How to clone a checklist?
1. Click the "Settings" module from the left panel.
2. Tap on the “Job Checklist” under the "Custom Fields & Checklist Fields” section.
3. Select the “Clone Checklist” option under the “Current Job Checklist.”
4. Select the “Job Category” and “Select Job Status” and tap on the “Clone” and the new checklist is created.
How to Clone a Job?
In Zuper, you can clone and edit an exist job. This will be useful when you are creating a similar job for different customers. Cloning a Job Click on the "Jobs" Icon in the Menu. In the Jobs Listing Page, select the specific job you would ...
How to Clone a Quote?
In Zuper, you can clone an existing quote easily. This will be useful when you are creating a similar quote for different customers. Cloning a Quote Click on the "Quotations" Icon in the Menu. In the Quotes Listing Page, select the specific quote ...
How to edit a saved Job checklist?
Navigation: Jobs --> Job Details --> Edit Checklist / View Checklist (Edit icon) The created checklist is now available for the modifications. The users can now edit the checklist to add/correct the details. In addition, the user can rectify the ...
How to Create a Job Checklist?
Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
How to add a signature component to the Checklist?
The new “Signature component” helps enhance the Job Checklist. By adding this new component now, the user can efficiently add the Signature on the web and mobile versions. 1. Select the “Settings” module from the left panel and tap on the “Job ...