Help & support
Set up your jobs
Adding / updating jobs
- Adding and editing jobs on your computer
- Adding and editing jobs on your phone or tablet
- Adding all day jobs
- Adding recurring jobs
- Creating public jobs
- Receive push notifications when a new job has been added
- Adding and viewing notes for your customers
- Restricting sensitive information to the office
- Taking photos and capturing signatures
- Adding documents and attachments
- Adding tasks to projects
- Re-assigning jobs
- Re-assigning tasks on projects
- Updating your jobs on the mobile app
- Updating your jobs on the web
View your jobs
- View all completed jobs
- View jobs done by employee
- Retrieve a particular job using the search bar
- Using the job filter to help you work smarter
- Job dashboard – showing the status of your jobs
- View your job history for a customer or site
- View your jobs by day, week or month
- View jobs done for customers
- Instantly view your completed job sheets with one click
- Filter jobs by job type or engineer in the calendar view
Other
- Daily check sheets
- Email a job sheet
- Printing a job sheet / saving as PDF
- Archiving your jobs
- Using Microsoft Outlook to email job sheets
- Uploading multiple jobs into Okappy
- Importing jobs from Google Calendar or Apple Calendar
- View and edit your attachments in their own application
- Linking jobs together
- Changing the job template on an existing job
- Deleting a job template
Raising your invoices
- How to raise an invoice from a job
- Raising draft invoices
- Raise ad hoc invoices
- Input miscellaneous purchase invoices
- Add attachments to invoices
- Raise a credit note
- Raise a quote
- Using Xero inventory items
Exporting your invoices
Amending your invoices
Viewing your invoices
Other
- 3 quick tips for raising and keeping track of your invoices
- CIS deductions on invoices
- Email an invoice
- Print an invoice / Save as PDF
- Taking payments via Okappy
- Connecting your Okappy account to Xero
- Connecting your Okappy account to QuickBooks
- Updating your invoice template
- Resetting your invoice number
- Troubleshooting – Exporting your invoices
A connection can be a customer, subcontractor or employee.
Check out the following articles to see how best to manage your network on Okappy.