Here’s our simple guide to using Geo’s cloud-based job management solution to schedule jobs, manage and communicate with your team in the field and track costs.
In this guide we will take your through the key areas of Geo:
- Creating Clients
- Creating Jobs
- Creating Staff
- Scheduling Jobs with Bookings
- Tracking Charges and Parts on a Job (Billables)
To create a Job, you have to have already created a Client to assign to the Job. Here’s what a Client card looks like:
On a Client card, you will be able to see your client’s details, such as the client’s name and company or email and phone number. You can also see what jobs the client are already linked to by clicking on the JOBS tab in the Client card.
Mimi: Need to show entire clients page including the details you mentioned above
If you want to learn more about how to create and manage your client’s details, here's an article that will help:
This is a Job Card, it has all the details of your Job in one place. This is where you can find anything to do with Parts & Charges (BILLABLES) or any Notes that have been added. It’s where you can go to record and monitor everything related to a job.
If you want to learn more about what goes into creating and managing a job here's an article to help you:
Once you have created a job you need to be able to assign your job bookings to your Staff. Staff members are exactly that, the staff in your company that are going to be using Geo. From Admins to Contractors you can set up a range of permission levels to ensure your data is safe, while maintaining efficiency. Here is a what a Staff card looks like:
On the Staff Card you’ll see details about your staff member including their Role (permission level) as well as being able to see what Jobs they are currently assigned to by clicking on the JOBS tab.
Mimi: Need to show entire staff page. The screenshot cuts off the first name and company name
To learn more about how to create and manage your staff, here’s a more detailed article to show you how.
Scheduling Jobs with Bookings
Now that you’ve created your Client, Job and Staff member it’s time to bring it all together with Bookings. In Geo, a booking is an appointment in the form of a time slot associated with a job. A booking can be created with or without a staff member assigned, as long as the job already exists. You can assign staff to a booking at the time you create the booking, or after the booking has been created.
To learn more about how to use bookings to schedule your work take a look at this article:
The GeoMap is there to help you locate your staff on the road as well as get a real world understanding of where your jobs are. It’s designed to help you gauge which jobs should be done first, or which staff member is closest to a job. You’ll notice there are numbers on some of the pins, this means that area has what we call a ‘cluster’ of jobs or staff. You can zoom in to see more details about the different jobs or staff in the cluster.
Tracking Charges and Parts on a job (Billables)
Billables in Geo are separated into Parts and Charges which can be used to input your chargeable items required by your business. It is important to note, that only an Admin will be able to access Billables. Adding Billables (Parts and Charges) is simple, to show you how to create your Billables click this article:
To show you how to assign your Billables to a job, click this article:
The Geo customer service team are here for you 24/7 you can contact us phone on, email or chat box - all the details can be found here:
Welcome to Geo and making it easier out there!