Managing job listing page

The jobs listing page shows all your jobs in one table. From here, you can filter the list to find the jobs you need, save the columns and filters you use often as views, and update many jobs at once with bulk actions.

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Jobs listing page overview

When you open the Jobs module, the All Jobs view appears with these columns: Job ID, Job Title, Customer, Users / Teams Assigned, Category, Service Address, Status, Priority, Scheduled Date, Due Date, Tags, and Created On. Use the toolbar above the list to:

• Switch between saved views using the view tabs at the top of the page.
• Filter the list with Filter and the pinned filter chips next to it.
• Search for a job using the Search box.
• Change the view mode, columns, and other view settings with Customize.
• Switch between the list and Kanban layouts using the layout icons at the top right.

To open a job, click its Job ID or Job Title. The Job Details page opens, where you can continue managing the job.

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Filter jobs

Filters narrow the list to jobs that meet your criteria. For example, select an attribute like Job Status Type, choose a condition such as Equal to, Contains, or Does Not Contain, and enter a value. The list updates in real time to show only the matching jobs.

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Add filters

1. Click Filter at the top left of the list. The Filters panel opens.
2. Click Add Filter, choose the attribute you want to filter by, apply the condition and value, and click Add.

3. If you add more than one filter, select AND or OR at the top of the Filters panel to control how Zuper combines them:
   • AND (default): Shows only jobs that match every filter. Use it to narrow results, for example, to see urgent jobs in the Roofing category.
   • OR: Shows jobs that match at least one filter. Use it to widen results, for example, to see every job that is either urgent or in the Roofing category.
4. To clear a filter’s value, click the X next to it. To remove a filter from the panel, click its delete icon.

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Pin filters

Pinned filters appear as chips next to Filter, so you can apply the criteria you use most with one click. By default, Job Category, Scheduled Date Range, and Job Priority are pinned. You can pin up to three filters. In the Filters panel, pinned filters appear under Pinned Filters and the rest appear under Filters.

• To pin a filter: Click the pin icon on the filter, or drag it into the Pinned Filters section.
• To unpin a filter: Click the pin icon on the pinned filter.
• To change the order of pinned filters: Drag a filter by its handle.

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Manage views

A view saves a set of columns, filters, and display settings, so you can return to the same layout anytime and share it with your team. Your saved views appear as tabs at the top of the jobs listing page.

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Create a view

1. Click the views icon next to the view tabs and select + Create New View.

2. In the Create View dialog box, enter a View Name (mandatory), select a View Type (List or Kanban), and click Next.

3. Choose who can access the view, and then click Create:
   • Share with: Select User or Team, and then use Add Users to pick who to share with. For each person or team you add, choose View or Edit access. You are listed as the Owner.
   • Visibility to all users: Turn on the toggle to give everyone in your company view-only access.
4. In the View Settings panel, choose a View Mode (Compact or Comfortable), and then click Customize columns.
5. Move columns between Available Columns and Displayed Columns to choose what the list shows. You can display up to 15 columns. To remove a column, click the remove icon next to it. Drag columns by their handles to change the order. Job ID and Job Title are always displayed.

6. Click Continue. The Filters panel opens.
7. Add or pin filters for the view as described in Filter jobs, and then click Save View. A confirmation message appears, and the new view opens as a tab.

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Update a view

When you change the columns or filters in a saved view, Reset View and Update View appear in the toolbar.

• Save your changes: Click Update View.
• Save your changes as a new view: Click the arrow next to Update View and select Clone View. Enter a View Name, select a View Type, and complete the same steps as creating a view.
• Discard your changes: Click Reset View. The view returns to its last saved state.

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Manage view settings

Open a saved view and click the More (⋯) icon at the top right of the list to see these options:

• Rename: Change the view name.
• Visibility: Opens the Share dialog box. Add or remove users or teams, change their access to View or Edit, or turn Visibility to all users on or off. Click Update Access to save.
• Delete View: Remove the view permanently. Confirm in the Delete View dialog box. Only the user who created the view can delete it. When you delete a view, the listing returns to the default or another saved view.

You can also click Customize to edit the View Name, View Mode, and columns, or to open Visibility and Delete View. To find or reorder your views, click the views icon next to the view tabs. Use Search to find a view, or drag views into a different order.

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View access levels

When you share a view, each user or team gets one of these access levels:

• Owner: The user who created the view. The owner has full control, including deleting the view.
• Edit: Can add or remove columns, reorder columns, adjust view settings, and save changes to the view.
• View: Can see the view’s layout and filters, and can clone it as a new view for their own use. Users with view access cannot modify or overwrite the view.

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Bulk actions

When you manage a large number of jobs, updating each one separately takes time. Bulk actions let you select multiple jobs at once and apply a change to all of them in a single step. This saves time and reduces the risk of missing a job. For example, you can reassign 20 jobs to a new technician, reschedule a group of jobs after a weather delay, or move a set of jobs to a new status, all in one action. Select the checkbox next to each job you want to update. The action bar appears at the bottom of the page and shows how many jobs you selected.

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Available bulk actions

The action bar gives you the following options:

• Update Field
• Update Schedule
• Update Job Status

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More actions

Click More in the action bar to see additional bulk options:

• Assign / Unassign
• Link Parent Job
• Assign to Route
• Assign Service Territory
• Send Text Message / Email
• Delete Job

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FAQs