Settings

Tweak GeoOp for your needs.

Jack Saunders avatar Paolo Enrico Santiago avatar
17 articles in this collection
Written by Jack Saunders and Paolo Enrico Santiago
Settings FAQ

Why is my CSV import failing?

Can't get your CSV import to work?
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Written by Jack Saunders
Updated over a week ago

Staff roles & permissions

How to change staff roles and permissions.
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Written by Jack Saunders
Updated over a week ago

Managing Charges in GeoOp

A guide to managing your charges.
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Written by Jack Saunders
Updated over a week ago

Time zones

Configuring your time zone settings.
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Written by Jack Saunders
Updated over a week ago

SMS/Text Messaging Overview

How SMS and Text Messages work.
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Written by Jack Saunders
Updated over a week ago

Managing Parts in GeoOp

This article gives you an overview of the different ways you can add parts into GeoOp.
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Written by Jack Saunders
Updated over a week ago

Importing and Exporting Data

How to import and export to and from GeoOp.
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Written by Jack Saunders
Updated over a week ago

Adding a Logo to a document

Upload your company logo to a document.
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Written by Jack Saunders
Updated over a week ago

Adding and Editing your Company Details

Where to edit your company details.
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Written by Jack Saunders
Updated over a week ago

Extra Features to customise your account

Customising your account.
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Written by Jack Saunders
Updated over a week ago

Managing Tax Rates

How to manage your tax rates.
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Written by Jack Saunders
Updated over a week ago

Client Data Exports

How to export all your client data and information from your account.
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Written by Jack Saunders
Updated over a week ago

Reporting from a CSV

How can I generate reports from a CSV.
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Written by Jack Saunders
Updated over a week ago

Document Templates Manager

How to create and manage documents in the document manager.
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Written by Jack Saunders
Updated over a week ago

The GeoOp Job Form

Add a job from your own internal application or website.
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Written by Jack Saunders
Updated over a week ago

Separate Billing Clients & Multiple Client Sites

GeoOp allows you to add a separate billing client to the Client record a Job is attached to (sometimes called the 'site').
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Written by Jack Saunders
Updated over a week ago