Configuring Job Notifications

Job notifications in Zuper help ensure seamless communication and timely updates regarding job schedules, delays, and status changes. By configuring job notifications, users can set up reminders, alerts, and status updates to keep field technicians, team leaders, and other stakeholders informed in real-time. This guide provides a detailed walkthrough on how to configure and manage job notifications effectively.

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Navigating to job notifications  

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

• Click Modules and select Jobs to open the Job Settings page. 
• Choose Job Notifications. 

• The Job Notifications Page will appear, displaying all existing notifications, including Job Reminders, Job Delay Alerts, and Job Status Alerts. 

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Job Reminders 

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Creating a new job reminder   

To create a job reminder: 

• On the job notifications listing page, click + New Job Reminder next to the Job Reminder section. 

• A New Job Reminder dialog box appears. 
• Fill in the following details: 
  1. Reminder Name (Required): Enter a name for the reminder.
  2. Job Category: Select job categories from the dropdown menu.
  3. Notification Type (Required): Choose from Push Notification, SMS, or Email.
  4. Send Reminder To (Required): Select the recipients from options such as: 
     • All assigned users
     • Only assigned team members
     • Only assigned field technicians
     • Assigned field technician’s team leaders
     • Selected users
     • Selected teams 
  5. Remind Type (Required): Choose from options like: 
     • Scheduled Start Time
     • Relative to Start Time
     • Relative to End Time
     • Relative to Due Date 
  6. Remind Before/Remind At: Enter the timing or days for the reminder.
  7. Alert Template/SMS Body/Email Body (Required): Compose the message using available components.
  8. Click Save Reminder to finalize. 

The job reminder will be listed with details such as Reminder Name, Remind At, Remind To, and Status (Active/Inactive). 

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Editing a job reminder  

After creating a job reminder, you can edit, delete, or deactivate it. To update a job reminder’s details, follow these steps:

• On the job reminders listing page, click the icon under Actions and select Edit Job Reminder next to the specific reminder. 

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

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Clone job reminder 

If you’d like to create a new job reminder based on an existing one, you can quickly do so using the Clone Job Reminder option. Follow these steps:

• On the job reminders listing page, click the icon under Actions and select Clone Job Reminder. 

• The Clone Job Reminder dialog appears with existing details. 
• Update the necessary fields and click Clone Reminder. 

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Deactivate/Activate job reminder 

To deactivate or activate an existing job reminder: 

• On the job reminders listing page, click the icon under Actions and select Deactivate/Activate Job Reminder  

• A confirmation dialog box will appear.  
•  Click Deactivate or Activate to confirm your changes. 

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Delete job reminder 

To delete an existing job reminder: 

• On the job reminders listing page, click the icon under Actions and select Delete Job Reminder next to the specific reminder that you want to delete. 

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

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Job Delay Alerts 

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Creating a new job delay alert 

To create a new job delay alert:  

• On the job notifications listing page, click + New Delay Alert next to the Job Delay Alerts section. 

• A New Job Delay Alert dialog appears. 
• Fill in the following details: 
• Alert Name (Required): Enter a name for the alert. 
• Notification Type (Required): Choose from Push Notification, SMS, or Email. 
• Delay Alert Type (Required): Select from: 
  1. Based on Job Start Time
  2. Based on Job End Time
  3. Based on Job Due Date
  4. Based on Status (Requires selecting “From Job Status” and “To Job Status”) 
• Alert If Job Delayed By: Specify time or days. 
• Send Reminder To (Required): Select recipients as described in job reminders. 
• Flag Job as Delayed?: Check/uncheck the box as needed. 

• Alert Template/SMS Body/Email Body (Required): Compose the message. 
• Click Save Alert. 

The job delay alert is added with details such as Alert Name, Job Category, Alert If Delayed By, Remind To, and Status (Active/Inactive). 

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Editing a Job Delay Alert 

• On the job delay alerts listing page, click theicon under Actions and select Edit Delay Alert. 
• Modify necessary details. 
• Click Update Alert to save changes. 

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Clone Job Delay Alert 

• On the job delay alerts listing page, click the icon under Actions and select Clone Delay Alert. 
• The Clone Job Delay Alert dialog appears with existing details. 
• Update the necessary fields as needed. 
• Click Clone Alert to clone the alert.  

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Deactivate/Activate Job Delay Alert  

To deactivate or activate an existing job delay alert: 

• On the job delay alerts listing page, click the icon under Actions and select Deactivate/Activate Delay Alert next to the specific alert that you want to deactivate or activate. 
• A confirmation dialog box will appear.  
•  Click Deactivate or Activate to confirm your changes. 

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Delete Job Delay Alert 

To delete an existing job delay alert: 

• On the job delay alerts listing page, click the icon under Actions and select Delete Delay Alert next to the specific delay alert that you want to delete. 
• A confirmation dialog box will appear.  
• Click Delete to permanently remove the job delay alert. 

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Job Status Alerts 

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Creating a new Job Status Alert 

• On the job notifications listing page, click + New Status Alert next to the Job Status Alerts section. 

• A New Job Status Alert dialog box appears. 
• Fill in the following details: 
  1. Alert Name(Required): Enter a name for the alert.
  2. Notification Type(Required): Choose from Push Notification, SMS, or Email.
  3. Send Reminder To(Required): Select recipients as described in job reminders.
  4. Job Category: Choose from the dropdown menu.
  5. Job Status: Select a status.
  6. Alert Template/SMS Body/Email Body(Required): Compose the message. 
• Click Save Notification. 

The job status alert is added with details such as Alert Name, Job Category, Job Status, and Status (Active/Inactive). 

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Editing a Job Status Alert 

• On the job status alerts listing page, click the icon under Actions and select “Edit Status Alert” next to the specific job status alert. 

• The Edit Job Status Alert will open. 
• Make the necessary changes.  
• Click Update Notification to save the changes.  

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Clone Job Status Alert 

To clone an existing job status alert: 

• On the job status alerts listing page, click the icon under Actions and select “Clone Status Alert” next to the specific alert that you want to clone.  

• The Clone Job Status Alert dialog box will open with existing alert details.   
• Update the necessary changes as needed 
• Click Clone Notification to clone the alert.  

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Deactivate/Activate Job Status Alert  

To deactivate or activate an existing job status alert: 

• On the job status alerts listing page, click the icon under Actions and select Deactivate/Activate Status Alert next to the specific alert that you want to deactivate or activate. 

• A confirmation dialog box will appear.  
• Click Deactivate or Activate to confirm your changes. 

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Delete Job Status Alert 

To delete an existing job status alert: 

• On the job status alerts listing page, click the icon under Actions and select “Delete Status Alert” next to the specific status alert that you want to delete. 

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