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

The Job Module Listing Page layout in Zuper includes view management, column selection, views, and saving customized views. This process is performed directly on the module’s listing page. Default Listing Behavior The system retains its existing default listing behavior, ensuring that pre-set configurations or default views are preserved. When you first access the Job Module Listing Page, you’ll see the default view with columns such as Work Order Number, Job Title, Contact, Users/Teams Assigned, Category, and Service Address.

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Create View Configuration

Selecting Columns You can choose which columns to display to focus on relevant data: 1.     Select the “Jobs” module from the left navigation menu. You can view the listing page.

2. From the “Views” list, click “+Create a view.”

3. A “Create View” dialog box appears. View Name (Mandatory) – Enter the view name. Share with - Select any one of the options (User, Team), and you can add the relevant users. Visibility to all users – Toggle on to make this view visible.

4. Once you click “Create,” the Columns sidebar appears, showing “Available Columns” and “Displayed Columns.” To add a column, drag and drop it from the “Available Columns” list on the left to the “Displayed Columns” list on the right. You can click “Continue.”

5. To remove a column, drag it from the “Displayed Columns” list back to the “Available Columns” list or click the - next to the column name. Click Continue to apply the changes.

6. If you wish not to add any filter, click “Skip and Save” to create the view.

7. The view is saved successfully.

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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.

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

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

3. Click “Update View” to modify the existing view.

4. The new view is set successfully with the filter. You can view the filter created and the filter name from the view list.

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Update View

An update view allows you to modify the current display settings of the “Jobs” section. After making changes, you can save the updated configuration to the existing one or use it as a new view by naming it.

1. Add/remove the existing columns and click “Update View” to modify existing view.

2. The view is updated successfully.

3. Click the down arrow below the “Update View” to create a new view by clicking “Save as new view.”

4. A “Create View” dialog box appears.

• View Name (Mandatory) – Enter the view name.
• Share with - Select any one of the options (User, Team), and you can add the relevant users.
• Visibility to all users – Toggle on to make this view visible.

Click “Create” to create the new view.

5. Click “Reset View” to reset the current view.

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Setting Permissions for Views

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Edit Permissions

Users with edit permissions can modify the layout:

• They can add/remove columns, reorder them, and adjust views as described above.
• If permission is given, changes can be saved as a new view or overwritten as an existing one.

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View Permissions

Users with view-only permissions can see the layout but cannot make changes:

• They can view the customized columns and filters but cannot edit them. To ensure consistency for viewers, they can save them as a new “View.”

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Make changes to the view

• Rename: This option allows you to change the view’s name (e.g., from “ROSS” to something else).
• Visibility: This lets you adjust who can see the view. Options include sharing with a user or team or keeping it private (“Only Me”), as well as toggling visibility for all users in Zuper (as shown in the “Create a View” dialog in prior images).
• Duplicate: This function creates a copy of the “ROSS” view, allowing you to modify the duplicate without affecting the original.
• Delete: Removes the view entirely. Since this is a custom view, deleting it would revert the listing to the default view or another saved view. Only the created user can delete the view.

The Job Module Listing Page in Zuper allows for flexible layout customization directly on the listing page. You can select and reorder columns, apply views, save customized views, and set permissions to ensure the right level of access for your team. Use the steps above to tailor the view to your workflow and save it for future use. 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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Line Items

The Line Items section on the details page displays a consolidated view of the Parts & Services and Expenses sections. This section allows you to add, edit, and track all parts & services and expenses used during job execution.

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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.