Zeta Pro · Support
Zeta Pro support
Zeta Pro is the field app sales representatives, delivery drivers and merchandisers use for their organisation's daily work. Your account comes from your organisation, so for passwords, access and what you can see in the app, your administrator is usually the quickest help. For anything else, the Zeta Pro team is one email away.
Contact the Zeta Pro team
So we can help without a back-and-forth, please include:
- your organisation and your username or work email;
- your phone model, and whether it is an iPhone or Android;
- the app version, shown in the app's Settings;
- what you were doing, what happened, and a screenshot if you can.
Common questions
Signing in
Your organisation gives you three things: the server address, your username or work email, and your password. Type the server address exactly as you were given it. If you still cannot sign in, ask your administrator to check that your account is active and to reset your password. The app has no sign-up of its own: accounts are created by your organisation.
One phone per account
Your account can be tied to one phone. Signing in on another phone signs it out of the first, so use one phone at a time. If you are changing phones, tell your administrator, and send anything still waiting to sync on the old phone first.
Working without a signal
Zeta Pro keeps working offline. The orders, invoices, visits and photos you record are saved on the phone and sent to your organisation as soon as the phone is back online. To send and fetch the latest straight away, pull down on a page, or use Sync now in the app's Settings. Please do not sign out or delete the app while records are still waiting to be sent.
Printing receipts
On Android
Pair your Bluetooth receipt printer in the phone's Bluetooth settings first. Then, in the app, open Settings and tap Print a test receipt to choose the printer. Print on a document then prints to it.
On iPhone
Print on a document makes the receipt as a PDF and opens the share sheet. From there you can print it on an AirPrint printer, or send it by WhatsApp, email or Messages.
To print slips on a portable printer, the printer must support Bluetooth LE (often written "Bluetooth 4.0 dual mode" or "BLE" on its box). Open the app's Settings, tap Print a test receipt, then Find printers, and choose your printer; there is no pairing in the iPhone's own settings. From then on Print prints the slip. Forget printer in the same place goes back to sharing the PDF. Printers that use only classic Bluetooth cannot connect to an iPhone.
Location and notifications
Logging a shop visit, checking in at a store and placing an order at a shop record where you are, so they need location access while you use the app. Zeta Pro never tracks your location in the background. If a visit cannot be logged, allow location for Zeta Pro in your phone's settings. Notifications from your organisation, such as tasks, approvals and announcements, can be turned on or off there too.
Updating the app
On iPhone, install updates from the App Store. On Android, update the way your organisation has set up: from Google Play, or from the update notice in the app's Settings, next to the version. Staying up to date gets you fixes as soon as they are released.
Your account and your data
Because accounts and business records belong to your organisation, your administrator can close your account. You can also email us. How we collect, use and protect personal data, and how to ask for a copy or for deletion, is set out in the Zeta Pro privacy policy.
For your organisation's setup, such as new users, roles, prices or products, please contact your administrator first. They can reach us directly for anything they cannot change themselves.