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 customized to launch a checklist which must be completed before the job moves on to the next step. Or, they can be used to send a custom notification once the job reaches a specific status.
Note: Job Statuses can be edited or deleted only by an Administrator.
Creating and Editing a Job Status
To create a Job Status, navigate to the "Settings" module in the Menu.
- Locate the "Configuration Settings" section and select "Job Settings".
- You will be redirected to the "Job Settings" page, click on "Job Status" under "Configurations".
- Now, select a category from the "Job Category" dropdown.
- After selecting the category, click on the "New Status" button to open the New Job Status dialog. Now, provide a name for the status based on your business taxonomy and map it to a Zuper Job Status Type.
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Status Description: A brief description of the job status and what it means.
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Status Color: Select a color to associate with the job status.
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Require Customer Signature: Prompts the Field Technician to obtain a customer signature when the job status is updated.
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Require Customer Feedback: Demands the Field Technician to obtain customer feedback when the job status is updated. (Note: This option will be available only if the "Require Customer Signature" Field is enabled. )
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Require Facial Authentication: Triggers identity verification of the Field Technician with facial authentication when the job status is updated.
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Require Geo-Fencing: This allows the update of a job status only within the configured Geo-Fence of the Customer Service Address.
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Radius of the Geo-Fence (In Metre): Represents the radius within which the Field Technician has to be present to update the status. (available only when "Require Geo-Fencing" is enabled.)
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Capture Geo-Coordinates: Captures the Geo-Coordinates of an employee's location during the job status update.
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Enabled for Field Executive: Allows Field Technicians to update job status.
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Enabled for Manager: Makes sure that only Supervisors update a job status.
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Dependent Status: Enables the Field Technician to update the status only after the Parent Status is updated.
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Allow Remarks: Prompts Field Technicians to input remarks on the job status during an update. Your field technicians can input one of the three types of remarks: Predefined, Free Text, and bot
- Fill the remaining fields and click on "Add Status".
Job Status Type
Job status type | Description | Nature of job status |
New | The job status in the new state | New |
Scheduled | The technician is assigned for a job | New |
On my way | The technician is on the way to reach the customer's place | In-progress |
Started | The job is started from the assigned job location | In-progress |
On hold | The job is put on hold due to pending parts & services | Hold |
Completed | The job is completed in the customer's place. | Termination |
Cannot complete | The job is started already and incomplete due to some issues | Hold |
Canceled | The job is canceled due to request from the customer | Termination |
Failed | The job is failed after the fix is done | Failed |
Paid | The customer completed payment for the invoice | Completed |
Closed | The job is closed after the service done and payment closed | Termination |
Follow up | The follow up job, where the current job is linked to a new job. | Follow up |
Follow up- Same job | The follow up of the current job. | Follow up |
Others | The status that not falls under any category is captured in Others. | Others |
Editing a Job Status
- If you would like to change the order of your Job Status and rearrange them as per your convenience, just drag them to the right place.
- If you would like to edit a specific job status, select the category it belongs to on the "Choose a Job Category" dropdown beneath the Job Status section.
- You will see a list of all Job Statuses available for that specific category.
- To edit a job status, click on the "Edit" icon on the specific job status which you would like to edit.
- It will prompt open the "Edit Job Status" dialog.
- Once you have made the required changes, click on "Update Status".
Deleting a Job Status
- If you would like to delete a specific job status, select the category it belongs to on the "Choose a Job Category" dropdown beneath the Job Status section.
- You will see a list of all Job Statuses available for that specific category.
- Once you find the job status you would like to delete, click on the "Delete" icon on the specific job template you would like to delete.
- It will prompt open the "Delete Job Status" dialog.
- To delete the status, you must confirm your action by clicking on the Delete button.
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