Overview of projects

Overview of projects

Projects allow field service providers to plan and manage undertakings that span over longer periods of time and involve multiple jobs, people, and materials. Below are some of the key features of Projects: 
  1. Gantt view: The Gantt view simplifies scheduling and provides a bird’s eye view of the entire project schedule. 
  2. Manage finances: Quotes and invoices can be created and managed right from a project. We have more comprehensive capabilities coming up to manage finances end-to-end. 
  3. Access projects from mobile: Track progress, add a quick note and update project status on the go with the Zuper V3 mobile app. 
      
                                                                                                                                                                                                                          






Get Started with Projects

Book a demo 
How to create a project 
How to navigate the Projects listing page 
Access and manage a project 

Coming Up!

  1. Gantt Enhancements: Future updates will introduce the ability to create job dependencies for more accurate planning, add milestones to mark significant events or progress and group jobs & milestones into phases or sub-projects.  
  2. Parts & Materials Consumption: Users will be able to track the usage of parts and materials, ensuring availability throughout the project's duration.
  3. Progressive billing: This feature will allow customers to bill incrementally as the project progresses and milestones are achieved.
  4. Profitability: Users will have access to monitor and control the most critical aspect of a project- “Profit” with informative visuals, aiming to boost overall efficiency.

    • Related Articles

    • How to navigate and manage projects listing page in the Zuper web app?

      The projects listing page provides an overview of the projects you have access to with summarized information like project number, name, status, and other records. (For step-by-step instructions on how to create a project, click here). Once created, ...

    • How to manage timelogs in projects from the Zuper web app?

      The timelogs section in the projects module allows you to view the timelogs of all users/technicians who have worked on the project, providing a detailed record of each user’s work hours spent on assigned jobs within the project for specific dates. ...

    • How to create a project and add jobs in the Zuper web app?

      Projects module in the Zuper web app allows you to create and manage multiple complex projects namely construction, interior designing, cleaning, and more. These projects often involve multiple jobs within it and can take several months to complete. ...

    • How to configure projects in the Zuper web app?

      To use the projects module efficiently, it is important to configure project settings. We pre-define and manage the project category and project statuses under the settings. Navigation: Settings --> Configuration Settings --> Project Settings ...

    • How to access and manage Parts & Services in projects from the Zuper web app?

      The Parts & Services section within the Projects module allows you to efficiently track the cost of parts and services used across jobs within a project. This feature also serves as a foundation for budgeting, helping you to monitor both the planned ...