GeoNext: Geo Console and App Guide

Geo Console and App Guide

Welcome to Geo, and making it easier out there!

Your 14-day trial have started, and we'll make it simple for you with this step-by-step tutorial. Before you know it you'll be up and running, managing all your jobs and your team from one place.

Geo helps your business schedule jobs, manage your team in real time, track costs and delight your customers. The Geo Console and Geo App work together to save you time and resources.

Getting started is easy!

1. As an Admin, we'll log-in to the Geo Console in the office.

First, add a Client by clicking on the '+' icon on the bottom left corner of the screen.

Then, we're going to enter a new Job into Geo.

Jobs added in Geo show in the Schedule page. We can make the Schedule page more relevant to what we need.

In the GEOMAP, we can see if we've got anyone nearby to assign to the job.

When a Job is added in the Geo Console, the mobile Staff assigned to the Job receives a push notification in their Geo App.

2. Now we're going to go to the App and log-in as the mobile Staff and complete this job. A mobile Staff could be anyone from the Team Leader, Staff or Contractor.

The Geo App opens to the Job list page. Let's find and start the job.

If we need directions to the location, we can click on the Job pinned on the Map and get a turn by turn direction.

We can change the status to indicate what we're doing. As you can see, a Green status is a New job, Orange is In-Progress, Red is On-Hold and Gray is a job Completed. Custom Job Status can be set up on Settings in the Geo Console.

In NOTES, you have more features like the ability to attach and add images, snap a photo in-app, scan bar-codes or even take a signature.

           

 

Track the costs by adding BILLABLES - Material or Labour.

           

Update the status of the job to Complete and let the Admin review and finalize the Job details in the Geo Console.

The Geo Console instantly updates as you make changes in the Geo App.

3. As all of this information is available in real time to anyone with access to the account, the Admin or anyone else with access out in the field can now bring up this Job in the Geo Console and see all of the NOTES and BILLABLES that have been added, they can add on anything that has been missed and can amend any details if necessary. SITE LOG records changes made to the Job from the Geo App.

We've just shown you how to create a job, schedule it, complete the job out in the field and in the office. The versatility of Geo means it's suited with any workflow. The software is that simple, and we're here to help you every step of the way!