A Job Checklist is a predefined list of questions, instructions, or tasks that technicians must complete while performing a job. It acts as a digital guide to ensure all critical steps are followed, data is captured accurately, and service quality remains consistent across every field visit. In this article, you will learn how to configure a job checklist associated with specific job statuses or categories to streamline job execution and data collection.

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Accessing Job Checklists

To create or manage job checklists, follow these steps:

• Select the “Settings” module from the left navigation menu.
• Click “Modules” and choose “Jobs” to open the Job Settings page.
• Click Job Category Hub to view all configured job categories.

• Choose the job category for which you want to create or manage a checklist. This opens the Job Category Statuses page.

• In the Checklist section, click +Create to add a new job checklist.

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Create Checklist

When creating a checklist, you can choose how it should appear to best suit your workflow. This determines how fields are displayed to technicians and ensures efficient data capture in the field. Once the checklist view type is selected, you can proceed to add and configure the required fields.

• Single-Page View: Displays all checklist fields on a single screen.
• Multi-Page View: Displays fields in separate pages for better organization.

Allow Prefilling Answers Toggle ON Allow Prefilling Answers if you want technicians to view prefilled values when updating a job status.

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Adding Fields to the Checklist

After selecting the checklist type, the Checklist Builder opens. You can add fields by dragging them from the right panel and dropping them into the left panel. Each field type is designed to capture specific types of information, such as text, selections, media, or digital inputs. Available Field Categories and Field Type Descriptions

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Configuring a Field

When you drag and drop a field into the checklist, an Edit Field panel appears on the right side.
You can define the field’s information, configuration, and visibility preferences. Once configured, click Save to add the field to the checklist.

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Information

• Field Name: Enter the display name for the field.
• Description: Add helpful instructions or notes for the technician.

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Configuration

Define how the field behaves during checklist completion:

1. Mark as Required Field

This option makes a field mandatory during checklist completion.
Technicians cannot submit the checklist until the required field is filled in. To configure:

1. Toggle Mark as Required Field ON.
2. Click Save to apply.

Example: For a “Customer Signature” field, enabling this ensures that technicians must collect a signature before job completion.

2. Mark as Read Only

This setting restricts technicians from editing the field while completing the checklist.
Useful when you want to display reference data without allowing modification. To configure:

1. Toggle Mark as Read Only ON.
2. Click Save to apply.

Example: Use for auto-populated fields like “Job ID” or “Customer Name.”

3. Copy to Custom Field

Automatically copies the entered field value to a linked custom field in the job or asset record.
This eliminates duplicate data entry and ensures synchronization between modules. To configure:

1. Toggle Copy to Custom Field ON.
2. Choose the custom field you want to link.
3. Click Save to apply.

Example: A “Meter Reading” entered in the checklist can be copied directly to the job’s custom field for reporting.

4. Dependent Field (Make Element Dependent on Options)

This controls the visibility or activation of one field based on the response to another field. This helps keep your checklist dynamic, context-sensitive, and clutter-free, only showing fields relevant to the technician’s previous input. To configure:

1. Toggle ON the Dependent Field option.
2. Under Show When, select the controlling field (e.g., Do you require additional parts?).
3. Define the condition (e.g., is equal to Yes).
4. Click Save to apply.

Example:
If the technician selects Yes for Do you require additional parts? an additional field- such as “Enter Part name” appears automatically.

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Visibility

Control who can view or edit a field:

• Mark as Hidden Field: Hide the field from all users.
• Hide to FE/Technician: Hide the field only from field technicians on the mobile app.

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Advanced Field Configurations

In addition to the general field settings, Zuper allows you to configure advanced options for specific field types.
These configurations help ensure accurate data capture, enforce validation, and maintain the authenticity of field submissions.
Depending on the field category you select (Selection or Media), the available configuration options may vary.

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A. Selection Field Configurations

For Selection fields (Dropdown, Single Selection, and Multi Selection), you can configure options, apply restrictions, and set dependencies to control how technicians interact with the checklist. 1. Options Define the list of choices that will appear in the selection field. To configure:

1. In the Options section, click Add Option to create new choices.
2. Enter the option names (e.g., Accurate, Not Accurate, Requested).
3. Use the trash icon to delete any unwanted option.
4. Drag and drop options to reorder them.
5. Click Save to apply the changes.

Example: A dropdown field titled Parts Condition can include options such as Good, Damaged, and Replaced.

2. Choose First Option by Default (Dropdown Only) Automatically selects the first dropdown value when the checklist loads. This helps standardize default responses. To configure:

1. Toggle Choose First Option by Default ON.
2. Ensure your preferred value is listed first in the options.
3. Click Save to apply.

Example: In a field titled Inspection Type, setting Routine Check as the first option makes it the default selection.

3. Restricted Status Update Restricts technicians from changing the job status if certain checklist conditions are not satisfied. To configure:

1. Toggle Restricted Status Update ON.
2. Define the field condition that should block the job status update.
3. Click Save to apply.

Example: If the technician selects No for “Are all parts delivered?”, the system can prevent the job from moving to In Progress until all parts are confirmed.

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B. Media Field Configurations

For Media fields (Single Image and Multi Images), you can apply additional validation settings to ensure the authenticity and reliability of the photos submitted from the field. 1. Restrict to Camera Prevents technicians from uploading existing or gallery images, allowing only live photos captured directly from the mobile camera. To configure:

1. Drag and drop a Single Image or Multi Images field.
2. In the Configuration section, toggle Restrict to Camera ON.
3. Click Save to apply.

Example: When a technician must upload an image of an installed part, Restrict to Camera ensures it’s captured live from the site.

2. Stamp Date & Time and Stamp GPS Coordinates These options automatically capture the date, time, and GPS coordinates when an image is taken or uploaded.
They help verify when and where the photo was captured, ensuring data authenticity and audit accuracy. By default, both Stamp Date & Time and Stamp GPS Coordinates are enabled.
You can also associate tags with the image using the +Add Tags button to help categorize or identify photos more efficiently.

Example:
When a technician captures an installation photo, the system automatically records the timestamp and GPS coordinates, confirming that the image was taken at the customer’s site during the job.

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C. Misc Field Configurations

For Miscellaneous fields (Lookup, Data Table, and Signature), Zuper provides additional configuration options to help capture reference data, structured records, and approvals efficiently. These settings ensure that field data is validated, traceable, and linked to other Zuper entities when needed.

1. Lookup Field

The Lookup field allows you to reference existing records from other Zuper modules, such as Products, Users, or Assets, directly within the checklist.
This helps technicians quickly link related entities without switching modules. To configure:

1. Drag and drop the Lookup field into the checklist.
2. Under the Lookup module, choose the module you want to reference (e.g., Products, Products added in job, Users, Assets).
3. Click Save to apply.

When configuring lookup

1. For Products: Enables selection from existing product categories.

2. For Users: You can filter results by Teams or Roles for targeted user selection.

3. For Assets: Allows linking existing assets related to the job or customer.

Example: In an equipment maintenance checklist, a technician can use the Lookup field to select the specific Asset being serviced, ensuring accurate tracking of maintenance history.

2. Data table Field

Data table field enables structured data entry in rows and columns, ideal for recording multiple readings or material lists. To configure:

1. Drag and drop the Data Table field into the checklist.
2. Toggle ON Restrict Rows to limit the number of rows users can add.
3. Under Columns, define each column header (for example, Part Name, Quantity, Unit Price).
4. Select the appropriate data type for each column, such as Text, Number, Date, or Multi-Line, based on the type of information you want to capture.
   • You can also enable or disable the “Mark as Required Column” option for each column as needed.
5. Under Default Rows, add or delete rows as required.
6. Click Save to apply.

3. Signature Field

The Signature field captures a digital signature from the technician or customer to confirm acknowledgment, completion, or approval of the job.
This ensures compliance and provides a verifiable audit trail for field submissions. To configure:

1. Drag and drop the Signature field into the checklist.
2. Specify whether the signature is required from the Technician or Customer.
3. Toggle Mark as Required Field ON if the signature must be provided before job completion.
4. Click Save to apply.

Example: Adding a Customer Signature field at the end of a checklist ensures that the customer has reviewed and approved the completed work before closing the job.

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Managing Checklists

Once the job checklist has been created, you can edit, duplicate, or delete job checklists as needed.

• Edit a Checklist:
  Click the Edit icon next to the checklist to modify its fields or settings.
• Duplicate a Checklist:
  Click the Clone icon to create a copy of an existing checklist. Rename and edit it as required.
• Delete a Checklist:
  Click the Delete icon to remove a checklist that is no longer needed.

Once configured, these checklists ensure consistency in field operations, enforce compliance, and simplify job verification for technicians and managers.