Zuper Webinar Series: Week 1 – Routing, Scheduling, and Dispatching

In the first session of our Zuper webinar series, we explored how generator dealers can use Zuper’s routing, scheduling, and dispatching tools to manage service requests more effectively. Below is a recap of the key topics covered, with timestamps so you can follow along in the recording.

Creating Customers and Jobs (00:02:53 – 00:05:28)

The session began with a role-play scenario, demonstrating how to create a new customer and job in Zuper. This included collecting details such as email, phone number, and address.

A key takeaway: job titles are required. They help technicians in the field understand the nature of the work and make it easier to search and filter jobs within the system.

Creating and Optimizing Routes (00:08:19 – 00:16:30)

The next demonstration focused on building technician routes:

• Jobs were filtered on the dispatch board and grouped by location.

• Zuper’s route optimization feature was showcased, which reorders jobs to minimize mileage and drive time.

• The system’s flexibility was highlighted by inserting an emergency repair job into an existing route. Zuper automatically adjusted the order to maintain efficiency.

Job Status and Customer Notifications (00:18:49 – 00:23:05)

Once a job is scheduled, Zuper can automatically notify the customer, provided notifications are enabled. Customers typically won’t see a scheduled date until the job status is marked as "Scheduled."

The session emphasized the importance of accurate scheduling, with a reminder that mistakes (like accidentally scheduling at 1:00 AM) can still happen if details aren’t double-checked.

Technician View and Route History (00:24:10 – 00:26:09)

From the technician’s perspective, Zuper does not display routes as maps. Instead, technicians see an ordered list of jobs for their day.

Completed and historical routes remain in the schedule and can be filtered by date or status, making it easy to review past assignments.

Customization and Filtering Options (00:27:29 – 00:30:41)

Several customization features were covered:

• Filtering non-business hours from the dispatch board.

• Customizing job cards to show additional details like customer names or addresses.

• Color-coding jobs by category or status for better visual organization.

• Adjustments to color coding can be made within the job configuration settings.

Service Territories and Upcoming Features (00:34:41 – 00:42:28)

A powerful feature introduced was service territories. Territories can be set up by:

• Zip codes

• Defined radius

• Manual drawing

This makes bulk assignment of jobs much easier and overcomes past limitations (such as only being able to filter by one city at a time).

An audience question raised the idea of automatically splitting routes when they become overloaded. While this isn’t available yet, Zuper allows manual adjustments—users can move excess jobs into new routes for later scheduling.

Key Takeaways

• Zuper simplifies the process of creating customers, scheduling jobs, and building optimized routes.

• Notifications keep customers in the loop but only after jobs are marked as scheduled.

• Technicians see a streamlined list of daily jobs, not route maps.

• Customization of filters, job cards, and color coding improves dispatch visibility.

• Service territories greatly improve efficiency in assigning jobs.

• Future updates may further streamline route overflow management.