Find out how to amend the tax date or VAT rate on an invoice raised within Okappy
Connecting to Customers or Subcontractors
2023-03-01T11:15:12+00:00See how to connect to your customers and subcontractors.Send and receive jobs and assign them to your employees or subcontractors
Adding Tasks to Jobs
2019-05-01T08:31:59+01:00See how to manage projects as well as your normal day-to-day work. Add multiple tasks and assign them to different employees or subcontractors
Taking payments via Okappy
2024-01-30T09:21:41+00:00See how to raise an invoice and take payment securely through Okappy's platform
Changing the customer on an invoice
2019-04-17T12:38:42+01:00Check out our step by step instructions on how to change the customer on an invoice which you have already raised
How best to get help and support
2019-03-29T08:41:17+00:00Find out how best to get help and support with Okappy, from our help and support pages, to our community forums and through to our dedicated support lines
Uploading multiple jobs to Okappy
2022-11-24T08:53:14+00:00Find out how to use upload multiple jobs from a spreadsheet
Daily check sheets
2019-03-26T08:31:23+00:00See how to set up daily checksheets such as vehicle inspection reports which have to be completed by your engineer before they start their days work
Importing jobs from Google Calendar or Apple Calendar
2019-03-22T12:23:48+00:00Find out how to import jobs from Apple Calendar or Google Calendar