Run a jobs report for a particular customer
In the Reports tab, under the Jobs section of the sidebar on the left:
- Click on ‘Jobs for customer’.
- Select the time range you want the report to cover (From/ To).
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In the Reports tab, under the Jobs section of the sidebar on the left:
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You can easily customise the layout of your Job Dashboard and focus only on the information that matter to you.
Click on the settings icon ( ) next […]
If, for whatever reason, your engineer can’t update the job from the mobile app, you can always update it from the desktop.
Simply click on the job ID and change the status […]
A quick way to see if your invoices raised are paid or unpaid is to run a report of Invoices raised within a time range and see which ones are marked […]
As you use Okappy more and more, the list of completed and archived jobs gets bigger and bigger every day. If you frequently go back and forth between the dashboard and the […]
In the Jobs dashboard, once a job is completed, there’s a quick way to view the details of the work done by your engineer. Click on the green tick icon under the ‘Completed’ […]
The quickest way to copy and paste text is by using keyboard shortcuts.
On regular actions like copying and pasting they can save you hours every month.
Start by highlighting the text you want […]
When you need to create a new job with the same information as an already existing one, click on the 3-dots icon ( … ) next to the job ID of […]
See how to raise multiple invoices for a job
A quick way to log into Okappy is to bookmark our login page, save the bookmark on your browser’s toolbar for quick access and allow the browser to store your […]
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