Service tasks in Zuper define specific job-related activities that field technicians must complete. These tasks standardize job execution, improve service efficiency, and help businesses track task completion. 

This guide provides a detailed walkthrough for creating, editing, and managing service tasks, ensuring that predefined procedures are followed during job execution. 

Navigation: Settings -> Modules -> Jobs -> Service Tasks 

To configure service tasks, follow these steps: 

  • Select the “Settings” module from the left navigation menu.

  • Click Modules and choose Jobs to open the Job Settings page.
  • Click on Service Tasks.

  • The service tasks listing page will appear, displaying all existing service tasks available for job assignments and team operations. 

Note: You can filter service tasks based on: Status (Active/Inactive), User (Task creator), and Inspection Form (Tasks linked to an inspection form)

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Creating a new service task 

To create a new service task: 

  • On the service tasks listing page, click + New Service Task.

  • A Create New Service Task dialog box will appear.

  • Enter the required details: 

    1. Title (Mandatory): Enter a title for the service task (e.g., AC Filter Replacement, Electrical Inspection).
    2. Description: Provide a brief explanation of the task and its purpose.
    3. Estimated Duration (Mandatory): Specify the estimated completion time of this service task in days, hours, and minutes.
    4. Has Inspection Form: Enable this option if the service task requires an inspection form. If enabled, select the appropriate form from the dropdown list.

  • Click Create to save the new service task. 

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Editing a service task 

To modify an existing service task: 

  • On the service tasks listing page, click the kebab icon under Actions next to the specific task.
  • Select Edit Task.

  • Update the necessary details.
  • Click Update to save the changes. 

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Deactivating a service task 

To deactivate a service task: 

  • On the service tasks listing page, click the kebab iconunder Actions next to the specific task.
  • Select Deactivate Task.

  • A confirmation dialog box will appear.
  • Click Deactivate to disable the task. 

Note: Deactivated tasks can be reactivated if required. 

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Deleting a service task 

Important: A service task must be deactivated before it can be deleted. 

To delete a service task: 

  • On the service tasks listing page, click the kebab icon under Actions next to the Inactive task.
  • Select Delete Task.
  • A confirmation dialog box will appear.
  • Click Delete Task to remove the task permanently. You can also activate the task again, if needed.