How to Create a Project and add jobs to it in V3 Zuper Web App?

How to Create a Project and add jobs to it in V3 Zuper Web App?

The Projects module in Zuper allows you to create and manage Projects that are complex and require extensive time and resources. You can manage jobs, project schedules, finances, and resources related to a project in one place, ensuring ease and efficiency.

To use the projects module efficiently, it is important to configure project settings. After configuring the project settings based on your business, follow these steps to create a project. 
Navigation: Projects-> Projects listing page--> + New Project

Creating a Project

To create a new Project in the V3 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 on 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.

Project Details

  1. Project Image (Optional): Upload an image with dimensions of 120x120 px. Having an image helps in quick project identification.
  2. Project Name (Mandatory): Provide a name for the project.
  3. 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.
  1. Project Prefix (Optional): Provide any Prefix that will then be displayed prepended to the Project number.  
Note: If the prefix is provided for the category, it is inherited but can be overridden.


  1. Organization/Customer (Mandatory): Add an organization/customer. 
    To add one, click the "+ Add Organization/Customer" button under "Organization/Customer." A sidebar appears on the right with the existing organizations/customers; choose one from the existing list. Alternatively, click the "New Organization/Customer" tab to add a new one.
For step-by-step instructions on how to create a new organization, click here

Note: When an organization/customer 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.

Primary Details

  1. Project Priority (Optional): Choose the project's priority level from the dropdown menu. By default, the project priority includes Low, medium, high, and urgent. 
  2. Project tags (Optional): Add a number of tags to this project by clicking Enter. Adding tags helps in the easy searching and sorting of this project from various projects.

  1. Project Description (Optional): Add a brief description explaining the purpose or scope of this project. 
  2. Project schedule (Mandatory): Specify either the project's due date or its start and end dates.
3. Once all the mandatory fields are complete, you can also add associations such as Properties, Assets, Contracts, and more in the right pane. After adding, click the "Save Project" button at the top right corner of the page. 


4. new project will be created successfully, prompting you 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 now, you can simply close this pop-up.


Adding Job to the Project

If you want to add a job to the project, you can do so using either of the following methods.
  1. Utilize an existing job
  2. Create a new job

Existing Job

To add an existing job to the project, follow these steps:

1. In the pop-up, click "Add Existing Job".

Note:  You can also add existing jobs from the "Jobs" section on the details page. To do so, go to the Jobs section, click the dropdown menu, and select "Add Existing Job" from the "Create Job" button at the page's top right corner, as shown below:


2. A sidebar appears on the right with the existing jobs. Choose one of the jobs from the list and click the "Choose Job" button. 


3. The existing job will be added to the project successfully. 


Create New Job

To create a new job and associate it with the project, follow these steps:

1. In the pop-up, click " + Create New Job.

Note: You can also create a new job from the "Jobs" section on the details page. To do so, go to the Jobs section and click the "Create Job" button at the top right corner of the page as shown below:


2. A sidebar appears on the right with prefilled details such as customer/organization name, service, and billing address. 
You will need to fill in the remaining details, such as the job title, category, due date, assign user to the job and other records. Once you have filled in all the necessary details, click on the "Create" button to create a new job.

Note: If you want to add more details to the job, click the "Create Detailed Job" button at the top right corner. This will redirect you to a new page. 


3. Add additional information, such as service tasks, parts/services, assets, contracts, and any attachments to the job, and click the "Create Job" button. 


For detailed step-by-step instructions on how to create a new job, click here
4. A new job will be created successfully and associated with the project on the scheduled date and time. 

NoteYou can add up to 50 jobs to a project. If you want to increase the limit, please reach out to at (1-888-718-7858) or email support@zuper.co

Editing/Deleting a project

Navigation: Projects--> Projects listing page--> Actions--> View Details/Delete Project
Once the project has been created, you can edit/delete it as needed. 

Edit Project Details

To make necessary changes to the project, follow these steps:

1. Click the "Projects" icon from the left navigation menu. You can view the list of projects created on the listing page. To edit any of the project details, in the "Action" column of  the desired project, click the "ellipsis" icon and choose "View Details.


2. You'll land on the details page, where you can update the information by clicking the "pencil" icon that appears next to the respective fields on hover.


3. Upon making necessary changes, click the "Update" button in the pop-up to save the changes. 


Delete Project 

You can delete a project from the projects listing page and details page as well. 

To delete a project from the projects listing page, follow these steps:

1. Click the "Projects" icon from the left navigation menu. You can view the list of projects created on the listing page. To delete any of the projects, in the "Action" column of the desired project, click the "ellipsis" icon and choose "Delete Project.


2. The project will be temporarily removed. You can recover it within 90 days by navigating to Settings > Other Settings > Recovery.

To delete a project from the details page, follow these steps:

1. Click the "Projects" icon from the left navigation menu. You can view the list of projects created on the listing page. 


2. Click on a project’s name or number to view its details. 


3. Upon landing on the details page, click the "More Actions" button at the top right corner and select "Delete" to delete a project. 


So, that's it! With the above step-step instructions, you can now Create a Project, Add jobs to it, and Edit/delete a project. 

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