New to Job Share and Job Share Plus? Watch the intro video here
This article gives an overview of how Job Share and Job Share Plus work in GeoOp.
Job Share - When enabled Job Share emails a link to your clients. This link opens a Job Dashboard with basic read-only job details for any job you add for that Client in GeoOp.
Job Share Plus - When enabled Job Share Plus allows your client to login and add jobs for you into GeoOp. This saves you time answering calls and allows your key clients to add jobs at their convenience.
Job Share can be enabled in three ways:
The workflow - The automatic Job Share
For each client where Job Share is enabled an automatic email invite to a Job Dashboard will be sent, when a Job is added.
What information will be contained on the Job Dashboard?
Client Details, the Job Title, Job location, Visits with the assigned staff member (or if the visit is unassigned or the Job is unscheduled)
I want to send a Job Share invite manually, can I do this?
Yes you can, simply go to the Job you wish to create the invite for and click on "Send Message" and "Send Email", this will open a pop up box from which you can choose a number of options. Select "Add JobShare Link" this will populate the message with the the link to the Job Dashboard. Here you can email all clients and Staff associated with the Job, another option is to add a custom email, which will allow you to send a Job Share link manually.
I have sent a JobShare link by accident, what can I do?
You can revoke a Job Share link at any point by going to the history tab of a Job and clicking revoke, this will disable the link and grey out the Job Share icon.
Job Share Plus
Job Share Plus works best for those clients you want to allow to add or edit jobs into the system. This login also allows them to view all their jobs centrally, on a Job List.
Enabling Job Share Plus
You can only enable Job Share Plus from an individual Client record. Due to the way the permissions work with GeoOp, a Job Share Plus Client becomes a "staff" member within GeoOp. Once setup the Client will also appear on the staff list as a Job Share Plus staff member. This allows this Client to login to GeoOp with the permissions you set up.
It is important to consider what you are allowing any JobShare Plus client to do. There are four permissions to understand:
Once you have set the Job Share permissions click "Send Invite", this will send an email to the client inviting to use Job Share Plus
As setting up Job Share Plus for a client creates a set of permissions, a GeoOp user license from your current subscription, is used. If you have reached the upper limit of of your subscription GeoOp will prompt you to upgrade should you wish to create another JobShare Plus client user but have reached this upper limit.