Company Admin

Description of the Role

The Company Admin (also called Account Owner) is the top-level role in Geo-Cx. This role has complete control over the company’s account and is responsible for managing access, subscriptions, and organizational settings. The Company Admin primarily oversees platform operations. While typically not granted app access, if your company is small and lacks a Construction Manager, the Company Admin can assume this role. This dual role enables access to all Construction Manager features within the app.

Main Responsibilities

Full Access Control: Can access all features and modules within Geo-Cx (timesheets, projects, resource management, reports, safety, etc.).
User & Role Management: Can create and manage Construction Managers, Foremen, and Technicians. Each user is assigned with details such as name, email, phone number, hourly rate, and overtime rate.
Invitations & Onboarding: Can send invitations to new users via email. The invitation includes a link to download the Geo-Cx mobile app (Google Play / App Store). Once the user accepts, they verify their account and can start using the platform.
Subscription Management: Has the exclusive ability to purchase licenses, assign them to team members, and manage billing preferences (monthly or yearly).
Company Setup: Defines company-wide settings, such as projects, geofences, timesheet policies, lunch/break logic, and safety management preferences.
Compliance Oversight: Ensures all data (time tracking, location, safety reports) is accurately stored and accessible for auditing and payroll.

Who should be Company Admin?

This role can be assigned to the business owner, operations director, or senior manager who oversees workforce deployment and has authority over budgets and compliance.

Geo-Cx Web Instructions

Register in GeoCx and Log In

Register on the platform here. After registration, check your email to verify your account and complete your profile by clicking the top right corner next to your avatar menu.

Verify Your Account in Geo-Cx

- Verify your account and set your password on the platform following the email sent by Geo-Cx. Complete your profile by clicking the top right corner next to your avatar menu.
- After being verified, you can log in to access the web platform and the mobile app.

Log In

2. Main Dashboard

After logging in, the first thing you will see is the Main Dashboard. Here, you can view all metrics related to the company's projects.

Main Dashboard

3. Project Dashboard

The Project Dashboard on the Geo-Cx platform serves as a vital tool for Company Admin, Construction Manager and Foreman, providing real-time insights and actionable data across multiple project dimensions such as safety, crew management, and financials. This enables effective decision-making and enhances the overall management of the project lifecycle.

Project Dashboard

4. Project Management

Add a new projects, fill in details for Customer, Project, and Shift. Additionally, add GeoFencing and Custom Fields.

Project Management

5. Crew Management

Efficiently allocate resources in crews to maximize effectiveness.

Crew Management

6. Resource Management

Add New Users with details. Opt to send an invitation via SMS so they can download the app. Also, you can add in bulk by filling the CSV sample.

Resource Management

7. Safety Management

Here, you can report injuries and submit forms. Additionally, if you have also Construction Manager Role and you are assigned to the Safety Rep. role, you'll have access to a menu titled 'My Missed Audits.' This allows you to submit any audits you may have missed. After your shift, you will receive push notifications to inform you of any audits missed during the day.

Safety Management

8. Global Communications

Create and schedule push notifications for a project or all projects.

Global Communications

9. Timesheet Management

Please remember to regularly update your timesheet by accessing the 'Own' section. This will display your time records at the end of each shift. At the end of the week in the ‘Other’ section, review and validate technician’s timesheets. If necessary, add comments regarding the technician's reported hours. Don't forget to submit your own timesheet as well.

Timesheet Management

10. Reports

View Timesheet Reports, Summary Reports, and Custom Reports.

Reports

11. Chats

Create crew chats, individual chat, and share images and files (less than 50 Mb).

Chats

Geo-Cx App Instructions

By default, Company Admins do not have access to the Geo-Cx Mobile App. The mobile application is designed for field and site roles such as Construction Managers, Foremen, and Technicians.

If you, as a Company Admin, want to use the mobile app, you will need to follow these steps:

Step-by-Step Instructions

Log in to your Geo-Cx account through the web platform.
Navigate to your Profile Settings.
Under your role section, switch the toggle "Enable Construction Manager Role".
Go to the Resource Management panel.
From there, send an invitation to your own user (email address).
You will receive a formal invitation SMS with a link to download the app.
The SMS contains direct links to the Google Play Store and Apple App Store.
Download and install the Geo-Cx App from the official store.
Open the app and log in using your credentials to start using the mobile features.

After receiving an invitation via SMS, download and install the app. Register your phone number by verifying the OTP and set a new PIN. Once logged in, please accept the Location Permissions. If you need to learn more about location permissions in Android please click here. For iOS users refer to this link.

Location Permissions Android

To enable Geo-Cx to monitor your movements, please set location tracking to 'Allow all the time.' Be assured, we do not track your location when you are not clocked in.

If 'Use precise location' is not already selected, please click on the toggle to activate it.

Location Permissions iOS

To enable Geo-Cx to monitor your movements, please set location tracking to 'While Using the App' Be assured, we do not track your location when you are not clocked in.

If 'precise location' is not already selected, please click on the toggle to activate it.

Geo-Cx App Menu

While typically not granted app access, if your company is small and lacks a Construction Manager, the Company Admin can assume this role. This dual role enables access to all Construction Manager features within the app. Check more details here.

The Geo-Cx App Menu is your main navigation hub within the mobile app. Each section provides access to a core function of your daily workflow:

Chats: Communicate instantly with team members.
Forms: Submit audits, inspections, checklists, and project documentation.
Report Injury: Capture incidents in real time and notify supervisors.
Timesheet Management: Review and manage daily clock-ins and clock-outs.
Time Off Management/Request: Submit or approve time-off and PTO requests.
Reports: Access crew-level reports such as time attendance.
Profile: Update your personal information and view your role settings.

Use this menu anytime to switch between tasks efficiently and keep your project activities organized.

Home (Punch In/Out)

Select a project to punch in. Record today's activities and use lunch/break as needed. Punch out at shift end. If injured, submit an injury report. Post-shift, you’ll receive an overtime notification—respond accordingly. Please note that in order to punch in, you need to fulfill some requirements, please access the section by clicking the button below to see more details.

Punch In/Out

2. Crew Location

Monitor Crew Location on the map. See Foremen and Technicians.

Crew Location

3. Chats

Create crew chats, individual chat, and share images and files (less than 50 Mb).

Chats

4. Forms

Go to Forms and submit Audits, Incident Reports, Impact Reports, Expense Requests, and Other type of Forms.

Forms

5. Report Injury

Report any injury by submitting details and upload pictures.

Report Injury

6. Timesheet Management