Getting Started with Geo/Onsite
How to complete your first assigment using our platform
We created this guide to help you get your first assignment through the finish line. Still, if you face any challenge or hiccup, please reach out.
Part 1: Organising the job before going to site
Starting a new assignment
Fill the Basic Details
Save your Job Reference for later and focus on the basic details
Calculating Certificates and Assigning your team
Part 2: Collecting Evidence on Site with Onsite
Seeing which photos should be taken
Capturing the remaining photos with Onsite
Part 3: Wrapping up the job in the office
Capturing the remaining photos with Onsite
Adding the Documents
Sending out the Agreements
Checking jobs and actions need
Part 1:
Organising the job before going to site
1. Starting a new assignment
This is what you see when you are creating a new form.
You get access to this page after completing the training for your activity.
Click “Begin a new Assignment”.
Our platforms will prompt you with the information required.
2. Fill the Basic Details
Type in the installation address
Confirm the Activity Type
Fill in the Original Energy Saver.
3. Save your Job Reference for later and focus on the basic details
If you have any questions about your job, let us know the reference number, so we can speed up the process of helping you.
There’s a few questions, but you don’t need to fill all details for the moment
Focus on install date, premises type, install details and install team
4. Calculating Certificates and Assigning your team
Once you save your job, Geo will tell you how many certificates the job accounts for.
When you assign your install team, the job will start showing on their app.
Click “Save” and your install team should be ready to go.
Quick recap: These are the details you’ll need to fill out before going to site.
Installation Date
Is it a residential or commercial install?
Details of the Old System/New System
Who your installers are
Part 2:
Collecting Evidence on Site with Onsite
5. Seeing which photos should be taken
The assigned job will pop up to the installer in their app
After you click “Photos”, you should see the photo buckets
Incomplete Photos will be shaded in yellow/orange. Once the photo is taken, the shade will go from yellow/orange to white.
You can also click in the photo to see how it looks
6. Capturing the remaining photos with Onsite
Click in “Activities”. You’ll see all the other photo buckets
If you click in each photo, you can see a description of what needs to be captured.
Taking photos in onsite ensures that Geo-Tagging is turned on. That avoids a common issue in jobs that slows down the approval.
When all buckets are white, the required photos were captured.
Part 3:
Wrapping up the job in the office
7. Checking if the photos were collected
You should see a green-tick in Photos. You can check how your installer photos look like.
Now you can head back to the “Form” section in fill out the remaining details
The goal is to get the green tick in all sections
For batteries, you don’t need to fill the discount provided to customers
Always make sure you click “Save” as you go to save your work.
8. Adding the Documents
The next part to complete is the documents.
Geo will know which documents to ask for based on your activity.
If you upload an incorrect document, you can click on the 3 dots to remove and replace it.
9. The Agreements
Geo will send an email and a text to the consumer. Click “Request” so the agreements are sent to be signed by the relevant parties.
10. Checking jobs and actions needed
If you want to check the status of your form, you can go to Geo Home.
You can see all your assignments.
Geo will send you emails once agreements are signed. Then you are to submit.
If you have any outstanding action, it will show up as “Required Action”
Still have unanswered questions?
Speak to our team today