Setting up Your GeoOp Account
Welcome to GeoOp! We're here to help you get started on the right foot by setting up your account. Whether you're updating your company details, managing tax rates, or customizing job statuses, this guide will walk you through the essential steps to ensure your GeoOp account is tailored to your business needs.
Updating Company Details
To keep your company information up to date, follow these simple steps:
Accessing Company Information:
Click on the Settings Cog in the navigation bar.
Select 'Company Information' from the side menu.
Updating Your Company Name and Contact Details:
Keep your company name, phone number, and email address current. These details will appear on documents you generate and are used for communication purposes.
Managing Company Mobile Number:
Your company mobile number can be automatically included in all your documents.
You can also set it up so SMS recipients are directed to reply to this number. [Learn how to configure this option here].
Setting Your Company Email:
The email address you enter here will be used as your company's "reply-to" email. All customer replies to emails sent from GeoOp will be directed to this address.
Sharing Access with Your Team:
The 'Access GeoOp with' link can be shared with your staff or contractors to allow them to log in to GeoOp.
Adding a Company Logo
Personalize your documents by adding your company logo:
Uploading Your Logo:
Go to the settings menu and select 'Company Information.'
Scroll down to the logo section and upload your company logo.
Supported file types are JPEG and PNG.
Tip:
Remember to scroll to the bottom of the details page and click 'Save.' Your logo will only appear on your documents once this is done.
Configuring Your Timezone
Managing your timezone settings ensures consistency across your account:
Account Timezone:
This setting determines the timezone used for document generation and other server-related tasks.
Visible Times:
Job times and visits are displayed according to your computer's timezone, allowing you to work in different timezones without changing the account setting.
Mobile App Users:
The mobile app automatically adjusts to the timezone of the device it’s being used on.
Note: Only one timezone can be set per account. This may impact jobs scheduled in different timezones.
Example:
If you’re working in a different timezone, GeoOp will display times according to your device's location. For instance, if a visit is scheduled to end at 9:00 am in one timezone, but you’re in a timezone 2 hours ahead, it will show as ending at 11:00 am local time.
Setting Up a 'Reply to' number
GeoOp sends SMS from a unique SenderID. This means users cannot reply directly to your phone number. However, you can turn on an option to automatically include a 'reply to' number at the end of every SMS you send. You can decide whether SMS replies are sent to the company mobile or the individual staff member's mobile:
Option 1: Company Mobile:
Set your company mobile to receive all SMS replies.
To do this, go to Settings > Company Information and check the box that says "Ask recipient to reply to that number."
Option 2: Staff Mobile:
Allow each staff member to receive replies on their own mobile number.
Go to My Profile and check the "Ask recipient to reply to that number" box under the Mobile field.
Tip: Always remember to click 'Save' after making any changes.
Set up your Company Mobile | Users to set their own Mobile |
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Managing Tax Rates
You can manage your tax rates within the Invoices section, by going to Invoices > Three dots menu (top right) > Settings
For Non-Xero Integrated Accounts:
Manually add tax rates by clicking the 'Add Rate' button.
Define the name and tax percentage, then save each rate.
Set your default tax rates for labor charges and parts.
Choose whether your pricing is tax-inclusive or not.
For Xero Integrated Accounts:
If integrated with Xero, your tax rates will be imported and viewable in this section.
You need to define defaults for Charges Code (labor rates), Parts Code (inventory), and Payments Code (payments received).
Job Status Customization
GeoOp allows you to customize Job Statuses to match your workflow. You can do this by going to the Jobs List > Three dots menu (top right) > Settings:
Customizing Status Tags:
Admin access is required for this task.
From the Jobs List, click on the three dots in the top right and select 'Settings.'
To rename a status, simply type over the existing text.
To add a new status, click the '+' icon next to the colored status labels.
To delete a status, click the '-' icon.
Tip:
You can create as many statuses as you like under the four color tags, allowing for complete visibility over job progress.
Downloading the GeoOp Mobile App
Stay connected and manage your tasks on the go with the GeoOp mobile app. Here's how you can download it:
For iOS Users:
Visit the App Store on your iPhone or iPad.
Search for "GeoOp" and tap 'Download.'
For Android Users:
Visit the Google Play Store on your Android device.
Search for "GeoOp" and tap 'Install.'
Sign In:
Once downloaded, open the app and sign in using your GeoOp credentials. You’ll have full access to all your jobs, schedules, and more right from your mobile device.