Configuring Job Card Templates

In Zuper, administrators can configure job card templates by defining categories, layouts, and content formatting options. The templates can be customized based on business needs, providing flexibility in format, orientation, border settings, and text styling.

This guide explains how to create, edit, and manage job card templates in Zuper.

Navigation: Settings -> Modules -> Jobs -> Job Card Templates

Navigating to job card templates

To configure job card templates, follow these steps:

• Select the “Settings” module from the left navigation menu.
• Click “Modules” and select “Jobs” to open the Job Settings page.
• Choose Job Card Templates.

• The job card templates listing page will appear, displaying all existing templates.

Creating a new job card template

To create a new job card template:

• On the job card templates listing page, click + New Template.

• A new job card template dialog box will appear.
• Fill in the following details:
  1. Template Name (Mandatory): Enter a unique name for the job card template.
  2. Job Category (Mandatory): Select the relevant job category from the dropdown menu.
  3. Template Description (Mandatory): Provide a brief description of the template.
  4. Format (Mandatory): Choose the document size from the available options:
     • A3
     • A4
     • A5
     • Letter
     • Legal
     • Tabloid
  5. Orientation (Mandatory): Select either Landscape or Portrait.
  6. Border Settings (Mandatory): Define the margins for the job card layout:
     • Top Border (e.g., 10mm)
     • Right Border (e.g., 10mm)
     • Bottom Border (e.g., 10mm)
     • Left Border (e.g., 10mm)
  7. Click Proceed to move to the template editor.

Editing a job card template’s content

Once the template is created, you can customize the content using the Template Editor.

Template editor customization options

The Template Editor offers various formatting tools and components to help you design and structure your job card layout with ease.

Text formatting options

Basic text formatting options such as font size, font styling (bold, italic, underline, strikethrough), headers, and bullet/numbered lists are available to help you format your content effectively.

Additional formatting options

1. Table: Add tables to organize and display information in a structured manner.
2. Field Components – Easily search for and insert default system fields like:
   • Work Order Number
   • Job Priority
   • Job Description
   • Customer Email
   • Assigned to FE and more.

Once you have customized the template, click Save to successfully create your Job Card Template.

Note: The Template Editor also includes a Code Mode. Switching to code mode allows you to create and edit templates directly using HTML for greater customization.

Editing a job card template

To modify an existing job card template:

• Navigate to the job card templates listing page.
• Click the pencil icon next to the specific template.

• The template editor will open.
• Make the necessary changes.
• Click Save to update the template.

Deleting a job card template

If a job card template is no longer needed, follow these steps to delete it:

• Navigate to the job card templates listing page.
• Click the delete icon next to the template you want to remove.

• A confirmation dialog box will appear.
• Click Delete to permanently remove the job card template.