Customer Onboarding Guide to Okappy

If your supplier uses Okappy to manage their field services, you have access to a free version of Okappy to track progress and create new jobs for your supplier to carry out, as well as numerous other benefits!

Please see below for steps for on setting up your Okappy account

Firstly, look out for an email invite from your supplier

  1. Check your email: Your Supplier will send you an Okappy invite, which will look like the below:

2. Set up account: Click on the link in your welcome email and login to Okappy using your email address and temporary password provided:

3. Navigate to Connections: Once you have logged into Okappy, in the top right hand corner click on the connections icon and select Connections from the dropdown:


4. Accept Connection: Your Connections page will now open, your Supplier will be showing in this list. Click on the Accept Invite button below their details to confirm the connection:

You are now connected to your Supplier!

Note: Ensure you update your notification settings

Within Okappy you can manage which email notifications you receive, these are in addition to push notifications but we recommend you enable these for job changes.

To do this follow the below steps:

1. Navigate to System Settings: In the top right hand corner, click on the user icon and select System Settings from the dropdown:

2. Navigate to Notification Settings: On the left-hand panel select Notification settings:

3. Confirm the Email notifications you wish to receive: We recommend turning on the email notifications for the different job actions, as this means you never miss a change or update:

As well as being able to monitor and track progress for your Suppliers jobs you can also add them! Please see below:

How to Raise a Job for your Supplier

  1. Navigate to the jobs page in Okappy: To create a job for your Supplier to carry out, click on the New Job button

2. Enter your job type: Select a job template from the Job Type dropdown

Note: Use the template editor to create new job templates (link at bottom of page). Or speak with your supplier about sharing their job templates with you.

3. Add Customer: Select your company as the customer from the Customer dropdown:

4. Set the date and time of your job: From the Required By dropdown use the calendar pop up to select the date and time you ideally need your job completed by:

5. Complete job and assign to Supplier: Continue entering your job details, when finished, select your Supplier from the Assign to dropdown and Add Job:

6. Job added: A notification will appear to inform you the job had been created, your Supplier will also see this notification:

7. Your Job will now show in your job list:

8. Your job will also appear in your Supplier’s job list:

9. Supplier reviews job: Your Supplier will review the job and either accept the job or reschedule to another time/date, these changes will then show on your Okappy job list. You will receive a push notification of these changes or an email if selected (see above note regarding email notifications):

9. Receive real-time updates: You can then use Okappy to track your job through to completion. Other benefits of our customer access include:

  • Accounting packages: Okappy is already integrated with numerous popular accounting packages meaning you can link Okappy to your own accounting software
  • Notes: Add Notes for your Supplier to view after a job is created
  • Calendar: Sync your jobs to your personal calendar so you can track your jobs across the board
  • Reports: Okappy has multiple default reports for you to use
  • Multi-layered jobs: Creating recurring jobs or jobs within a project for your Supplier

See also