How to create a project and add jobs in the Zuper web app?
Projects module in the Zuper web app allows you to create and manage multiple complex projects namely construction, interior designing, cleaning, and more. These projects often involve multiple jobs within it and can take several months to complete. With the new projects module, you no longer need to create separate quotes and invoices for each job to proceed. Instead, you can easily create and track a project, associate multiple jobs with it, and send a quote and collect invoice payment from the customer, all in one place.
Here's the step-by-step instructions on how to create a project and associate a job within it.
Navigation: Projects --> Projects listing page --> + New Project
Create project
To create a new project in the Zuper web app, follow these steps:
1. Click the "Projects" icon from the left navigation menu. You can view the list of projects created earlier in the listing page. To create a new project, click the “+ New Project” button at the top right corner of the page.
2. A new project creation page appears. Fill in the following sub sections:
A. Project Details
- Project image (Optional): Upload an image with dimensions of 120x120 px. Having an image helps in project identification.
- Project name (Mandatory) : Provide a name for the project.
- Category (Mandatory) : Choose the category to which this project belongs from the dropdown menu.
Note: The available categories are those configured in the project settings.- Project Prefix (Optional) : Provide any Prefix that will then be displayed as Project number.
- Organization/Customer (Optional) : Add an organization/customer. To add one, click the "+ Add Organization/Customer" button under "Organization/Customer" and choose from the existing list. Alternatively, click the "New Organization/Customer" tab to add a new one.
Note: When an organization is selected, the service address will be auto-filled. You can use the same address as the billing address or add a new billing address by the "Edit" icon next to billing address.
B. Primary Details
- Project Priority (Optional) : Choose the project's priority level from the dropdown menu. By default, the project priority includes Low, medium, high and urgent.
- Project tags (Optional) : Add number of tags to this project by clicking Enter. Adding tags help in organizing and searching for projects.
- Project Description (Optional) : Add a brief description explaining the purpose or scope of this project.
- Project schedule (Mandatory) : Specify either the project's due date or its start and end dates.
3. Once all the mandatory fields are completed, click the "Save Project" button located at the top right corner of the page.
4. A new project will be created successfully and you'll be prompted to add a job within it. You have the option to either add an existing job or create and add a new one. If you prefer not to add a job at this time, you can simply close this pop-up.
Add job to the project
You can add a Job to the project through either of the following ways:
1. Existing Job
2. Create New Job.
Add existing job
To add an existing job, follow these steps:
1. In the pop-up, click "Add Existing Job."
2. A sidebar appears with existing jobs (which you've created earlier). Search and select a job from the list. Upon selection, click the "Choose Job" button.
Note: For detailed step-by-step instructions on how to create a Job in Zuper Web App, click here.
3. The Existing job will be added to the project successfully. You can then click the "Job Title" to view the job's primary details and notes associated with the job.
Create new job
To create and add a new job to the project, follow these steps:
1. In the pop-up, click the "+ Create New Job" button.
2. A sidebar appears on the right with prefilled details such as organization/customer name, priority level, service/billing address. You can also add other details such as job title, category, due date, and so on records and click the "Create" button. A new job will be created and associated with the project.
Note: If you want to add more details to the job, click "Create Detailed Job" at the top right corner of the new job creation sidebar. This will redirect you to a new page.
Add more information, such as service tasks, parts/services, assets, contracts, and any attachments to the job, and click Create Job. The job will be created successfully.
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