After creating a job, you can manage all its aspects, from updating job details and status to ensuring the job and associated records are accurate, up-to-date, and aligned with business requirements.

In Zuper, you can view and manage your job immediately after creation from the details page or by accessing it from the Jobs listing page.

Let’s get started on how to manage your jobs in Zuper! 

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Accessing the jobs listing page

1. Select the “Jobs” module from the left navigation menu. You can view the list of jobs with columns such as Work Order Number, Job Title, Contact, Category, Status, and other attributes.

2. To customize the displayed attributes on the listing page, click the “Customize” button at the top right corner. You can select or deselect fields and reorder them by dragging and dropping them using the menu.

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Applying filters

The Filter feature lets you refine your view by applying multiple filters based on available attributes. For example, you can select an attribute like “Job Status Type,” choose conditions such as “Equal to,” “Contains,” or “Does Not Contain,” and enter the desired value. Once the filter is applied, the results will update to show only the jobs that meet your criteria, making it easier to find and manage relevant jobs. To apply a filter,

1. Click “Filter” at the top right of the page and select “Add Filter.”

2. Choose the attributes you want to filter by, apply the desired conditions, and click the “Apply” button to view the results. To add more filters, click the “Add” button.

3. To remove the applied filter, click “Remove” or “Reset Filter” button at the bottom.

4. If you want to save the applied filter, check the “Save applied filter” checkbox. A dialog box appears.   

5. Enter the “Filter Name” and “Filter Applicability.” If you choose the filter applicability as selected teams or users, enter the team/user name(s) below. Once done, click the “Save Filter” button.

6. A new quick filter will be created successfully and added to the quick filters section at the top left corner.

After filtering a specific job, click the “Work Order Number” or “Job Title” on the listing page to view and manage its details on the job details page.

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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. 

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Left panel

The left panel contains job-related details such as the job title, work order number, and scheduled time zone. Below this is the quick actions bar, which provides contextual action buttons, including options to update job status, create a new quote, proposal, invoice, or child jobs, and add notes for the job. From here, you can also easily navigate and view information such as job details, associated notes, activities, and chats.

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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.

6. After adding the status, you can edit or delete them using the kebab icon next to the status. To modify the checklist, select the “Edit Checklist” option. To delete the status, select the “Delete Status” option.

7. Enter the “Reason” and click the “Delete” button to delete the status.

8. You can also roll back the most recent status update by clicking the “Rollback” icon next to the status name.9. Click the “Status History” to view the Job status history.

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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.

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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.

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Right panel

You can view or associate various modules to 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.

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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.

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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.

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Clone job

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

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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

You can update the job description using the “Update Description” option. 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.

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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.

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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.