Okappy is a cloud-based field service management platform designed to help businesses streamline their operations and improve their overall efficiency.
While many businesses use Okappy for its core features like job scheduling, tracking, and invoicing, there are several other useful features that are often overlooked.
In this article, we will explore five things you didn’t know you could do with Okappy.
1. Time tracking and reporting
Time tracking and reporting within Okappy allows you to track the time your employees spend on each job and generate reports based on this data.
This feature is particularly useful for businesses that bill their clients based on the amount of time spent on a job. By tracking the time spent on each job, you can accurately invoice your clients and avoid underbilling or overbilling. Additionally, time tracking can help you identify areas where you can improve efficiency and productivity.
To use the time tracking feature in Okappy, simply assign a job to an engineer and then use the reports to view the time spent on each job. The system automatically captures the time (and location if required) when an engineer has marked the job as on-site and when they have completed the job. You can then generate reports based on this data to get a better understanding of how your employees are spending their time.
You can also record travel time on jobs, see this support article for more information: Recording travel time on a job.
For more information on running reports, see All jobs report or All completed jobs report.
2. Schedule jobs for assets
Okappy also allows you to schedule jobs for assets such as planned maintenance.
This feature is particularly useful for businesses that have machines or equipment which is prone to wear and tear. By better scheduling jobs, or by carrying out proactive servicing, this can help reduce downtime and delays, which can ultimately improve customer satisfaction and increase profitability.
Additionally, by tracking the work done on assets, businesses can identify areas where they may need to invest in new equipment or vehicles and ensure that their existing assets are being used to their full potential.
For more information on adding assets for a customer, see this support article. See also Scheduling jobs for assets.
3. Customisable forms
Okappy allows you to create customizable forms that can be used to collect information from your employees or clients. This feature is particularly useful for businesses that need to collect specific information for each job or project. By using customizable forms, you can ensure that all the necessary information is collected upfront, which can help you avoid delays and misunderstandings down the line.
To create a customisable form in Okappy, use the job template builder to create your form. You can choose the fields you want to include as well as customise the layout and design of the form. You can then assign the form to the relevant engineer in order to collect the information you need.
You could have different forms for different types of jobs or even different forms for different customers.
For more information on using the job template builder, see Creating custom job templates.
4. Automatic text message reminders
Okappy can send automatic reminders to your employees and clients to help ensure that people are available and tasks are completed on time. This feature is particularly useful for businesses that need to keep track of multiple tasks and deadlines or do appointments for customers which require the customer to be on site. By using automatic reminders, you can reduce the risk of tasks being forgotten or overlooked or someone not being available which can mean a wasted journey.
See Sending automated text message reminders for more information.
5. Find customers and subcontractors
Okappy’s unique market network doesn’t just help streamline your work with your existing customers or subcontractors, you can also use the network to find new customers and subcontractors.
To find a customer or subcontractor, simply click the add connection icon and then enter an email or domain for a company you are looking to work with. If they are already on Okappy simply send them an invite to connect.
You can also use the network tab to search for companies using different criteria such as their location or industry type.
See Finding customers and/or subcontractors on the Okappy network for more information.
Conclusion
In conclusion, Okappy offers several features beyond its core job management capabilities that can help businesses improve their efficiency and productivity. By using features like time tracking and reporting, asset tracking, customisable forms, automatic reminders, and network support, businesses can streamline their operations, ensure that tasks are completed on time and increase their capacity to take on more work.
