Help & support
How can we help?
Check out our step by step guides
- Getting started
- Getting started with the Okappy iOS app
- Job management demo
- Signing up to Okappy
- System requirements
- Okappy user types
- Tips and tricks
- Changing your password on the web
- Resetting your password / resetting employee passwords
- Adding/updating your company profile
- Editing your individual user details
- Changing your system timezone
Set up your jobs
- Creating custom job templates
- Checksheet types
- Creating custom checksheets
- Creating daily checksheets
- Changing the layout of your job dashboard
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
- Copying existing 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
- Scheduling jobs for assets
- Managing inventory on a job
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
- Exporting contacts to Sage Line 50
- Troubleshooting – Exporting your invoices
- Receiving email notifications when an invoice is raised and/or paid
- Managing your inventory