Migrated to Zendesk

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184 articles in this collection
Written by Kent Boehm and Christopher Watson
Migrated

GeoOp Mobile: Having trouble logging in?

Common reasons you might be having issues logging into the system.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Is GeoOp down?

What to do if there is a service interruption
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Written by Christopher Watson
Updated over a week ago

GeoOp: Why is my invoice failing?

Common reasons your invoices might be failing.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Authentication error when integrating with MYOB AccountRight Live?

Authentication issues with MYOB
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Written by Christopher Watson
Updated over a week ago

GeoOp: Common questions about GeoOp

Some of the most common questions we get asked.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Is GeoOp down?

Want to know the status of GeoOp platform?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Why is my CSV import failing?

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

GeoOp: Not Responding on Browser

Customers unable to display the GeoOP website completely or it is intermittently working
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Written by Christopher Watson
Updated over a week ago

GeoOp: Top Troubleshooting Tips

GeoOp's Top Troubleshooting Tips
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Written by Christopher Watson
Updated over a week ago

GeoOp: Updating Subscription and Credit Card Details

How to update GeoOp subscription and credit card details. How to add a new credit card.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Telstra Partnership

This article includes common questions dealing with Telstra to GeoOp transition.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Multi-Visit: Frequently Asked Questions (FAQs)

Multi-Visit: Frequently Asked Questions (FAQs)
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Written by Christopher Watson
Updated over a week ago

GeoOp: Data Security

How is GeoOp data stored?
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Written by Christopher Watson
Updated over a week ago

GeoOp: How do I reset my password?

Having issues resetting your password?
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Written by Christopher Watson
Updated over a week ago

GeoOp: What results appear from searching?

When doing a search for something on mobile, see what records are actually scanned for the search results.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Glossary

GeoOp Glossary
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Written by Christopher Watson
Updated over a week ago

GeoOp: Training Details

GeoOp Training Details
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Written by Christopher Watson
Updated over a week ago

GeoOp: Xero and QuickBooks update 19 Aug

Enhancements to the way you use Xero or QuickBooks
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Android App Videos

Find out how the Android App works
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Advanced file management for iPad and Android

Managing files on mobile devices. Uploading, exporting and reimport your files.
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Adding Notes & Files to Jobs

Adding notes & Files to jobs out in the field, using the mobile apps.
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Charges, Parts & Notes not loading on Android App

This is for customer's who are experiencing issues after updating their GeoOp Android App
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Barcode Scanner and Reports

Your guide on how to scan barcodes and create barcode reports
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Latency on Mobile App

Information not loading on app or not syncing
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Job Timer (Non-Invoice Option)

How to setup job timer as a non-invoice timer
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Quoting from the mobile app

How to generate quotes from your mobile app
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: GPS Mapping

How GPS Mapping accuracy works in GeoOp.
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: Using the Windows 8 phone and tablet app

How to use the windows 8 phone & tablet app.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Mobile app running slow?

Is the app slow when adding parts, charges and editing details? Here are some possible causes
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Written by Christopher Watson
Updated over a week ago

Common questions about GeoPay

Have your clients pay invoices from their mobile devices.
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Written by Christopher Watson
Updated over a week ago

GeoOp: GeoPay Guide

Everything you need to know about using GeoPay
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Written by Christopher Watson
Updated over a week ago

GeoOp: GeoPay - your guide to getting paid faster

Info on how to set up and use our GeoPay payment collection system (including Stripe set up).
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Written by Christopher Watson
Updated over a week ago

GeoOp: Connecting GeoPay to Stripe

This is a guide on how to connect your Stripe account to GeoOp, for GeoPay Payments.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Managing Charges in GeoOp

A guide to managing your charges.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Payments

How do I record a payment?
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Written by Christopher Watson
Updated over a week ago

GeoOp: GeoPay Collect Enhancements

July 5th 2019 update - Your guide on one-click invoice creation, payments, Xero Sync and reconciliation with Clearing Accounts.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Managing Tax Rates

How to manage your tax rates.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Xero Integration Video Guides

Check out the following Videos to get started
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Written by Christopher Watson
Updated over a week ago

GeoOp: Giving Clients access to your GeoOp

How to enable your customers and clients to access information in GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Merging Clients

Merging Client information together
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job Share and Job Share Plus

What is Job Share and Job Share Plus? How can you alert customers when a job changes status?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Advanced Invoicing

A comprehensive guide to invoicing.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with Navman

Setting up your Navman to work with GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with iAuditor

Integrate with iAuditor
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with Unleashed

Setting up Unleashed to work with GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Reset the password for a user

How to reset the password for a user. If a someone can't remember the password or a phone is lost, a new password is required
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with Freshbooks

Setting up Freshbooks integration
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Written by Christopher Watson
Updated over a week ago

GeoOp: How to undo an invoice

Undo Invoice Run
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with MYOB AccountRight Live

Setting up the MYOB AccountRight Live integration
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with QuickBooks Online Essentials/Plus

Setting up Quickbooks integration
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Written by Christopher Watson
Updated over a week ago

GeoOp: Integrating GeoOp with Xero

Setting up your Xero and GeoOp integration
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Written by Christopher Watson
Updated over a week ago

GeoOp: Xero Field Mapping

How to match your fields in Xero.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Quote tracking process

How can I track Quotes
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Written by Christopher Watson
Updated over a week ago

GeoOp: Xero Integration - Clients and Parts

Get your clients and parts from GeoOp into Xero
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Written by Christopher Watson
Updated over a week ago

GeoOp: Armada GPS Integration

How does the Armada GPS integration work?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Xero Invoice Customization

How to customize your invoice within Xero
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Written by Christopher Watson
Updated over a week ago

GeoOp: Staff roles & permissions

How to change staff roles and permissions.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Geo Mapping

Getting the most out of the Map.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Client Data Exports

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

GeoOp: Document Templates Manager

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

GeoOp: Configuring time zones

Configuring your time zone settings.
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Written by Christopher Watson
Updated over a week ago

GeoOp Mobile: SMS/Text Messaging Overview

How SMS and Text Messages work.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Managing Parts in GeoOp

This Article covers both manual and integrated part management.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Importing and Exporting Data

How to import and export to and from GeoOp.
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Written by Christopher Watson
Updated over a week ago

GeoOp: The GeoOp Job Form

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

GeoOp: Adding a Logo to a document

Upload your company logo to a document.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Adding and Editing your Company Details

Where to edit your company details.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Extra Features to customise your account

Customising your account.
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Written by Christopher Watson
Updated over a week ago

GeoOp: How to setup Unavailability

How to set the Unavailability feature on desktop and mobile
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Written by Christopher Watson
Updated over a week ago

GeoOp: 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 Christopher Watson
Updated over a week ago

GeoOp: Reporting from a CSV

How can I generate reports from a CSV.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job templates

How can you copy a job template and make a recurring or repeating job?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job Templates - Recurrences

Setting up a recurring job from a job template.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Copying Jobs & Job Templates

How to copy your jobs and job templates.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Creating jobs from email form through API

How to create a job from that creates jobs through our API
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Written by Christopher Watson
Updated over a week ago

GeoOp: Sending Jobs & Notes/Files by Text or Email

How to send job notes and files
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job History

History and paper trail of job
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job Reporting

Reporting on your data. How can you learn valuable information from GeoOp.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Work Reports

How to generate work reports (Staff Time Sheets)
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job Status Customisation & Management

How do you customise statuses and update them on mobile.
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Written by Christopher Watson
Updated over a week ago

GeoOp: GeoMap staff and job location tracking

How does the GeoMap work
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Written by Christopher Watson
Updated over a week ago

GeoOp: How do I change my credit card details?

How to change the credit card Geo charges and view active licenses or subscription plans
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Written by Christopher Watson
Updated over a week ago

GeoOp: I deleted a job by mistake. Can I recover it?

Deleted a job by mistake?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Viewing Message History

How can you view your message history?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Recurring (Repeating) Jobs

Understanding recurring jobs.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Job Statuses

Job status flags and how they work.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Adding Jobs and Job Visits

What are job visits all about?
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Written by Christopher Watson
Updated over a week ago

GeoOp: Adding Time & Parts to Jobs

Everything you need to know about adding time and parts to your job.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Importing Jobs

Understand how to import jobs.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Deleting Jobs, Charges, and Files

How to delete jobs, charges and files from the web console.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Advanced Search

Advanced Search
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Written by Christopher Watson
Updated over a week ago

GeoOp: Messaging in GeoOp

Messaging in GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Managing Integrations

Here is some information about what GeoOp integrates with
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Written by Christopher Watson
Updated over a week ago

GeoOp: Adding and Deactivating Staff

Find out how to manage your staff list
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Written by Christopher Watson
Updated over a week ago

GeoOp: Invoicing Video Guides

Get started with Invoicing in GeoOp, this is how it all works
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Written by Christopher Watson
Updated over a week ago

GeoOp: Scheduling Jobs / Job Visits

How to use the Schedule.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Invoicing Basics

Learning the ropes of invoicing.
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Written by Christopher Watson
Updated over a week ago

GeoOp: Quoting

How can I create a Quote in GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Welcome to GeoOp

A simple guide to getting started with GeoOp
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Written by Christopher Watson
Updated over a week ago

GeoOp: Top Tips for GeoOp

Here are our top tips to help you get the most out of GeoOp and make it easier out there!
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Written by Christopher Watson
Updated over a week ago

GeoOp: Creating Clients

A quick guide to help you create clients
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Scheduling update

When it comes to scheduling work, every business is unique. With schedule we make this easy no matter where you are.
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Written by Christopher Watson
Updated over a week ago

GeoNext: Scheduling update

When it comes to scheduling work, every business is unique. With schedule we make this easy no matter where you are.
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Written by Christopher Watson
Updated over a week ago

GeoNext: Sync timesheets with Xero update

Geo desktop: Sync timesheets with Xero
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Written by Christopher Watson
Updated over a week ago

GeoNext: MYOB on Geo update

Geo desktop: MYOB on Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Geo Timer update

Geo mobile: Geo Timer
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Written by Christopher Watson
Updated over a week ago

GeoNext: The training agenda

Geo training - agenda
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Written by Christopher Watson
Updated over a week ago

Where is Geo located?

Where is Geo located?
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Written by Christopher Watson
Updated over a week ago

What country does Geo work in?

What country does Geo work in?
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Written by Christopher Watson
Updated over a week ago

Are there any issues at the moment?

Are there any issues at the moment?
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Written by Christopher Watson
Updated over a week ago

Can I book training for all my staff?

Can I book training for all my staff?
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Written by Christopher Watson
Updated over a week ago

GeoNext: Tips for Geo

Here are our top tips to help you get the most out of Geo and making it easier out there!
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Written by Christopher Watson
Updated over a week ago

GeoNext: Make it easy out there with GeoNext terminology

Getting started with Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: The Mobile App Introduction

Downloading the App and Logging In
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Scheduling Jobs & Visits

How to use scheduling on the mobile apps.
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Billables

Billables List View VS Billables inside the Job Card View
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Invoices and invoicing.

Invoice List View VS Invoice inside the Job Card View
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Settings

Location, Queue and About
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Recurring Jobs

Multiple Same Jobs for Clients
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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
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Jobs List and Filters

GEO Mobile: Jobs List and Filters
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Quotes and quoting.

Quotes List View VS Quotes inside the Job Card View
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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
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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
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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
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Invoices

Geo mobile: Invoices
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: The Barcode Scanner

Mobile release: Barcode scanner & Sign on glass support
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Written by Christopher Watson
Updated over a week ago

GeoNext Mobile: Invoice Payments

Create / Modify / Delete Payments
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Written by Christopher Watson
Updated over a week ago

GeoNext: Invoice Payments

Add / Modify / Delete Payments
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Written by Christopher Watson
Updated over a week ago

GeoNext: Tax Settings and Tax Rates

Add custom tax rates and customise invoicing options
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Written by Christopher Watson
Updated over a week ago

GeoNext: View Job Booking and Staff location via GeoMap

A visual approach to coordinating scheduling and dispatch
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Create/Edit/Delete Billables

Create/Edit/Delete Billables on Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext: Invoices and Payments

How to manage invoices and payments in the Geo desktop
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Written by Christopher Watson
Updated over a week ago

GeoNext: Changing clients in bulk

Geo desktop: Changing clients in bulk
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Written by Christopher Watson
Updated over a week ago

GeoNext: Changing Jobs in bulk

Geo desktop: Changing Jobs in bulk
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Written by Christopher Watson
Updated over a week ago

GeoNext console and mobile: Timesheets

Geo desktop and mobile: Timesheets
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Written by Christopher Watson
Updated over a week ago

GeoNext: Mini Job Dashboard

Geo desktop: Mini Job Dashboard
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Written by Christopher Watson
Updated over a week ago

GeoNext: Integrating with QuickBooks

Geo desktop: Integrating with QuickBooks
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Written by Christopher Watson
Updated over a week ago

GeoNext: Creating jobs from the client page

Geo desktop: Creating jobs from the client page
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Written by Christopher Watson
Updated over a week ago

GeoNext: Integration with Xero

Connect to Xero and decide what you need to import and sync to Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext desktop and mobile: Custom templates for Quotes and Invoices

Geo update - 5 Aug 2019
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Written by Christopher Watson
Updated over a week ago

GeoNext: Setup Guide

Want to set up Geo yourself?
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Written by Christopher Watson
Updated over a week ago

GeoNext: Welcome to GeoNext

A simple guide to using Geo’s cloud-based job management solution.
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Written by Christopher Watson
Updated over a week ago

GeoNext: Maps and Jobs on Geo

Geo desktop: Maps and Job on Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext: GeoMap Filters

Geo desktop: GeoMap Filters
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Written by Christopher Watson
Updated over a week ago

GeoNext: Staff filters

Geo desktop: Staff filters
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Written by Christopher Watson
Updated over a week ago

GeoNext: View Jobs by month

Geo desktop: View Jobs by month
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Written by Christopher Watson
Updated over a week ago

GeoNext: Job and client filters

Geo desktop: Job and client filters
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Written by Christopher Watson
Updated over a week ago

GeoNext: Custom fields

Geo desktop: Custom fields
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Written by Christopher Watson
Updated over a week ago

GeoNext: Import and export

Geo desktop: Import and export
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Written by Christopher Watson
Updated over a week ago

GeoNext: Custom Job status

Geo desktop: Custom Job status
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Written by Christopher Watson
Updated over a week ago

GeoNext: Deleting staff in bulk

Geo desktop: Deleting staff in bulk
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Contact Support

You can reach out to us on phone, email or live chat
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext: Onboarding Portal

Want us to set you up?
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Written by Christopher Watson
Updated over a week ago

GeoNext: Jobs on Client page

Geo desktop: Jobs on Client page
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Written by Christopher Watson
Updated over a week ago

GeoNext: Recurring (Repeating) Jobs

How to create recurring jobs in the system
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Written by Christopher Watson
Updated over a week ago

GeoNext: Selecting timezones

New feature: Timezone support when creating / editing a booking
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Written by Christopher Watson
Updated over a week ago

GeoOp: Managing Jobs in GeoOp

Managing Jobs in GeoOp
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Written by Christopher Watson
Updated over a week ago

Forms Help

How to get the most out of Forms in Geonext
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Written by Kent Boehm
Updated over a week ago

GeoNext: How can I get the Geo mobile app?

How can I get the Geo mobile app?
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Written by Christopher Watson
Updated over a week ago

GeoNext: Attachment previews

Geo desktop: Attachment previews
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Written by Christopher Watson
Updated over a week ago

GeoNext: Site Logs

Manage compliance and audit your records with site logs
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Written by Christopher Watson
Updated over a week ago

GeoNext: What are Bookings?

Bookings are scheduled site visits.
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Written by Christopher Watson
Updated over a week ago

GeoNext: What languages does GeoNext support?

What languages does Geo support?
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Written by Christopher Watson
Updated over a week ago

GeoNext: The Client List

A description of the Client List
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Written by Christopher Watson
Updated over a week ago

GeoNext: Quotes

Geo desktop: Quotes
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Written by Christopher Watson
Updated over a week ago

GeoNext: Does GeoNext have a public API?

Do we have a public API?
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Written by Christopher Watson
Updated over a week ago

GeoNext: What is the Staff List

A description of the Staff List
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Add a Client

Adding a client in the Geo Console
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Add Staff

Adding staff onto Geo
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Written by Christopher Watson
Updated over a week ago

GeoNext: How do Staff Roles work?

Geo desktop: How do Staff Roles work?
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to set unavailability.

Geo update - 5 Aug 2019
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Add a Job

Adding a job in the Geo Console
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Written by Christopher Watson
Updated over a week ago

GeoNext: The Job List

Your primary snapshot of your list of jobs
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Add a Job Booking

Adding a job booking in the Geo Console
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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
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Written by Christopher Watson
Updated over a week ago

GeoNext: How to Email Invite New Staff Members

Getting new staff onto your Geo account
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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
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Written by Christopher Watson
Updated over a week ago