See how to store employee documents such as insurance certificates, driving licence details or other checks and certificates
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
Export Your Customers from Sage Line 50
2017-07-11T10:39:32+01:00A quick guide on how to export your customer list from Sage Line 50
Adding and viewing notes for your customers
2024-03-04T20:01:09+00:00See how to add private notes for a customer or for a job with Okappy.
Add your employees from the web or mobile
2024-07-04T21:56:16+01:00Find out how to add your employees from the web or iPhone app
Deleting a customer or supplier from your account
2022-03-04T16:57:12+00:00Find out how to delete a connection