Mobile App: Lesson 2 - Job Management
This is where your technicians spend most of their day. The Job Management section in the Zuper Mobile App gives your team everything they need to complete installs, service calls, and maintenance jobs—without calling the office or guessing what to do next.
Viewing Assigned Jobs
Technicians can access their jobs in two ways:
From the Dashboard
-
Scroll to Assigned Jobs
-
View all jobs for the selected date range
-
Tap any job to open details

From the Menu
-
Tap the Menu (☰)
-
Select Jobs
-
Choose a job from the list
💡 Best Practice:
Always start your day by reviewing assigned jobs to understand your schedule and priorities.
Understanding the Job Details Page
Once inside a job, everything needed to complete the work is organized into tabs.
Details Tab
This is your main job overview:
-
Service address (where you’re going)
-
Job category (install, service, maintenance)
-
Priority level
-
Schedule and due date
-
Job description / scope of work
-
Customer and contact information
-
Assigned team members
-
Attachments

Tasks Tab
This is your checklist for the job.
-
View required service tasks
-
Complete inspections or forms
-
Mark tasks as complete
💡 Best Practice:
Always complete tasks before finishing the job—this ensures quality and consistency.
Associated Tab
This connects everything tied to the job:
-
Parts & services
-
Material requests
-
Assets (generator unit)
-
Quotes and invoices
This is also where you can:
👉 Add parts
👉 Review pricing
👉 Collect payment

Gallery Tab
-
View job photos and videos
-
Upload new images from the field
Use this for:
-
Before/after photos
-
Documentation
-
Proof of work
Status Tab
Shows the full job timeline:
-
Status updates
-
Timestamps
-
Who made updates

Notes Tab
This is where you document the job.
You can add:
-
Photos
-
Videos
-
Audio
-
Text notes
-
Documents
-
Scanned files
💡 Pro Tip:
Document everything. This protects your team and improves communication.

Adding Job Notes
To add a note:
-
Tap Add Note
-
Choose what you want to upload:
-
Photo
-
Video
-
Audio
-
Document
-
Text
-
Scan
-
-
Add description if needed
-
Tap Submit

Advanced: AI Walkthrough Notes
You can:
-
Take photos
-
Record voice
Zuper AI will:
-
Transcribe your notes
-
Create a structured summary

Updating Job Status
Keeping job status updated is critical for dispatch, office staff, and customers.
How to Update Status
-
Open the job
-
Tap Update Status
-
Select the next status:
-
On My Way
-
Started
-
On Hold
-
Completed
-
Closed
-
-
Complete any required checklist
-
Tap Submit

What Happens Next
-
Status updates in real time
-
Timeline is recorded
-
Team and office stay informed
Status + Time Tracking
If timelogs are enabled:
-
On My Way → Starts travel time
-
Started → Starts labor time
-
On Hold → Pauses time
-
Completed → Stops time
Collecting Payments (Mobile)
Technicians can collect payment directly from the job.
How to Collect Payment
-
Open the job
-
Go to Associated → Invoices
-
Open the invoice
-
Tap Record Payment




Payment Methods
Depending on your setup:
-
Credit Card
-
ACH / Bank Transfer
-
Cash
-
Other methods
Using Zuper Pay (Recommended)
With Zuper Pay, techs can:
-
Take credit card payments on-site
-
Accept ACH payments
-
Process payments instantly

💡 Best Practice:
Always collect payment before leaving the job site whenever possible.
Summary
Job Management in the mobile app allows your technicians to:
-
View and complete jobs
-
Track time
-
Add notes and documentation
-
Update status
-
Collect payment
Everything they need—right from their phone.
Pro Tips
-
Review jobs at the start of the day
-
Update status in real time
-
Complete all tasks before closing a job
-
Document everything with notes and photos
-
Collect payment on-site when possible
What’s Next?
👉 Learn how to log time on jobs or manage timelog summaries for better performance tracking.