See how to change the highlighted colour displayed on your jobs dashboard or calendar for each customer
Changing calendar event colours
2023-06-19T14:52:28+01:00See how to change the highlighted colour of jobs displayed on your calendar
Receiving connection invites
2022-02-22T17:10:36+00:00See how to join your customer or subcontractor if you received an invite to connect
Changing the customer on an invoice (legacy invoicing)
2020-11-18T14:00:24+00:00Changing the customer on an invoice (legacy invoicing functionality) With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you've raised the invoice for the wrong customer and you need to change it. To change the customer, you have a couple of different options [...]
Viewing customer connection details
2020-10-27T20:12:06+00:00Your customer connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your customer connections.
Outstanding jobs per customer, engineer and job type
2019-08-29T13:01:17+01:00Find out how to see the outstanding jobs per customer, employee or subcontractor and job type