Jobs Module
How to create & manage Service Tasks?
Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...
How to add a contract from a Job?
Navigation: Jobs --> Choose any existing job --> More Options --> Add Contract A new contract can be added easily to the existing Jobs. The contract details will be visible under the Job details. 1. Select the “Jobs” module from the left panel and ...
How to create a new customer while creating a Job?
1. Click the 'Create New Job' button to access the New Job Form. 2. In the New Job Form, click on the "New Customer" hyperlink 3. It will initiate a pop-up with the New Customer Form. Note: The Create New Customer Pop-up displayed here will only ...
How to create a new Job in the V2 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 Tag users in Job Notes on Zuper Web App?
Navigation: Jobs --> Job Details Page --> Notes --> Add a New Note --> Use @ Symbol to tag a user Tech-savvy customers of today expect a uberized experience. They expect businesses to share real-time updates about everything from their technician’s ...
How to edit Job timelog summary?
Navigation: Jobs --> Job Details --> Time log --> Edit Icon The recent update in the Jobs module enables users to edit the “Time Log.” Timelog enables field service managers to keep track of the working hours of field service technicians. It ...
How to bulk update scheduled date and time of jobs?
Navigation: Jobs --> Bulk Action The bulk action on the jobs module helps complete the schedules of the line items in a single click for the multiple jobs. 1. Select the "Jobs" module from the left panel and select the jobs you want to bulk update. ...
How to assign a route from the jobs module?
Navigation: Jobs --> Job Details --> More Actions --> Assign to Route In our new update, we have an option to add the jobs to existing routes inside the jobs module instead of traversing to the maps module. 1. Select the "Jobs" module from the left ...
How to import the recurring jobs?
The data import is critical, and now the user can import the recurring jobs in a single shot with the “Data Import” option. Navigation: Settings --> General Settings --> Data Import 1. Select the “Settings” module from the left panel, and under the ...
How to configure a job status?
Navigation: Settings --> Job Settings | Settings --> Organization Settings --> General Settings The Geo-fencing for the jobs is set as “Miles” for distance metric. This feature is available only for US customers. Organization Settings: 1. ...
How to create and manage recurring jobs on Zuper Web App?
Navigation: Jobs --> Recurring Jobs With the new "Update Recurrence" feature, you can now customize the settings for recurring jobs based on your preferred days of the month or week. Create Recurring Jobs: Pre-requisites: The job must be set as a ...
How to manage job-level time logs using the Zuper Web App?
Now users can clock in and out of a job with ease. They can also track the total time on a particular job, and the same can be used to invoice the customer. Navigation: Jobs -->Job Details --> Employees Timelog The total work minutes for the job ...
How to update the values in the custom fields for all jobs in Recurrence?
Login to the Zuper Web application. Navigate to the Jobs module from the side menu. Click on the Recurring job button on the top right. Select the recurring job. update the required value in the customer field. Now check the "Update all the jobs in ...
How to add Geo Coordinates to Jobs and Customers?
Please follow the below instructions to add the geo-coordinates to the address of a customer or job, Navigate the job/customer and click on the edit address. In the address line one, enter the address and select the address from the drop-down (if ...
How to delete an organization?
Organizations --> Delete Organization The user can now easily delete the individual organization items. The organizations need to be deactivated first for them to delete later. If the custom role is enabled, the delete permission needs to be added ...
How to edit a job or customer note?
Navigation: Jobs --> Job Details | Customers --> Customer Details Whenever the user wants to update the existing notes instead of deleting the current notes and creating a fresh note, now the users can edit the existing notes. Edit Job Notes: 1. ...
How to edit the category for a job?
Navigation: Navigation: Jobs --> Job Details | Customers --> Customer Details The Job Category, Priority, and Job Type will get updated based on the current status, and now the user can edit the job categories easily. 1. Select the “Jobs” module ...
How to add multiple assets to a job?
Navigation: Jobs --> New Job --> Add Assets | Jobs --> Job Details --> Add Assets Jobs or work orders can be created without having an asset attached to them. However, if you have the Asset Module enabled in your Zuper Web App, you can add multiple ...
How to create & use tags from master?
Pre-Settings for Master Tags: Settings --> Other Settings -->Master Tags Create Master Tag: 1. Select the "Settings" module from the left panel and select the "Master Tags" section under the "Other Settings" option. 2. Select "+ New Tag" to add the ...
What is the default start of the week on the Jobs calendar?
Navigation: Jobs Calendar The default week starts with “Monday" on the Jobs calendar. With the new update of the 1st day set as Monday, the business can efficiently allocate the job without any flaw. In case the user wants to customize the week’s ...
How to use email templates?
Navigation: Email templates across various modules. These email templates save time for the modules such as Jobs, Quotes & Invoices, and Customer. We are discussing the Job module's email template here. Settings Email Template A. Settings The user ...
How to auto-create invoice from Job using Workflow?
Using the “Workflow” option, now you can seamlessly automate the invoice process quickly. All you need to do is set the right conditions for the workflow. 1. Click the "Settings" module from the left panel. 2. Tap on the “+New Workflow” from the ...
How to use access unread chat messages?
Our new feature lets users view the unread messages related to Job and take swift action. You can now access all your unread messages across jobs in a single place. Unread messages now are shown on the top navigation bar next to Notifications. ...
How to track turnaround time for a Job?
The start and end of the Job is calculated automatically based on the status type of the Job; this also helps to find the delayed jobs and address them immediately. The calculation is done as follows: Started -> On Hold Started -> Completed. The ...
How to associate skills with Job?
Job Skillset and Skilled Person categories are directly connected, which helps you to filter the skillset and skilled person for the job allocation. 1. Click the “Jobs” module from the left pane and select “Create New Job.” or select the “Quick ...
How to bulk-update recurring Job Schedule and Employee Assigned?
Now in a single click, mass update recurring Job Schedule / Employee Assigned sections. Log in to Zuper Account. 2. Select the "Jobs" icon from the Menu bar on the left side. 3. On the Jobs Page, Click on the respective “Job” for which you ...
Types of Calendar Views
The User can use Calendar to view and reschedule the jobs based on the date. To access the same, click on the "Schedule" tab from the menu bar on the left. The job Schedule tab will open. Below are the two views for the Calendar, Note: Job Card will ...
How to View and Re-schedule jobs from the Schedule page?
To view and reschedule the jobs with a calendar view user can use the Schedule tab. Would you please follow the below instructions for the same, Click on the "Schedule" tab from the menu bar on the left. The job Schedule tab will open. The number of ...
How to provide billing and service contact information?
Now add different customer details for billing and service addresses. The contact information section is present in the various modules such as Jobs, Quotes & Invoices, and Customer. We are discussing the Job module’s contact information here, in the ...
How can you use the "Lookup Component"?
Our new update helps the user to get more details of the product on the Checklist using the “Lookup Component.” 1. Select the “Jobs” module from the left panel, tap on the “Job details” and then select “Update Job Status.” 2. While updating the ...
How to enrich Job notes and Customer notes?
Enrich the Job notes and Customer notes quickly with our new update. The user can easily enhance the notes with the new rich text editor option. Similarly, the customer can also strengthen their messages with the rich text editor option. 1. Select ...
How to do Bulk Action Updates on Jobs/Customers /Quotes?
The bulk action on the Jobs, Customers, and Quotes modules helps you to 1. Update (Job/Customers/Quotes). 2. Send an email or SMS (Job/Customers/Quotes). 3. Delete the line items in a single click (Job/Customers/Quotes). A. Jobs: 1. Select the “Jobs” ...
How to Delete a Status from Job history?
You can delete a Job Status from an on-going job if you don't need it anymore. Once deleted, the Job Status will be deleted from the Job Status History forever. Deleting a Job Status from history Click on the Jobs module from the left navigation ...
How to Add an Asset to a Job?
Unassociated assets are a useful tool for businesses that need to add resources to jobs without linking them to a customer or organization. By following the steps listed above, you can choose a unassociated asset for a job. Adding Assets to a New Job ...
How to Add Parts or Services to a Job?
Whenever your field technician uses a spare part or provides additional service to get a job done, they can enter the same in the work order so that they are taken into account during the invoice calculation. Parts or services can be added to a ...
How to Create a New Quote From a Job?
As the job is progressing towards completion, you can create either a New Quote or an Invoice from a job in a few clicks. A quotation is sent to the customer by the employee and once it is approved by the customer, you can go ahead and create an ...
How to Clone a Job?
In Zuper, you can clone and edit an exist job. This will be useful when you are creating a similar job for different customers. Cloning a Job Click on the "Jobs" Icon in the Menu. In the Jobs Listing Page, select the specific job you would ...
How to Update a Job Status?
You can update the job status as and when required by following the instructions listed below. Click on the "Job" Module in the Menu. Choose the Job for which you would like to update the status. In the Job Details Page, click on the "Update Job ...
How to Edit the Service Address of a Job?
Sometimes you want to override the default Customer Service Address for a job. This can happen when a specific customer has multiple properties. Editing the Service Address of a Job To edit the service address of a specific job, navigate to the job ...
How to Access and Filter Jobs?
Jobs are the heart of the Zuper Web-App. All jobs available in the Zuper app can be accessed through our Jobs Listing Page. Accessing Jobs To access a specific job, you need to navigate to the Jobs Listing Page, Click on the "Jobs" icon in the Menu. ...
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