How to Create and Edit a Job Category?

How to Create and Edit a Job Category?

Job Categories are unique services or products offered by an organization. Only Super Users or Administrators have permission to create new job categories and edit them in the Zuper app.

Creating a New Job Category

  1. To create a New Job Category, navigate to the "Settings" module in the Menu.
  2. Locate the "Configuration Settings" section and select "Job Settings".
3. You will be redirected to the "Job Settings"  page, select the "Job Category" button that is present beneath "Configurations". Now click on the "New Category" button to create a new job category. This will prompt a Create New Job Category dialog.
    1. Category Name: Enter the name of your new category.
    2. Category Color: Choose a color to represent your new category.
    3. Estimated Duration: Specify the estimated time required to complete a job within the category (adjust days, hours, and minutes drop-downs)
    4. Category Description:
    5. Fill in all required fields and select "Save Category" to create a new category.


Editing a Job Category

  1. Once you click on the Job Category field in the left pane of the Job Settings Page, you will see a list of all Job Categories.   
  2. To edit a job category, click on the "Edit" icon on the specific job category which you would like to edit.
  3. It will prompt open the "Edit Job Category" dialog.
  4. Once you have made the required changes, click on "Update Category".


Deleting a Job Category

  1. Once you click on the Job Category field in the left pane of the Job Settings Page, you will see a list of all Job Categories.   
  2. Once you find the job category that you would like to delete, click on the "Delete" icon on the specific job category which you would like to delete.
  3. It will prompt open the "Delete Job Category" dialog.
  4. To delete the job category, you will have to confirm your action by clicking on the Delete button.

 

 



    • Related Articles

    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job.  1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...
    • How to Create and Edit Job Templates?

      Job templates can be used to give a brief description of the job. These templates can be added to customer email notifications, invoices, and quotes.  Creating Job Templates To create a New Job Template, navigate to the "Settings" icon in the Menu. ...
    • How to Create and Edit Customer Category?

      Your customers can be grouped into different categories to manage them easily. Please follow the below instructions to create a new Customer Category. Creating Customer Category Select the "Settings" icon in the Menu. Under the "Configuration ...
    • How to Create and Edit a Job Status?

      Job statuses are intermediate checkpoints within a job that can be updated by the Field Technicians and other stakeholders like Administrators, Dispatchers, and Supervisors to help understand the current stage of a job. These Job Statuses can be ...
    • How to edit the category for a job?

      Navigation:  Navigation:  Jobs --> Job Details  | Customers --> Customer Details The Job Category, Priority, and Job Type will get updated based on the current status, and now the user can edit the job categories easily. 1. Select the “Jobs” module ...