Configuring General Job Settings
The general job settings page in Zuper allows administrators to define key job-related configurations to streamline operations, improve access control, and enhance communication. These settings help customize how jobs are assigned, managed, and tracked based on business needs.
Within the General Job Settings page, you can configure the following:
- General Settings – Define core job settings such as prefixes, recurring jobs, job card email templates, and timelog tracking.
- Access/Permissions – Set the level of access field technicians and team leaders have for job visibility, editing, and rescheduling.
- Assignment Settings – Control how jobs are assigned, unassigned, and managed across teams.
- Route Settings – Configure routing options, including rescheduling and route optimization.
- Messaging Settings – Manage job-related notifications for job creators and other users.
Navigation: Settings -> Modules -> Jobs -> General Job Settings
Job general settings
To configure general settings related to jobs:
- Select the “Settings” module from the left navigation menu.
- Click “Modules” and choose “Jobs” to open the Job Settings page.
- Select “General Job Settings.” By default, you will land on the General tab.
- Configure job-related preferences to streamline workflows, improve tracking, and enhance customer communication.
General settings options
- Job Prefix
Define a custom identifier prefixed to all work order numbers. A job prefix helps categorize jobs systematically, making them easily identifiable.
- Enable Recurring Jobs
Enabling this option allows jobs to be scheduled on a recurring basis, useful for routine maintenance tasks or service agreements requiring periodic visits.
- Enable Secondary Contacts
When enabled, additional contacts can be added for a job. Secondary contacts receive job-related notifications, ensuring all relevant stakeholders stay informed.
- Default Job Card Email Template
Define a standard email template for job cards sent to customers. A predefined template ensures consistent communication and includes necessary job details.
- Enable Job Gallery
When enabled, users can upload and view images related to a job. The job gallery serves as a centralized visual reference, helping teams document job progress, capture on-site issues, and maintain visual records for quality assurance.
- Enable Service Territories
Activating this option allows you to assign jobs based on predefined geographic territories. This helps optimize resource allocation, reduce travel time, and improve service delivery by routing jobs to technicians in the relevant area.
- Enable Switching Timezones
When enabled, users can view and manage job details across different time zones. This is particularly useful for businesses operating in multiple regions, ensuring accurate scheduling and coordination regardless of location.
- Type of View for FE
Determines how jobs are displayed for field technicians within the mobile app. Available options:
- List View – Displays jobs in a simple list format.
- Route View – Displays jobs based on location, optimizing route planning.
- Both Views – Allows users to toggle between list and route views.
- Allow sending public link to Customer
When enabled, customers receive a public link to track job details and updates, enhancing transparency and reducing manual status inquiries.
- Enable Timelog for Job
When enabled, it activates timelog tracking for jobs.
- Choose Status for Automated Clock-In
Define a job status that automatically triggers a clock-in for field technicians, reducing manual time entry errors and ensuring accurate job start tracking.
- Choose Status for Automated Clock-Out
Define job statuses that will automatically trigger a clock-out when a job reaches the selected statuses. Clock-out also occurs when a job is marked Closed or Completed, ensuring accurate work-hour tracking.
- Default Job PDF Filename
Define the standard naming convention for job-related PDF files to ensure consistency and easy identification when generating and sharing job documents.
Configure Access/Permission settings
To configure access and permission settings:
- On the General Job Settings page, go to the Access/Permissions tab.
- Control the level of access field technicians and team leaders have over jobs.
Access/Permission options
- Team Leader Access to All Field Techs’ Jobs Across Teams
Yes: A team leader can view and manage jobs assigned to all field technicians, including those outside their team.
No: A team leader can only view jobs assigned within their own team.
- Field Technician Access to All Jobs for a Customer
Yes: A field technician can view all jobs associated with a specific customer.
No: The technician can only view their assigned jobs.
- Field Technician Access to All Jobs of an Organization
Yes: A field technician can view all jobs linked to an organization.
No: The technician is restricted to only their assigned jobs.
- Field Technician Access to All Jobs of a Property
Yes: A field technician can access all jobs related to a specific property.
No: Access is limited to assigned jobs only.
- Field Technician Access to All Jobs of an Asset
Yes: A field technician can view all jobs performed on a specific asset.
No: The technician can only view assigned jobs.
- Allow field techs to access their past unassigned jobs?
Yes: A field technician can view and access their previously unassigned jobs, even if they are no longer assigned to them.
No: Once a job is unassigned from the technician, they will no longer have access to it.
- Can field technician create new jobs?
Yes: A field technician can create new jobs directly from the mobile app or web platform.
No: Only authorized users, such as team leaders or managers, can create jobs.
- Can field technician view jobs without punch-in?
Yes: A field technician can access job details even if they haven’t punched in for their shift.
No: The technician must be punched in to view job details.
- Require facial authentication to view jobs?
Yes: The field technician must complete facial authentication before accessing job details.
No: The technician can view jobs without additional authentication.
- Can field technician reschedule a job?
Yes: The technician can modify job schedules based on availability or customer requests.
No: Only authorized users, such as dispatchers or team leaders, can reschedule jobs.
- Can field technician edit a job?
Yes: The technician can update job details such as notes, status, or additional information.
No: Job details can only be modified by a manager or team leader.
- Can field technician view other assigned users?
Yes: The technician can see other team members assigned to the same job for better collaboration.
No: The technician can only view their own assignments.
- Can field technician accept/decline the job?
Yes: The technician has the option to accept or decline assigned jobs based on availability.
No: Jobs are automatically assigned, and the technician must follow the schedule.
Configure Assignment settings
To configure assignment-related settings:
- On the General Job Settings page, navigate to the Assignment tab.
- Control how field technicians are assigned, unassigned, and notified when handling job allocations.
Assignment options
- Unassign Other Field Techs When One Accepts the Job?
Yes: The system automatically unassigns other technicians once one accepts the job.
No: All assigned technicians remain on the job.
- Unassign Field Technician Upon Rejection?
Yes: The users will automatically be unassigned upon rejection.
No: The job remains assigned until manually reassigned.
- Alert Job/Time-Off Conflict Upon Assignment?
Yes: The system alerts managers if a job is assigned to a technician with a time-off request.
No: Job assignments proceed without conflict alerts.
- Retain team when users are unassigned from the job?
Yes: When users are unassigned from a job, the assigned team remains on the job without changes. The job continues with the existing team structure.
No: If users are unassigned, the entire team is removed from the job, requiring reassignment if needed.
Configure Route settings
To configure route-related settings:
- On the General Job Settings page, navigate to the Route tab.
- Configure route optimization and rescheduling permissions for field technicians.
Route Settings options
- Allow Route Rescheduling to Past?
Yes: Field technicians can reschedule routes to past dates.
No: Routes can only be rescheduled to present or future dates.
- Can Field Technician Optimize Routes?
Yes: Field technicians can optimize their assigned routes.
No: Route optimization is restricted to managers.
Configure Messaging settings
To configure messaging-related settings:
- On the General Job Settings page, navigate to the Messaging tab.
- Define how job notifications are sent to relevant users.
Messaging options
- Notify Job Creator?
Yes: The job creator receives notifications about job updates.
No: The job creator does not receive notifications.
- Notify Other Users?
Yes: Notifications are sent to selected users from a dropdown list.
No: No additional notifications are sent apart from standard job alerts.