> ## Documentation Index
> Fetch the complete documentation index at: https://zuperinc-section23.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Your Installation Job

## **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**. 

<iframe width="650" height="350" src="https://drive.google.com/file/d/14Uu7cMlAwBrUe_OrlvNMpyPJxbvu79LO/preview" />

Follow these steps to set up a new roofing job efficiently.

<Frame>
  **Navigation**: Jobs --> + New Job
</Frame>

* Click the "**Jobs**" module from the left navigation menu.
* Click **+ New Job** in the top-right corner of the jobs listing page.

<img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/rnj1.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=c4e6c6f9ae383bff5cf2f7681b60f14c" alt="Rnj1 Pn" width="1920" height="878" data-path="images/rnj1.png" />

## **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.

## **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.

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins1.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=17658d20d6bbdcc7de24efed3eda3865" alt="Jobins1 Pn" width="1920" height="878" data-path="images/jobins1.png" />

## **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

<img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/rnj13.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=3dd7d63fe8d86002d1402703cf42a248" alt="Rnj13 Pn" width="1920" height="878" data-path="images/rnj13.png" />

## **D. Service Tasks:**

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

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins2.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=0a003a8faddbe67dbbbf350dd0d450d0" alt="Jobins2 Pn" width="1920" height="878" data-path="images/jobins2.png" />

## 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.

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins3.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=ed84424bae8bcc90ddc79ba6bc2c5ed7" alt="Jobins3 Pn" width="1920" height="878" data-path="images/jobins3.png" />

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins4.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=edd3e139da110d24e1a0ebe521d8ced2" alt="Jobins4 Pn" width="1920" height="878" data-path="images/jobins4.png" />

The user is assigned. Click "**Save**" to confirm.

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins5.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=8cc7ff85b32f7b71e8266fbc372729a3" alt="Jobins5 Pn" width="1920" height="878" data-path="images/jobins5.png" />

## **F. Create the Job**  

* Review all panels for completeness. Click **Create Job** (top-right).
* Confirm in the dialog box.
* Click **Create** to save.

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins6.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=1b673352a03a7ad138ebad56eba1374c" alt="Jobins6 Pn" width="1920" height="878" data-path="images/jobins6.png" />

<img src="https://mintcdn.com/zuperinc-section23/SKKb6f9DDJ0fPs7S/images/jobins7.png?fit=max&auto=format&n=SKKb6f9DDJ0fPs7S&q=85&s=a0634b9afc3649bceb74293a1a86052e" alt="Jobins7 Pn" width="1920" height="878" data-path="images/jobins7.png" />

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.
