Skip to main content

What's New in allGeo v4: Finding Your Way Around (Manager Guide)

A
Written by Akhil Nagaraja

1. Welcome to allGeo v4

  • Everything you did in v3, you can still do in v4. We reorganized the menu and simplified the design so pages are easier to find, and the workflow flows in a logical order.

  • allGeo v4 keeps the core functionality, data, settings, and workflows available in v3.

  • The primary menu and page organization have been updated to make commonly used features easier to find.

  • This guide helps v3 managers locate pages that have been renamed, moved, or reorganized in v4.

  • Use the v3 to v4 page finder in Section 4 to quickly locate a page you used in v3.

2. What changed (and what didn't)

v4 has two main changes: a reorganized primary menu and a simpler, cleaner interface. How features work stays the same.

Area

What changed in v4

What stays the same

Primary menu

Fewer top-level items, grouped by workflow

All v3 pages still exist

Page names

Some pages renamed to clearer, consistent labels

Page functionality and data

Page location

Some pages moved under a new parent menu

Permissions for your manager role

Visual design

Minimal layout, consistent tables, buttons, and filters

Reports, exports, and settings values

The v4 menu follows a manager’s workflow, moving from setup to daily operations, monitoring, and reporting, making related features easier to find.
​

3. A tour of the new primary menu

The v4 menu is ordered to match a manager's day. Give each top-level item one line on what lives there.

v4 menu item

What you'll find here

Pages under it

Dashboard

Overview of key account activity and day-to-day operations.

Dashboard

Scheduling

Create, manage, and monitor employee schedules.

Scheduler, Active Schedules

Field Data

Monitor field activity and access timesheets.

Monitor, Timesheets

Reports

Run and manage account reports.

My Reports

Company Setup

Manage employees, jobsites, forms, settings, pay rules, and account settings.

Settings, Employee, Group, Managers, Jobsite, Cost items, Messages, Mobile Forms, Tools, Labor & Pay Rules

Automation

Configure and manage automated account workflows.

[Page, Page, Page]

Here is the screenshot of the v4 menu

4. Where did it go? v3 to v4 page finder

This is the heart of the article. Find the page name you used in v3, then follow its new path in v4.

v3 page name

v3 location

v4 page name

v4 location (path)

Change type

Notes

Schedule

Menu > Schedule

Scheduling

Menu > Scheduling

Renamed

Automation Rules

Menu > Schedule > Automation rules

Automation

Menu > Automation

Moved

Work Order

Menu > Schedule > Work Order

Scheduler

Menu > Scheduling > Scheduler

Renamed

Monitor

Menu > Monitor

Monitor

Menu > Field data > Monitor

Moved

Edit Reports

Menu > Reports > edit Reports

Timesheets

Menu > Field data > Timesheets

Moved and Renamed

Schedule Reports

Menu > Reports > Schedule reports

Reports(Under Scheduler)

Menu > Scheduling > Scheduler > Reports

Moved and Renamed

Company

Menu > Company

Company Setup

Menu > Company Setup

Renamed

Payroll

Menu > Company > Settings > Payroll

Labour & Pay Rules

Menu > Company Setup > Labour & Pay Rules

Moved and Renamed

My Reports

Menu > Reports > My Reports

Custom

Menu > Reports > My Reports > Custom

Renamed and moved


​

5. What looks different on the page

Pages look cleaner, but the controls you use are the same. Point out the patterns that repeat across v4 so managers learn them once.

  • Text Size: Users can adjust the interface text size using the text size control, with Compact, Default, and Comfortable options.
    ​

  • Light and Dark Mode: Users can switch between Light Mode and Dark Mode using the appearance settings.

  • Filters and Page Controls: Tables and pages provide common controls such as search, date filters, group and employee filters, view options, refresh, and Add actions directly within the page.

  • Actions: The Action column provides quick options to view, edit, or delete individual records.


6. FAQ and getting help

  • Is my v3 data (employees, sites, history, reports) still there?

    Yes. All your existing data from V3 is available in V4, including employee records, sites, historical data, reports, and other information.

  • Are my saved reports and scheduled emails still running?

    Yes. All your saved reports and scheduled emails continue running in V4, just as they did in V3.

  • Did my permissions or my team's permissions change?

    No. Your team's existing permissions remain unchanged as a result of the migration from V3 to V4.

  • Can I switch back to V3?

    Yes. You can switch back to V3 at any time using the version selector.

    To switch back:

    1. Click the version selector at the top of the application.

    2. Select Version 3.0 to return to V3.

  • I can't find a page that isn't in the finder table. What should I do?


    If you still cannot find what you are looking for in the Finder table, reach out to support at support@abaq.us. We can help you identify where the page is located in v4.
    ​

  • Can I mark reports as favorites so I can access them easily without searching every time?

    Yes! You can mark your frequently used reports as favorites for quick and easy access.

    To add a report to your favorites:

    1. Navigate to Reports > My Reports.

    2. Under the All Reports section, locate the report you want to save.

    3. Click the star icon next to the report.

    Once selected, the report will be added to your Favorites section, allowing you to access it quickly without having to search for it again.

  • Where can I find my schedules?
    ​

    To access your schedules, go to Scheduler > Scheduler.

  • Where did my reports go?

    Reports are now organized under the Reports section. To view your available reports, go to Reports > My Reports.

    All of your reports are available from this page, making it easier to find and manage them in one place. If there are reports you use frequently, you can mark them as Favorites. Your favorite reports will then be easier to access whenever you need them.

    Tip: Mark your most frequently used reports as Favorites to save time when accessing them regularly.

  • Can I still export data from v4?


    Yes. You can continue exporting your data from supported pages in v4.

    Depending on the page and information you are working with, you can export data in the following formats:

    • CSV

    • XLSX

    • PDF
      ​

    Look for the Download option on the page to choose the format you need.
    ​

  • Why does a page look different even though the information is the same?


    You may notice that some pages look different in v4 compared with v3. This is part of the updated v4 interface, which uses a cleaner and more consistent layout.

    While buttons, menus, filters, and other controls may appear in different locations, the information and core functionality you use remain the same. Once you become familiar with the new layout, your existing workflows should feel very familiar.
    ​

  • Where can I edit or delete a record?


    You can edit or delete records from Field Data -> Timesheets.

    This page provides the options you need to review and manage existing records.
    ​

  • Can I access v4 from the same account I used in v3?


    Yes. You can access v4 using the same account you used in v3.

    Your existing account information and access are carried over to v4, so you do not need to create a new account simply because you are moving to the new version.
    ​

  • What should I do if a feature I used in v3 appears to be missing?


    Don't worry if you don't immediately see a feature you used in v3. In most cases, the feature has either been renamed, moved to a different menu, or grouped with another page in v4.

    Start by checking the v3 to v4 page finder in this guide. Find the page you used in v3 and follow the corresponding v4 path to locate it.

    If you still cannot find what you are looking for, reach out to support at support@abaq.us. We can help you identify where the feature is located in v4.
    ​

  • Can I customize the appearance of v4?

    Yes. v4 includes several options that let you personalize how the interface looks and feels.

    You can switch between Light Mode and Dark Mode, depending on your preference. You can also adjust the text size to make information easier to read.
    ​

For support, contact 415-496-9436. To report a missing page or feature, contact support@abaq.us.

Did this answer your question?