Okappy + Microsoft Power BI Microsoft Power BI Icon

Okappy is an easy to use field service 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 Microsoft Power BI Integration

Okappy Connects to Your Dashboards

Okappy Microsoft Power BI Integration

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

Combining Okappy with Microsoft Power BI allows you to export your data into Microsoft BI where you can 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 Power BI simply and easily. To view your data in Microsoft Power BI:

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  Copy the URL

5  Use the URL in Microsoft Power BI Editor

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What is Microsoft Power BI?

Microsoft Power BI Dashboard

Microsoft Power BI is an interactive data visualisation software product focused on business intelligence. It is part of the Microsoft Power Platform; a collection of software services, apps, and connectors that work together to turn unrelated sources of data into coherent, visually immersive, and interactive insights.

Find out more about Microsoft Power BI.