Creating a New Job

We’ve customized Zuper for generator dealers so creating and managing jobs is simple, structured, and built around how your business actually runs. Every job you create becomes a central record that connects your customers, technicians, and operations team in one place.

Once a job is created, it appears on your schedule board and in the assigned technician’s mobile app, giving everyone a clear view of what’s next.

Navigation

Jobs → + New Job

From the Jobs page, you’ll see all existing work orders — including job numbers, categories, and statuses.

To create a new one:

Click + New Job in the top right corner.
The new job screen will open with three panels:
- Left: Job title, schedule, and address
- Center: Job details, category, and primary information
- Right: Associations like customers, properties, and assets

A. Job Details

Job Title (Required)

Enter a clear, descriptive title that quickly identifies the work being done. For example:

“Generator Annual Maintenance – Smith Residence”
“28kW Install – Johnson Property”

The goal is to make each job easy to recognize on the schedule board and in reports.

B. Primary Details

The Primary Details section sets the structure for how the job will behave — both in the back office and for the technician in the field.

Job Category (Required)

The Job Category is more than a label — it’s the template that determines the workflow, technician experience, and even what your customer sees.

Each category controls:

Job statuses and workflows: Categories define the stages of a job (for example, Scheduled → In Progress → Completed) and what actions your team can take at each stage.
Field technician experience: Categories decide what checklists or prompts appear in the technician’s mobile app, helping ensure consistent service quality.
Customer experience: Categories can determine which updates and notifications customers receive at different stages of the job.
Reporting and insights: Categories organize your job data so you can track performance by service type, territory, or department.

When you select a category, the system automatically applies the correct structure and enables Check Availability in the Job Schedule section so you can find open time slots for that type of work.

Tip: Think of categories as your “playbooks” — each one is built to match the process for a specific type of generator job (install, service, maintenance, warranty, etc.).

Other Fields (Optional)

You can also fill in:

Job Priority – helps with dispatch and scheduling order.
Job Type – used for filtering and reporting similar job types.
Parent Job – link this job to a previous one for revisits or follow-ups.
Tags – quick identifiers for sorting and searches.
Skills – list any technician skills required.
Description – include any relevant notes or instructions.

C. Job Schedule

Scheduling is one of the most important steps in creating a job. The system uses your Scheduled Start and Scheduled End times to calculate job duration — which allows for accurate routing and automatic rescheduling later.

You’ll see a few fields in this section:

Scheduled Start (Required) – The date and time the visit begins.
Scheduled End (Required) – The date and time the visit ends.
Due Date (Optional) – Can be used if desired, but we recommend relying only on Scheduled Start and End.
Check Availability – Once you’ve chosen a Job Category, this tool lets you see available slots for that type of job.

Important: The system must know both the start and end time to calculate duration. Without them, routing and automatic rescheduling won’t work properly. In our setup, you can safely ignore the Due Date field altogether.

D. Adding the Customer and Address

On the right-hand side, click + Add Organization/Customer to link the customer or company.

When you select a customer:

The Service Address will auto-fill based on their stored address.
You can edit it by clicking the Edit icon.
You can also add a separate Billing Address if needed.

Always make sure there’s either a valid address or geo-coordinates — the system uses this information for mapping and technician routing.

E. Service Territory

The Service Territory field automatically fills in when the job address falls within a predefined territory. Territories can be based on radius, geofence, or ZIP code.

If there’s a problem with assignment, you may see one of the following alerts:

Multiple Territories: The address matches more than one territory. Zuper chooses the first one by default, but you can change it on the job detail page.
No Service Territory: The address doesn’t match any defined area — you can manually assign one after creating the job.
Assignment Mismatch: The assigned user or team doesn’t belong to the selected territory. You can reassign it on the job detail page.

Service territories can only be adjusted from the Job Detail page after the job is created.

F. Parts and Services

The Parts and Services section is where you add the items, labor, or products related to the job. This could include materials for installation, replacement parts, or service fees.

To add a part or service:

Click + Add in the Part/Service Details section.
Choose how you want to add it:
- Line Item – add a single product or service.
- Bundle – add a group of items sold together.
- Header – create a labeled grouping for organization.
- Item Group – select a preconfigured item group.
- Custom Line Item – add a one-time line that doesn’t affect inventory.

Note: If a part already exists in the job, Zuper increases the quantity rather than duplicating the line.

You can edit items at any time: click the Ellipsis (…) next to an item and select Edit to update its details, including serial number.

G. Associations

Zuper lets you connect a job with related records so all your information stays in one place.

You can associate:

Users – assign specific team members or technicians.
Secondary Contacts – add backup or secondary customers.
Projects – link this job to an existing project.
Properties – tie the job to a specific service location.
Requests – connect related customer service requests.
Contracts – attach any active maintenance or service contracts.
Assets – link the job to a specific generator or piece of equipment.
Attachments – upload relevant photos, documents, or permits.

Click the + icon next to any section to link the appropriate record.

H. Other Details

The Other Details section includes any additional or custom fields that may apply to your dealership. These fields are tailored to your workflow — fill in any that are relevant before saving.

Creating the Job

When all required fields are complete (especially Job Title, Job Category, and Scheduled Start/End):

Review your entries for accuracy.
Click Create Job.

The job will now appear on your Schedule Board and on the assigned technician’s mobile app.

Summary

We’ve designed the job creation process to fit the way generator dealers actually operate — structured, visual, and flexible.

Each job connects your customers, team, and data in one place. By always entering Scheduled Start and End times and selecting the correct Job Category, you ensure the system routes efficiently, tracks accurately, and delivers a consistent customer experience from start to finish.