Zinier Product Documentation

Getting Started

• Getting started with the Zinier Web App
• Getting started with the Zinier Mobile App
• Workforce Management
• Customer Management
• Work Order Management
• Recommendation Center

Office Experience

• Scheduling & Dispatch
• Capacity Management
• Timesheets
• Parts & Inventory
• Asset Management
• Reporting & Dashboards

Field Experience

• Mobile Task Execution
• Forms & Checklists
• Chat (Web and Mobile Experience)
• Timesheets (Mobile)

Customer Experience

• Using the Customer Portal
• Configuring the Customer Portal for your Organization

No-code Task Builder

• How the Task Builder Works
• Step 1: Configuring the Task Settings
• Step 2: Configuring the Check-in / Check-out Pages
• Step 3: The Mobile Page Builder
• Step 4: Translations
• Step 5: Preview & Publish