Trade and field service job management

GeoOp Virtual Assistant: a VA who keeps the job list moving while the platform winds down

For electricians, plumbers, HVAC, solar and landscaping businesses still running day to day in GeoOp, where the crew updates jobs from the field and the owner does everything else at night.

30 minutes with Jenn, the founder. No card, no lock-in.

What your VA actually does inside GeoOp

Jobs and the Calendar

New work raised as jobs with the client, address and description in cleanly, then dropped onto the GeoOp Calendar by drag and drop against a staff member who actually has capacity that day, in the day, week or month view. Recurring work set up off job templates so the fortnightly and monthly jobs never fall off the radar.

Job Status and the pipeline

Every job moved through your configured Job Status options (quoted, scheduled, in progress, completed, invoiced) so the Job List tells the truth, and nothing sits silently in completed-but-not-invoiced. The VA keeps the statuses honest; the field staff update progress from the app on site.

Quotes

Quotes assembled on your GeoOp quote templates, which auto-populate the job details, at your rates, sent to you for sign-off and then out to the client. Sent-and-silent quotes chased midweek so a quote going quiet becomes a follow-up call instead of a lost job.

Billable Items and invoicing

Labour, materials and call-out fees captured as Billable Items on the job, checked against what was actually done, then invoiced. Batch invoicing used for regular clients so multiple jobs land on one end-of-month invoice instead of a dozen separate ones the client then queries.

The Xero or MYOB sync

Billable Items pushed to your connected Xero, MYOB, QuickBooks or FreshBooks, with the invoice copy landing back on the GeoOp Job record for reference. Sync errors worked the day they appear, not discovered at BAS time, and the contact and item mapping kept clean so nothing duplicates.

Timesheets and charge rates

Field time entries chased before payroll cut-off, gaps queried against the day's schedule while the job is still fresh, and hours checked against the Staff Roles and Charge Rates you've set so the labour on the invoice matches the labour that happened.

Outstanding invoices

Sent invoices that have gone past terms followed up on a cadence you approve, with the GeoOp job and the client's history to hand, so the chase is specific rather than a generic reminder. The VA chases payment; decisions about discounts or write-offs stay with you.

Almost nobody searches “geoop virtual assistant”. The ones who do are a specific person: a tradie who has run the business out of GeoOp for years, knows every quirk of the Job List, and is now doing all of it, the scheduling, the quoting, the chasing, the invoicing, at the kitchen bench after the kids are down. The crew updates jobs from the field app and goes home. The office half of the business waits for the one person who can’t hand it off, because there’s nobody to hand it to.

We wrote this page anyway, because GeoOp keeps turning up in our trades client base and the shape is always the same. The field side mostly happens, because the work is the part everyone cares about. The office side happens at 9pm, late, and it’s the owner. The software isn’t the problem. The missing person is.

The weekly rhythm a VA runs in your GeoOp

Morning starts on the Job List. Overnight enquiries become jobs: client in, address in, description in, the right Job Status set so the pipeline reads true from the first touch. Then onto the Calendar, where the real scheduling happens. GeoOp’s day, week and month views show which staff actually have capacity, and the VA drags each job onto the right person on the right day rather than stacking everything on whoever answered the phone last. Recurring work, the fortnightly maintenance runs, the monthly service calls, gets set up off your job templates once, so it never quietly drops off.

Then quotes, which for most trade businesses are the thing that slips first when the owner is busy. The VA assembles them on your GeoOp quote templates, which auto-populate from the job details, at the rates you’ve set, and sends them to you for sign-off before anything goes to the client. Once a quote is out, it gets worked: midweek, every quote that’s been sent and gone silent gets a follow-up. A quote that’s chased is a job; a quote that’s forgotten is a competitor’s job. That’s the whole difference, and it’s exactly the kind of quote follow-up that never happens when the only person who could do it is on a roof.

Through the week, jobs move through your configured Job Status options as the work happens: scheduled, in progress, completed. The status that matters most is the one between completed and invoiced, because that’s where money quietly leaks in a trade business. Done-but-not-billed is the gap a VA closes. As jobs finish, the VA captures the Billable Items, the labour, the materials, the call-out fee, checks them against what was actually done on the day, and gets the invoice ready. For your regular clients, batch invoicing pulls multiple jobs onto one clean end-of-month invoice instead of a dozen small ones the client then phones up to query.

The invoice doesn’t live in GeoOp alone. Your Billable Items push through to the connected accounting software, Xero, MYOB, QuickBooks or FreshBooks, and a copy of the invoice comes back to sit on the GeoOp Job record for reference. The VA keeps that sync clean: errors worked the day they show up rather than discovered at BAS time, contacts and items mapped so nothing duplicates, the two systems kept in agreement. If the VA also works the Xero or MYOB end properly, reconciling, coding, chasing, that’s the kind of bookkeeping that moves up a tier, and we’ll say so plainly when we scope it.

Before payroll, the timesheet chase. Field time entries get followed up before cut-off, gaps queried against the day’s schedule while the job is still fresh in someone’s head, and hours checked against the Staff Roles and Charge Rates you’ve configured, so the labour that lands on the invoice is the labour that actually happened. Then the outstanding-invoice pass: anything past terms followed up on a cadence you approve, with the job and the client’s history to hand so the chase is specific, not a generic nag.

There’s a quieter part of the job that matters just as much: keeping the data behind all of this clean. GeoOp is only as useful as the information in it, and in most businesses we pick up, the client list has duplicates, addresses are half-entered, and the same recurring client exists three times under slightly different names. A VA does the unglamorous data tidy-up that makes everything else work: deduping contacts, standardising how addresses and job descriptions go in, fixing the records that break the accounting sync, so when you pull up a client the history is actually there. It’s the work nobody schedules and everybody needs, and it compounds, because clean records this month are quick invoices next month.

None of this is glamorous. All of it is the reason you’re still at the bench at 9pm.

The honest bit

The biggest honest thing about GeoOp isn’t a feature, it’s the platform’s direction, and you already know it. The Access Group bought GeoOp and GeoNext in early 2025, GeoOp stopped accepting new sign-ups, and the company is steering existing customers towards Tradify, its sibling under the same owner. That doesn’t make GeoOp stop working tomorrow, and plenty of businesses will run on it comfortably for a good while yet. But it does mean a few things you should hold in view: the talent pool of VAs with live GeoOp hours is small and won’t grow, new third-party integrations aren’t coming, and a Tradify migration is somewhere on your horizon whether you’ve booked it or not. We plan around that honestly rather than pretending GeoOp is a platform with a long independent future.

The second honest thing is the limit every office VA hits, on any platform: a VA at a desk in Manila cannot fix field discipline. If a tech doesn’t update a job, doesn’t capture materials, or leaves time entries blank, the VA chases, queries against the schedule, and flags it to you, but the person on site is the one who has to enter it. The chasing recovers a huge amount. It is not a substitute for the crew using the app.

And GeoOp’s accounting sync, like any sync, is only as clean as what goes into it. A VA keeps it tidy and works the errors. It won’t invent a chart of accounts you haven’t set up or decide how a job should be coded. That’s a setup decision, and it stays yours.

One more, smaller than the others but worth saying out loud: GeoOp’s batch invoicing is a genuine time-saver for regular clients, but it only saves time if the Billable Items on each job are complete and correct before the batch runs. A VA chasing materials and labour onto jobs the day they finish is what makes the end-of-month batch a five-minute job instead of a reconstruction project. If the jobs are half-captured, batching just bundles the gaps. The fix is the daily habit, not the monthly button, and that’s exactly the cadence a VA brings.

What stays with you

The pricing decision never moves. The VA builds quotes at the rates you’ve set and on your templates, but what you charge, what markup you run, and whether a job is even worth taking are yours, every time. The same goes for the money calls on the other end: which overdue client gets a firm follow-up versus a gentle one, what gets discounted, what gets written off. The VA does the chasing and brings you the context; the decision is the owner’s.

Charge rates, Staff Roles and how your Workgroups and Permissions are structured stay with you too, because they’re how you’ve decided the business should run. The VA works inside that structure; it doesn’t redesign it. And anything that touches the relationship, a difficult client, a dispute over a job, a quote that needs a judgement call about scope, comes to you under a written escalation rule rather than getting handled in the dark.

What it costs and where to start

GeoOp admin work sits on the admin tier: $12-17 AUD an hour excl GST, typically 10-15 hours a week, which for most operators lands around $500-1,100 a month. That covers job setup, scheduling, quote assembly, Billable Items, batch invoicing, timesheet and invoice chasing. If the VA also works the Xero or MYOB end of your accounting properly, that’s bookkeeping at $25-35, and we’ll scope it separately so you’re never surprised.

Placement takes 7-10 business days, with 5-7 days supervised inside your GeoOp before any solo work, starting on job setup and invoicing and adding quoting once those run clean. The $500 deposit is refundable and credited to your first month, there’s a 30-day recalibrate-or-replace guarantee, and notice is 14 days with nothing locked in beyond that. We’ve made 87+ Australian placements since 2024, and Jenn takes every discovery call herself.

If you want the wider view, the trades page goes deeper on how this works across the field service platforms, the VA cost guide has the full pricing picture, and if a Tradify move is on your horizon, that’s worth raising on the call. Otherwise, book a discovery call with Jenn and we’ll talk through where GeoOp is eating your week.

Industries that run on GeoOp

The tasks this usually covers

GeoOp VA questions

Will the VA actually know GeoOp, or am I training someone from scratch?

GeoOp's talent pool is genuinely small, and getting smaller, because the platform stopped taking new sign-ups after The Access Group bought it in early 2025 and started steering customers towards Tradify. So VAs with current GeoOp hours are rare, and we won't pretend otherwise before a deposit. The good news is the loop transfers cleanly: a VA who has run jobs, quotes, Billable Items, batch invoicing and an accounting sync in ServiceM8, Tradify or Fergus learns GeoOp's screens in days, because the work is identical and only the menus move. The ramp is the same either way: 5-7 days supervised inside your GeoOp, starting on job setup and invoicing, before anything goes solo.

GeoOp is winding down and pushing us to Tradify. Should we even bother placing a VA?

Yes, and here's the honest framing. For as long as you're still running the business out of GeoOp, the jobs, quotes, invoices and timesheets all still need doing, and that's exactly the work that's eating your evenings now. A VA carries that load today. When you do migrate to Tradify, the same VA crosses over with you: they're corporate siblings under The Access Group, the quote-schedule-do-bill-chase loop is the same loop, and a VA strong in GeoOp is strong in Tradify in days. We'd rather tell you that on the call than sell you a page that ignores it. We keep a separate Tradify page for the destination side of that move.

What can the VA actually see and touch in our GeoOp?

Whatever your Workgroups and Permissions allow. GeoOp lets you add staff to workgroups, build roles with specific access levels, and assign those roles to limit visibility and protect data. A VA placement runs in an office or admin-style role inside the workgroup they support, with the access they need for scheduling, quoting, Billable Items and invoicing, and not the access they don't. Staff Roles and Charge Rates are set by you. The 1Password vault holds the login, and the confidentiality agreement comes before the access does.

Can the VA price our quotes?

They assemble; you price. The VA builds the quote on your GeoOp quote templates at the rates you've set, sends it to you for sign-off, and chases it once it's out. The pricing decision, the markup, the call on whether a job is worth taking, stays with you every time. What the VA removes is the two hours of building and the week of chasing, not the judgement.

We're a one-or-two-van operation. Is a GeoOp VA overkill?

It's usually the opposite. The smaller the operation, the more completely the office work lands on the owner, and the more a few hours a week clears the backlog that's keeping you off the tools. Most GeoOp placements run 10-15 hours a week on the admin tier, $12-17 AUD an hour excl GST, which is the band where job setup, invoicing and chasing live. You're not committing to a full-timer; you're handing over the night-time admin so the quotes go out the day they're asked for.

Ready to hand it over?

Book a free discovery call

30 minutes with Jenn, the founder. Tell her you run GeoOp and what's eating your week; she'll tell you honestly what a VA can own inside it, what it costs, and whether it makes sense.

87+ Australian placements since 2024, a 30-day replacement guarantee and no lock-in beyond 14 days notice. Audit the 5-stage vetting process and how VA access is secured before you book.

No obligation. No credit card. Jenn, the founder, reads every enquiry herself and replies inside one business day. Prefer to talk first? Call (03) 9961 6076, Melbourne line, business hours. DotVA is Boring Ventures Pty Ltd, ABN 67 671 943 758, Melbourne. How to verify us.

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