Custom Fields & Checklist Settings
How to create Custom Team Fields?
Navigation: Settings -->Custom Fields and Checklist Settings -->Team Fields You can create your own Custom Fields that are tailored to your business. Creating a custom field in the team custom fields module will be displayed on the New Team Creation ...
How to edit a saved Job checklist?
Navigation: Jobs --> Job Details --> Edit Checklist / View Checklist (Edit icon) The created checklist is now available for the modifications. The users can now edit the checklist to add/correct the details. In addition, the user can rectify the ...
How to clone a checklist?
1. Click the "Settings" module from the left panel. 2. Tap on the “Job Checklist” under the "Custom Fields & Checklist Fields” section. 3. Select the “Clone Checklist” option under the “Current Job Checklist.” 4. Select the “Job Category” and ...
How to Create a Job Checklist and custom job fields?
Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
How to Create Custom Customer Fields?
Although Zuper offers an array of out-of-the-box fields and field types including text, number, date, and attachments, there are provisions to create your own Custom Fields that are tailored to your business. When you create a custom field in the ...