Welcome to our May newsletter.
This month, we’re excited to share some fantastic developments at Okappy. We exhibited at Utilities Week Live 2024 connecting with numerous utility companies and their subcontractors to discuss the challenges they face in gaining visibility and control over their work. It was a great opportunity to showcase how Okappy’s unique networked platform can address these issues.
We’re also delighted to announce that the Okappy family is growing! Simone Taylor joins us as our new Customer Experience Director, bringing a wealth of experience and passion for exceptional customer service. She will be working alongside Elena Rose, our Operations Manager, who started in April and has already made significant strides in enhancing the Okappy User Experience. Together, they will help us deliver even greater value to our customers through improved communication, support, and product development. Watch out for an email providing more information, and please join us in welcoming Simone and Elena to the Okappy family!
New Reads
We were thrilled to attend Utility Week Live at the NEC, where over 6,000 companies, including utility providers, suppliers, subcontractors, and consultants, gathered to showcase innovations, explore the latest trends and technologies and network with peers.
Check out our detailed rundown of the show and make sure to sign up to meet us there next year!
In our commitment to continually enhance the quality of our customer support, we welcome Elena to our team. Elena will be reaching out to you over the next few weeks to understand how you are using Okappy, what works and what could be improved.
Read more about the changes we’re introducing here.
We’ve got lots more interesting content on our blog,
check out all our latest articles.
New Features & Updates
Image Upload Enhancements
This month, our development team has been hard at work focusing on bug fixes and performance improvements, particularly around uploading images and documents—a crucial feature for many of our customers.
Additionally, we’ve made notable improvements to invoice numbering, streamlined the job upload process, and enhanced the exporting of invoices to Xero, especially for those containing HTML.
Updates designed to make your experience with Okappy even more seamless and efficient.
Support
Let Your Customers Add Jobs
Okappy is designed as a robust network, enabling seamless connections between you, your customers, employees, and subcontractors. Effortlessly send and receive job assignments, allocate tasks to your team or subcontractors, and monitor the real-time status updates from technicians on-site.
Explore our latest support article to learn how to invite a customer, allowing them to add jobs and assign them directly to you, streamlining your workflow.
Top of the forum this month!
Q:“I am doing some work on behalf of one of your clients. I am looking to use a webhook/API to send client information to Make (no-code automation platform) once a report has been to use in some text/email campaigns. Please can you advise on the best way to do this?”
A:“Certainly, here’s a couple of links to documentation for our api and also for zapier which sounds similar to: Using the Okappy API and Using Zapier to get job details and Using Zapier to get job details post.
More questions and answers are available at: https://forum.okappy.com/forum/
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