How to schedule a job from individual contract line items on the Zuper Web App?
In a single
click, the user can now schedule a job from the contract line items that are
approved already.
1. Select the “Contracts” module from the
left panel.
2. Select the “Part/Service” tab under contracts and select the “+ Schedule Job” to schedule the Job for the contract.
Prefix | The prefix for the job title. |
Job Title (Mandatory Field) | Enter the title required to identify the Job. |
Job Category (Mandatory Field) | The category under which the Job belongs. Choose the job category from the drop-down list. |
Job Priority | The priority of the Job can be Low, Medium, and high. Choose the job priority from the drop-down list. |
Job Type | The type under which the Job belongs. Choose the type from the drop-down list. You can choose either New Job or a Revisit Job. |
Parent Job | If the job type is selected as “Revisit Job,” then the Parent Job should be chosen. |
Job Recurrence | The recurrence option for the Job should be chosen, if applicable. Choose the recurrence option in the drop-down list. You can choose either No Recurrence or Recurring Job. |
Job Start Time | Pick Date: Choose the Start Date of the Job from the calendar. Time: Choose the Start Time of the Job from the calendar. |
Job End Time | End Date: Choose the End
Date of the Job from the calendar. Time: Choose the End
Time of the Job from the calendar. |
Job Due Date | Choose the Due Date of the Job from the calendar. |
Choose Contract | Choose the applicable contract. |
Job Tags | Enter the relevant tags related to the Job. |
Job Description | A brief description of the Job. |
Estimated Duration For This Job Category | The total estimated time for the Job is displayed here. |
Job scheduled in the chosen duration. | The number of jobs counted for the duration is shown here. |
User Details | The user’s Name, Address are shown here. |
Customer Location | The location
of the Customer is shown on the map. |
Other Details | The user defines the custom fields. |
Assets | The associated assets related to the contracts are displayed here. |
Parts & Services | The parts & services related to the contracts are displayed here. |
After filling in the “Assign Employees” tab and confirming the “Preview and Save” tab, the new Job from the contract is created successfully.
Now the business can easily create a job from the contract line item, and the pre-filled details help the user do the Job without any delays.
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