Forum

Welcome to the Okappy forum which contains questions and answers around Okappy’s connected workforce management platform.

Sign up to the forum to ask your own question, get notified of responses and track other questions and answers.

Check out our forum help for more tips and tricks for getting the most out of the forum.  Alternatively, check out our help articles in our support centre or our quick tips and tricks.

Forum Navigation

Subcontractors and Customers

Hi Gerry,

How do we make a subcontractor a customer also. This is in relation to one of subcontractors.

If you want your subcontractor to be as well,

  1. click on Connections
  2. then select Customers
  3. Click new company

    Add company

  4. Enter the email address of your subcontractor and search.

    Search for company

  5. Click connect
  6. Then click Customer AND subcontractor in the pop up.  (if you want to change a subcontractor to a customer, then tick customer only)

    Add company

  7. Add a message if required then click request.
  8. Once you refresh your screen, you should be able to add jobs for that customer.