Jobs Module
How to Delete a Job Status?
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 Click on the Jobs module in the Menu. Select a specific job in ...
How to Rollback a Job Status?
A status rollback can be done to undo a particular status update and restore the job to its previous status. Status Rollbacks can be performed only by Administrators or Supervisors, Field Technicians don't have access to perform a status rollback. ...
How to associate property for the existing Job and Edit a Job Title and Job Priority?
Once a Job is created, it is non-editable with an exception of few fields like "Job Title" and "Job Priority". Associate Property for the existing Job Navigation: Jobs --> Job Details --> Add Property It is now possible for the user to associate a ...
How to Delete a Job?
A job can be deleted as follows, Click on the "Jobs" icon on the menu bar. Go to the required job details page by clicking on the "Job title". Click on the "More Actions" drop-down in the top right corner. Select the "Delete Job" option to delete the ...
How to Print or Share Job Details?
You can print and share your job details aka work orders whenever you need to share a copy of your job details version with your customers. Printing a job card Go to the Jobs Listing Page by selecting the 'Jobs' icon in the Menu. 2. Locate ...
How to Chat Within a Job?
Chats are a great way to share information and collaborate with other stakeholders. Administrators and Supervisors can communicate with their field technicians effortlessly using the chat option within every job. What's more, every chat conversation ...
How to View Job Activities?
Job Activities are a record of all actions performed in the job. It is recorded with the agent's name who made the action and the timestamp of when it happened. View and Export Job Activities To roll back a job status, navigate to the Job Details ...
How to Manage Job Notes?
Job Notes are comments or information that are added to a job over its course. These job notes add more context to the job. Your notes can be anything ranging from a simple text reminder to an image of the item service and video or document. All ...
How to Reschedule a Job?
Zuper allows you to reschedule the date and time of a job easily. You can do it right on the Jobs Listing Page. Click the Jobs icon from the left panel. 2. Select the Job Title of that specific job you would like to reschedule. On the Job Details ...
How to Assign or Unassign Technicians to a Job?
Job Assignment helps determine which team or employee is in charge of completing a specific job. Based on your Workflow Settings, you can auto-assign jobs to a specific employee or a team based on an array of options like Job Category, Job ...
How to Create a New Job on Zuper Web App?
Jobs are the heart of the Zuper Web-App. It is at the core of all field service operations. In Zuper Web-App, you can create a new job in 3 different ways: 1. Using the Quick Actions Dropdown 2. From the Jobs Listing Page 3. From Customer Profile ...