Here’s our simple guide to using GeoOp’s cloud-based job management solution to schedule jobs, manage and communicate with your team in the field and track costs.
In this guide we will take your through the key areas of GeoOp:
- Setting up Integrations
- Creating Clients
- Tracking Parts & Charges
- Creating Staff
- Creating Jobs and Visits
- How To Contact Us
1. Setting up Integrations
Integrations are the quickest and easiest way to to set up your new account. You can access your integrations by going to Settings > Company Account > Integrations.
Integrating with your accounting system (Xero, MYOB or Quickbooks) allows you to sync your clients and parts list straight in GeoOp. If you are going to integrate with an account software, it’s best to set it up first, so that you don’t lose any data when you sync the two products.
We also offer integrations with some GPS mapping and inventory management systems such as Amarda and Unleashed.
To learn more about how to integrate your other software platforms with GeoOp, click the following link:
2. Creating Clients
There are lots of simple ways to create clients in GeoOp. As previously mentioned one of the fastest ways is to import all your existing clients from your account software into GeoOp, so when your first integrate we advise doing that. Alternatively, you can simply create a new client by clicking on the Client tab and clicking ‘Add Client’.
You can also add clients as you are creating a new job by typing in a new client name in the client field as shown below.
Finally, you can create a new client by using the quick links menu located in the top left corner of your screen. If you’re ever unsure how to do something, it’s always good to quickly check the quick links menu to see if what you’re looking for is there already.
For more details about what details you can add to your client and how to edit them, click the link below:
3. Creating Parts and Charges
Parts and Charges are used to record and time or inventory used on a job. By Clicking on Settings then either Parts or Charges, you can see a list of existing parts and charges. It is important to note that if you are integrated with an accounting software, you will not be able to add any parts, but rather be able to sync your parts list with your accounting software. Otherwise you can add your parts and charges here.
Again the quick links menu is your friend here, both parts and charges can be added from this menu.
For a more in depth look at how to add Parts or Charges click the following links:
4. Creating Staff
Adding Staff is an easy process that can be done by clicking on Staff > Staff List > Add staff.
A single staff member has the ability to login on both the console (web browser) and the mobile app (iPhone or Android). You can assign different roles to your staff to give them more or less access to GeoOp allowing you to add staff that might be regular contractor, that you don’t want to be able to see your client list. As always quick links allows you to add your staff as well.
For more information on Staff and Staff Roles take a look at the following articles:
5. Creating Jobs and Scheduling
Now that we have covered all the basic set up steps of your account, we can take a look at how to create your jobs. By clicking on Jobs > Job List you are able to look at all jobs in the system, you can filter by date and a variety of option as well as search for a specific job. To create a new job, simply click ‘Add Job’.
You can also add jobs when looking at a specific client in the client list, when you’re in the schedule view and by using the quick links menu.
To get that job to turn up on your schedule and to assign it to one of your staff, you need to create a visit. This can either be done whilst you are creating the job
Or afterwards, by clicking on Add Visit in the Job card.
For more details about creating jobs and managing your schedule click the links below:
How to Contact Us
You can contact support 24/7 by either phone, email or intercom. Intercom is your friend in the bottom right hand corner of your screen. That will send a message directly to our team with details about your account.
For all our contact details, please click the following link: