Zuper Webinar Series: March 18th 2026 - Job Scheduling & Routing

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Overview

Zuper’s Routing & Job Scheduling tools are designed to help teams efficiently plan, assign, and optimize field work. This article outlines best practices for:

Bulk job scheduling
Route creation and optimization
Calendar configuration
Proper use of scheduled vs. due dates

These workflows are especially useful for generator service teams managing maintenance, installs, and repairs at scale.

1. Bulk Job Scheduling & Status Updates

Use Preset Views to Work Faster

Preset views allow you to quickly filter jobs (e.g., “This Month’s Maintenance”) so you’re only working with relevant records.

Best Practice:

Create and save filtered views for recurring workflows
Example: Maintenance jobs due this month

Bulk Update Job Status

Once filtered:

Select all jobs (even across multiple pages)
Update job status in bulk
Apply a standardized status (e.g., “Air Cooled Maintenance”)
Send a pre-scheduled email notification if needed

Troubleshooting Bulk Emails

If emails appear “sent” but customers didn’t receive them:

Check the customer’s outbound logs (most reliable source)
Be aware that bulk sends may be flagged as spam (especially on free email domains)

2. Assisted Scheduling (Check Availability)

The Check Availability feature helps assign jobs during creation.

How It Works:

Displays open time slots for technicians
Allows quick assignment without schedule conflicts

Limitations:

Does not show route context
Best used for:
- Repairs
- Installs
- One-off scheduling

3. Moving Jobs into Dispatch

Before routing:

Mark jobs as Customer Approved
Bulk update if needed
Jobs will now appear in:
- Dispatch Board
- Calendar
- Routes Planning View

4. Route Creation & Optimization

Recommended Workflow

Navigate to:
Routes → Planning → Map View

This is the most effective view for building and optimizing routes.

Step 1: Filter Your Jobs

Use preset filters (e.g., monthly maintenance) to isolate the jobs you want to route.

Step 2: Select Jobs on the Map

Use the map selector tool
Be careful when zoomed out—ensure all intended jobs are selected

Step 3: Create a Route

After selecting jobs:

Name the route
Assign a technician
Set departure time
Choose a color

Pro Tip:
Click directly on the map to set start/end locations instead of typing addresses.

Step 4: Optimize the Route

Use the Optimize Route function to reduce mileage
Typical strategy:
- Start with the farthest job
- Work back toward the home base

Step 5: Adjust Manually (If Needed)

Even after optimization:

Drag and drop jobs to reorder stops
Adjust for customer time windows or priorities

Adding Jobs to Existing Routes

Filter routes by date
Select an unrouted job from the map
Add it to an existing route
Re-optimize if needed

5. Maintaining Route Integrity

Use Relative Scheduling for Bulk Changes

When shifting a full day or week of work:

Use “Relative Schedule Update”
Example: Move all jobs forward by 24 hours

Why this matters:

Preserves route order
Maintains optimized timing
Prevents manual rework

6. Calendar Configuration & Customization

Recommended Settings

Color Coding:

Primary: Job Category
Secondary: Team

This makes it easy to scan schedules visually.

Display Settings:

Enable “Show Business Hours Only”
- Recommended: 7:00 AM – 5:00 PM
Adjust row height/width for better visibility

Additional Fields to Display:

Service Address
City / State / Zip

7. Scheduled Date vs. Due Date (Critical Rule)

Scheduled Date = Operational Use

Use Scheduled Date for:

All field work
Dispatching
Routing
Calendar visibility

Zuper’s routing engine relies on scheduled dates to calculate job timing.

Due Date = Internal Use Only

Use Due Date for:

Internal goals
Sales follow-ups
Lead timelines (e.g., schedule consultation within 2 weeks)

Team Guideline:

Field & Operations → Scheduled Date
Sales → Due Date

8. Notifications & Rescheduling

Automatic Notifications

Customers are notified when:

Job status is updated to “Job Scheduled”

Important: Rescheduling Does NOT Notify Automatically

If you move a job:

You must manually trigger notification

Options:

Change status → Need Scheduling → Job Scheduled
Send manual message (email/SMS) from job card

9. Time Off Management

Two Ways to Manage:

Technicians: Submit via mobile app (Timesheets)
Office Staff:
- Approve/deny requests
- Add time off manually

Key Takeaways

Use preset views + bulk updates to save time
Always move jobs to Customer Approved before routing
Plan routes in Map View, not Tracking
Use route optimization, then adjust manually
Use Relative Scheduling to shift routes efficiently
Scheduled Date drives operations — not Due Date
Customize your calendar for clarity and usability

What’s Next

Upcoming training topics may include:

Inventory management workflows
Quoting tool enhancements