Follow

GeoOp Glossary

Our glossary is a good place to get started learning GeoOp terms and how they relate to key areas of the program. This will provide insights into how GeoOp works, and help you set up and use GeoOp in the most efficient way.

Account

Account in GeoOp refer's to your Company Account. Your account will be on a specific pricing plan as per our latest pricing page here. If you wish to change your plan, go to Settings > Company Account, then click the Subscription tab on the left sidebar. You must be logged in as an Admin-level user to view these settings. Follow the instructions to change your plan as required. See GeoOp Basics for further details.

Actuals

Actuals are a Charge item that can be added to a Job, and can be either Time/Labour or Parts. An actual added as a Charge item will have a coloured icon (blue for parts, purple for time/labour). If a Charge item on a Job is not an actual it will be a quoted item, used for generating quotes for a Client. See articles on Quoting and Adding Time & Parts to Jobs for further details.

Administrator

An Administrator is a user of GeoOp given Admin-level Permissions, not necessarily the business owner. There must always be at least one Administrator. There can be more than one if required, and they will each have full access to all of GeoOp's functions. See Staff Roles & Permissions for further details.

API

Our team can provide you with API access for integration with other web applications or your own in-house systems. Please send us an email detailing your requirements by clicking here.

Billing Client

A separate Client record attached to a Job, that the Job will be billed to. The Billing Client must also be set up as a Client record in GeoOp. See Separate Billing Clients / Multiple Client Sites for further details.

Billable

When adding parts or time as Charge items on Jobs, these can be ticked as 'Billable' which marks them as for invoicing. Billable items can be either quoted or actuals.

Business Type

This is a free text field on the Client records. It can be entered as required.

Calendar

GeoOp does not currently have external Calendar integration. However an internal calendar is accessible for simple Job assignment and management in the form of our Scheduler. See Scheduling Jobs for further details.

Charge Rates

Charge Rates are assigned to Staff, and can also be restricted for use to specific Clients, for selection on jobs by mobile Staff. Rates can be set up for varying activities Staff might charge for, and are chosen for each time/labour charge a Staff member adds to a Job. See Staff Charge Rates for further details.

Client

A Client is the same as a customer, and the 2 phrases can be used in conjunction.  We use the term Client throughout GeoOp however, not Customer, as it is to some degree a more generic term suitable to a range of businesses. See Adding Clients for further details.

Client Import

You can import Clients in a number of ways, either through some Integrations or via a CSV import. See Adding Clients for further details.

Code

Code refers to a Client field that is purely used as a reference for CSV imports, so that data can be matched. You don’t need to enter anything in this field.

Company

Company in GeoOp refers directly to your business, to distinguish from Clients (or customers). Company details and preferences can be be edited by an Admin-level user in the Settings menu. See Customising Account Settings for further details.  

Company Account

Refers to your company, not other companies you may have added to GeoOp as Clients. Company Account details can be accessed through the Settings menu in the GeoOp website only, for Admin-level users only.

Copying Jobs

You can copy a Job, either for instant use or to save as a template. See Copying Jobs & Job Templates for further details.

Customer

The same as a Client. However we use the term Client throughout GeoOp, not Customer.

Customisation

Our team can develop custom features in GeoOp at affordable rates, or provide you with API access for integration with other web applications or your own in-house systems. Please send us an email detailing your requirements by clicking here.

Dashboard

The closest GeoOp has to a dashboard currently is the Overview page, which is accessible via the main website tabs. This screen lists Job events, which includes all edits made to Jobs, Staff, Clients, notes created etc, and is fully filterable. It's a helpful way of finding out what might have been done on a particular day. Also on the Overview page are quick links to key GeoOp tasks & support areas.

Device

Device is a generic term used for mobile phones and pads, as often our information doesn't related specifically to one type.

Emailing

On GeoOp you have many different ways of communicating with Clients and Staff, and can easily email to one or many directly from the program, or from your mobile devices. See Sending Jobs by Text or Email for further details.

Employee

Is one of the three default Staff Roles set up in GeoOp, providing a suggested Permission setting for most of your workers that would be assigned to Jobs. There are also default Staff Roles for 'Administrator' and 'Contractor', though all in effect could be assigned to work on a Job. See Staff Roles & Permissions for further details.

Export

Currently you can export Client data out of GeoOp. See Client Data Exports for further details.

Feature Requests

If you have a request for a particular new feature you'd like to see in GeoOp, please submit a new idea or vote on an existing idea here. We'll review all posts as we go and are very keen to hear your needs for future development prioritisation.

Files

Files in GeoOp in part relates to a set of additions to notes that you can create on mobile apps. These include signatures, photos and audio files. In addition, PDFs can be created via the mobile app (for quotes etc), and other files can be loaded to Jobs via both the website and mobile applications. See Adding Files & Notes to Jobs for further details.

Forums

Forums are all the areas of GeoOP's Support pages - including this article! Forums include Community Help, Feature Requests, Help Topics and more. Please let us know if there's anything else you'd like to see.

Geo Mapping

This refers to our mapping services, which compromises both mapping your location via your mobile devices and of course a Job location. These are used together in a variety of ways to provide helpful services throughout GeoOp, including basic maps and directions on the mobile apps, to monitoring Staff locations in the central office for security and Job assignment via the GeoMap. See our articles on Geo Mapping and GPS Mapping for further details.

GPS

GPS (Global Positioning System) tracking is the method by which GeoOp finds locations of users through their mobile devices. Settings on mobile devices can be tailored to define how you would like GeoOp to use GPS with your business. See GPS Mapping for further details.

Import

You can import Clients and Parts lists into GeoOp, either through Integrations or via CSV files. See Managing Integrations for further details.

Integrations

Integrations are pre-defined links between one program and another, to enable data sharing and communication for key tasks. GeoOp Integrations perform a number of useful tasks. The main Integrations provided at present are with Xero, Freshbooks and Unleashed. See Managing Integrations for further details.

Inventory

Inventory in GeoOp is managed under the more generic term of Parts. See Managing Parts in GeoOp for further details.

Invoicing

Invoicing from GeoOp can either be managed through an integrated accounting system such as Freshbooks or Xero, or by CSV export to your own accounting systems. When adding parts or time as Charge items on Jobs, these can be marked as 'Billable' which marks them as for invoicing. See Invoicing Overview for further details.

Job

A Job in GeoOp is then central point of the system. Clients are attached to the Job, and the Job can have extra details, Parts, Charges, Notes, Files etc. A Job can be copied and re-used repeatedly, saved as a template or set up as a recurrence, to save admin time. See Managing Jobs in GeoOp for further details.

Note: A Job does not necessarily have to have a date, time, or Staff members attached to it. This is done by creating Visits (see below). If a Job doesn't have any Visits under it, it is known as an Unscheduled Job.

Job Reference

This is a unique reference number or code used to identify each Job, which is also used as the Invoice number. It can be defined in Settings as required, or else will be assigned a number by GeoOp when the new Job is saved. See the section on Invoice Numbering in our Invoicing article for further details.

Job Status

Job Statuses are progress tags that you can use to filter and sort Jobs in a variety of ways throughout the Job management process. See Job Status for further details.

Job Template

A Job Template can be used to create Jobs with the same information, or to create recurring Jobs

Lead Source

This is a free text field on the Client records. It can be entered as required.

Margin

See Profit & Profit Margin

Messages

Message records can be viewed on the website on any Client, Staff or Job records. These records will show all sent/received email and text messages relevant to them. From the individual records you can also send messages, via email or text. Additional message types include notifications, which are automatic Job change notifications sent through to Staff member's mobile apps. See Message History for further details.

Mobile Staff

Mobile Staff is a broad term used in these support pages, to refer to any Staff member using the GeoOp application on a Job. 

Notes

Notes in GeoOp is quite a broad term as the types of notes you can create on a Job are many. When a Job is created you firstly have a description field, which is in effect an initial note for recording all further details your Staff member needs to know. When on a Job, a Staff member can create a note via the Notes tab, which can include signatures, photos and audio files. All will be viewable in the Notes and Files records of a Job for future reference. See Adding Files & Notes to Jobs for further details.

Notifications

Key changes you make to Jobs (changing Job assignments, times, dates etc), either in the Scheduler or elsewhere in GeoOp, will automatically create Notifications to the Staff members concerned through GeoOp on their mobile devices. Any changes made that do not create Notifications will still be updated in real time to the Job record itself on their devices, so they will always have access to the latest information.

Overview

The Overview tab provides a list of recent actions on your account, which is filterable in a number of ways. It also provides links to the latest GeoOp blog updates, and will be a space for new developments in the future.

Panel

A panel is a common term for a work view on a mobile device, as you might refer to a window on a PC.

Parts

Parts, also often called inventory, can be imported into GeoOp through an Integration with an inventory management service like Unleashed, imported from CSV lists, or created directly in GeoOp. See Managing Parts in GeoOp for further details.

Permissions

Staff Permissions are key to managing Staff access and your data security in GeoOp, and should be given due attention when adding new Staff to GeoOp. See Staff Roles & Permissions for further details.

Profit & Profit Margin

Profit and profit margins can be viewed on each item line in a Job's Parts and Labour list. A summary for the Job can be viewed below the list. Note: The profit margin is the gross profit margin. This is calculated as below:

To find the profit margin percentage based on the sales price vs cost: ((sales price - cost) / sales price) * 100. For example, if the sales price for a part is $71.43 and the cost is $50, the margin percentage would be 30%.

To work out the sales price by adding a cost and a margin percentage: cost / (1 - (margin / 100)). Using the example above, if the cost of a part is $50 and you enter a gross profit margin of 30%, the sales price would work out to be $71.43.

Quoted items

Quoted (as opposed Actual) is a term to differentiate items as being included on a Client's quote, if quoting has been enabled by an account Administrator. Quoted items can also be Invoiceable, and can be either Time/Labour or Parts items. A quoted Charge item will have a grey icon to identify it (as opposed to a colour icon for Actuals). Actuals can then be added against your quoted items, for Job costings benefits. See articles on Quoting and Adding Time & Parts to Jobs for further details.

Recurring Job

Recurring Jobs work in the same way as recurring meetings on programs like Microsoft Outlook, and can be set off Job templates. See Recurring Jobs for further details.

Reports

Reporting in GeoOp is currently limited, but in development for a range of useful improvements and reporting options. See Job Reporting for the latest details.

Scheduler

The Scheduler is the main tool in GeoOp to help you manage and assign Jobs to Staff. It shows your Jobs in a visual workspace like a calendar, and can be customised is different ways. See Scheduling Jobs for further details.

Settings

Generally refers to Company Settings editable through the website with Admin-level user access, or mobile Staff settings as available on the mobile app.

Site

A site is a common term for the location of a Job. At present GeoOp does not directly support multiple sites on each single Job, however this is due to be reviewed and updates on this will be posted as appropriate. However there is currently still some provision for dealing with multiple sites. See Separate Billing Clients / Multiple Client Sites for further details.

Staff

When new Staff records are created they will be sent their own usernames and passwords, can be assigned permission levels, Charge Rates and more. See Adding Staff for further details.

Staff Roles

Staff Roles are assigned to each Staff record, to define them as other Administrators, mobile Staff, contractors, and anything else you require. See Staff Roles & Permissions for further details.

Subscription

Your subscription represents your chosen GeoOp plan, to suit the size of your business and the likely amount of Jobs you'd create per month. See GeoOp Basics for further details.

Tax Code

Also called COA (Chart of Accounts) or Charge Code, this is used in Staff Charge Rates and Parts records. Tax Codes are defined in the Tax Rates section of your Company Accounts settings. See Managing Tax Rates for further details.

Texting

Also called SMS. Clients or Staff can be texted as required through GeoOp apps or the website as required, though it is often not necessary due to email, automatic Job notifications and real time Job sheets GeoOp provides. Texting through GeoOp is charged to text credits that are paid for by an account Administrator. See GeoOp Basics for further details.

User

A user is any Staff member you have created an account for in GeoOp, regardless of whether they have Admin-level access or are a Contractor with minimal access.

Visit

Visits are housed under Jobs and contain information about the date and time/duration, as well as any Staff members attached to the Visit. A single Job can have multiple Visits under it. If a Visit has a date/time but no Staff members assigned, it is known as an Unassigned Visit.

Workgroup

A Workgroup is a defined set of Staff tagged for a particular common purpose, such as location (eg 'North Sydney'), skill set, experience, or whatever your business requirements are. See Creating Workgroups for further details.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk