Project Description

Getting started with Okappy

Okappy has been designed to be intuitive and easy to use. Whether your up a ladder, down a drain or in the office fielding calls from customers, you don’t want to be searching through lots of different screens to add a job or find information.

Read on for a quick overview of getting started with Okappy.

Getting started

Click New job from your ‘Jobs’ dashboard. The following screen will pop up.

You can select the type of job using one of our standard templates. To add your own templates choose the Add job sheet template option.

Adding a job on Okappy

Select your customer then enter the job’s details. The fields you enter are determined by the job template you selected.

You can allocate the job to your employee/subcontractor.  If you haven’t already added your employee or subcontractor see below for more information. Alternatively, leave the job as unassigned for now.

Once you’re happy with the job details, click the Add Job button.

okappy job list 2

The job will be created and will be shown on your jobs dashboard. As the job hasn’t been viewed or done yet, you’ll see red dots for each stage towards the right of the screen.

To view or edit the job, click the three dots icon ( Three dots icon ) next to the Job ID.

As the job is viewed, updated and completed, you’ll see the red dots change to green ticks ( Green tick - job done )

To add an employee, click the connection icon ( Orange icon showing users ) on the top right of the screen and select Add employee.

You can add your employee as an administrator or a standard user.

An administrator can view and edit jobs as well as change settings, whereas a standard user can only view the jobs allocated to him/her. For more details, see Okappy User Types.

Each employee is identified by their email address and this is where the login details will be sent. You can either create a password yourself or leave it blank and allow the system to create one for you automatically.

You also have the option to add an employee/subcontractor from our Monitor App. Click here to find out more.

Once you’ve added an employee, you can start allocating jobs to them.  They’ll get a push notification of text when they receive a job.

Once a job is completed after the details of work done have been entered, you can raise an invoice to your customer.
To raise an invoice, click on the ‘more’ icon ( 3 orange dots ) and then click Raise invoice.

Raise invoice screen

Details of the work done will be automatically populated in the pop-up window. However, they can be amended if required.

Click Raise invoice.

If you’re customer is connected, they will see the invoice in their invoices received dashboard. You can also email the invoice to them and send a reminder, in the form of a text message, if you are concerned that the invoice may become overdue.

You can view all your raised invoices (as well as invoices you’ve received) by clicking on ‘Invoices’ from the tab bar.

The invoices option on your tab bar can be enabled or disabled by clicking on your name at the top-right of the screen, click Settings and tick next to the Invoice option.

Once a job is completed after the details of work done have been entered, you can raise an invoice to your customer.
To raise an invoice, click on the ‘more’ icon ( 3 orange dots ) and then click Raise invoice.

Raise invoice screen

Details of the work done will be automatically populated in the pop-up window. However, they can be amended if required.

Click Raise invoice.

If you’re customer is connected, they will see the invoice in their invoices received dashboard. You can also email the invoice to them and send a reminder, in the form of a text message, if you are concerned that the invoice may become overdue.

You can view all your raised invoices (as well as invoices you’ve received) by clicking on ‘Invoices’ from the tab bar.

The invoices option on your tab bar can be enabled or disabled by clicking on your name at the top-right of the screen, click Settings and tick next to the Invoice option.

If your employees are using one of our mobile apps, they can send location information to the system. To view their latest location, click Radar at the top of the screen.

okappy radar

For further information

For further information search in our support pages or forum