Managing Job Details

The details page allows you to view and manage the selected job details. Its three-column layout provides quick access to information and actions within each panel. 

​

Left panel

The left panel contains job-related details such as the job title, work order number, and scheduled time zone. Below this, the Quick Actions bar provides contextual action buttons that allow you to update the job status, create a new quote, proposal, invoice, or child job, and add notes. From this panel, you can also navigate to view job details, associated notes, activities, and chats.

​

Update job status

Job statuses are stages/checkpoints within a job that field technicians and other back-office users, such as dispatchers and supervisors, can update.

1. Click the “Update Status” button on the quick action bar.

2. Choose the status you want to update from the “Update Status” dropdown.

3. Click the “Update Status” button after choosing the status. If the checklist is configured under settings, you may be prompted to fill it out.

4. Click the “Update” button to confirm the status update change.

5. The status is updated successfully.

Status History actions

After updating the status, you can edit or delete it using the kebab icon next to the status from the “Status History” tab. If a checklist is associated with the status, you can see it by clicking View Checklist.You can also roll back the most recent status update by clicking the Rollback icon next to the status name.

​

Schedule

You can schedule jobs using Manual Scheduling or Assisted Scheduling.

• Manual Scheduling allows you to pick the technician and time slot yourself, ideal for customer-preferred appointments.
• NewAssisted Scheduling recommends the best technician and available slot based on skills, availability, and service territory. Learn more about how recommendations work in the Assisted Scheduling article.

​

Associating tasks with a Job

You can create and manage tasks directly within a job to track actions or milestones.
Each task helps divide complex job activities into smaller, trackable steps.
Tasks can be updated, reordered, or linked to inspection forms for progress tracking.
To learn how to create and manage them, see the Associating Tasks with Jobs and Projects section.

​

Line Items

The Line Items section on the details page displays a consolidated view of the Parts & Services and Expenses sections. This section allows you to add, edit, and track all parts & services and expenses used during job execution.

​

Add Notes

Job notes are comments or information added to a job over its course. These job notes add more context to the job. Your notes can be anything ranging from a simple text reminder to an image of the item, service, and video, or document.

​

Activity

The activity section on the details page displays a log or timeline of all actions and updates related to this job, helping you stay informed about recent changes and track the job’s progress.

​

Zuper Connect

Zuper Connect is seamlessly integrated with the Jobs Module, enabling you to initiate conversations and connect with customers directly from the Job Details page. Every call and message is automatically linked to the specific job, providing complete communication context without the need to search through separate chat apps or call logs. Key Benefits:

• Seamless workflow – Stay within the job record while communicating. No context switching means faster response times and fewer missed details.
• Organized communication – All calls and messages are tracked in one place, ensuring better visibility and more efficient collaboration.

​

Using Zuper Connect from a Job

• Navigate to the Job Details page.
• In the left pane, click Zuper Connect.

From this section, you can:

1. Start a new conversation with the customer using your configured Zuper Connect numbers.
2. View existing conversation history linked to the customer’s contact numbers (Work, Mobile, and Home), along with a complete timeline of all interactions associated with the job. This includes discussions, call details, and the team members involved, displayed in chronological order.
3. Mark a conversation as read or unread by clicking the ellipsis (⋮) icon on the right.

This streamlined communication capability helps you provide timely updates to customers while ensuring that every interaction is logged and accessible for future reference. For detailed instructions on how to view and manage conversations in Zuper Connect, please refer to the documentation here: Viewing and Managing Conversation Details

​

Right panel

You can view or associate various modules with the job in the right panel. These include organizations, properties, projects, quotes, invoices, and contracts. To associate a module, click the “+” icon next to the desired module and follow the prompts to complete the association.

​

More Actions

On the details page, in addition to viewing and updating details, you can also perform various actions such as printing, sharing, editing, cloning, or assigning a route to the job as needed.

​

Print and Share

To print or share the job via email, click the “Print/Share” option from the top right corner of the job details page and choose either “Print/Save as PDF” or “Share via email” option.

​

Clone job

The clone option allows you to quickly create a replica of an existing job, saving you time. The current job details will be duplicated onto a new job creation page, where you can make any necessary edits before saving.

​

Add New Child Job

This option allows you to create a new child job while keeping the current job as the parent job. This helps maintain the relationship between the parent job and its associated child job, ensuring clear task management and organization.

​

Update Description

This option allows you to update the job description. After updating the description, click the “Update” button to save the changes.

​

Update Custom Fields

You can update custom fields for the job using the “Update Custom Fields” option.

​

Assign to Route

The “Assign to Route” option allows you to associate the created job with an existing route, enabling users to complete the job along that route at the assigned date and time.

1. Choose the “Assign to Route” option from the dropdown menu under “More Actions”. A sidebar appears.
2. Select the date and press Enter to fetch the route details. Choose the route and click the “Assign to Route” button.
3. The job is successfully added to the route.

​

Job feedback

Job Feedback captures a customer’s quick sentiment at the end of a job and optionally a comment and signature. Ratings use a simple three-point scale:

• Happy
• Neutral
• Unhappy

​

Collect feedback in the mobile app

1. Open the job and tap “Update status.”
2. After the status update is complete or closed, the Feedback and Signature screen opens.
3. Tap a rating:
   • Happy
   • Neutral
   • Unhappy
4. Once the rating is given, tap Proceed to save and finish.

​

View feedback in the web app

• Open the job details page.
• In the right panel, expand Job Feedback to see the emoji rating. If a comment was captured, it appears with the job activity/notes.

​

Delete

The “Delete” option is only available to admins by default. To enable Delete access for users with a Team Leader role, you can create a custom access role and turn on the “Delete Job” permission in the Jobs module. Once enabled, use the delete option under “More Actions” to delete the job.