Create Your First Inspection Job

Every roofing engagement in Zuper starts with an inspection job. This job records the property details, the reason for the visit, and the technician assigned to the roof, all in one record that your whole team can see. Creating the job first, before the inspection happens, keeps your business organized from day one. Think of the inspection job as the case file for a roofing project: it travels with the work from the first site visit through measurements and proposals, so nobody has to search for scattered details later. Zuper’s job creation page groups everything you need into three panels. You enter the job title and schedule on the left, add roofing-specific details such as the job category and HOA approval in the center, and assign technicians and link the customer record on the right. Complete the mandatory fields, and Zuper makes the job visible on your dispatch board and on the technician’s mobile app immediately. Once your field executive completes the inspection, the roof measurements, photos, and on-site notes flow back into the same job, so you have everything you need to build an accurate proposal.

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Open the job creation page

1. Select Jobs from the left navigation menu.
2. Select + New Job in the top right corner of the jobs listing page.

The job creation page opens in a three-panel layout that keeps every roofing detail organized in one place. The left panel holds the job title, job value, and schedule. The center panel captures the job category, priority, description, and other roofing-specific details. The right panel is where you assign technicians, link the customer, and add attachments.

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A. Job details (left panel)

Start by entering the core details that identify the job.

1. Enter a prefix for the job, if your organization uses one.
2. Enter the job title. This field is mandatory.
3. Enter the job value in USD, if you know it at this stage. You might update this later, once the inspection and estimate are complete.

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B. Job schedule (left panel)

Next, schedule the inspection based on your customer’s availability.

1. Confirm the time zone. It defaults to your account setting, so adjust it if the inspection happens elsewhere.
2. Enter a due date, if you do not set a start and end date.
3. Enter the job start date and time.
4. Enter the job end date and time.

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C. Primary details (center panel)

Move to the center panel to describe the job itself.

1. Select the job category from the dropdown list. This field is mandatory.
2. Select the job priority.
3. Select the job type.
4. Select the lead source to record how the job originated, for example, website or phone call.
5. Enter a job description with any details the technician needs before arriving on site.

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D. Other details (center panel)

These fields capture information specific to roofing-related custom fields, such as approvals and warranties.

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E. Assign users and associations (right panel)

Use the right panel to bring the right people and records into the job.

1. Select + next to assign users to add one or more technicians to the job.
2. Select + Add Organization/Contact to search for and add the customer.
3. Select + under attachments to upload files, such as proposals, permits, or photos.
4. Select + next to secondary contacts to add up to ten additional contacts from the same organization.
5. Select + next to project to link the job to a project that spans multiple jobs.
6. Select + next to property to link the job to the customer’s property.
7. Select + next to request to link an existing service request to the job.
8. Select + next to contract to link a service contract that covers this job.
9. Select + next to asset to link a specific asset the job relates to.

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F. Create the job

1. Review each panel for completeness.
2. Select Create Job in the top right corner.
3. Select Create in the confirmation dialog box to save the job.

Once you select Create, Zuper saves the job and opens the job details page, where the measurements, notes, and activity from the inspection all come together.

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Roof measurements

The field technician’s on-site inspection generates measurement data, which appears under the Measurements tab on the job details page. To learn how these measurements are captured, see Hover – Web and Hover – Mobile.

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Notes

Add roofing-related photos and notes under the Notes tab. For more information, see Notes and chats.

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Activity

Select the Activity tab to review every action performed within the job, such as status changes, added notes, and uploaded documents.

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Tips and best practices

• Customization: Your administrator can go to Settings to add custom fields, for example, roof type, to capture roofing-specific details.
• Mobile sync: Changes sync to the Zuper mobile app immediately, so technicians always see the latest job details.
• Permissions: Confirm your user role includes Create Job rights before you start.
• Attachments: Use attachments for proposals, permits, and reports, in addition to photos.
• Mandatory fields: Remember, you need either a due date or a start and end date to create the job.

Creating an inspection job brings every detail together in one place, from the first scheduling decision to the technician’s on-site measurements. Once you save the job, it moves straight to your dispatch board and your field team’s mobile app, so your business stays organized from the very first visit.

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FAQs

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Related articles

• Creating a new job
• Create a proposal for the inspection job
• Notes and chats
• Hover – Web