Your 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.
Viewing and editing employee details
2020-10-27T18:05:45+00:00Your employee database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your employees.
Resetting the Okappy Monitor app
2020-10-22T21:27:11+01:00You can reset the Okappy Monitor app from within the app or from the login page. Read on to for step by step instructions on resetting the app
Quotes raised report
2020-10-16T06:54:12+01:00With Okappy, you can raise quotes for your customers which are available in the invoices dashboard. You can also generate a report for all the quotes raised for a particular customer, or for all customers over a period of time using the Quotes report. To generate a report of all quotes raised over a period, follow the steps below.
Accepting a connection invite
2022-11-07T17:33:18+00:00Step by step instructions on receiving and accepting a connection invite
Troubleshooting – I cannot see my jobs
2022-11-07T11:18:21+00:00Trouble shooting guide to help if you cannot see your jobs when logged in to the app on iOS, Android or the mobile web.
Syncing jobs with your calendar
2020-09-22T10:18:53+01:00With Okappy you can sync to your jobs with your existing calendar software. Read on to find out how.
How to raise a CIS invoice for a customer
2023-11-28T14:26:54+00:00How to raise an invoice for a customer with CIS deductions
Creating public jobs
2020-09-03T11:38:08+01:00Find out how to create public jobs which can be viewed by all your employees and subcontractors and then accepted.