GeoOp: The GeoOp Job Form

Add a job from your own internal application or website.

 

You can now have a GeoOp Job Request form added directly to your own business website. Below we detail the technical information required to install the form, its behaviours and function.

Important Note: Installing the Job Request form will need to be managed by someone with a reasonable technical understanding of web development, for example a web designer. If you have no access to a person qualified to do this, GeoOp cannot provide the service for you.

How it works

• Once installed on your website, visitors to your site can complete the required fields and click submit.
• They have the option of selecting two different Request Types: Job Request and Quote Request. This selection will then display in your Job Title field on the new Job in GeoOp.
• Once submitted, they will be shown the acknowledgement message as you have defined.
• The new Job will now show in your Job List, and on the Scheduler. To easily identify new requests, you simply have to search for the word 'request' in the search field. In the Scheduler screen, these Jobs will be further apparent by being unassigned.
• Further options for easy identification of these Jobs are being considered as part of a future development for automated notifications.
• The Job will either be created with a new Client record, or will automatically attach to an existing Client, as described below.

Client matching

Single email match
If the Job Request is provided with an email that matches a single existing GeoOp Client, it will create the Job for that Client.

No contact details will change on the Client itself (e.g. address, phone, name) if provided differently on the Job Request form. However, the address will be used on the Job itself, exactly as provided.

Multiple email matches
Though it is common each Client would have a different email address, if the Job request matches to more than one email address on your Clients it will create the Job on the first match available.

Note: If this happens, but you wish to have the Job logged under a different Client, you will have to manage this. For example, you could merge the new Client and the target one. See our article on Merging Clients here. If this is not practical for any reason you will have to re-create the Job elsewhere, or amend the new Client.

No email match
If there is no match on email address, the request will create a new Client for the Job.

Installing the form

The required code to create the form can be found in your GeoOp website account at Settings > Company Account > Company Information. See the below picture for the relevant fields:

The Job Request Form Code needs to be placed in the header script.

The Form Placeholder needs to be placed in the page location you wish for the form to appear (this could be in-line or modal).

You can change the look of the form with your own CSS styles.

Further Notes

The loader script accepts two parameters: a token and an possible set of options.

• Users can now set their own success message (see below).
• Users can now set their own field names (see below).

geoop.load("token", options);

options: {
debug: false,
customTitles: {
'request-type' : 'Request Type',
'request-type-job' : 'Job Request',
'request-type-quote' : 'Quote Request',
'request-details' : 'Request Details',
'first-name' : 'First Name',
'last-name' : 'Last Name',
'phone' : 'Phone',
'email' : 'Email',
'address-1' : 'Address',
'address-2' : 'Address 2',
'city' : 'City',
'postcode' : 'Postcode',
'preferred-time' : 'Preferred Time',
'submit' : 'Submit',
'error-blank-fields' : 'Some of the required fields in the form were left blank. Please fill out the highlighted fields before submitting the form.',
'success' : 'Your job request has been submitted successfully. Thank you!'
},
},

Troubleshooting

If you are experiencing problems, do the following:

• Missing token – look on the Company Account page under Settings in your GeoOp web console
• No domain in Settings > Company Account – Ensure the domain you add the Job Form to is the same domain as the Website field (highlighted in the above picture) in Settings > Company Account
• Enable debug mode using example 2 below:

Examples (assuming the token is ABCDE):

1. Load the widget with default settings:

geoop.load(“ABCDE”);

This can be copied directly from the Company Settings page without modification.

2. Load the widget and enable debug mode:

geoop.load(“ABCDE”, {debug:true});

Here debug messages will be pushed to browser’s console, if it exists. If it doesn’t exist, then the messages will be pushed to alert windows.

To force pushing debug messages to alert windows (even when there is a console), replace “{debug:true}” with “{debug:’alert’}”:

geoop.load(“ABCDE”, {debug:’alert’});

NOTE: Not all browsers have console enabled by default and not all users may know what it actually is and how to access it, so sometimes forcing messages to alert windows may be a better option.

3. Load the widget and set some custom field titles:

geoop.load(“ABCDE”, {
customTitles:{
‘address-2’: ‘Suburb’,
‘submit‘ : ‘Submit Request’
}
});

4. Load the widget, set come custom field titles and enable debug mode:

geoop.load(“ABCDE”, {
customTitles:{
‘address-2’: ‘Suburb’,
‘submit‘ : ‘Submit Request’
},
debug: true
});