See how to find information from within Okappy quickly and easily using the smart filters or global search
Paid invoices report
2023-07-15T15:03:17+01:00See how to view a report of all your invoices paid over a period of time
Outstanding jobs per customer, engineer and job type
2019-08-29T13:01:17+01:00Find out how to see the outstanding jobs per customer, employee or subcontractor and job type
Ad hoc invoices report
2019-08-29T12:22:59+01:00See how to filter your invoices and search for particular invoices with our "Search for invoices" report
Exporting contacts to Xero
2019-08-27T07:05:30+01:00See how to keep your contacts in sync with Xero
Exporting contacts to Mailchimp
2019-08-21T07:41:42+01:00Learn how to send marketing campaigns to your contacts using Okappy and Mailchimp
Adding and storing employee documents
2019-08-20T10:12:26+01:00See how to store employee documents such as insurance certificates, driving licence details or other checks and certificates
Message sent report
2019-08-10T17:12:39+01:00See how to generate a report for all messages sent over a particular time
Ad hoc messages report
2019-08-10T17:07:01+01:00See how to generate a report for all messages containing a particular key word using the "Search for messages" report