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User Guide

Curriculum

  • 17 Sections
  • 100 Lessons
  • 10 Weeks
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  • Login
    4
    • 1.1
      How to Login to the Zuper Web App
      2 Minutes
    • 1.2
      How to Change Your Zuper Account Password in Web App
      1 Minute
    • 1.3
      How to Install Zuper Pro 
      1 Minute
    • 1.3
      How to Switch to Training Mode in Mobile App
      2 Minutes
  • Dashboard
    6
    • 2.1
      How to Customize the Dashboard in Web App
      1 Minute
    • 2.2
      Exploring the Global Search in Web App
    • 2.3
      Understanding the Options to Create a New Job, Customer, Quote, Invoice, Employee, and Broadcast in Web App
    • 2.4
      Job Statistics and Filter in Mobile App
      3 Minutes
    • 2.5
      How to Access Recent Notifications in Mobile App
      1 Minute
    • 2.6
      Understanding Shortcut Options in Mobile App
      2 Minutes
  • Jobs
    26
    • 3.1
      How to Create a Job in Web App 
      4 Minutes
    • 3.2
      How to Update a Job Status in Web App 
      2 Minutes
    • 3.3
      How to Create Customers within a Job in Web App
      1 Minute
    • 3.4
      How to Accept or Reject a Job in Mobile App
      2 Minutes
    • 3.5
      How to Access Your Current Day’s Jobs in Mobile App
      2 Minutes
    • 3.6
      How to Access and Filter Jobs in Mobile App
    • 3.7
      How to Update the Job Status in Mobile App
      1 Minute
    • 3.8
      How to Add Job Notes in Mobile App
    • 3.9
      How to Use the In-Built Chat Application in Mobile App
    • 3.10
      How to Add Parts and Services to a Job in Mobile App
    • 3.11
      Understanding Job Activities in Mobile App
    • 3.12
      How to Add a Part or Service to a Job in Web App
      4 Minutes
    • 3.13
      How to Add an Asset to a Job in Web App
      4 Minutes
    • 3.14
      How to View, Sort, or Filter Jobs in Web App
      4 Minutes
    • 3.15
      How to Add a Contract to a Job in Web App
      7 Minutes
    • 3.16
      How to Create a Recurring Job in Web App
      4 Minutes
    • 3.17
      How to Clone a Job in Web App
      4 Minutes
    • 3.18
      How to Create an Invoice from a Job in Web App
      6 Minutes
    • 3.19
      How to Manage Job-Level Time Logs in Web App
      2 Minutes
    • 3.20
      How to Create a Quote from a Job in Web App
      5 Minutes
    • 3.21
      How to Manage Job-Level Time Logs in Mobile App
      2 Minutes
    • 3.22
      How to Create a Job in Mobile App
      2 Minutes
    • 3.23
      How to Log Time Spent on a Job in Mobile App
      1 Minute
    • 3.24
      How to Create a Quote from a Job in Mobile App
      2 Minutes
    • 3.25
      How to Create an Invoice from a Job in Web App
      5 Minutes
    • 3.26
      How to Create an Invoice From a Job in Mobile App
      2 Minutes
  • Calendar
    1
    • 4.1
      How to View Jobs Scheduled for a Month or Week in Web App
      2 Minutes
  • Dispatch Board
    8
    • 5.1
      Calendar Resource View in Web App
      3 Minutes
    • 5.2
      How to Assign Unassigned, Unscheduled, or Overdue Jobs in Web App
      5 Minutes
    • 5.3
      How to Create a Job on Dispatch Board in Web App
      6 Minutes
    • 5.4
      How to Navigate the Resource View on Dispatch Board in Web App
      2 Minutes
    • 5.5
      How to Navigate the Timeline View on Dispatch Board in Web App
      2 Minutes
    • 5.6
      How to Customize the Jobs View on Dispatch Board in Web App
      3 Minutes
    • 5.7
      How to Customize the Scheduler View on Dispatch Board in Web App
      3 Minutes
    • 5.8
      How to Customize the Map View on Dispatch Board in Web App
      2 Minutes
  • Customers
    2
    • 6.1
      How to Create a Customers in Web App 
      6 Minutes
    • 6.2
      How Can a Residential Service Business Add a New Customer?
      4 Minutes
  • Organizations
    2
    • 7.1
      How to Create Organization and Add Customers in Web App
      4 Minutes
    • 7.2
      How to Create an organization in Web App
      3 Minutes
  • Properties
    1
    • 8.1
      How to Create Properties in Web App
      3 Minutes
  • Maps
    0
    • Timesheets
      8
      • 11.1
        Understanding the Difference Between Timesheets and Job Time Logs
      • 11.2
        How to Manage Working Hours of Your Employees in Web App
        2 Minutes
      • 11.3
        How to Create a Time-Off Request in Web App
        3 Minutes
      • 11.4
        How to Manage Time Off Requests in Web App
        1 Minute
      • 11.5
        How to Export Timesheets in Web App
        2 Minutes
      • 11.6
        Understanding the Difference Between Job Level Time Logs and Timesheets in Mobile App
        2 Minutes
      • 11.7
        How to Create a Time-Off Request in Mobile App
        2 Minutes
      • 11.8
        How to Manually Update Punch In and Punch Out Time in Mobile App
        2 Minutes
    • Parts and Services
      4
      • 12.1
        How to Add a Product, Part, or Service in Web App
        4 Minutes
      • 12.2
        How to Add a Service in Zuper in Web App
        4 Minutes
      • 12.3
        How to Edit a Product, Part, or Service in Web App
        2 Minutes
      • 12.4
        How to Scan a Part, Product, or Service in Mobile App
        3 Minutes
    • Quotations
      10
      • 13.1
        How to Create a Quote in Web App
        5 Minutes
      • 13.2
        How to Add Multiple Line Items for Approval in Web App
        2 Minutes
      • 13.3
        How to Send a Quote for Approval in Web App
        3 Minutes
      • 13.4
        How to Create a Job from a Quote in Web App
        3 Minutes
      • 13.5
        How Can a Customer Approve a Quote in Web App
        3 Minutes
      • 13.6
        How to Create an Invoice from a Quote in Web App
        3 Minutes
      • 13.7
        How to Create a Contract from a Quote in Web App
        4 Minutes
      • 13.8
        How to Clone a Quote in Web App
        2 Minutes
      • 13.9
        How to Create an Invoice from a Quote in Web App
        5 Minutes
      • 13.10
        How to Create a Quote in the Mobile App
        2 Minutes
    • Invoices
      9
      • 14.1
        How to Create an Invoice in Web App
        5 Minutes
      • 14.2
        How to Send an Invoice to a Customer in Web App
        3 Minutes
      • 14.3
        How to Generate a Payment Link in Web App
        2 Minutes
      • 14.4
        How to Mark an Invoice as Paid in Web App
        3 Minutes
      • 14.5
        How to Create an Invoice in Mobile App
        2 Minutes
      • 14.6
        How to Create an Invoice From a Job in Mobile App
        2 Minutes
      • 14.7
        How to Convert a Quote Into an Invoice in Mobile App
        2 Minutes
      • 14.8
        How to Collect Payments in Mobile App
        2 Minutes
      • 14.9
        How to Send an Invoice Payment Link in Mobile App
    • Contracts
      4
      • 15.1
        How to Create a Contract in Web App
        6 Minutes
      • 15.2
        How to Create a Job from a Contract in Web App
        2 Minutes
      • 15.3
        How to Add Services to a Contract in Web App
        2 Minutes
      • 15.4
        How to Set Up Billing Schedules for a Contract in Web App
        1 Minute
    • Assets
      6
      • 16.1
        How to Create an Asset in Web App
        3 Minutes
      • 16.2
        How to View Asset Details, Add an Attachment, and Make Edits in Web App
        4 Minutes
      • 16.3
        How to Create a New Job for an Asset in Web App
        4 Minutes
      • 16.4
        How to Print the Asset Barcode in Web App
        2 Minutes
      • 16.5
        How to Edit an Asset in Web App
        3 Minutes
      • 16.6
        How to Create Planned Preventive Maintenance Schedules in Web App
        4 Minutes
    • Employees
      8
      • 17.1
        How to Add a New User with Business Hours in Web App
        3 Minutes
      • 17.2
        How to Add a User to an Appropriate Team in Web App
        2 Minutes
      • 17.3
        How to Manage a Team in Web App
        3 Minutes
      • 17.4
        How to Manage Shifts in Web App
        2 Minutes
      • 17.5
        How to Activate or Deactivate Users in Web App
        2 Minutes
      • 17.6
        How to Reset a User’s Password in Web App
        1 Minute
      • 17.7
        How to Add Skill Sets and Configure Them in Settings
        4 Minutes
      • 17.8
        How to Set Up User Locations in Web App
    • Reports
      1
      • 18.1
        Report Overview
        1 Minute

    How to Create a Job in Web App 

    Efficiently managing jobs is essential for field service businesses. Zuper is a powerful tool that can help you streamline job creation, assignment, and tracking, enabling you to optimize your workflow and deliver exceptional service to your customers. By understanding how to create a job on Zuper, you can effectively manage tasks, track progress, and ensure timely service delivery.

    In this guide, we offer you step-by-step instructions on creating a new Zuper job. We will cover essential aspects such as entering job details, assigning technicians, scheduling appointments, and managing job-related documentation.

    This video will also give you a walkthrough of how you can leverage Zuper FSM to improve job visibility, track job progress, and enhance overall process efficiency.

    Understanding Shortcut Options in Mobile App
    Prev
    How to Update a Job Status in Web App 
    Next
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