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Every visit in Zuper starts with a job. That visit might be an emergency repair, a seasonal tune-up, or a new installation. The job keeps the customer, schedule, equipment details, and assigned technician in one record your whole team shares. Think of the job as a service ticket that never gets lost in a truck. It travels with the work from the first call through dispatch, the site visit, and the invoice. As a result, your office and field teams always work from the same details. The job creation page groups everything into three panels. On the left, you enter the job title and schedule. In the center, you describe the work and add parts and labor. On the right, you link the customer and assign the technician. Once you save the job, it appears on your dispatch board and the technician’s mobile app right away. Recurring maintenance works the same way. You set the visit pattern once, and Zuper creates each future visit for you. Your maintenance agreements then stay on schedule without extra data entry. Navigation: Work > Jobs > + New Job
Before you begin, confirm that your administrator has set up your job categories, job custom fields, and parts catalog. These settings fill in much of the job for you, so the steps below go faster.

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Open the job creation page

  1. Go to Work > Jobs.
  2. Select + New Job in the top-right corner of the jobs listing page.
01 Jobs List
The New Job page opens in a three-panel layout. The left panel holds the job details and schedule, while the center panel captures the work itself. The right panel is where you link the customer and assign technicians.
02 New Job Form

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A. Enter the job details

Start with the details that identify the job, so your team can find it quickly later.
  1. Review the Prefix. Zuper fills it in automatically, and it forms the start of the job number.
  2. Enter the Job Title. Describe the service and the unit, for example, the repair type and the equipment location. This field is mandatory.
  3. Enter the Job Value in USD, if you know it now. You can update it later, once the technician completes the diagnosis.

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B. Describe the work in primary details

Next, move to the Primary Details section in the center panel. The job category shapes much of what follows, so choose it first.
  1. From the Job Category list, select the category that matches the work, for example, a repair or maintenance category. This field is mandatory.
  2. From the Job Priority list, select how urgent the visit is, for example, High for a no-cooling call.
  3. From the Job Type list, select the type of job.
  4. From the Job Tags list, select tags that group similar jobs, for example, jobs covered by a maintenance plan.
  5. From the Lead Source list, select where the request came from, for example, your website or a phone call.
  6. From the Job Skills list, select the skills the technician needs, for example, refrigerant handling.
  7. Enter a Job Description with any details the technician needs before arriving on site.
When you select a job category, Zuper shows its Estimated Duration below the field. Zuper also fills in that category’s default description and service tasks. You then add only what is unique to this visit.
If this visit follows up on earlier work, select the original job in Parent Job. For example, link a return visit to the diagnosis job where the technician ordered a part. With the work described, link the customer. Zuper then fills in the service address and can suggest technicians who work nearby.
  1. Select + Add Organization in the right panel. The Choose Organization panel opens.
  2. On the Existing Organizations tab, search for the customer’s organization. To add a new customer, select the New Organization tab instead.
  3. Select the organization, and then select Choose Organization.
  4. Select + Add Contact to add the person you work with at that organization.
03 Choose Organization
Zuper fills in the Service Address from the customer record. Review the address, and select Same As Service Address under Billing Address if the two match.
Zuper fills in the service territory when the service address falls inside a territory your administrator defined. Territories help Zuper suggest technicians who already work in that area.If you see No service territory covering the address, the address sits outside your defined territories. You can still create the job and assign a territory later from the job details page.If the address falls inside more than one territory, Zuper selects the first one. You can change it later from the job details page.

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D. Schedule the visit

Now schedule the visit in the Job Schedule section of the left panel.
Enter a Due Date, or enter both a Job Start Date & Time and a Job End Date & Time. Zuper needs at least one of these to create the job.
  1. Confirm the time zone. It defaults to your account time zone, so change it only if the site is elsewhere.
  2. Enter a Due Date if the customer needs the work done by a deadline rather than at a fixed time.
  3. If you already agreed on an appointment, enter the Job Start Date & Time and Job End Date & Time.
Two optional tools make scheduling faster. Expand each one to learn how it works.
If you do not know who is free, Check Availability finds open slots for you. It considers each technician’s skills, territory, working hours, and existing jobs.
  1. Select Check Availability in the Job Schedule section. The Check availability dialog box opens.
  2. Select one or more dates from the calendar.
  3. Review the filters under Manage Filters, for example, Duration, Service Territory, and Skills. Zuper fills in the duration from the job category, up to eight hours.
  4. Select Any team to search across all teams, or select Selected Teams to limit the search.
  5. Select the Find Time tab to see the open time slots for each date, and then select a slot.
  6. Select Use this Schedule. Zuper adds the selected slot to the job schedule.
05 Check Availability Find Time
To check one technician’s calendar, select the Find Technician tab instead. Turn on Consider User Shifts to show only the slots that fall within each technician’s scheduled shifts.
Maintenance agreements often need the same visit on a regular cycle, for example, a tune-up every spring and fall. Instead of creating each visit by hand, set up the pattern once.
  1. From the Job Recurrence list, select Recurring Job. The Choose Job Recurrence panel opens.
  2. Select the date in Recurrence Start From.
  3. Enter the Recurrence Duration, and select the unit, for example, Years. This setting controls how long the visits continue.
  4. Enter the Job Start Time and the Job End Time for each visit.
  5. From the Choose Frequency list, select how often the job repeats, for example, Monthly.
  6. Enter a number in Repeat Every, for example, six with Monthly for a visit every six months.
  7. Review the Future Recurring Jobs list, which previews each visit Zuper creates. Delete any visit you do not need.
  8. Select Save.
07 Job Recurrence Dropdown
To plan maintenance around specific equipment instead of a single job, see Creating and managing PPM.

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E. Complete the other details

The Other Details section holds custom fields, which are extra fields your administrator adds to capture specific information. For example, your team might record the refrigerant type, blower motor status, or supply air temperature.
  1. Complete each field in Other Details. A red asterisk marks a mandatory field.
  2. Select Click here to choose Part or Service to link a catalog item, where available.
  3. Select any collapsed section, for example, Refrigerant Readings, to expand it and complete its fields.
08 Other Details
Zuper fills in some custom fields automatically from the customer or organization record. This happens only when a field label matches exactly in both places.

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F. Add parts and labor

Next, add the parts and labor the job needs. Your technician then arrives prepared, and your invoice reflects the work.
  1. If your organization uses pricelists, select one from the Select Pricelist list first.
  2. In the Line Items section, select + Add, and then select Line Item.
  3. In the Choose Line Item dialog box, search for the part or filter the list, for example, by Product Type.
  4. Select the checkbox next to each item you need.
  5. Review the location, serial number, unit cost, and markup for each selected item.
  6. Select Add Item. The items appear in the Line Items section.
10 Choose Line Item
The + Add menu also offers other ways to add items, depending on how you package your work.
Custom items apply only to this job and do not appear in your inventory. Also, add one product at a time and let each one save, so Zuper does not create duplicate service tasks.
With the work and schedule set, assign the right person to the job. The right panel also links the records that connect this visit to the rest of the customer’s history. Expand each one to learn when to use it.
Assign the technician or team who performs the work. Zuper lists teams and users based on the job address and its service territory.
  1. Select + Assign Users in the Assign Users section of the right panel.
  2. Select the Teams tab or the Users tab, and then select Assign next to each person.
  3. Select Save.
To see teams and users from every territory, clear the Filter by Territory checkbox.
Add up to 10 more contacts from the same organization, for example, a facilities manager who needs visit updates.
Your administrator must turn on Enable Secondary Contacts in Settings > Modules > Jobs > General Job Settings first.
Connect the job to larger work that spans several jobs, for example, a full system replacement. You can then track every related visit in one place.
Link the building where the technician performs the work. The link keeps scheduling and dispatch tied to the correct site.
Link the service request that started this job, for example, a request the customer submitted through your customer portal.
Link the specific unit the technician services, for example, a furnace or a condenser. Its service history then stays complete, so you can see which equipment needs replacement.
Link the maintenance agreement that covers this visit. Your team can then confirm the covered services before the technician arrives.
Upload documents the technician might need on site, for example, equipment manuals, permits, or earlier service reports.

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H. Create the job

  1. Review each panel for missing or incorrect details.
  2. Select Create Job in the top-right corner.
Zuper blocks job creation until you complete every mandatory field. Check the Job Title, the Job Category, and your schedule fields first, because these are the fields most often missed.
Zuper shows a Job created successfully message and opens the job details page.
11 Job Created

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After you create the job

The job details page now becomes the home for everything that happens on this visit. Three tabs matter most as the work moves forward. The Line Items tab lists the parts and labor you added, along with their costs. Your team can update it if the technician finds more work on site. The Notes tab collects photos and notes from the field, for example, a photo of the unit’s data plate. For more information, see Notes and chats. The Activity tab records every action on the job, such as status changes, added notes, and uploaded documents. Use it whenever you need to confirm who did what, and when.

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Tips and best practices

  • Consistent titles: Use the same title pattern for every job, for example, service type and equipment location. Your team can then scan the jobs list quickly.
  • Assets: Link the unit to every job. Over time, its service history shows which equipment needs replacement.
  • Tags: Tag jobs covered by a maintenance plan, so you can filter and report on them easily.
  • Job categories: Ask your administrator to set default service tasks for each category. Technicians then follow the same checklist on every visit.
  • Permissions: Confirm that your user role includes the right to create jobs before you start.
A service job brings every detail of visit into one place, from the first call to the final invoice. Once you save it, the job moves straight to your dispatch board and your technician’s mobile app. Your team then stays organized from the very first visit.