How to Create a New Job on Zuper Web App?

How to Create a New Job on Zuper Web App?

Jobs are the heart of the Zuper Web-App. It is at the core of all field service operations. In Zuper Web-App, you can create a new job in 3 different ways:

1. Using the Quick Actions Dropdown

2. From the Jobs Listing Page

3. From Customer Profile

Quick Actions Dropdown

  1. To create a new job, click on the "New" button on the Quick Actions dropdown 
  2. Select 'Job' in the drop-down options.
  3. You will be redirected to the New Job Form,  which once filled out and submitted will become a new job.

 

Jobs Listing Page

  1. Go to the Jobs Listing Page by selecting the 'Jobs' Module in the Menu.
  2. Click the 'Create New Job' button to access the New Job Form.

     2. Select the Organization’s address from the “Choose Organization” option.


    3.  A pop-up dialog will prompt you to select the organization’s address by tapping on the “Select Organization” button.



    4. An auto-popup will prompt you to choose the Customer. Add the Customer and click on the "Select Customer” button.



    5. A pop-up dialog will prompt you to select the organization’s address by tapping on the “Select Organization” button based on the customer specified.



    6. Choose the Property’s address from the “Choose Property” option.



    7. Our new geo-coordinates feature allows users to select a location on the map with precise coordinates in the Jobs module. This update ensures that work orders are created with accurate location information, allowing service technicians to arrive at the right location on time. 

    Add an address by selecting the “Service and Billing” contact information. Choose the “Pick from Map” option.



    8. From the “Pick Address from Map” pop-up, choose the “Geo-Coordinates” option.



    9. Enter the exact “Geo-Coordinates” and select the “Use this Address” button to fetch the exact address based on the Geo-Cords.


    8. Enter the Job information in the "Job Details" tab. 



    9. Enter the Employees Assignment for the job in the "Assign Employees" tab. 


    10. Finally, check the "Preview and Save"  tab and select the "Save Job" button to create a new job. 


    With our geo-coordinates update, you can now create work orders with accurate coordinates for addresses that are difficult to locate on a map. This ensures that service technicians have the precise location information they need to arrive on time and provide the necessary service.

    Customer Profile
    1. Go to the Customers Listing Page by selecting the 'Customers' Module in the Menu.
    2. Locate the specific customer for whom you would like to raise a new job request.
    In the Customer Details Page, click on 'New Job' to view the new Job Form.

    Note: If you're unable to access the New Job Button, please contact your administrator for further help and support.

     

    Geo-coordinates Update:

    Based on Zipcode and the long lat details of the Customer, the job location details are automatically fetched on the map.
    1. Select the “Jobs” module from the left panel, and select “+ Create New Job.”



    2. Enter the following details under the “Customer” tab:



    3. Choose the Customer and tap on the “Select Customer” button.

     

    4. Enter the customer details and enter the “Zipcode” to track the job on the map, and the “Customer Location” is shown on the Map. 



    5. To confirm if the geocoordinate is present, look for the map illustration on the details page.   



    Our new geo-coordinates feature allows users to select a location on the map with precise coordinates in the Jobs module. This update ensures that work orders are created with accurate location information, allowing service technicians to arrive at the right location on time. 

    1. Add an address by selecting the “Service and Billing” contact information. Choose the “Pick from Map” option.



    2. From the “Pick Address from Map” pop-up, choose the “Geo-Coordinates” option.



    3. Enter the exact “Geo-Coordinates” and select the “Use this Address” button to fetch the exact address based on the Geo-Cords.



    Navigation:  Job -->  Job Details -->  Add Parts / Service

    The total price amount for the product is displayed under the job details page.

    1. Select the “Jobs” module from the left panel and select the job you want to update the parts and services.



    2. Under the “More Actions” section, select the “Add Parts/Services” section.



    3. Select the required parts/services and click on the “Add Product” button.



    4. The total (Price*no. of quantities = Total) amount is displayed under the job details page.



    Whenever job-related products are added, Now businesses can easily see the total price of each part and service. 

    The business wants to identify the Customer’s location to do a seamless service, and with our new update, the Customer’s location is shown on the map. This helps the technician to reach the Customer's location without any confusion. 

    Job Activities Tab:

    Navigation:  Jobs -->  Job Details --> Job Activity (Route addition is shown)

    The job activities tab can now be used to view the Job assigned in the Route. 
    1. Select the “Jobs” module from the left panel, and now you can select any one of the jobs.



    2. Under “More Actions” from the top right corner, select the “Assign to Route” option.


    3. Select the existing “Route” for which you want to add the Job. The date picker on the Assign Route dialog can be used to pick the date to show the routes of that day.

           Route Name – The name identifies the Route.

           Assigned To – The name of the assigned employees.

           Starting Location – The initial location of the Route. 


        Select the “Assign to Route” button. 

    4. Select the “Job Activity” tab from the jobs module to view the added route activities.


    This new feature allows businesses to easily track the routes in a single activities tab. 






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