Notes
The Notes section in Zuper Jobs allows you to add, format, manage, and collaborate on notes directly within a job record. You can capture field observations, maintenance summaries, instructions, and more. All stored alongside the job for full context and traceability. Notes support rich text formatting, voice-to-text input, file attachments, linked records, and privacy controls. This article walks you through every feature of the new Notes experience.Accessing notes on a Job
- Click “Notes” on the left panel to add the notes. You can use the rich text editor to enter the note details.
- Click the ‘Enter your notes here…’ text field at the top of the Notes area and add the Notes. This opens the New Note editor dialog.
Available Content Types
Available Content Types
Click ”+” button to choose the available content types:TextInserts a standard paragraph block. Use this for general descriptions, instructions, or any freeform content.HeadingInserts a large heading block. Useful for organizing notes with clear section titles (e.g., ‘Maintenance’, ‘Findings’, ‘Next Steps’).Unordered ListInserts a bulleted list. Use this for items that don’t need a specific order — such as a list of parts checked or observations made.Ordered ListInserts a numbered list. Use this for step-by-step instructions or prioritized action items.ChecklistInserts a checklist with checkboxes. Ideal for to-do items, pre-service checklists, or task tracking within a note.TableInserts a structured table. Use this to organize data in rows and columns, such as measurements, equipment specs, or comparison data.
Note: You can also type ’/’ directly in the note editor to trigger the content type command menu without using the + button.
Block-Level actions (convert, move, delete)
Once a content block has been added, hover over it to reveal two action icons on the right: Adds a new block immediately after this one — + (Plus icon) Opens a context menu with the following actions — (Drag/Options icon)- Convert to — Changes the block type (e.g., from Text to Heading, or from Unordered List to Checklist). A submenu shows the available target types.
- Move up — Moves the current block one position up in the note.
- Delete — Removes the block from the note.
- Move down — Moves the current block one position down in the note.
Inline text formatting
When you select text within any block, a formatting toolbar appears with the following options:- B — Bold
- I — Italic
- U — Underline
- S — Strikethrough
- Link icon — Insert a hyperlink
- Unordered list toggle
- Ordered list toggle
- The note editor includes a built-in voice-to-text feature, allowing you to dictate notes hands-free. This is ideal for field technicians.
- You can attach supporting files directly to a note before posting it.
- Maximum 5 attachments per note
- Maximum 20 MB per file
- Supported file types: Images, Videos, Audio, PDF, Docs, Excel, Archives, and other Files
Pin notes
Pinned notes are displayed at the top of the Notes list, regardless of sort order. This is useful for keeping critical information, such as access instructions or safety notices, always visible. To pin a note, click the three-dot (⋮) menu on the posted note and select Pin Note. To unpin, click the same menu and select Unpin Note.
Privacy
- Control who can see the note. Three privacy levels are available:
Visibility Option Description Public Visible to all users with access to the job Only Me Visible only to the note author Backoffice Only Visible only to internal back-office users, not field technicians
Edit note
Opens the note in the Edit Note dialog, where you can modify the content, attachments, and linked records. Click Update Note to save your changes. Edited notes are marked with ‘(edited)’ next to the timestamp.
Delete note
Removes the note from the job. A confirmation dialog will appear asking, ‘Are you sure to delete the note?’ Click Delete to confirm.
View note timestamp by hovering
To view the exact date and time a note was posted, please feel free to hover over it.
Chats
The chats feature enables real-time chat communication within the job. The back-office team and the field executives can converse without leaving the Zuper app. The chats section also allows you to add attachments such as images or documents.A new chat experience is available for customers on the Premium plan. To learn more about the enhanced chat functionality, click here.
