A new job can be created in Zuper by one of two different ways. 

  • A user can create a new job directly from the jobs module.
  • A user can create a new job from the customer module for a particular customer. 


Steps to create a job from the jobs module: 

  • Login to Zuper Manager App, Open the side menu and click on "Jobs".

  • It will load all the existing jobs scheduled for the day. Click on the "+" button on the bottom right corner of the screen.
  • It will show the customers that are mapped to you or it will load the entire list of customers in Zuper.

  • Select the customer to view the details. After verifying the customer click on "Processed".
  • It will load the "New Job" page. Fill the job title and other details.

  • Click on "Submit" to preview of the job and click on "Create Job".

  • Will receive a pop-up "Do you want to Assign anyone to this job?", If you select "Yes" It will redirect to job details to assign the executive for the visit.


Steps to create a new job from the Customers: 

  • Login to Zuper Manager App, Open the side menu and click on "Customer".

 

  • it will load the entire customer list, select the customer to view the details.
  • Click on the "Jobs" tab to view the existing job and to create new job the for the selected customer.

  • It will show all the jobs that been created for the selected customer. Click on the "+" button on the bottom right corner of the screen.
  • It will load create "New Job" page. Fill the job title and other details.

  • Click on create job it shows the preview of the job for the confirmation before creating it. Click on "Create Job" to create the job.

  • Will receive a pop-up "Do you want to Assign anyone to this job?", If you select "Yes" It will redirect to job details to assign the executive for the visit.


If your having issue with creating a New Job, please write an email to support@zuper.co and one of the agents from support team will get in touch with you.