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Use Jobs in Zuper to manage the full lifecycle of service work: creation, scheduling, execution, completion, and follow-up.

Create a new job

Book a one-off or recurring job and assign a technician.

Manage a job

Update status, add notes, and run the job from its details page.

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What a job holds

Customer and location

Associate the job with a customer or organization, primary and secondary contacts, service address, property, and service territory.

Classification

Organize the work with a trade type, job category, priority, tags, lead source, skills, and a parent job for revisits.

Schedule and visits

Set a due date or scheduled time, create recurring work, and add more visits through appointments when enabled.

Tasks

Break the work into service tasks, run in serial or parallel, with checklists or forms attached.

Parts and services

Add the parts and services the job needs as line items, bundles, sections, item groups, or custom items.

Time and expenses

Capture technician time logs and job expenses that feed into job costing.

Associations

Link the job to related projects, properties, requests, contracts, assets, and attachments.

Line items view

Review all parts, services, and expenses together in one place on the job, so you can track costs and profitability at a glance.

Custom fields

Capture any extra details your organization configures as custom fields.

Get set up

Set these up once to make every job run smoother.
  1. Shape your job categories and types. Categories pre-fill a default description and service tasks. Trade types sort jobs, quotes, and invoices by line of business.
  2. Draw your service territories. Set geo-radius, geo-fence, or zip code rules so jobs land in the right territory with eligible technicians.
  3. Build your service tasks and custom fields. Use service tasks, forms, and required, read-only, or hidden fields to standardize what technicians see.
  4. Set up job statuses and checklists. Configure master statuses, dependencies, and the checklists that appear when a status changes.
  5. Learn how scheduling works. See how manual scheduling and Assisted Scheduling pick the right technician and slot.
  1. Create a job for the customer and service location.
  2. Add the job category, work details, service tasks, parts, services, or assets.
  3. Schedule the work and assign a technician manually or with Assisted Scheduling.
  4. Start the job and update its status as work progresses.
  5. Record time, expenses, notes, photos, and other job details from the field.
  6. Complete the job and review related costing or billing information.
Before you start. Working with jobs needs access to the Jobs module and its create and edit permissions. Your administrator can turn these on.
  • Configure job statuses, dependencies, and status-based checklists.
  • Build reusable service tasks, forms, and inspection checklists.
  • Configure custom fields and control whether they are required, read-only, or hidden.
  • Set up service territories, technician skills, teams, shifts, and work hours.
  • Configure Assisted Scheduling to recommend suitable technicians and time slots.
  • Enable recurring jobs and appointments for repeat work and multiple visits.
  • Configure job costing and profitability for labor, parts, services, expenses, and revenue.
  • Set up job documents, customer notifications, and public job links.
  • Use workflows to automate actions when jobs are created, updated, assigned, or moved to a new status.
  • Customize Kanban views, saved views, and filters for job management.

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Guides by task

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Common questions

A job is the work order for a customer request. A child job sits under a parent job, such as a revisit. A task is a step or milestone inside a job. A project groups several related jobs under a larger engagement.
Only if your administrator turns on the “Allow managing tasks in completed jobs” setting under Settings, Modules, Jobs, General Settings. Otherwise, resolve every service task before you move the job to Completed or Closed.
Skills capture the expertise a job needs. Assign skills to a job category so every job in that category carries them, and scheduling, including Assisted Scheduling, uses them to match technicians who hold those skills. Set them up under Settings, Modules, Jobs, Skillsets.
A job card template controls the printable job card for a job category: the page size, orientation, margins, and which job fields, tables, and details appear. When Zuper generates a job card, dynamic variables pull live job data such as the work order number, customer, checklist answers, and status into the document. Configure them under Settings, Modules, Jobs, Job Card Templates.
Open the job and use Update Status to move it to a Cancelled status. Cancelling keeps the job and its history in your records. Deleting a job is separate and is available to admins by default, or to roles granted the Delete Job permission.
Under Settings, Modules, Jobs, Job Notifications you can set three types: Job Reminders before a start time, end time, or due date; Job Delay Alerts when a job runs late by time or by status; and Job Status Alerts when a job reaches a chosen status. Each can go out by push notification, SMS, or email to assigned users, teams, technicians, or team leaders. You can also notify customers through Customer and Contact notifications.
Create the revisit as a child job under the original job, or set the original as the Parent Job when you create the new one, so the two stay linked. Parts and service line items from the parent copy to the child automatically, so remove any that do not apply. This keeps a clear parent-to-child link and a single job history.

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Keep exploring

Assisted Scheduling

Get the right technician to the right job at the right time.

Job costing

See where each job stands on cost and profitability.

Jobs gallery

Find, filter, and download job photos and videos.

Job timelogs

Track technician time captured from the field.