How to use Assisted scheduling while creating a new job?

How to use Assisted scheduling while creating a new job?

Navigation: Jobs --> New Jobs
The assisted scheduling helps the user while creating the new job,

This allows the user to choose the slot based on the technicians' available time slots and availability slots. 

1. Select the "Jobs" module from the left panel and select the "Create New Job" option. 



2.  Fill in all the required details under the “Customer Details” tab.

 

 

 3. Fill in the necessary details under the “Job Details” tab and select the “Use Assisted Scheduling” option.



Slot View:

4. i) Select the "Choose View" option to select the – Slot View.

   ii) Select the "Choose Date" option to fix the scheduled date for the job.

   iii) Select the "Choose Team" option to select the team.

   iv) Select the "Choose a Slot" option to select the time for the job. 

Select the required skill and service territory.




5. Choose from the available time slots to schedule the job and click on the "Use this Schedule" button or press "Cancel" to delete the schedule.


You can now efficiently schedule jobs based on the slot view by following the above steps.

Resources View:

6. i) Select the "Choose View" option to select the – Resource View.

   ii) Select the "Choose Date" option to fix the scheduled date for the job.

   iii) Select the "Choose Team" option to select the team.

   iv) Select the "Choose a Slot" option to select the time for the job. 



6. Choose from the available time slots to schedule the job and click on the "Use this Schedule" button or press "Cancel" to delete the schedule.



8. Select the required skill and service territory.



9. Select the preferred date and time slot for the job and choose the “Use the Schedule” option.



7. Select the user from the "Assign Employees" tab, and after previewing all the details, save the job using the "Preview and Save" tab.


Now the job schedule is efficiently done with the intelligent scheduling option.  using the users and time slot options will help the back-office set job schedules flawlessly. 


    • 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 use the B2B scenario in Jobs on Zuper Web App?

      Our new feature allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business related work orders are efficiently created with all the necessary details and properties. This feature is especially ...
    • How to Use Job Reports?

      Job Reports help you analyze the performance of your field team. It slices and dices through your data and turns it into meaningful insights.   Using Job Reports Select the "Reports" module in the Menu. Pick a report you want to use from the Job ...
    • How to create a new job for a property?

      A new job can be created against a particular property for a technician’s field service. With this new job creation, the field technicians can match the Job with the associated property and assist customers on time.  1. Select the “Properties” module ...
    • How to use HubSpot Sales Integration with Zuper?

      The HubSpot Sales – Zuper integration helps create a job using Zuper against the various deals present in HubSpot.  1. Visit: app.hubspot.com and log in with your credentials. Then, under the "Sales" tab, select the "Deals" option. 2. Select the ...