Creating a job in Zuper streamlines your business workflow for managing work orders. Zuper also lets you customize the jobs with additional properties tailored to your business. Once created, the job will appear on your schedule board and be visible to assigned technicians through their mobile app. Let’s get started with creating a new job in Zuper!
Navigation: Jobs -> + New Job

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To create a new job

  • On the jobs listing page, you will see an overview of existing jobs, including work order numbers, categories, statuses, and more.
  • Click the “+ New Job” button at the top right corner of the page to begin creating a new job.
The new job page has a three-panel layout to facilitate keying in the relevant data.
  1. The left panel lets you enter the job title, schedule, and address.
  2. The center panel lets you enter other necessary information about the job.
  3. The right panel enables you to associate related records, such as customers, properties, assets, etc.,

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A. Job details

  • Job Title (Mandatory)- Enter the title of the job.

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B. Primary details

  • Job Category (Mandatory): Choose the Job category from the drop-down menu. Selecting a category enables the “Check Availability” option in the “Job Schedule” section.
  • Other Fields (optional): Choose/enter in the Job Priority, Job Type, Parent Job (in case of revisit job), Job Tags, Job Skills, and Job Description.

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C. Job schedule

You can choose the start and end dates to schedule the job based on the contact’s preferences. Either due dates or start and end dates are mandatory to create a job. If the job is a one-off, choose “Non-Recurrence; ” if it has recurring schedules, choose “Recurrence.”
  • Click the “+ Add Organization/Contact” button at the right of the page to add an organization or contact.
  • The “Service Address” will be automatically pre-filled based on the selected organization or customer. You can use the same or a different one for the billing address.
Note: To modify the service address, click the edit icon. Make sure you select either the address or geo-coordinates.

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D. Service tasks

Service tasks are used to create process steps or checklists for the field technician to follow when completing a work order. They can be added manually or by associating service tasks with each job category. By default, service tasks are pre-filled based on the selected job category. If not, add them manually.
  1. Click the “+ Add” button from the Service Tasks tab. You can select existing service tasks or create a custom task.
  1. Select the tasks and click the “Add” button to add them to the job.

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E. Part/Service details

The part and Services module is critical to creating and managing all the products and performing all the inventory management actions. To learn more, see How to create new parts/services in the Zuper web app.
Note: When adding a new group, if any parts within the group have already been added, the system will not create a new line item; instead, it will simply increase the quantity of the existing item.
  1. Click the “+ Add” button in the Part/Service Details section. A drop-down menu will appear, prompting you to choose the parts & services:
    • Add from “Line Item,” “Bundle,” “Header,” “Item Group,” or “Custom Line Item.”
Note: Custom line items will only be added to the specific job, not to your inventory.
  1. Select the required part from the pop-up that appears, fill in the details, and click the “+ Add Product” button.
  1. Once the product is added, click the “Ellipsis” icon next to the part and choose “Edit.”
  1. A dialog box will appear. Under the serial number section, select the required “Serial Number” from the drop-down list and click the “Update Line Item” button to save the changes.

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F. Associations

When creating a job, you can associate various modules with the job as needed to streamline field service operations and maintain a centralized record of all relevant information related to the job. These associations help ensure seamless contract execution and tracking. Click the “+” icon next to each section to associate the modules, further enhancing the contract management process and keeping all pertinent information in one easily accessible location.

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  • Complete the “Other Details” section (any custom job fields will be displayed here). Click the “Create Job” button to finalize the job.
  • A new job is created successfully.
Creating a job in Zuper is a comprehensive process designed to enhance your workflow by integrating all essential job-related details in one place. By leveraging Zuper’s intuitive interface, you can efficiently create jobs and associate them with relevant modules such as contacts, assets, contracts, etc.