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An appointment is a scheduled visit for a job. When a job needs more than one visit, each visit can have its own schedule, assignee, and tasks. From the Zuper Field Service app, you check your scheduled appointments, review the work planned for each visit, and complete the associated tasks.

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Check your appointments for the day

Start your day from the Home screen, where every visit assigned to you is listed so you know where to be and when.
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  1. Open the Zuper Mobile app.
  2. On the Home tab, scroll to the Appointments section.
  3. Review the appointments scheduled for you.
Tip: Use the date selector to view appointments for other days.
  1. Tap an appointment to open it.
When you open an appointment, Zuper takes you to the related job and displays the selected appointment along with the tasks linked to that visit.

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Complete the tasks for an appointment

Tasks linked to an appointment represent the work planned for that visit. Complete them as you go so your progress stays tied to the right visit.
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  1. On the appointment details page, go to the Tasks tab.
  2. Tap a task to open it.
  3. Perform the task and update the task status.
  4. If a checklist or inspection form is attached, complete it before you mark the task as completed. For more information, see Tasks.

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Reschedule an appointment

Reschedule an appointment when the visit needs to move to a different date or time. This lets you manage your own schedule from the field.
  1. Open the appointment.
  2. Tap the schedule icon (date and time), then select Edit.
  3. On the Schedule screen, change the date and time, or turn on All day if needed.
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  4. Tap Done to save your changes.
If you are already dispatched to or arrived at the visit, do not reschedule it. Add a new appointment for the additional work instead.

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Assign technicians to an appointment

Bring another technician onto a visit when the work needs more than one person. You can add technicians to any appointment assigned to you.
  1. On the appointment details page, tap the Assign icon. Your name appears here as the current assignee.
  2. Choose Assign users to pick team members yourself, or Assisted schedule to let Zuper suggest available users.
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  3. Select the users you want to add to the appointment.

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Add an appointment

Create a new appointment when a job needs another visit, or hand it to the office to schedule for you.
Note: Creating an appointment requires the appropriate permission for your role. Contact your administrator if you need access.
  1. Open the job and go to the Details tab.
  2. In the Appointments section, tap the + icon.
  3. On the New Appointment screen, enter an Appointment title.
  4. Enter a Description. This step is optional.
  5. Tap Assign users, then choose Assign users to pick team members yourself, or Assisted schedule to let Zuper suggest available users.
  6. Tap Select date & time. On the Schedule sheet, turn on All day, or set the Date, From, and To times, then tap Done.
  7. Tap Create.
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Your new appointment appears in the job’s Appointments section.

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Frequently asked questions

Complete the tasks associated with the appointment, then update the job to match your organization’s workflow.
Yes. You can add another appointment from the Appointments section of the job.
Yes. Open the appointment, tap the More options icon, and select Edit.
On the job’s Details page, go to the Tasks tab and turn on All Tasks to list every task associated with the job.