Learn how to use Conditional Fields in Okappy’s Job Template Builder to show engineers only the questions relevant to each job.

Find out how to assign or reassign a job using the Okappy API.

Find out how to update an existing job using the Okappy API.

Find out how to set up and use the Okappy Finance Agent to create draft invoices from completed jobs.

Find out how to set up and use the Okappy Job Capture Agent to create draft jobs from forwarded emails.

See how to raise quotes in Okappy and see when they have been approved by your client

Check out guide to onboarding with Okappy, enabling you to track, manage, and create jobs for your suppliers efficiently.

Learn how to allow customers to raise jobs on your behalf using Okappy, enhancing your job management and customer communication.

See how to add private notes for your subcontractors