Step-by-step guide to generate a report showing all the jobs which have been cancelled or deleted jobs over a specific time frame
Archived jobs report
2019-08-10T14:46:40+01:00See how to generate a report showing archived jobs over a period
All jobs report
2023-03-28T06:28:30+01:00Generate a report showing all jobs added over a particular period
View jobs done by subcontractor
2019-08-09T11:44:09+01:00Generate a report showing the jobs completed by a subcontractors over a particular time period
Connecting to Xero
2023-03-27T21:31:10+01:00Getting started with Xero. See how to connect your Okappy account to Xero. Raise invoices in Okappy and then export them to Xero, automatically create contacts in Xero and synchronise your products and services between Xero and Okappy.
Changing the highlighted colour of your employees
2023-06-19T14:45:43+01:00See how to change the highlighted colour displayed on your jobs dashboard or calendar for each employee
Giving access to your connections employees
2019-07-31T10:10:27+01:00Find out how to invite a connection to join you on Okappy. What information they get and how they can authorise their own employees
Job checksheets report
2023-03-30T13:52:27+01:00Follow this guide to generate a report showing what checksheets were completed for each job
Re-assigning tasks
2019-07-13T13:54:35+01:00Find out how to re-assign tasks from one employee or subcontractor to another