Okappy + Microsoft Excel microsoft excel icon 96x96

Okappy is an easy to use job management app available on all devices. Add or receive jobs, allocate them to your employees or subcontractors then watch their status change in real-time as the jobs are updated in the field. Raise your invoices at the click of a button as soon as your jobs are complete. No more missing paperwork, no more lost or incorrect invoices and no more stress and anxiety trying to find out what is happening with your jobs.

Okappy – workforce management made easy

Okappy Connects to Your Spreadsheets

Create beautiful dashboards with Okappy and Microsoft Excel.  See at a glance what is going on in your business and how your key metrics are changing.

Combining Okappy with Microsoft Excel allows you to export your data to an Excel Spreadsheet and conduct in-depth analysis.

Analyse the number of new customers per month, revenue per customer, jobs per customers, the location of your jobs, average job value and much much more.

How does it work?

Jobs to invoices integration

Okappy connects to Microsoft Excel simply and easily. To view your data in an Excel spreadsheet:

1  Go to one of the reports from within Okappy.

2  Run the report with the relevant date, customer, subcontractor etc.,

3  Once the repot has run, click the Microsoft Excel icon

4  Your data will download into a csv file

5  Open the file in Microsoft Excel (or alternative)

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What is Microsoft Excel?

Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, macOS, Android and iOS. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Excel forms part of the Microsoft Office suite of software and has become the industry standard.
Find out more about Microsoft Excel.