How to access and manage jobs in the Zuper mobile app?

How to access and manage jobs in the Zuper mobile app?

In the Zuper mobile app, the Job details page is a central hub where you can manage all aspects of a job, from editing job details to adding notes and messages. Whether you need to update a job title, change its priority, or keep a record of important updates through notes, the Job details page provides all the necessary tools. This article will walk you through how to explore the job details page and perform various edit actions, ensuring that you can manage your jobs efficiently and effectively.

Jobs listing page

To view all jobs:
1. Select the "Jobs" module from the top-left hamburger icon .

 
2. You can view the list of jobs. 




3. To access quick filter options, tap the down arrow .

  

Tab:



        4. To sort and refine the jobs list, click the "Filter" icon at the top right corner of the jobs listing screen. 

 




    

    

















                           


















Tab:


Job details page

1. Select the "Jobs" module from the top-left hamburger icon   .

Mobile:
 
Tab:


2. Select the job for which you want to view the details.

  
Tab:

3. Edit the job title and priority using the edit option. 

  

      1. Job Title – Modify the job title.

      2. Job Priority – Modify the priority. You can choose Low, Medium, High, or Urgent.




4. Click the "Update" button to save the changes.
5. The job is updated successfully.
 

Details tab:

1. Under the details tab, you can edit the required details with the edit icon. 

 

Tasks tab:

1. To edit the existing "Tasks" tab details, select the  kebab icon ( ) 

 
2. Select the "Edit" option to modify the service tasks from the pop-up that appears. 

 
3. Modify the service task details and click the "Update" button. 

 
4. To remove an asset, select the "Remove" option. From the "Remove Task" pop-up, click the "Remove" button.

   

Message tab: 

You can create a message related to the jobs. The messages will be visible to the technicians or back office who can access this job.
To post a message, follow these steps:
1. Enter the message, and you can also add attachments.
2. Click the arrow button  to post the message.


Tab:

 

More actions

You have several options to manage the job further. From the top right of the screen, select the kebab icon ( ) to perform the following job detail actions: delete the job, edit custom fields, view the activity history, save the job as a PDF, or share it via email."

Create a note

Adding notes helps identify key details about the job, and you can associate notes with other modules. With the Notes feature, you can capture and upload various types of content in real time, including: 

Photo: 

Click the Notes icon from the quick actions bar. By default, you'll land in the Photos section. Capture a photo using the camera in 0.6x or 1.0x size (multi-capture is allowed).  

Videos: 

To capture a video, switch to video mode in the Notes section and proceed to record a video. 

Audio: 

Record and upload audio directly to the note. You can retake the recording or save it once you're satisfied. 

Documents: 

Upload or attach relevant documents from your device. 

Text: 

Use the text option to enter or edit text within the note. 

Scan: 

Capture and upload digital versions of physical documents using the Scan option. You can also crop the edges after scanning, if needed. 

NotesNote: 
  1. File size should not exceed 20MB. 
  2. You can add up to 5 attachments per note. 
  3. Use the kebab icon (three vertical dots) to edit or delete attachments. 

Additionally, you can upload photos, videos, documents, and more from your device using the “Attachments” section. You can also associate notes with other modules using the “+” icon under Associated with. 

After adding the content, click the “Submit” button to finalize the note. 


Once the note is submitted, you can view it in the Notes section of the job, where you can filter the notes from latest to oldest. You can also perform various actions using the kebab icon (three vertical dots), including: 

  1. Edit Note – Modify the note’s content and add or remove attachments. 
  1. Change Note Privacy:

    Make Note Private – The note is visible only to the user who created it.
    Make Note Internal – The note is visible to all internal employees.
    Make Note Public – The note is accessible to everyone. 
  1. Delete – Remove the note from the associated module. 





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