I cannot log into GeoPal on my computer, I keep receiving an error!?
The URl https://app2.geopalsolutions.com/auth/login can be accessed from any device and if you are experiencing issues, this maybe an issue with your own computer blocking the site.
It won’t accept my password?
The password needs to be at least 8 characters long and be Alphanumeric.
How do I add a job?
You can add a job by going to the 'Create a Job' page under the header Jobs in your account on the left-hand side menu. Alternatively, via the 'Planner' under the same header, you will see the tab 'add Job' in the top bar.
This will present you with a page to set up your job. First, select the template appropriate to the job as this affects other options further down the page.
Job color/Job priority, do I need to complete these steps?
These fields are not necessary, however, they can be added if you feel it will benefit you. For example, jobs that are of a high priority can be marked as 'High' and labeled in red.
Can I assign a job for some time in the future?
When you add or create a job you can also add the 'Job start time' or 'preference'. Going forward when assigning this job you can access the job details via the 'Planner' section in the left-hand menu of your account or through the Job Search Page.
How do I add a new user?
From the 'Configuration' section in the menu, you click on Users and then 'Create New User'. From here you then select the user profile type, select if they are members of teams or sites and then complete the user detail including name, email and phone number. You must also select a username and password.
Can I organize my users into Teams/Groups?
Yes, in the Users the section you must first select which users you wish to group into a team and then select which site to associate them with. If you have multiple sites these can be added in the 'Sites' section also located under configuration in the menu of your account.
Can all users access jobs and make changes in the account?
No, only admin users can add and change jobs and templates within the account. You can determine which users have admin access and which can only access the system via their mobile device. You can do this going to the 'Permissions' section under configuration. Here you will see all users and what access they have.
I have multiple user’s do I have to add these all manually?
No, all data can be uploaded together. The upload for users lets you create up to 100 users at once. To do this you download the template from the 'Upload Users' section and fill in the fields. Once the fields have been filled in, just save the file, select it from the Choose File button and then upload and confirm the information.
Can I add more than one company at a time?
Yes, this can be done similar to the User Upload. GeoPal CRM is broken into Company and Contact information, each contact may be associated with a Company. This information is used when assigning jobs to provide mapping facilities and for reporting job data by the company. You can upload details in the 'CRM Upload' section under CRM on the menu.
The Company upload lets you import up to 500 company records at once. Once the template is downloaded, complete the fields needed and enter the company ID (in red), you can then import the file via the choose file option.
The system won’t recognize my company data and I cannot complete an upload?
If there is a problem with the file the system will provide an error message. This is could simply be because the data does not match the template you downloaded. Check the template and try the upload again, if you continue to have problems send an email to support@geopal.com.
How do I create a new template?
The Job Workflow templates are the heart of the GeoPal system, they allow you to convert any paper-based process into a digital form with many types of actions on the field users’ phones or tablets. To Begin, go to the Jobs section and select 'Job Template'.
Next, click on New Job Template and give the template a name, you can also assign some default information such as the expected job duration and a priority list which the dispatching person can use later in the process.
This can only be performed by an Admin user and care should be taken if Templates are in use in the field, if in doubt contact us
What information do I include in my templates?
In your new job the template, you have 4 sections to work with to fully build your job workflow.
Extra Fields – This is information added by the office user or admin person and sent to the field worker with the job such as instructions, dates or files for review.
Workflow Steps – This is the information you would like the worker to complete in the field and can be many things including text, numbers, pictures, signatures, lists, drawings and email addresses. Just select from the list of over 50 in the drop-down box.
Job Run book – This allows you to determine if emails or SMS messages are to be sent at any point in the job process from assignment to completion, the emails will contain the information captured so far in the job and will be sent as .xls and .pdf. You can also have a new/follow-on job created from within a job.
The Reasons - Jobs that are rejected or marked incomplete by a user will require a comment explaining why or you can create a drop list of reasons for them to choose from to standardize the process. Just enter the reasons with commas between the options.
Remember to save occasionally throughout the process.
Some of my test templates are still visible, I do not want these to be completed by users?
You can set templates as published, unpublished and retired. Users will only be able to access templates that have been published. The status of a template is easily changed by going to the template under jobs in the configuration.
I want to change some steps on the job template how do I do this without starting again?
You can easily change, delete and add steps by going to the template. This very straight forward, either click ‘Add Step’ under the list or the ‘+’ to the right of the step above where you would like the new one to go. Steps can also be deleted by clicking the delete option or moved by clicking and holding on a step and dragging it to a new location.
Can I manage jobs that haven’t been assigned to a user yet?
Yes, you can do this by going to the 'Planner' section under the header Jobs. Here you will see a view of all jobs assigned and in the left-hand column a list of jobs that have yet to be assigned. You can also edit your view here in the top bar. You will have the option of a ‘Grid’ 'Gantt' or 'Map' view.
Can I change the dashboard view to display custom data recordings?
This is not an available option at the moment, however, this is something we are working on. If you have any suggestions as to what you would like to see please do let us know.
What if I have a large number of jobs that need to be assigned do I have to add these manually?
You can upload up to 500 at once. To do this you download the template from the 'Upload Jobs' section in Jobs and fill in the template. You must enter a Company and contact ID for each job which can be references to CRM information already there or the system will insert new data with the Job.
If you enter an employee ID in the assign to Column on the xls file, the job will be assigned directly to the user, you can also enter data on any of the Job template extra fields and add an assigned time and date if needed. Once the upload file is filled in and saved, you should choose the file and select which job workflow template the work should be assigned to. The system will then process and assign the jobs automatically.
How do I dispatch jobs in bulk?
The Dispatch Multiple screen allows you to assign many jobs at once on the system by ticking the boxes on the left and select which worker is to get them through the Assign To button on the bottom of the screen.
What if a user cannot complete a job can we reassign this on GeoPal?
Yes, if you select the job by going to the 'planner' section under the Jobs header you will see the Reassign Job button. Here you can change the User and the time.
Can a user send receipts or summaries to our customers/clients or back to the office from GeoPal?
This can be done through ‘Job Runbook' when building a job template. Job Runbook allows you to outline if an email or SMS should be sent to the selected recipient containing the Job template information.
Why didn’t I receive the automated email I have set up in Job Runbook?
There could be a number of different reasons for this. Firstly you can check the Runbook status. The Runbook status can be located by going to ‘Jobs’ then Job search, select the job you wish to view and then scrolling down to view the email status in the Runbook section.
Depending on the status there could be various reasons why the email did not send. If the status states email sent then we would advise you to check your own server and email settings.
If the status is not stating sent then please contact us so we can look further into the issue.
When I assign a job can I view the user’s route and send them an exact GPS location for the job?
Yes you can view a user’s route and position by going to the 'Map' section of the account and selecting either 'Employee Position' or 'Replay Route'.
A user can view the job location and get the GPS location by logging into the app on the mobile device. Once they login they can go to the job press and hold on the job and a list of options will come up, one being 'Get job directions'.
I’d rather have the downloaded pdf in the format we currently use on paper, is this possible?
Yes, this is possible a custom excel spreadsheet can be created and uploaded to your account. In some cases, however, depending on the time taken to create the templates and pdf's may result in additional service pack requirements.
What if I do not want all the captured information to show in my reports?
You can determine what information will be extracted to your reports by customizing them. The custom reports are set up in the Admin section and run through the custom reporting feature on the reports tab. Each report can be filtered and downloaded as an excel workbook. Please contact us if you would like to talk through this feature and we will assist you in setting it up to your requirements.
I would like to see a report based on the user’s shifts is this possible?
In the reports section of the account menu there is a Download options button which allows you to get the data out in excel or other options such as PDF or XML. If you have a large data volume you should probably use the GeoPal APIs to extract your information into your own CRM, ERP or work order system.
Our users are lone field-based workers, using GeoPal can they alert another party if they at any time feel threatened or maybe in danger?
The Lone Worker section allows you to set up alerts should a field worker find themselves in trouble while out on the job. It is broken into 3 functions which can be turned on and off as needed. Each alert will send the alert type, worker affected and worker location to a predetermined list of SMS, Phone and email contacts.
The Panic Alarm lets a worker send an alert, should they feel threatened, by pressing the power button 3 times slowly. This will trigger the alarm and can be done discretely.
The Check-In means that the device will set off an alarm locally at a set time interval if this is not canceled by the worker then the alert is sent to the distribution list.
The Non Movement detection can pick up if a phone has not moved for a pre-determined period of time and send an alert following a local alert if it not canceled by the user.
Please note this application may not comply with local standards and you may have to use an additional source for this.