Job Creation via Website Form (Form2Job)
GeoOp provides an efficient way to automate job creation through your website by embedding a job request form, known as Form2Job. Below are the detailed steps and guidelines for setting up and using this feature effectively.
Important Note
Setting up the Form2Job requires a small technical understanding of web development. We recommend that this task be handled by a web designer or developer. If you do not have access to someone with the necessary skills, GeoOp cannot provide this service for you.
Alternative Methods for Job Creation
In addition to Form2Job, GeoOp offers other alternatives for creating jobs outside of the GeoOp interface:
Embedded Form (Email2Job): Generate a job within GeoOp by sending a specifically formatted email to a unique GeoOp email address. Read more about Email2Job in this article.
GeoOp API: Integrate job creation with your existing systems using the GeoOp API. This option also requires web development skills. You can find the GeoOp API documentation here.
Job Share Plus: Provide select clients with limited access to your GeoOp account, allowing them to create jobs directly. This feature operates similarly to staff access. For more details, refer to our Job Share Plus article.
How Form2Job Works
Once the job request form is embedded on your website:
Visitor Interaction: Visitors can fill out the required fields and submit the form.
Request Types: The form allows visitors to choose between two request types: Job Request and Quote Request. This selection will be reflected in the Job Title field in GeoOp.
Acknowledgement: After submission, visitors will see an acknowledgement message, which you can customize.
Job Creation: The submitted job request will automatically appear in your Job List and on the Scheduler. To quickly find new requests, search for the term "request" in the search field, which will return all Jobs with Job Request or Quote Request in the Job Title. In the Scheduler, unassigned jobs created through this form will be easily identifiable.
Future updates may include additional features for better identification and automated notifications of these jobs.
Client Matching
Single Email Match:
If the email provided in the job request matches an existing client in GeoOp, the job will be created for that client. No changes will be made to the client's contact details (e.g., address, phone, name) unless they differ from the information provided in the Job Request form. However, the address provided in the form will be used for the job itself.
Multiple Email Matches:
If the email matches more than one client, the job will be created for the first match found. If the job needs to be associated with a different client, you will need to manage this manually. You could merge the new client with the correct one, or re-create the job under the correct client. Refer to our Merging Clients article for more information.
No Email Match:
If the email does not match any existing clients, a new client will be created along with the job.
Installing the Form on Your Website
To install the job request form on your website:
Access the Required Code: The code needed to create the form can be found in your GeoOp account under Settings > Company Information.
Embed the Code:
Job Request Form Code: This script should be placed in the header section of your website.
Form Placeholder: Place this in the page location where you want the form to appear (either inline or as a modal).
Customize the Form: You can adjust the form's appearance using your own CSS styles to match your website's design.
Additional Configuration Options
The form's loader script accepts two parameters: a token and an optional set of configurations.
Custom Success Message: Set a custom message that users will see after submitting the form.
Custom Field Names: Customize the field names as they appear on the form.
Example configurations:
Basic Setup:
javascriptCopy codegeoop.load("your_token");This default setup can be copied directly from your Company Settings page.
Enable Debug Mode:
javascriptCopy codegeoop.load("your_token", {debug: true});Debug messages will be pushed to the browser console. If the console is not available, messages will appear in alert windows.
Force Debug Alerts:
javascriptCopy codegeoop.load("your_token", {debug: 'alert'});Forces debug messages to appear in alert windows, regardless of console availability.
Custom Field Titles with Debug Mode:
javascriptCopy codegeoop.load("your_token", { customTitles: {'address-2': 'Suburb', 'submit': 'Submit Request'}, debug: true });
Troubleshooting
If you encounter issues when implementing Form2Job
Correct GeoOp Domain: Make sure you are accessing GeoOp from the console.geoop.com domain and that the code snippet you grabbed from the company settings page inclues the console.geoop.com domain. Form2Job will not work on the old domain www.geoop.com.
Missing Token: Verify your token on the Company Account page under Settings in your GeoOp web console.
Domain Mismatch: Ensure that the domain where you embed the Job Form matches the domain listed in Settings > Company Account.
Debugging: Enable debug mode to troubleshoot issues. Use
{debug: true}or{debug: 'alert'}as shown in the examples above.
By following these instructions, you can successfully implement and customize the Form2Job feature on your website, streamlining job creation in GeoOp. For further assistance, please contact GeoOp Support.