Creating a new project

The 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 it and can take several months to complete. With the new projects module, you no longer need to create separate quotes and invoices for each job to proceed. Instead, you can easily create and track a project, associate multiple jobs with it, send a quote, and collect invoice payments from the customer, all in one place. Let’s get started with creating a new project in Zuper!

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Create project

1. Click the “Projects” icon from the left navigation menu. You can view the list of projects created earlier on the listing page. To create a new project, click the “+ New Project” button at the top right corner of the page.

2. A new project creation page appears. Fill in the following sub-sections:

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A. Project Details

Project image  (Optional): Upload an image with dimensions of 120x120 px. Having an image helps in project identification.

• Project name(Mandatory): Provide a name for the project.
• Category  (Mandatory):  Choose the category to which this project belongs from the dropdown menu.
• Project Prefix:  Provide any Prefix that will then be displayed as Project number.

• Organization/Customer:  Add an organization/customer. To add one, click the ”+ Add Organization/Customer” button under “Organization/Customer” and choose from the existing list. Alternatively, click the “New Organization/Customer” tab to add a new one.

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B. Primary Details

• Project Priority: Select the project’s priority level from the dropdown menu. By default, the priority levels are low, medium, high, and urgent.

• Project tags: Click Enter to add several tags to this project. Adding tags helps organize and search for projects.

• Project Description:  Add a brief description explaining the purpose or scope of this project.
• Project schedule (Mandatory):  Specify either the project’s due date or its start and end dates.

3. Once you have completed all the mandatory fields, click the “Save Project” button at the top right corner of the page.

4. A new project is created successfully, and you’ll be prompted to add a job. You have the option to either add an existing job or create and add a new one. You can close this pop-up if you prefer not to add a job now.

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Options

When adding a new part or product to a project, you can select the available Options configured for that specific item.

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Add job to the project

You can add a Job to the project through either of the following ways:

1. Existing Job
2. Create New Job. 

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Add existing job

To add an existing job, follow these steps:

1. In the dialog box, click “Add Existing Job”

2. A sidebar appears with existing jobs (which you’ve created earlier). Search and select a job from the list. Upon selection, click the “Choose Job” button.

3. The Existing job will be added to the project successfully. You can then click the “Job Title ” to view the job’s primary details and notes associated with the job. 

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Create new job 

To create and add a new job to the project, follow these steps:

1. Click the ”+ Create New Job” button in the pop-up. 

2. A sidebar appears on the right with prefilled details such as organization/customer name, priority level, and service/billing address. You can also add details such as job title, category, and due date to these records and click the “Create” button.  A new job will be created and associated with the project. 

Add more information, such as service tasks, parts/services, assets, contracts, and any attachments, and click “Create Job”. The job is created successfully. For detailed step-by-step instructions on how to create a  Job in the Zuper Web App, click here.