Group 65Go to Geo
All Collections
Settings

Settings

Tweak GeoOp for your needs.

L
17 articles in this collection
Written by Lilli de Kantzow

Xero Invoice Customization

How to customize your invoice within Xero
L
Written by Lilli de Kantzow
Updated over a week ago
Settings FAQ

Why is my CSV import failing?

Can't get your CSV import to work?
L
Written by Lilli de Kantzow
Updated over a week ago

Staff roles & permissions

How to change staff roles and permissions.
L
Written by Lilli de Kantzow
Updated over a week ago

Managing Charges in GeoOp

A guide to managing your charges.
L
Written by Lilli de Kantzow
Updated over a week ago

Time zones

Configuring your time zone settings.
L
Written by Lilli de Kantzow
Updated over a week ago

SMS/Text Messaging Overview

How SMS and Text Messages work.
L
Written by Lilli de Kantzow
Updated over a week ago

Managing Parts in GeoOp

This Article covers both manual and integrated part management.
L
Written by Lilli de Kantzow
Updated over a week ago

Importing and Exporting Data

How to import and export to and from GeoOp.
L
Written by Lilli de Kantzow
Updated over a week ago

Adding a Logo to a document

Upload your company logo to a document.
L
Written by Lilli de Kantzow
Updated over a week ago

Adding and Editing your Company Details

Where to edit your company details.
L
Written by Lilli de Kantzow
Updated over a week ago

Extra Features to customise your account

Customising your account.
L
Written by Lilli de Kantzow
Updated over a week ago

Managing Tax Rates

How to manage your tax rates.
L
Written by Lilli de Kantzow
Updated over a week ago

Client Data Exports

How to export all your client data and information from your account.
L
Written by Lilli de Kantzow
Updated over a week ago

Reporting from a CSV

How can I generate reports from a CSV.
L
Written by Lilli de Kantzow
Updated over a week ago

Document Templates Manager

How to create and manage documents in the document manager.
L
Written by Lilli de Kantzow
Updated over a week ago

The GeoOp Job Form

Add a job from your own internal application or website.
L
Written by Lilli de Kantzow
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').
L
Written by Lilli de Kantzow
Updated over a week ago