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Overview

This help article explains the process of creating a new roofing job in Zuper’s job management system, based on an existing inspection and proposal. Installation jobs allow you to: 
  • Organize work orders 
  • Assign teams and technicians 
  • Schedule tasks efficiently 
  • Track customers, properties, attachments, and service details 
By leveraging inspection findings and proposals, Zuper ensures your installation workflow is accurate, organized, and seamless.  Follow these steps to set up a new roofing job efficiently.
Navigation: Jobs -> + New Job
  • Click the “Jobs” module from the left navigation menu.
  • Click + New Job in the top-right corner of the jobs listing page.
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A. Job Details (Left Panel)

  • Prefix: Enter the roofing installation job prefix.
  • Job Title* (Mandatory): Enter a roofing installation-specific descriptive title.
  • Job Value: Enter the estimated value in USD.

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B. Primary Details (Center Panel - Top Section)

  • Job Category* (Mandatory): Select the roofing job category from the dropdown.
  • Estimated Job Duration: Auto-fills based on category edit as needed.
  • Job Priority: Select the priority level of the Job.
  • Job Type: Choose the job type.
  • Job Description: Enter job details**.**
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C. Job Schedule (Left Panel - Bottom Section)

Schedule based on customer preferences. Either a Due Date or Start/end dates are mandatory.
  • Time Zone: Defaults to your account setting, adjust if needed.
  • Due Date: Set the inspection due date.
  • Job Start Date & Time: Enter installation start date & time.
  • Job End Date & Time: Enter installation end date & time
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D. Service Tasks:

Based on the selected job category, the service tasks are automatically retrieved. Jobins2 Pn

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E. Assign Users, Associations:

  • Assign Users/Teams: Click + to add technicians.
  • + Add Organization/Contact: Click to search/add a customer.
  • Attachments : Click + to upload files. Supports PDFs, images, and other file types for proposals, photos, or contracts.
Jobins3 Pn Jobins4 Pn The user is assigned. Click “Save” to confirm. Jobins5 Pn

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F. Create the Job  

  • Review all panels for completeness. Click Create Job (top-right).
  • Confirm in the dialog box.
  • Click Create to save.
Jobins6 Pn Jobins7 Pn With organized work orders, real-time scheduling, and integrated details, the user can deliver projects faster, boost customer satisfaction, and keep your business thriving through every roof replacement or repair.