Geo Service Desk Help Center
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GeoNext
GeoNext
Helpful articles, information and instruction specific to GeoNext.
44 articles in this collection
Written by
Kent Boehm
and
Christopher Watson
Get started
GeoNext: Onboarding Portal
Want us to set you up?
Written by
Christopher Watson
Updated this week
GeoNext: Setup Guide
Want to set up Geo yourself?
Written by
Christopher Watson
Updated this week
GeoNext: Welcome to GeoNext
A simple guide to using Geo’s cloud-based job management solution.
Written by
Christopher Watson
Updated over a week ago
GeoNext: What are Bookings?
Bookings are scheduled site visits.
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add Staff
Adding staff onto Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext: How can I get the Geo mobile app?
How can I get the Geo mobile app?
Written by
Christopher Watson
Updated over a week ago
GeoNext: The Client List
A description of the Client List
Written by
Christopher Watson
Updated over a week ago
GeoNext: What is the Staff List
A description of the Staff List
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add a Client
Adding a client in the Geo Console
Written by
Christopher Watson
Updated over a week ago
How to do things
GeoNext Mobile: Quotes and quoting.
Quotes List View VS Quotes inside the Job Card View
Written by
Christopher Watson
Updated this week
GeoNext: View Job Booking and Staff location via GeoMap
A visual approach to coordinating scheduling and dispatch
Written by
Christopher Watson
Updated this week
Forms Help
How to get the most out of Forms in Geonext
Written by
Kent Boehm
Updated over a week ago
GeoNext: Invoices and Payments
How to manage invoices and payments in the Geo desktop
Written by
Christopher Watson
Updated this week
GeoNext: Changing clients in bulk
Geo desktop: Changing clients in bulk
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to sync your schedule to Google Calendar, iCal and Outlook
How to sync the Geo schedule to your calendar
Written by
Christopher Watson
Updated over a week ago
GeoNext: Deleting staff in bulk
Geo desktop: Deleting staff in bulk
Written by
Christopher Watson
Updated over a week ago
GeoNext: The Job List
Your primary snapshot of your list of jobs
Written by
Christopher Watson
Updated over a week ago
GeoNext: Update Client Details and Status
How to edit, Suspend, Archive or Active a Client in the Geo Console
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Email Invite New Staff Members
Getting new staff onto your Geo account
Written by
Christopher Watson
Updated over a week ago
GeoNext: Recurring (Repeating) Jobs
How to create recurring jobs in the system
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add/Edit/Delete Billables to a Job
How to add Billables to your Jobs
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add a Job Booking
Adding a job booking in the Geo Console
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add a Job
Adding a job in the Geo Console
Written by
Christopher Watson
Updated over a week ago
GeoNext: Site Logs
Manage compliance and audit your records with site logs
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add Notes to a Job
Adding notes to a job in the console
Written by
Christopher Watson
Updated over a week ago
Getting paid
GeoNext: How to Create/Edit/Delete Billables
Create/Edit/Delete Billables on Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Invoice Payments
Create / Modify / Delete Payments
Written by
Christopher Watson
Updated this week
GeoNext: Invoice Payments
Add / Modify / Delete Payments
Written by
Christopher Watson
Updated this week
GeoNext: Tax Settings and Tax Rates
Add custom tax rates and customise invoicing options
Written by
Christopher Watson
Updated over a week ago
Mobile app
GeoNext Mobile: Billables
Billables List View VS Billables inside the Job Card View
Written by
Christopher Watson
Updated this week
GeoNext Mobile: Invoices and invoicing.
Invoice List View VS Invoice inside the Job Card View
Written by
Christopher Watson
Updated this week
GeoNext Mobile: Settings
Location, Queue and About
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Recurring Jobs
Multiple Same Jobs for Clients
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: How to Add Staff - iOS/Android App
Adding staff in the iOS/Android App
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Edit/Delete Client - iOS/Android App
How to edit and delete client in the Geo app
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Jobs List and Filters
GEO Mobile: Jobs List and Filters
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Edit/Delete Staff - iOS/Android App
How to edit and delete staff in the Geo app
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Add a Client - iOS/Android App
Adding a client in the iOS/Android App
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: How to Add a Job Booking - iOS/Android App
Adding a job booking in the iOS/Android App
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: How to Add a Job - iOS/Android App
Adding a job in the iOS/Android App
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Edit/Delete Jobs - iOS/Android App
How to edit and delete jobs in the Geo app
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: How to Add Notes to a Job - iOS/Android App
Adding notes to a job in the iOS/Android App
Written by
Christopher Watson
Updated over a week ago
Extras & others
GeoNext: Tips for Geo
Here are our top tips to help you get the most out of Geo and making it easier out there!
Written by
Christopher Watson
Updated over a week ago
GeoNext: Make it easy out there with GeoNext terminology
Getting started with Geo
Written by
Christopher Watson
Updated over a week ago