Connecting to Customers or Subcontractors2019-05-26T13:10:19+01:00

Connecting to Customers or Subcontractors

Connecting to customers and/or subcontractors

With Okappy, you can easily connect to your customers and subcontractors from the web Dashboard.

Once connected you can receive jobs from your customer, allocate them to your employee or subcontractor and ensure they are updated in real time.

To add a customer or subcontractor when logged into your Okappy dashboard, click on the connections icon on the top right of the screen ( Orange icon showing users ) and then select New connection.

Add Customer or Subcontractor Connection

Type in the your connection's details including:

  • Company name
  • Contract first and last names
  • Contacts email*
  • Telephone
  • Mobile
  • Address1
  • Address2
  • Address3
  • Town
  • Country
  • Postcode

*Emails are used as a unique identifier within Okappy. It is therefore mandatory and should not have been used previously.

DuplicateConnectionEmail

If the email has been used previously, you can either search for the existing connection and connect to them or let the system suggest a unique dummy email address.

Add Customer or Subcontractor Connection

You can select whether the connection is your customer or subcontractor and choose whether to send an email to your connection advising that they have been set up on Okappy.

If you send an email to your customer they can log in and view jobs you have done for them and also send you jobs.

If you invite a subcontractor to connect with you, then they will need to authorise the invitation before you can allocate work to them.