Overview
Okappy is a connected field service management platform.
By connecting on Okappy, companies can send and receive jobs, allocate them to employees or subcontractors and share the status of the work as it's updated in real-time by the engineers out in the field
You can also use our GPS tracking to the see the latest location of your engineers. You can send instant messages from your desktop to your engineers phones and vice versa and you can improve the performance of your business through our extensive suite of management reports.
With Okappy, you can also raise invoices to your customers and export them to Xero.
No more missing paperwork, no more lost or incorrect invoices and no more stress and anxiety trying to find out what is happening with your jobs.
Okappy + Xero
Get a real-time view of your cash flow, anytime, anywhere on your Mac, PC, tablet or phone. See up-to-date financials with Okappy and Xero Accounts. Like Okappy, Xero is designed for small business with accounting software that’s simple, smart and beautiful.
Combining Okappy with Xero allows you to export your invoice to Xero providing a complete business solution from worker and time tracking, job management and job costing through to tax returns, profit and loss, payroll and fixed asset reporting.
Create your invoices effortlessly in Okappy using our simple web and phone based job management software. Save time and money, reduce stress and eliminate paperwork.
Getting started
Okappy connects to Xero simply and easily. To export your invoices:
- Create your job in Okappy, or receive a job from a customer.
- Once your engineer has completed the job, you can raise your invoice at the click of a button.
- Your customer can see their invoice in real-time and make the payment there and then.
- You can export all your invoices to Xero, then
- Reconcile your accounts, complete your financial returns and check your financial position.
