Configuring Job Categories

The Job Category Hub in Zuper allows administrators to create and manage job categories, ensuring streamlined job classification, tracking, and execution. Within this section, you can also define category-specific job statuses, checklists, service tasks, skill requirements, and time-tracking settings. 

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Navigating to job categories 

To configure job categories: 

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

• Click “Modules” and choose “Jobs” to open the Job Settings page.
• Select “Job Category Hub.” You can view all the configured job categories.

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Creating a new job category

To create a new job category, follow these steps:

• On the job categories listing page, click ”+ New Category.” The Create New Job Category dialog box will appear.

• Provide the following details and click “Create” to create a new job category:
  1. Category Name (Mandatory): Enter a unique name for the job category.
  2. Category Color: Choose a color to represent this category visually.
  3. Estimated Duration (Mandatory): Define the expected duration in days, hours, and minutes to complete jobs in this category.
  4. Category Description: Add a brief description of the job category.
  5. Enable/Disable Labor Time: Toggle labor time tracking on or off.
  6. Enable/Disable Travel Time: Toggle travel time tracking on or off.
  7. Auto Create Job Status: Check this option to enable automatic job status creation with predefined statuses for the category.  

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Editing a job category 

To modify an existing job category: 

• On the job categories listing page, click the icon next to the specific job category. 

• The Edit Job Category will open. 
• Make the necessary changes. 
• Click Update to save the changes. 

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Deleting a job category 

If a job category is no longer needed, follow these steps to delete it: 

• On the job categories listing page, click the icon next to the specific job category you want to remove. 

• A confirmation dialog box will appear. 
• Click Delete to permanently remove the job category. 

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Managing job categories 

You can create and manage job statuses, checklists, service tasks, and required skill sets for each job category. 

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Creating a new job status for a category

To create a new job status: 

• Click on any job category from the job categories listing page.
• You will land on the Job Category Statuses tab, which displays: 
  1. Status Name
  2. Status Type
  3. Checklist 
• Click + New Job Status to create a new job status for the selected category.

• In the New Job Status dialog box, enter the following details and click “Create” to save the new job status for the job category. 
  1. Status Name (Mandatory): Enter a name for the job status (e.g., Started, In Progress, Completed).
  2. Status Type (Mandatory): Select the appropriate type from the available options.
  3. Description: Provide additional details about the status (optional).
  4. Status Color (Mandatory): Choose a color to represent the job status visually.
  5. Enable/Disable Dependent Status: When enabled, select the parent status to which this status will be dependent. 

Location settings:  Configure location tracking for the job status: 

1. Enable/Disable Geo-Fencing: When enabled, specify the geo-fence radius in kilometers to restrict status updates to a designated area. 
2. Enable/Disable Capture Geo-Coordinates: Enable real-time location tracking when this status is used. 

Permissions: Control access and visibility for different roles: 

1. Enable for Field Executives: Allow or restrict field executives from using this status. 
2. Enable for Managers: Allow or restrict managers from using this status. 
3. Restrict to Custom Roles: When enabled, select the specific roles permitted to access this status. 

Miscellaneous settings:  Additional configurations for the job status: 

1. Enable/Disable Customer Signature: Require a customer signature when this status is updated. 
2. Enable/Disable Facial Authentication: Enable facial authentication as an additional security step. 
3. Enable/Disable Allow Remarks: When enabled, choose whether remarks should be:  
4. Predefined: Provide predefined remark options. 
5. Free Text: Allow users to enter custom remarks. 

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Importing job statuses from another category 

You can also import job statuses from an existing category instead of creating them manually: 

• On the job category statuses listing page, click Import from Other Category. 

• Select the relevant job category from the dropdown menu. 
• Click Import Status to apply the selected job statuses to the current job category. 

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Editing a job status 

• On the job category statuses listing page, click the icon next to the specific job status. 

• The Edit Job Status dialog box opens. 
• Make the necessary changes. 
• Click “Update” to save the changes. 

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Deleting a job status 

• On the job category statuses listing page, click the icon next to the specific job status. 

• A confirmation dialog box appears. 
• Click Delete to permanently remove the job status from the category. 

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Creating service tasks for job category 

You can associate service tasks with job categories to manage and structure them efficiently. You can also assign existing service tasks, create new ones, and configure their execution order for streamlined operations. 

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Adding service tasks to a job category 

To assign service tasks to a job category: 

• Click on any job category from the Job Categories listing page.
• Navigate to the Service Tasks tab.
• Click + Add Task to assign an existing service task to the job category.

• Once added, the list of service tasks will be displayed, including:  
  1. Service Task Name
  2. Description
  3. Inspection Form
  4. Estimated Duration 

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Creating a new service task 

If a required service task does not exist, you can create a new one: 

• Click + New Task on the Add Service Task page.
• Enter the necessary details for the new service task.
• Click Create to save the task. 

For a detailed guide on creating service tasks, refer to the Configuring Service Tasks article.  Managing Service Task Execution Order  You can define the sequence in which service tasks should be completed within a job category: 

• Serial Execution: Tasks must be completed in a predefined order. 
• Parallel Execution: Tasks can be executed in any order, allowing flexibility in task completion. 

To adjust the execution sequence: 

1. Click Serial to enforce a structured workflow where tasks follow a set order. 
2. Click Parallel to allow tasks to be completed independently in any order. 

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 Editing a service task 

To modify an existing service task: 

1. On the Service Tasks listing page, click theicon under the Actions column. 
2. Select Edit Task. 
3. In the Edit Service Task dialog box, make the necessary changes. 
4. Click Update to save the changes. 

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Deleting a service task 

To remove a service task from a job category: 

1. On the Service Tasks listing page, click the icon under the Actions column. 
2. Select Delete Task next to the specific service task. 
3. In the confirmation dialog box, click Delete to permanently remove the task. 

 Additionally, if you need to remove all assigned service tasks from a job category, click Remove All. 

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Cloning a service task 

If you need to duplicate an existing service task for reuse: 

• On the Service Tasks listing page, click theicon under the Actions column. 
• Select Clone Task. 
• In the Clone Service Task dialog box, the Title field will be prefilled. 
• Provide additional details such as:  
  1. Description
  2. Estimated Duration
  3. Inspection Form 
• Click Clone to create a new service task within the job category. 

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Creating skillsets for a job category  

Skillsets define the required competencies for a job category, ensuring that only qualified personnel are assigned to specific tasks. By mapping skillsets to job categories, organizations can ensure consistency in skill requirements based on job categories and improve efficiency. 

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Adding skillsets to a job category 

To add a skillset required for a job category: 

• Click on any job category from the job categories listing page.
• Navigate to the Skillset tab.
• View the list of skillsets associated with the job category.
• Click + Map New Skill to add a required skillset.

• In the Map New Skill dialog box, provide the following details:  
  1. Select Skill (Mandatory): Choose a skill from the available options.
  2. Is Mandatory? (Mandatory): Select Yes or No to indicate whether the skill is required.
  3. Minimum Level (Mandatory): Specify the minimum proficiency level (in numbers).
  4. Preferred Level (Mandatory): Specify the preferred proficiency level (in numbers).
  5. Click Map to save the skillset. 

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 Creating a new skillset 

If a required skillset does not exist, you can create a new one: 

• Click + Create New Skill on the Map New Skill page. 

• Enter the necessary details for the new skill. 
• Click Create to save the skill. 

For a detailed guide on creating skillsets, refer to the Configuring Skillsets article. 

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Editing a skillset 

• On the Skillsets listing page, click the icon next to the specific skill. 

• The Edit Skill dialog box opens. 
• Make the necessary changes. 
• Click Update to save the changes. 

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 Deleting a skillset 

• On the Skillsets listing page, click the icon next to the specific skill. 

• A confirmation dialog box appears. 
• Click Delete to permanently remove the skill from the job category. 

By configuring job categories effectively, businesses can improve job management efficiency and ensure consistent service execution tailored to operational needs.