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Every roofing installation begins once your inspection and proposal are complete. The installation job carries the approved scope, customer details, and technician assignment into one record. Your team can track this record from the first scheduling decision to job completion. Creating the job first keeps your production schedule organized. It also connects the installation directly to the inspection and proposal that came before it. Think of the installation job as the execution plan for approved work. It brings together the schedule, tasks, and crew assignment your technicians need on-site. Zuper’s job creation page groups everything you need into three panels. You enter the job title and schedule on the left. The center panel holds roofing-specific details, such as the job category and tasks. On the right, you assign technicians and link the customer record. Complete the mandatory fields, and Zuper makes the job visible right away. It appears on your dispatch board and the technician’s mobile app. Once your crew begins work, job status updates, notes, and completed tasks flow back into the same record. This gives you a complete history from approval through installation.
Navigation: Jobs → + New Job
This article reflects the Next.ZuperPro interface. Screenshots below are placeholders pending updated captures. Confirm each labeled field against your live account before publishing.

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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 installation detail organized in one place.
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The left panel holds the job title, job value, and schedule. The center panel captures the job category, priority, description, and tasks. The right panel is where you assign technicians, link the customer, and add attachments.

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A. Job details (left panel)

  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 installation costs are finalized.
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B. Job schedule (left panel)

Schedule the installation based on your crew’s availability.
  1. Enter either a due date or both a job start date and time and a job end date and time. Zuper needs at least one of these to schedule the job.
  2. Confirm the time zone. It defaults to your account setting, so adjust it if the installation happens elsewhere.
  3. Enter a due date, if you do not set a start and end date.
  4. Enter the job start date and time.
  5. Enter the job end date and time.
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C. Primary details (center panel)

  1. Select the job category from the dropdown list. This field is mandatory.
  2. Select the job priority.
  3. Select the job type.
  4. Enter a job description with any details the crew needs before arriving on site.
Zuper automatically fills the estimated job duration based on the job category you select. Adjust it if the installation needs more or less time.
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D. Tasks

Based on the job category you select, Zuper automatically retrieves the tasks for that category.
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E. Assign users and associations (right panel)

  1. Select + next to assign users to add one or more technicians to the crew.
  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.
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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.
Zuper blocks job creation until all mandatory fields are complete. Confirm the job title, job category, and your schedule fields before you select Create Job.
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Once you select Create, Zuper saves the job and opens the job details page. The schedule, tasks, and technician activity for the installation all come together there.

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Tips and best practices

  • Customization: Your administrator can go to Settings to add custom fields, for example, roof pitch, to capture installation-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 installation job brings the approved scope, schedule, and crew together in one place. Once you save the job, it moves straight to your dispatch board and your field team’s mobile app. Your crew always works from the latest details.

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FAQs

Zuper schedules the job using your start and end date. You do not need to also enter a due date. Either option satisfies the scheduling requirement.
Confirm that you have completed every mandatory field. This includes the job title, the job category, and either a due date or a start and end date. Select Create Job again once these fields are complete.
Yes. You can add or remove tasks after Zuper populates them. This keeps the list matching the actual work your crew performs on-site.