Here’s our simple guide to using GeoOp’s cloud-based job management solution to schedule jobs, manage your team in the field and track costs.

In this guide we will take your through the key areas of GeoOp:

If you use any of our Accounting or Inventory Integrations, they can be the quickest and easiest way to to set up your new account. You can access your integrations by going to the Settings cog in the navigation bar and clicking on 'Integrations' in the menu

Integrating with your accounting system (Xero, MYOB or Quickbooks) allows you to sync your clients and parts list straight in GeoOp. If you are going to integrate with an accounting software, it’s best to set that up first, so that you don’t lose any data when you sync the two products.

To learn more about how to integrate your other software platforms with GeoOp, click the following link:

Adding Staff is an easy process that can be done by clicking on the People icon in the navigation bar and then selecting staff. Once viewing your staff list you can click on 'New Staff' in the top right.

A single staff member has the ability to login on both the console (web browser) and the mobile app (iPhone or Android). You can assign different roles to your staff to give them less or more access to areas of GeoOp. For example, you could add your regular contractors as staff and restrict their access to your client list.

For more information on Staff and Staff Roles take a look at the following articles:

There are lots of simple ways to create clients in GeoOp. As previously mentioned one of the fastest ways is to import all your existing clients from your account software into GeoOp, so when your first integrate we advise doing that. Alternatively, you can simply create a new client by clicking on the people icon in the navigation bar and then 'Clients'. Once on your clients list you can select 'Add Client'.

You can also add clients as you are creating a new job by typing in a new client name in the client field as shown below.

For more details about what details you can add to your client and how to edit them, click the link below:

Parts and charges are used to record any time or inventory used on a job. By clicking on the Settings cog in the navigation bar then either Parts or Labour Charges, you can see a list of existing parts and labour charges. It is important to note that if you are integrated with an accounting or inventory software, you will not be able to add any parts, but rather be able to sync your parts list with your accounting software. Otherwise you can add your parts and charges here.

For a more in depth look at how to add Parts or Labour Charges click the following links:

Now that we have covered all the basic set up steps of your account, lets can take a look at how to create your jobs. By clicking on the Briefcase icon in the navigation bar you'll find the jobs list, you can filter by date and a variety of options as well as search for a specific job. To create a new job, simply click ‘Add Job’.

You can also add jobs when looking at a specific client in the client list or when you’re in the schedule view.
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To get that job to turn up on your schedule and to assign it to one of your staff, you need to create a visit. This can either be done whilst you are creating the job, or afterwards, by clicking on Add Booking in the Job card.
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For more details about creating jobs and managing your schedule click the links below:

You can contact support 24/7 by either phone, email or intercom. Intercom is your friend in the bottom right hand corner of your screen. That will send a message directly to our team with details about your account.

For all our contact details, please click the following link: