Contacts have no status. Segments such as Overdue balance sort them.
• Estimates: quotes the customer approves or declines from the emailed link.
• Jobs: the work itself, with its visits, notes and photos.
• Invoices: what the customer owes, and the payments against it.
• Calendar / Schedule: visits and estimate appointments, by day, week or month.

The team and the day

• Team Chat: conversations with your team, kept apart from customer texts.
• Timesheets: hours, and an approval queue for roles that allow it.
• Reports: how the business is doing, for roles that can view reporting.
• My Tasks: your own to-do list, which nobody else sees.
• Zaras Assistant: ask about your work in plain words.
• SMS Inbox: two-way texting is not available yet.

Who can do this

Every member sees the areas their role allows. See What can each team role do?