Geo Service Desk Help Center
All Collections
Migrated to Zendesk
Migrated to Zendesk
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Is GeoOp down?
What to do if there is a service interruption
Written by
Christopher Watson
Updated over a week ago
GeoOp: Why is my invoice failing?
Common reasons your invoices might be failing.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Authentication error when integrating with MYOB AccountRight Live?
Authentication issues with MYOB
Written by
Christopher Watson
Updated over a week ago
GeoOp: Common questions about GeoOp
Some of the most common questions we get asked.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Is GeoOp down?
Want to know the status of GeoOp platform?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Why is my CSV import failing?
Can't get your CSV import to work?
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
Written by
Christopher Watson
Updated over a week ago
GeoOp: Top Troubleshooting Tips
GeoOp's Top Troubleshooting Tips
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Telstra Partnership
This article includes common questions dealing with Telstra to GeoOp transition.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Multi-Visit: Frequently Asked Questions (FAQs)
Multi-Visit: Frequently Asked Questions (FAQs)
Written by
Christopher Watson
Updated over a week ago
GeoOp: Data Security
How is GeoOp data stored?
Written by
Christopher Watson
Updated over a week ago
GeoOp: How do I reset my password?
Having issues resetting your password?
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Glossary
GeoOp Glossary
Written by
Christopher Watson
Updated over a week ago
GeoOp: Training Details
GeoOp Training Details
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
Written by
Christopher Watson
Updated over a week ago
GeoOp Mobile: Android App Videos
Find out how the Android App works
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.
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.
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
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
Written by
Christopher Watson
Updated over a week ago
GeoOp Mobile: Latency on Mobile App
Information not loading on app or not syncing
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
Written by
Christopher Watson
Updated over a week ago
GeoOp Mobile: Quoting from the mobile app
How to generate quotes from your mobile app
Written by
Christopher Watson
Updated over a week ago
GeoOp Mobile: GPS Mapping
How GPS Mapping accuracy works in GeoOp.
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.
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
Written by
Christopher Watson
Updated over a week ago
Common questions about GeoPay
Have your clients pay invoices from their mobile devices.
Written by
Christopher Watson
Updated over a week ago
GeoOp: GeoPay Guide
Everything you need to know about using GeoPay
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).
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Managing Charges in GeoOp
A guide to managing your charges.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Payments
How do I record a payment?
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Managing Tax Rates
How to manage your tax rates.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Xero Integration Video Guides
Check out the following Videos to get started
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
Written by
Christopher Watson
Updated over a week ago
GeoOp: Merging Clients
Merging Client information together
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?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Advanced Invoicing
A comprehensive guide to invoicing.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with Navman
Setting up your Navman to work with GeoOp
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with iAuditor
Integrate with iAuditor
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with Unleashed
Setting up Unleashed to work with GeoOp
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
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with Freshbooks
Setting up Freshbooks integration
Written by
Christopher Watson
Updated over a week ago
GeoOp: How to undo an invoice
Undo Invoice Run
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with MYOB AccountRight Live
Setting up the MYOB AccountRight Live integration
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with QuickBooks Online Essentials/Plus
Setting up Quickbooks integration
Written by
Christopher Watson
Updated over a week ago
GeoOp: Integrating GeoOp with Xero
Setting up your Xero and GeoOp integration
Written by
Christopher Watson
Updated over a week ago
GeoOp: Xero Field Mapping
How to match your fields in Xero.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Quote tracking process
How can I track Quotes
Written by
Christopher Watson
Updated over a week ago
GeoOp: Xero Integration - Clients and Parts
Get your clients and parts from GeoOp into Xero
Written by
Christopher Watson
Updated over a week ago
GeoOp: Armada GPS Integration
How does the Armada GPS integration work?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Xero Invoice Customization
How to customize your invoice within Xero
Written by
Christopher Watson
Updated over a week ago
GeoOp: Staff roles & permissions
How to change staff roles and permissions.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Geo Mapping
Getting the most out of the Map.
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Document Templates Manager
How to create and manage documents in the document manager.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Configuring time zones
Configuring your time zone settings.
Written by
Christopher Watson
Updated over a week ago
GeoOp Mobile: SMS/Text Messaging Overview
How SMS and Text Messages work.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Managing Parts in GeoOp
This Article covers both manual and integrated part management.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Importing and Exporting Data
How to import and export to and from GeoOp.
Written by
Christopher Watson
Updated over a week ago
GeoOp: The GeoOp Job Form
Add a job from your own internal application or website.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Adding a Logo to a document
Upload your company logo to a document.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Adding and Editing your Company Details
Where to edit your company details.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Extra Features to customise your account
Customising your account.
Written by
Christopher Watson
Updated over a week ago
GeoOp: How to setup Unavailability
How to set the Unavailability feature on desktop and mobile
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').
Written by
Christopher Watson
Updated over a week ago
GeoOp: Reporting from a CSV
How can I generate reports from a CSV.
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?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Job Templates - Recurrences
Setting up a recurring job from a job template.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Copying Jobs & Job Templates
How to copy your jobs and job templates.
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
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
Written by
Christopher Watson
Updated over a week ago
GeoOp: Job History
History and paper trail of job
Written by
Christopher Watson
Updated over a week ago
GeoOp: Job Reporting
Reporting on your data. How can you learn valuable information from GeoOp.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Work Reports
How to generate work reports (Staff Time Sheets)
Written by
Christopher Watson
Updated over a week ago
GeoOp: Job Status Customisation & Management
How do you customise statuses and update them on mobile.
Written by
Christopher Watson
Updated over a week ago
GeoOp: GeoMap staff and job location tracking
How does the GeoMap work
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
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?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Viewing Message History
How can you view your message history?
Written by
Christopher Watson
Updated over a week ago
GeoOp: Recurring (Repeating) Jobs
Understanding recurring jobs.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Job Statuses
Job status flags and how they work.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Adding Jobs and Job Visits
What are job visits all about?
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Importing Jobs
Understand how to import jobs.
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.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Advanced Search
Advanced Search
Written by
Christopher Watson
Updated over a week ago
GeoOp: Messaging in GeoOp
Messaging in GeoOp
Written by
Christopher Watson
Updated over a week ago
GeoOp: Managing Integrations
Here is some information about what GeoOp integrates with
Written by
Christopher Watson
Updated over a week ago
GeoOp: Adding and Deactivating Staff
Find out how to manage your staff list
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
Written by
Christopher Watson
Updated over a week ago
GeoOp: Scheduling Jobs / Job Visits
How to use the Schedule.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Invoicing Basics
Learning the ropes of invoicing.
Written by
Christopher Watson
Updated over a week ago
GeoOp: Quoting
How can I create a Quote in GeoOp
Written by
Christopher Watson
Updated over a week ago
GeoOp: Welcome to GeoOp
A simple guide to getting started with GeoOp
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!
Written by
Christopher Watson
Updated over a week ago
GeoOp: Creating Clients
A quick guide to help you create clients
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.
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.
Written by
Christopher Watson
Updated over a week ago
GeoNext: Sync timesheets with Xero update
Geo desktop: Sync timesheets with Xero
Written by
Christopher Watson
Updated over a week ago
GeoNext: MYOB on Geo update
Geo desktop: MYOB on Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Geo Timer update
Geo mobile: Geo Timer
Written by
Christopher Watson
Updated over a week ago
GeoNext: The training agenda
Geo training - agenda
Written by
Christopher Watson
Updated over a week ago
Where is Geo located?
Where is Geo located?
Written by
Christopher Watson
Updated over a week ago
What country does Geo work in?
What country does Geo work in?
Written by
Christopher Watson
Updated over a week ago
Are there any issues at the moment?
Are there any issues at the moment?
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?
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!
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
GeoNext Mobile: The Mobile App Introduction
Downloading the App and Logging In
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Scheduling Jobs & Visits
How to use scheduling on the mobile apps.
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Billables
Billables List View VS Billables inside the Job Card View
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Invoices and invoicing.
Invoice List View VS Invoice inside the Job Card View
Written by
Christopher Watson
Updated over a week ago
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 Mobile: Quotes and quoting.
Quotes List View VS Quotes inside the Job Card View
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
GeoNext Mobile: Invoices
Geo mobile: Invoices
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: The Barcode Scanner
Mobile release: Barcode scanner & Sign on glass support
Written by
Christopher Watson
Updated over a week ago
GeoNext Mobile: Invoice Payments
Create / Modify / Delete Payments
Written by
Christopher Watson
Updated over a week ago
GeoNext: Invoice Payments
Add / Modify / Delete Payments
Written by
Christopher Watson
Updated over a week ago
GeoNext: Tax Settings and Tax Rates
Add custom tax rates and customise invoicing options
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
Written by
Christopher Watson
Updated over a week ago
GeoNext: How to Create/Edit/Delete Billables
Create/Edit/Delete Billables on Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext: Invoices and Payments
How to manage invoices and payments in the Geo desktop
Written by
Christopher Watson
Updated over a week ago
GeoNext: Changing clients in bulk
Geo desktop: Changing clients in bulk
Written by
Christopher Watson
Updated over a week ago
GeoNext: Changing Jobs in bulk
Geo desktop: Changing Jobs in bulk
Written by
Christopher Watson
Updated over a week ago
GeoNext console and mobile: Timesheets
Geo desktop and mobile: Timesheets
Written by
Christopher Watson
Updated over a week ago
GeoNext: Mini Job Dashboard
Geo desktop: Mini Job Dashboard
Written by
Christopher Watson
Updated over a week ago
GeoNext: Integrating with QuickBooks
Geo desktop: Integrating with QuickBooks
Written by
Christopher Watson
Updated over a week ago
GeoNext: Creating jobs from the client page
Geo desktop: Creating jobs from the client page
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
Written by
Christopher Watson
Updated over a week ago
GeoNext desktop and mobile: Custom templates for Quotes and Invoices
Geo update - 5 Aug 2019
Written by
Christopher Watson
Updated over a week ago
GeoNext: Setup Guide
Want to set up Geo yourself?
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.
Written by
Christopher Watson
Updated over a week ago
GeoNext: Maps and Jobs on Geo
Geo desktop: Maps and Job on Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext: GeoMap Filters
Geo desktop: GeoMap Filters
Written by
Christopher Watson
Updated over a week ago
GeoNext: Staff filters
Geo desktop: Staff filters
Written by
Christopher Watson
Updated over a week ago
GeoNext: View Jobs by month
Geo desktop: View Jobs by month
Written by
Christopher Watson
Updated over a week ago
GeoNext: Job and client filters
Geo desktop: Job and client filters
Written by
Christopher Watson
Updated over a week ago
GeoNext: Custom fields
Geo desktop: Custom fields
Written by
Christopher Watson
Updated over a week ago
GeoNext: Import and export
Geo desktop: Import and export
Written by
Christopher Watson
Updated over a week ago
GeoNext: Custom Job status
Geo desktop: Custom Job status
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: How to Contact Support
You can reach out to us on phone, email or live chat
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: Onboarding Portal
Want us to set you up?
Written by
Christopher Watson
Updated over a week ago
GeoNext: Jobs on Client page
Geo desktop: Jobs on Client page
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: Selecting timezones
New feature: Timezone support when creating / editing a booking
Written by
Christopher Watson
Updated over a week ago
GeoOp: Managing Jobs in GeoOp
Managing Jobs in GeoOp
Written by
Christopher Watson
Updated over a week ago
Forms Help
How to get the most out of Forms in Geonext
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?
Written by
Christopher Watson
Updated over a week ago
GeoNext: Attachment previews
Geo desktop: Attachment previews
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: What are Bookings?
Bookings are scheduled site visits.
Written by
Christopher Watson
Updated over a week ago
GeoNext: What languages does GeoNext support?
What languages does Geo support?
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: Quotes
Geo desktop: Quotes
Written by
Christopher Watson
Updated over a week ago
GeoNext: Does GeoNext have a public API?
Do we have a public API?
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 - iOS/Android App
Adding a client in the iOS/Android App
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
GeoNext: How to Add Staff
Adding staff onto Geo
Written by
Christopher Watson
Updated over a week ago
GeoNext: How do Staff Roles work?
Geo desktop: How do Staff Roles work?
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: How to set unavailability.
Geo update - 5 Aug 2019
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: The Job List
Your primary snapshot of your list of 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 Notes to a Job
Adding notes to a job in the 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: 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