Prerequisites: How to Add a Staff - Console; How to Add a Client - Console

Geo simplifies job management for your business by allowing you to add and schedule a job in the office through the console or on the go through the mobile app. 

The '+' icon on the bottom left corner of the screen lets you add a job in one click anywhere in the Geo console. Clicking the ‘+’ icon would show the ’Job’ icon you must choose to add a job. 

The ‘JOB DETAILS’ window, then appears where required data is entered.

Client Name - is the name of the direct person you are doing the job for.
Note: The client must first be added on the client list before adding a job. 

Company Name - is the name of the company of your client.

Client Email - is the email address used within Geo to send email messages to clients. 

Client Phone -  can be an office landline number or a home phone number.

Job Address - is the location of the job where job visits are done.

Job Name - is a title of the job that gives your staff an idea of what the job is about. This serves as a reference on different types of job you do on your business.

Job Description - contains itemized and detailed description of what needs to be done on the job. 

Once the fields are filled out, hitting ‘NEXT’ directs you to the ’ALLOCATE’ window. You can assign the job to a staff or multiple staff members by typing in the ‘Select Staff’ bar. The date bar allows you to choose a specific job date on a calendar. Click on start time of the job visit and drag it down to end time to set the job duration. 

Hitting 'More options' on the bottom right corner of the ‘ALLOCATE’ window gives you the option to manually enter a Booking Name specific to that job visit and manually nominate the start and end date/time.

Click 'SAVE' to complete the job allocation. The job is saved and you get directed to the ‘Jobs list’ page.

Note: When you assign a Staff member to a Booking, Geo will automatically send a notification via the Geo app to each assigned Staff member with the details of the Booking. If you change a Booking Geo will also automatically update all assigned Staff indicating that the booking details have changed.


Related Articles: How to Add a Job - iOS/Android App; How to Add a Job Booking - Console; How to Add a Job Booking -  iOS/Android App

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