Help & support
How can we help?
Check out our step by step guides
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
- Searching for jobs
- Setting your business hours
Other
- Daily check sheets
- Email a job sheet
- Recording travel time on a job
- 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
- Syncronise your jobs with an external 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
- Sending automated job text messages
Raising your invoices
- Configuring account settings
- 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
- Using QuickBooks inventory items
Exporting your invoices
How to export your invoice to Xero accounts- Export your invoice to QuickBooks
- Export your invoice to Clearbooks
- Export your invoice to Kashflow
- Export your invoice raised to Sage
- Mark invoices as exported or not exported
VAT Reverse Charge and CIS
Amending your invoices
Viewing your invoices
Other
- 3 quick tips for raising and keeping track of your invoices
- Email an invoice
- Print an invoice / Save as PDF
- Archiving invoices
- 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
- Receiving email notifications when an invoice is raised and/or paid
A connection can be a customer, subcontractor or employee.
Check out the following articles to see how best to manage your network on Okappy.
View previous questions and answers
Check out our forum to see previously asked questions and their answers. Sign up to the forum to be able to leave your own comments and feedback.
Check out our how to videos
