Reports help

Outstanding jobs per customer, engineer and job type

2019-08-29T13:01:17+01:00

Outstanding jobs per customer, engineer and job type With Okappy, you can see the outstanding jobs per customer, employee or subcontractor and job type. There are a couple of ways you can do this, read on to find out more. View outstanding jobs by customer, employee and job type [...]

Adding and storing employee documents

2019-08-20T10:20:57+01:00

Adding and storing employee documents If you have lots of field service workers at different places, it's often important to maintain documents such as insurance certificates, driving licence details or other checks and certificates within the office. Unfortunately it's all to easy for that information to get lost or forgotten. With Okappy all [...]

Subcontractor details report

2019-09-11T09:02:08+01:00

Subcontractor details report Okappy's unique networked approach means you can connect to your customers and subcontractors and unlike more traditional Customer Relationship Management (CRM) systems. With Okappy, if your subcontractor's update their contact details, this automatically updates within your connections tab. To keep track of your subcontractor details, see when subcontractors were added, [...]

Customer details report

2019-09-11T09:02:58+01:00

Customer details report Okappy's unique networked approach means you can connect to your customers and subcontractors and unlike more traditional Customer Relationship Management (CRM) systems. With Okappy, if your customer updates their contact details, this will automatically update within your connections tab. To keep track of your customers details, see when customers were [...]