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 on how to create and manage service tasks within the Zuper platform. You’ll learn how to:

• Create service tasks from the Settings module
• Link service tasks with relevant job categories
• Create a new job and associate it with predefined service tasks
• Update the status of service tasks as they progress

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a. How to create master service tasks?

To create master 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.

• Click ”+ New Service Task” to create a new service task.
• Enter the required fields and click “Create” to save the new service task.

For detailed step-by-step instructions on how to create master service tasks, see the Configuring Service Tasks article. After creating the master services tasks, link the service tasks to the Job Category.

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b. How do you link service tasks with the job category?

Linking the service tasks with the job category allows you to quickly assign relevant tasks when creating a job. Follow these steps:

• 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.

• 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.

• The service tasks will be mapped successfully to the job category.

After linking the service tasks with the job category, you can quickly assign relevant tasks when creating a job.

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C. How to create a new job and link the service tasks?

While creating a new job, you can add various service tasks and assign the technician to perform them. Here’s how:

1. Select the “Jobs” module from the left navigation menu and click “+New Job.”

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2. Choose the “Job Category” in the primary details section. Based on the category chosen, you can view the linked service tasks under the “Service Tasks” section.

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3. Click “Assign user” to assign a user to perform the service task.

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4. Once the user has been assigned, you can add assets to the service tasks using the “Link Asset” option.

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5. A “Choose Asset” dialog box will appear. Choose existing assets from the currently associated assets or associate a new asset and click the “Choose Asset” button to link the asset with the service tasks.

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6. Once an asset has been assigned to a service task, you can:
   • Edit the asset by clicking the edit icon
   • Delete the asset using the delete icon
   Additionally, under the Actions menu (ellipsis icon), you have the following options:
   • Clone Task – Duplicate the service task and modify it as needed
   • Edit Task – Update or revise the service task details
   • Remove Task – Delete the service task from the job

Web: Mobile: Tap the kebab (three-dot) icon next to the desired service task to access these options. Defining Task Execution Order After adding service tasks, you can also set how they should be executed during the job—Sequentially or in Parallel:

• Sequential: Tasks must be completed one after another. The next task becomes available only after the current one is marked as completed. Use this option when tasks are dependent on each other.
• Parallel: Tasks can be executed independently and simultaneously. There’s no set order, allowing multiple tasks to be performed at the same time—ideal for unrelated or time-efficient workflows.

Web: Mobile: Tap the pencil icon in the Service Tasks section to navigate to the Manage Tasks page. Here, you can manage the following using the kebab icon:

• Switch between Sequential and Parallel task execution
• Reorder tasks using drag-and-drop
• Clear all tasks, if needed

8. After filling in the necessary details, click the “Create Job” button to create a new job with linked service tasks.

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8. The new job is created successfully.

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d. Update service task status

After creating a new job, you can update the custom service task status from the job details page.

1. Click the “Jobs” module from the left navigation menu and choose the job for which you want to update the service tasks status. The job details page will appear.

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2. Navigate to “Service Tasks” on the details page and click the “Edit” icon to modify the task’s status.

3. An “Update Service Task Status” dialog box will appear. Select the status from the drop-down and click the “Update Status” button. Enter additional comments if required.

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• On the job details page, navigate to the Tasks tab and select the task whose status you want to update. A bottom bar will appear.
• Click the Status drop-down at the right. The configured statuses will appear.

• Select the status to update.

4. The service task status is successfully updated.

That’s it! By creating master service tasks, linking them to job categories, and integrating them into job workflows, businesses can ensure consistent execution and maintain high standards of service.