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    • Using GEO

    • Modified on: Mon, 8 Apr, 2024 at 11:49 AM
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    Overview

    The GEO app can accomplish day-to-day front desk and maintenance operations like package tracking, opening and closing maintenance requests, and looking up PTE instructions right from your tablet or smartphone! 


    It is ideal for viewing and closing out maintenance requests on the go without needing to be tied down to a computer. You can also use ImageR to easily scan packages in and out of the system from wherever you are. 


    Note: This page is intended for existing BuildingLink users unfamiliar with the GEO app. If you need more information about any of the functionality or terms listed, please visit our other help pages within the Front Desk and Maintenance tabs. 


    To download the GEO app, go to the Apple App Store or Google Play Store and search for BuildingLink. Select the App called "GEO by BuildingLink.com." (Click Here for IOS -- Click Here for Android)


    Table of Contents


    Functionality 


    The GEO app is intended to be used primarily by the front desk and maintenance staff. While it includes many core features of BuildingLink, some of our functionality is only available through our website. The GEO app functionality covered in this article includes the following:


    -Login and General settings

    -Unit Lookup (Quick search)

    -Opening and closing packages and other Events

    -Reviewing, opening, and closing Maintenance Requests

    -Reviewing and adding Front Desk Instructions (PTEs, etc.)

    -Viewing and adding Shift Log notes


    For information on other functions available in GEO, follow these links for further details:

    These links will bring you to a page where you can search through the solution article on that topic. 

    Login and General Settings


    You can access all features from the home page or any screen by clicking on the tabs that appear at the bottom of the App. Individual users can customize which tabs appear at the bottom and the order they appear by clicking on the More icon (three dots) and choosing "Edit Tabs." This allows users to personalize the app based on their specific role and workflow. 




    Unit Lookup (Quick Search)



    To look up resident names, contact information, events, maintenance requests, and instructions for any specific unit, tap on one of the Unit Lookup options within GEO. Start from the app home screen and select Unit Lookup.


     

     

    Select any unit from the displayed list or use the magnifying glass in the top right to type in a specific unit # or name. 

     

     

    You'll be taken to the details for that unit - occupant names and contact info, as well as events, instructions, and maintenance requests. 

     

     

    Package Tracking


    The GEO app includes ImageR, our quick and easy way to track packages. Click here to access further information about how to use ImageR.


    You can also use GEO to manually enter and close out packages/events in much the same way as you would through the website. While we highly recommend using ImageR for all in-app package tracking, the following instructions can be used to enter and close events manually.



    Adding a New Event  Manually

     


    To enter a single event, tap on the Event Log icon and then the blue plus sign in the top right-hand corner of the next screen. 

     

     

     

    Next, tap on each field to enter the event details, and press Save in the top right-hand corner of the page when finished. 

     


    Adding Multiple Events Manually


    To add multiple events, tap the Add Multiple Events icon, choose the event type from the list, enter the event details for the first event, and press "Save." You will then be prompted to add additional events of the same type.

     

     

     

     

     

     

     

    Closing an Event Manually

     

    To close out a single event, tap on the Event Log icon and select the event in the list or find the event by typing in the unit number next to the magnifying glass at the top of the screen. Next, tap the Go to Close button and enter a closing comment and signature (if applicable). Lastly, tap the Close Event button.

     


     

     

     

    Closing Multiple Events Manually


    To close multiple events, tap the Close Multiple Events icon, search for the unit whose events you wish to close, and select it. On the next screen, deselect any events you don't want to close by unchecking them and tapping the want Go to Close button. Add a closing comment, collect a signature (if applicable), and tap "Close Events."  




     

    Maintenance


    Create Maintenance Requests



    You can add a new maintenance request by tapping the + icon and filling out the form as you would on the website. Tap Save when completed to save the request.  

     

     

     

    Please note that you cannot view closed requests through the App at this time. You must navigate to the website version of BuildingLink to view closed requests.

     

    Adding Comments and Changing the Status of Maintenance Requests




    You can quickly see the number of open requests by looking at the red circle in the upper right of your Maintenance Requests icon. Tapping the icon will display the list of open requests. 

     

     

    If you'd like to view all requests in a specific category or all requests assigned to a particular employee, tap the three lines or the filter icon (depending on the device) in the upper right.


     

    Select the appropriate filters and then click back, and your selected categories or employees will appear.


     

    To change the status of a request, tap on it. Then scroll down to where it says Request Status and use the arrow to select the correct option. 


     

     

     

    To add a comment, tap on Add Comment to Activity Log. You can type in your comment by tapping Add Comment (you can start typing as soon as you see the blinking cursor!). Tapping Add Comment to Activity Log will also allow you to add the time spent on the request or any charges. 



    You can insert a predefined response by tapping Insert Predefined Response and selecting the correct response.  




    When you are finished adding comments/time/charges, tap the Save button in the upper right to save your comment, and then tap it again to save the changes you made to your maintenance request.


    Front Desk Instructions


    To view your property's list of active front desk instructions, tap on the Front Desk Instructions icon. The magnifying glass will allow you to see all instructions for a specific unit. Tapping the three lines or filter icon in the upper right corner will let you see all instructions in a particular category if you wish. 

     

     


    Tapping the filter icon in the upper right corner will allow you to filter all instructions as you wish. 




    You can add a new instruction by tapping the + in the upper right of the screen. Fill in the data fields and tap save.  

     


    Shift Log




    You can view and add shift log notes by tapping the Shift Log icon within GEO. This will display all notes entered within the past 48 hours. 


     

     

    If you want to relate your note to a specific unit or change the priority level, you can also do that. To add a note, click the + icon, and tap Add Shift Note. Enter your note in the "Note Text" field. Then tap Add Note. You should now see your note in the Shift Log. To add an End of Shift Note, simply click the + icon and select Add End of Shift Note.