Features
Okappy is an innovative B2B workforce management platform which can transform how you manage your day-to-day work.
It applies social and market-networking technology to a real business need; the need to communicate and collaborate when working with different employees, multiple subcontractors, across different sites and with different clients.
Add jobs
Connect to your employees, customers and subcontractors. Add jobs for your staff or sub-contractors or receive jobs from your own customers.
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Bespoke job sheets
Job sheets can be configured to your specific requirements. Add the fields that suit you. Include your branding or your customers branding.
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List or calendar view
View your jobs by list or by calendar. You can highlight particular employees or customers and easily filter and search your jobs.
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Add photos / videos / signatures
You can add photos, videos, signatures and documents to your jobs which your engineers can see on-site. They can also add their own attachments from their phone or tablet.
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Job history
Easily view previous jobs done for that customers or at the site. No more hunting through lots of paperwork to find job details, everything is just a click away.
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Raise your invoices
Once your job is complete, you can raise your invoices at the click of a button with the key information ready to go. Send your invoices to your customers and export them to your accounting software.
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Connect customers and subcontractors
Okappy offers so much more than a customer portal. Build your network on Okappy to streamline and grow your business.
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Enhanced filter and search
All the information you need is available at the touch of a button, no more searching through emails, paperwork or across lots of different apps.
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Manage your invoices
Raise your invoices at the click of a button as soon as your job is complete. No more waiting around for job sheets and no more trying to understand poor handwriting.
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View paid invoices
You can see which invoices have been paid by your customers in real-time and get alerted if a customer is requesting a new job but still has outstanding invoices.
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Raise miscellaneous invoices
You can raise miscellaneous invoices for a customer and track them together with all your other invoices.
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Simple integration
Okappy works with the leading accounting packages including Xero, Kashflow, Sage and Clearbooks.
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Email your invoices
Your customers can view your invoices as soon as they are raised. However, if you want to email your invoices, this can also be done at the click of a button.
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Get paid via Okappy
You can settle an invoice or receive payment via Okappy, simply and easily.
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Generate reports
Generate reports at the click of a button. Information is available for any time period and is stored for as long as you're with Okappy.
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Export reports
You can easily download your reports to Excel or Google Sheets for further analysis, to build dashboards or to simply archive your data.
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Email reports
Once your report is generated, you can email it to yourself, a colleague or a customer.
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Schedule reports
Schedule your reports and receive them in your inbox daily, weekly or monthly. Send them to customers or colleagues automatically.
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Multiple reports
Many different reports are available including timesheets, job history, driving times, invoices, customer reports and many more.
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Search and filter reports
Generate and filter your reports to spot trends, run analysis and improve your business.
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A GPS device for all your needs
Choose a GPS tracking device which is right for you. Send locations from your phone, portable device or installed device.
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Easily configurable tracking
Set up tracking to suit your business. Track by default, show where jobs were updated or send your location for a short time.
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View the latest locations
View the latest locations of all your engineers. See when your engineers are on site, or when they are stuck in traffi c.
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Create and view alerts
Set up areas and get alerted when any of your engineers enters and/or leaves that area.
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Generate reports
Reduce admin and optimise your business with our comprehensive reports.
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Monitor your lone workers
Ensure your engineers are ok when working at remote locations. See when they entered and/or left site and get alerts if they get into trouble.
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Instant messaging
Send messages to your colleagues from your computer, tablet or mobile telephone. No more searching through WhatsApp, Messenger or countless other apps.
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Send SMS messages
Send messages to your colleagues from your computer, tablet or mobile telephone. No more copying data from one application and having to type it in to a text message.
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Create reminders
You can schedule a message to be sent at a particular time, ideal if you want to remind yourself to do something in the future.
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Customer database
Keep all your customer information in one place. Quickly retrieve customer contact details, site addresses and view reports for jobs done or invoices raised.
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Connections
Connect to your customers and subcontractors. Send and receive jobs and share the status of your jobs as they are updated by your engineers out in the field.
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Dashboards
Analyse your data and track your KPIs in real-time. Create beautiful dashboards and see what's happening in your business, as it happens.
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