How to create a new job in the Zuper mobile app

How to create a new job in the Zuper mobile app

Jobs are a critical part of field service operations. They involve step-by-step job creation and completion, providing significant relief for end users through on-time service. The Zuper mobile app makes it easy to create a new job.

1. Select the "Jobs" module from the top-left hamburger icon .
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2. Click the "+“ button from the bottom-right corner. A new job creation page will appear. 
Note: The "+" button is visible based on your access role. If you do not see this icon, please contact your account administrator to request access.

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3. Select the organization and customer required for the Job under the "Associate" tab. You can also associate the job with a property or contract as needed. 


4. Add assets to the job as needed, either using the "+Add" button or "Scanner" under the "Assets" section. When you click the "+ Add" button, a drop-down will appear with three options: Add products, Add from product group, and Add custom item.


      4. a. If "Add products" is selected, a bottom bar will appear to add a new product with a price and quantity. Once done, click the "Add" button. 



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4. b. While adding the parts, technicians will add the serial numbers for the parts. 
Click the "Add" button to select the serial numbers. Use "Update Serial Numbers" to add and close the dialog box. 
 


      4. c. If "Add from product group" is selected, a Product Group page will appear, allowing you to add products from the created set of product groups.


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      4. d. If “Add Custom Item” is selected, a new product addition page will appear, allowing you to only add products specific to this job.
Note: Adding a custom line item will not add the product to the existing product list; the added item is only applicable to the current job.

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5. After completing the required fields under the "Associate" tab, click the “Next” button. You will be redirected to the next section to add the job's address.


6. Select the service and billing addresses required for the Job under the "Address" tab. Once done, click the "Next" button to proceed to the job's primary details.
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7. Enter the following details under the "Primary details" tab.
  1. Title: Enter the job title.
  2. Category: Choose the job category.
  3. Description: Enter a brief description of the job.
  4. Priority: Choose the priority level—Low, Medium, High, or Urgent.
  5. Type: Select the job type—either "New Job" or "Revisit Job." If you select "Revisit Job," choose the corresponding "Parent Job."

  1. Schedule: Select the job's due date, start date, and end date and time.
  2. Job Assignment: Click the “+Assign Others” to assign the job to the available technicians. If you want to assign the job to yourself, select the "Assign Myself" option. You can also add relevant tags under the "Add Tags" section.

8. After filling in the required fields under the "Primary Details" tab, click the "Next" button. You'll be redirected to the job's summary section.

9. Review all the details under the "Summary" tab and click the "Create" option to create the work order.



The new job is now created successfully. 

By following the above steps, you can easily create a job. Zuper streamlines job creation, assisting with scheduling and assigning the right technician to complete the job seamlessly.

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