Join us for our next webinar on Wednesday 22nd September  about Top Reports for Growing Companies.

More information coming soon…

Join us (and the Okappy community) on Wednesday 22nd September at 2pm for an exciting and very informative webinar. Remember to follow us on Eventbrite to ensure you don’t miss out on all our events.

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We have a confession.

As workforce management innovators, not all of our job management processes have always been up to par. Whether you call it a case of the “cobbler’s shoes” or “builder’s backyard”, we weren’t taking enough care of job management processes in our own development team to ensure we were reaching our potential.
Giving the best customer care and providing a professional service with minimum disruption are top on our list of priorities. But falling behind schedule on app improvements wasn’t exactly going to put us in the best position to do those things. So, we did some navel gazing.

Realising that if we truly believed in the power of Okappy we’d be using it ourselves, we took the plunge. We followed in the footsteps of our customers and embarked on our very own journey of using Okappy in-house to manage our development team’s activities. Richard Harris, CEO and Founder, and Robin Spinks, Lead Developer share their experiences of the journey so far.

Richard (Director): “We were using a Google Sheet and it was becoming unwieldy and difficult to track what was going on. We realised that we could be using our own product to help manage work streams within the development team. So, we tried it and found that it works really well for issues-tracking and book-tracking.”

Robin (Senior developer): “Google sheets was very slow and inefficient. I was getting frustrated by the amount of dates entered manually with mistakes, a lack of space and flexibility, and the inability to attach documents to issues, such as crash logs or images and videos showing issues in effect. It just seemed much more sensible for us to use our own product which was saving our customers so much time and money!”

Richard: “We do a kind of weekly sprint. We’ll work out what goes into the sprint on a Monday morning and then Robin, our lead developer, will work on those pieces throughout the week. Each morning we’ll revisit what needs to be done, assign the jobs to Robin and mark them by a high, medium, or low priority. Then, Thursday morning, it’ll go into testing with a view to releasing Thursday night. For every update, we can see the status in real-time with time stamps when each job is updated and by whom. It’s just a really easy way to keep track of everything!”

Richard: “The most common issues included:

• Difficulty tracking jobs
• Lack of control over what was changed and by who
• Complicated way of documenting job details
• Convoluted filtering process

We ended up having thousands of rows in any one sheet. We could filter things, but then if someone else made a change, it would mess up the view and appear in the wrong order. The cells contained too much text as we’d try to keep the history in each cell. It became overwhelming and hard to navigate.

The Google sheet contained over 3,000 requests and, so, version control also became an issue. It was difficult to see who had made a change. We’d manually put in the initials, date and time. Sometimes we’d forget or accidentally delete information in a cell.

Before we could actually start looking at each feature and issue, we were spending time trying to work out whether we were all accessing the correct data on Google Sheets. With Okappy, this all happens automatically so we don’t need to think about it and can get on with the work that much quicker. ”

Robin: “It was large, slow and felt heavy. I was constantly fiddling with the filters; trying to make it possible to quickly show what I wanted, but I had to check each one every time I used it, which negated any benefit!”

Richard:

Filters

“We have a filter called “Jobs for today” and so straight away we have a smaller list which we can all see. We can also filter on words a lot more easily. For example, if we’re talking about Android we just type in “Android” in the filter, and straight away we’ve got a list of all of the outstanding Android jobs.”

Job statuses

“Once the job is completed we can mark it as complete. Straight away, we can see all the issues that are going to be in the current release, so it’s easier to track. Then we can archive them once they have been released. This way, we’re keeping the spreadsheet or the amount of data a lot more focused. With Google Sheets, either we would delete it, in which case it’s lost, or change the status – which means an ever expanding spreadsheet. With Okappy, it only shows the work that’s live.”

Adding jobs on mobile

“I can add and see jobs on my phone when I’m out and about. Or if I’m not on my computer but have a thought about something. I can quickly open the app, view a job and it’s status, then update it and add videos and screenshots if I need to. With Google Sheets, we’d upload an image into Slack, copy the link to the image and then put that link into Google Sheets. Whereas, with Okappy, you just upload the document straight into the job.”

Richard:

1. “We see what the customers see

We can empathise better with what the customer is experiencing as we are experiencing it too. It lends weight to the feedback we get and it even gives us new ideas!

2. Keeping track of tasks

Adding tasks for developers is more streamlined – any book that gets highlighted or a feature request, we add it in as a job. We can quickly filter down to the key issues and features that Robin, our lead developer, needs to look at.

3. It’s easy to order and group tasks

This helps us out a tonne with our prioritisation of work. We’re no longer faced with an overwhelming spreadsheet of never ending work. We can group tasks into quick fixes or longer sprints – helping us stay organised overall. ”

Robin:

1. “The audit trail

Okappy jobs keep a changelog, so you can see exactly when an action was performed or an update made – and who by.

2. More flexibility

Okappy enables multiple job types, so you can list all your work in one place or filter by job type – quickly.

3. Better visibility with the calendar

It’s so easy to switch the view in Okappy so you can see what’s coming up, or what you just did, or what you have later today.”

Richard: “We raise our invoices in Okappy for our customers which show up in their invoices received. It means we save a lot of time not having to print and manually send invoices. We also use Xero so the integration with that saves duplication and effort.

Okappy also integrates with our CRM and customer facing case management systems which means we don’t also have to update them.

Richard: “We turn around features more quickly. The volume of work (betas and issues) completed has increased by 20%. Using Okappy to manage it all has also improved the quality of work because it’s so much easier to see what’s going on. It allows us to test more effectively and have a more comprehensive understanding of the information we input. We spend less time in meetings. In the past our daily standup would be an hour – now it can be 10 minutes!”

Robin: “Sometimes Richard has meetings in the morning, so he goes through the jobs marking those he feels should be looked at that day. I then pick and choose from that short list. Completed jobs regarding fixes or features that have been released can be archived, which means that, while I can still bring them up if I need to, they’re out of the way, so the only jobs I see are current. The most notable change for me is that I have a less stressful job!”

~

Well, we don’t know about you, but we certainly feel better getting all that off our chest! Ok, confession time is over. Using Okappy in-house has dramatically improved efficiency for our team and meant we were able to better empathise with our own customers. What more could we ask for? Nothing… except perhaps, for you to join us in the journey.

Okappy Portal+ is here to help bridge communications, not only between people within the company but, between your company and it’s subcontractors and external parties. Interested in finding out more about how Okappy could work for you and your team?

Good communication is an essential factor in workforce management. But giving clear instructions and building relationships with staff doesn’t always come easy.

Getting communications consistently wrong could put staff under unnecessary pressure and demotivate them. It could also cost your business customers and money in the process. At a time where remote working has become the norm, great communication is more important than ever.

Here, we look at the top 5 reasons why miscommunications occur and how to avoid them.

One of the first things that managers at any level should be taught is how to listen. If you don’t listen to what is being said, it’s difficult to communicate effectively in return.

Active listening is the process of concentrating completely on what someone is saying and understanding what they mean. It’s an often overlooked skill, but it can make a huge difference.

In busy offices, managers and staff can become distracted. If it’s not the phone ringing, endless emails coming in or noise from other people, it’s being preoccupied with the meetings on the horizon. Listening involves removing distractions and concentrating fully – not just on what someone is saying but how they are saying it.

Rushed communication is just as bad as no communication at all. We can all be incredibly busy and it can have a major impact on communication at important times.

Customer service teams that aren’t manned properly, for example, tend to be looking forward to that next call rather than concentrating on what is in front of them. This leads to hurried communication with the customer and a desire, however unconscious, to get a call over as quickly as possible. It means staff aren’t focusing on the problem and customer needs are left unmet.

The same can happen in meetings where concerns aren’t listened to or important factors are left unsaid because there isn’t enough time to cover them properly. With any communication, make sure that you make time to formulate what you want to say, where you want to say it and how.

Listening and understanding are not necessarily the same thing. Someone who says that they are bored at work and not being challenged probably needs something else to motivate them. Another person may think they are overworked and underpaid which could mean that they are under stress and likely to lose motivation if the situation is not resolved.

People don’t always say what they mean and it’s up to managers to untangle everything and get to the root cause of an issue. That means not simply thinking you know the answer, but asking relevant questions to dig a little deeper.

It might seem perfectly simple to you when you communicate a set of instructions to an employee or team, but you can’t afford to take that for granted.

People can sometimes agree to things without really understanding. It’s important to step back and get some feedback, so you can be sure they understand what they’re doing. Don’t always assume understanding and use follow-up questions to make sure everyone is on the same page.

Managers can sometimes be too vague – not giving their employees enough details so that they can implement a particular plan or initiative effectively. At the other end of this spectrum is over-explaining, where too many facts are presented. Essentially, this overburdens people with too much information.

Try to keep your communications succinct and to the point, looking at it from the recipient’s point of view and cater for what they are looking for.

~
Avoiding miscommunication is not always possible. Taking a little more care, listening properly and asking follow-up questions can all make a big difference.

Okappy Portal+ is here to help bridge communications, not only between people within the company but, between your company and it’s subcontractors and external parties. To learn more, request a call here.

Okappy Portal+ is a business to business workforce management platform. It applies social and market networking technology to a real business need. The need of communicating and collaborating with employees, subcontractors and customers, who are often at different locations – now more than ever!

We take a look at the top 5 benefits of using Okappy Portal+ to help forward looking and dynamic companies grow their businesses.

Often job information is copied from one company’s system into another. This increases costs and administration. It also increases the risk of errors with jobs getting missed and invoice disputes. But Okappy Portal+ keeps all the job information in one place with no need to copy and paste between different systems. You can connect to your subcontractors and send them the job details with one click. Say goodbye to the days of resorting to email or whatsapp to get a subcontractor to do work!

Because duplication is dramatically reduced, the chances of missing job information also reduces. Information flows seamlessly from the order maker right down to the end engineer. Whether they work for your company, for your subcontractor or for your subcontractor’s subcontractor. Instead of scrambling for lost paperwork or digging for that one email attachment sent 16 months ago, all the job details are easily traceable on Okappy Portal+.

With one connected platform, everyone can see what is happening in real–time. This means you don’t need to chase your subcontractor. And they don’t need to chase their employee or subcontractor. Everyone knows what is happening as it happens on Okappy.

Did you know that the amount of time for invoices to be paid when raised one week after the work is completed doubles compared to when an invoice is sent off straight away? Ideally, an invoice would be sent the minute the job is completed, while the job details are still fresh in everyone’s head and to ensure a client’s payment run isn’t missed. But not everyone is on top of their accounting and admin – and spending more precious time on it isn’t the answer either.

Okappy Portal+ automatically notifies users when a job is complete and allows them to create an invoices at the click of a button. This level of automation means that you can not only send invoices as soon as a job is done, but improve cash flow for the whole chain of work.

In 2017, a Gartner report predicted that by 2020, 40% of field service work will be done by engineers or technicians who are not directly employed by their organisation. In 2021, outsourcing work to third party service providers is a widespread strategy for organisations operating in this sector.

And the changed working landscape brought about by Covid-19 has only accelerated the need for more remote and flexible set-ups. But how can customer service be assured if the person seeing your customers is not employed by you?

With Okappy Portal+, you can easily connect to your customers and subcontractors from the dashboard. Once connected you can receive jobs from your customer, allocate them to your employee or subcontractor, and ensure they are updated in real time. Okappy Portal+ also tracks the whereabouts of all employees, contractors and subcontractors with it’s radar feature. This means that you can give customers real-time information as to where the individual service engineer, technician or installation team member is. The app also gives field engineers the ability to upload photos and videos to improve transparency and ensure they’ve delivered a quality service.

~

To sum up, Okappy Portal+ gets rid of duplication, excessive admin, ensures your jobs are updated as they happen and allows you to raise your invoice at the click of a button. To find out exactly how this happens, join our webinar ‘Using The Network To Grow Your Business (The Network Approach)’ on Wednesday 23rd June 2021.

Our webinar – Using The Network To Grow Your Business was held on the 23rd June 2021.

We were joined by Alexander Low of Lately.ai and Richard Harris of okappy.com.

Alex has over 15 years experience in sales & marketing at Michael Page, PwC and JLL across business services, accountancy, legal and commercial real estate. Alex applies his experiences to the 21st Century and advises Professional service firms on their Social strategy, Personal brand, value of networks and content creation.

Richard is the CEO and Co-founder of Okappy which was founded to transform industry through better collaboration and more connected processes.  Richard previously worked for an award winning start up in fleet management sector and prior to that was a Management Consultant and Investment Banker.  He has an Executive MBA from Cranfield School of Management.

Okappy is a business 2 business connected workforce management platform which applies social and market networking technology to a real business need. Think Linkedin, Uber and Workforce Management merged into one communications and collaboration platform. Our aim is to help transform your industry through better communications and collaborate with your employees who are often at different locations (and now more than ever). With your subcontractors and with your customers.

By connecting on Okappy, the most forward looking and dynamic companies are increasing transparency and trust, reduce duplication, costs and errors and dramatically increasing efficiency. Ultimately we’re seeing companies being able to increase profits through extra capacity, reduced costs and being able to spend more time growing your business.

So we’ll talk about the network side of Okappy in a bit and how you can build your network on it. But you can also build your business using social media. Linkedin is currently one of the best networks to use in order to gain company insight and start conversations.

So without further ad do, I’d like to introduce you to Alex Low.  He’s head of Enterprise Strategy and Operations at Lately.ai.  Previously Alex worked in sales and marketing across various industries and now applies his experience to social strategy, personal branding and the value of networks.

So im delighted to have Alex join us today.

First, why is software moving away from systems that work just work in house, forcing you to rely on clunky portals, emails or whatsapp to work with other companies.  In the industries that we operate in, 50% or more of work is done by subcontractors.  You all have customers, and more and more they’re demanding real-time information.  That is why we’re seeing a shift to a more connected approach and is the reason we developed the Okappy network.

The benefits of using a more connected approach including.

• Increase transparency

With a connected approach, everyone can see what is happening in real –time.  This means you don’t need to chase your subcontractor. They don’t need to chase their employee (or subcontractor).

Everyone knows what is happening as it happens.

• 2) Streamline processes / Reduce duplication

No more copying information between your customers system and your system. No more resorting to email or whatsappto get a subcontractor to do work.

With a connected network, information flows seamlessly from order maker right down to the end engineer. Whether he works for your company, for your subcontractor or for your subcontractors subcontractor.

In the old way, jobs would get missed, invoices would be displayed and customer service would be negatively impacted.

• Increase trust

All too often in the trades, in construction, in facilities management trust is no where to be seen. Beggar they neighbour approach leads to late payments, costs being passed down the chain and ultimately increased solvency.

Many businesses that we work with find that disputes over the amount invoiced can frequently cause delays. One common reason for this is when a worker and their client disagree over the amount of time a worker spent on site, or when the worker incurred a lateness penalty.

By having a computerised system that helps to record job details, view job status and automatically raise an invoice when the job is complete, this problem can be easily eliminated without you noticing it.
Okappy Job Management System gets rid of your excessive admin, ensures your jobs are updated as they happen and allows you to raise your invoice at the click of a button. Helping you get your invoice paid faster, ensuring no invoices are forgotten and reducing the risk of dispute.

• Eliminate the potential for disputes

Many businesses that we work with find that disputes over the amount invoiced can frequently cause delays. One common reason for this is when a worker and their client disagree over the amount of time a worker spent on site, or when the worker incurred a lateness penalty.

By having a computerised system that helps to record job details, view job status and automatically raise an invoice when the job is complete, this problem can be easily eliminated without you noticing it.

Okappy Job Management System gets rid of your excessive admin, ensures your jobs are updated as they happen and allows you to raise your invoice at the click of a button. Helping you get your invoice paid faster, ensuring no invoices are forgotten and reducing the risk of dispute.

So how do you build your network.

To send a connection request, simply click the connection icon towards the top right of the screen.

Enter your customer’s details and send the invite.

They’ll be notified that you want to connect. If they accept your invitation, they can log in and view their own account which is completely independent from yours.

They can add jobs and assign them to you, or you can add jobs on their behalf which they can see. However, they can’t see any of your other jobs. They also can’t see which employees or subcontractors is doing the work. This ensure privacy and leaves you in control of the work.

So how do you build your network.

To send a connection request, simply click the connection icon towards the top right of the screen.

Enter your customer’s details and send the invite.

They’ll be notified that you want to connect. If they accept your invitation, they can log in and view their own account which is completely independent from yours.

They can add jobs and assign them to you, or you can add jobs on their behalf which they can see. However, they can’t see any of your other jobs. They also can’t see which employees or subcontractors is doing the work. This ensure privacy and leaves you in control of the work.

To summarise, these are just some of the benefits of connecting to your customers.

• Reduced duplication
• No more missed jobs
• Reduce chasing of emails and calls
• See the latest contact details
• Provide the best customer service

You can also save documents for your customers which will talk more about later.

You can add notes for your customer, get your invoices seen and paid quicker including taking payment.

Management gurus often talk about looking at your customers base to see which companies add to your profit and which add to your costs. Consultants will often tell you that 80% of your profits come from 20% of your customers. With Okappy you can run various reports on how to see which work you did for which companies.

You can also search for other companies on the Okappy network so you can actually find new customers or subcontractors when you’re ready to grow.

You can connect to subcontractors in the same way that you connect to customers.

To send a connect request, simply click the connection icon towards the top right of the screen.

Enter your subcontractors’ details and send the invite.

They’ll be notified that you want to connect.

Like customers they can only see the jobs that have been assigned to you. The information they see is also restricted, they cannot see who your customer is so you don’t need to worry that they’ll try and cut you out of the loop.

One important difference between customers and subcontractors is that subcontractors have to accept your invite before you can assign jobs to them. This is an important distinction as you want to know that your subcontractor has receive your work and is going to act on it.

To summaries, these are just some of the benefits of connecting to your customers.

• Reduced duplication
• No more missed jobs
• Reduce chasing of emails and calls
• See the latest contact details
• Bring your subcontractors into the loop

You can also save documents for your subcontractors which will talk more about later.

You can add notes for your subcontractor, get your invoices seen and paid quicker including taking payment.

You can also analyze how your subcontractors are working and compare them to your employees.

You can also search for other companies on the Okappy network so you can find new customers or subcontractors when you’re ready to grow.

There’s lots of information on our help and support pages including the following help articles. There’s also lots of previously asked questions and answers in our forums and short explanatory videos.

https://www.okappy.com/support
https://www.okappy.com/support-article/information-visibility/
https://www.okappy.com/support-article/employees-or-subcontractors-what-is-the-difference

Thanks once again for attending our webinar. I hope you found it useful.

Please connect with Okappy on twitter at @ok_appy or follow us on LinkedIn at https://www.linkedin.com/company/okappy-ltd-

You can also follow Alex Low on LinkedIn at https://www.linkedin.com/in/alexanderlow/

The Covid-19 pandemic caused huge disruptions across the globe. Companies are not only looking to get back on track, but build for a better future. In the last year, long-standing norms about how we live and work have been pulled apart. Customer needs changed radically and fragile supply chains found themselves failing.

It may well be tempting to retreat into familiarity, but if the pandemic has brought anything to light – it’s been the need for a different path. Businesses will need to maintain a clear-eyed perspective and sharp focus if they want to emerge as new leaders in a world that is now orientated as digital-first.

In fact it could be said that there is no leadership without technology leadership. A recent report by Accenture stated that the “the recent rapid digital acceleration has placed technology as the cornerstone of global leadership.” It found that 91% of executives agree capturing tomorrow’s market will require their organisation to define it.

So, how does one become a technology leader? We’ve outlined 5 steps to help you improve your technology leadership skills.

As Heraclitus puts it – “There is nothing permanent except change.” Perpetual change is here to stay. If you want to improve upon your technology leadership skills, then you can’t get too comfortable. Great technology leaders have to constantly adapt so they stay ahead of the ever evolving curve.

When schools closed for virtual lessons, teachers weren’t worried about virtually teaching their students to take notes in the margins of their books. Their biggest concern was whether they would have the basic technology needed to access their virtual lessons. This set back would put many students at a disadvantage to their peers, now known as the “digital education gap.” The same concept applies for businesses and their ability to access and adopt new technologies.

A recent study before the pandemic revealed that digital leaders (the top 10% of companies leading technology innovation) achieve 2-3x revenue growth as compared to their competitors – a widening divide that Accenture calls the “Digital Achievement Gap.” Since the pandemic, the digital achievement gap is now 5x. But with an effective digital strategy in place, this can be avoided.

Successful technology leaders will not only think about their business, but the impact their business is having in a broader context. They will put humanity at the core and embrace responsibility as global citizens. This includes taking into account the climate crisis and intentionally using technology that has a positive impact on people and the planet.

In 2019 The World Economic Forum said that fewer than 10% of business models are economically viable as the world digitizes. 77% of the world’s top 10 most valuable companies (Amazon, Apple, Microsoft etc) and 70% of the $1 billion+ “Unicorn” startups (Didi, Airbnb etcl) operate a digital platform business model, yet fewer than 2% of other companies do.

B2B digital platforms enable improved communication and collaboration across vast ecosystems that are redefining industries and creating new business models. These platforms promise more inclusive and diverse outcomes, while expanding market access and raising innovation levels for the organisations that deploy them. The right platform will allow your business to fly.

Successful technology leaders reinvent the wheel using radically different mindsets and models. Don’t wait until another crisis presents itself, start creating your new normal now.

Okappy Portal+ is a digital platform to keep employees, customers, contractors and subcontractors connected, whilst streamlining workforce management processes and freeing up valuable time.

With Okappy Portal+ you can communicate with your network, send and receive jobs, manage your workforce remotely, run reports, and raise invoices – all on one platform. You can receive updates to job details as they happen and view all important documents needed for the work in one secure place. To learn more, request a call here.

Our webinar – Raising invoices and Getting Paid Quicker was on the 19th May 2021.

We were joined by Paul Layte FCA from Next Level Business. Paul is a business growth specialist who has founded several high profile corporate start-ups and has worked in board level roles in four different listed businesses. A chartered accountant by background with a passion for growing businesses of all shapes and sizes which he now does through his own digital chartered accountancy firm Next Level Business where Paul, as the founder and CEO also provides advisory and CFO support to many ambitious small businesses ans SME’s.

Okappy is a business 2 business connected workforce management platform which applies social and market networking technology to a real business need. The need to communicate and collaborate with your employees who are often at different locations (and now more than ever). With your subcontractors and with your customers.

Okappy helps the most forward looking and dynamic companies increase transparency, reduce duplication, costs and errors and increase efficiency. Ultimately making a significant contribution to bottom line profits.

With Okappy, you can connect to your employees, customers and subcontractors.
Send and receive jobs.

See the status of those jobs as they’re updated by your engineers and subcontractors
Then raise your invoices at the touch of a button.

It’s those first three points which I am touching on today.

Late payments are an issue in the UK. Particularly in some of the sectors that customers work in. i..e, construction, facilities management, housing.

Research by BAC, the payment organization, suggests that £32.4 billion is owed which equates to about £35k for the average smaller enterprise.

Late payments are due to a number of factors. What gets the most headlines is large companies delaying payment to improve their own cash flow. But a lot is also due to your own processes. One of the big changes we see in companies that move to digital workforce management is the speed in which invoices can be generated. Systems are obviously part of it, but processes are also key which I’m sure Paul will talk about.

I think what we want you to take away is that late payments can be a headache but there is a lot you can do about it to make the whole process smoother, more efficient and much quicker.

On that note, I’m going to introduce you to Paul.

Paul, CEO and founder of Next Level Business, the Growth Accountants. He has founded, grown and exited several high-profile corporate startups in the telecoms and technology sectors.

He’s worked in board level roles in four different listed businesses and been a non-executive director and chairman of several smaller companies.

Like me, Paul is a keen motorsports enthusiast, Paul likes rugby and reminiscing about past sporting glories in the swimming pool. So maybe that’s a question you can ask him about at the end.

When you’re onboarding a customer, ensure they are set up correctly. You know what information is required on their invoices.

Send your invoices as soon as possible. A lot of delays are actually caused by the invoice not going out in the first place.

Ensure it is easy for your customer to pay your invoice. Ensure your bank details are correct, any additional such as IBAN numbers are included and that your business name matches your bank account name.

Also offer different options for your customers. Can they pay by BACs, credit card or debit card.

Monitor the due date of your invoices. And ensure you give your customer a call a week before the invoice is due. This ensures that everything is in order before they attempt payment.

This also entitles you to chase your invoices as soon as it is overdue. If you chase the day after the due date, then your customer will learn that you will always follow up on overdue invoices. If they are looking to delay payments then it’s likely they will delay the invoices from customers they haven’t heard from rather than the ones that make the most noise.

Finally once your customer has paid your invoice. Don’t forget to thank them.

One of the first decision companies make when joining Okappy is how to put in a control to ensure that you have raised your invoices.

A lot of companies we speak to talk about the difficulty of getting job sheets back from their guys, understanding what has been done and then raising an invoice in a timely manner. Particular when companies rely on paperwork or spreadsheets it’s too easy to forget to raise an invoice and we certainly hear that a lot.

With Okappy, there are 2 ways you can keep on top of that process and ensure an invoice has been raised.

1) The first way is to automatically archive jobs once the invoice has been raised. This way you can see at a glance that if there are completed jobs on your dashboard then an invoice hasn’t been raised.

2) The second way is to add the invoiced column to your dashboard. That way you can see a tick once the invoice has been raised.
It’s up to you which process you use, most go with the first as it keeps the dashboard cleaner and helps you see the wood from the trees.

The second step in using a system is to determine how you can raise an invoice.

With Okappy, there’s various ways. You can raise an invoice from a job

You can raise it from a quote or you can raise a miscellaneous invoice.

One thing to note with the network, you can also receive invoices from your subcontractors or suppliers. That includes our invoices to you.

To raise an invoice from a job

• Click the three dots next to your job
• Select Raise invoices
• Select item (product or service)
• Edit your description
• Raise as draft or submit

To raise an invoice from a quote

• Click the three dots next to your job
• Select Raise invoices
• Select item (product or service)
• Edit your description
• Raise as draft or submit

To raise a miscellaneous invoice

• Click the three dots next to your job
• Select Raise invoices
• Select item (product or service)
• Edit your description
• Raise as draft or submit

Submitting your invoices.

Changing your invoice from Draft to Submitted means that your customer can view your invoice and pay it (depending on your settings)

One thing Paul mentioned was being on top of which invoices have been paid. With Okappy you can look at it at a granular level with each invoice. You can also see how much is owed at a customer level.

The first thing to note is how the invoices actually get marked as paid. There’s three ways this can be done.

1. You can manually mark the invoice as paid. To do that click the three dots next to the relevant invoice and click Mark as paid
2. If you are using Xero and it’s connected to Okappy, then marking the invoice as paid within Xero will also mark the invoice as paid within Okappy automatically.
3. The final way that invoices get marked as paid is if they are paid through Okappy’s own payment gateway. I’ll talk more about that in a bit, but if a customer pays an invoice via Okappy then you will see that the invoice has been paid and when. You can also set up email alerts to notify that an invoice has been paid.

Once an invoice has been marked as paid then this can be seen in three areas.

You can see it in your invoices dashboard, the paid column towards the right of the screen.

You can see it when raising a job. When you select a customer, their outstanding balance is shown which is the value of all invoices raised less those which have been paid.

There’s also a couple of reports – the invoices paid report and the outstanding invoices report which shows which invoices have been paid or not.

Paul mentioned about making it easy for your customer to pay you.

If you are taking payments through BACS or direct, then ensure your invoice template is updated with all the correct details.

You also have the option to take payment through Okappy. To do this, you simply enable the payment button on your invoices. When a customer clicks the button they’ll be taken to our payment gateway where they can make a secure payment to cover your invoice.

You can determine which customers the button shows for, you can show it on all your invoices or not show it all.

To change the setting for all customers, go to invoice options and then select the payment button link.

To change the settings for a specific customer. Go to the connections screen, find the relevant customer and click Payment settings

The first checkbox determines whether the Pay invoice button shows or not.

You can also set who pays the transaction charge. It can be added to the invoice in which case your customers who pays. It can be taken off the invoices in which case you get the amount of the invoice less the transaction charge. Or you can split the payment between yourself and your customer.

We talked about tips for getting paid quicker including ensure the setup of your customer is correct, ensure invoices are sent in a timely manner and keep an eye on the due date.

Chase as soon as the invoice is due and don’t forget to say thank you

We showed you three ways to raise your invoices on Okappy. From a job, from a quote and a miscellaneous invoice.

We showed various ways that you could see whether an invoice has been paid or the value of all invoices outstanding.

Finally we discussed using the pay now functionality from within Okappy to automate your process and make it easier for your customer to pay your invoices.

There’s lots of information on our help and support pages including help articles, questions and answers and videos.

Here’s some links to articles which we have covered today.

https://www.okappy.com/support

Invoices

https://www.okappy.com/support/invoices
https://www.okappy.com/support-article/how-to-raise-an-invoice-from-a-job/
https://www.okappy.com/support-article/view-all-your-invoices-raised-from-the-invoices-screen/
https://www.okappy.com/support-article/taking-payments-via-okappy/
https://www.okappy.com/support-article/updating-your-invoice-template/

Reports

https://www.okappy.com/support/reports
https://www.okappy.com/support-article/invoices-raised-report/
https://www.okappy.com/support-article/invoices-for-customer-report/
https://www.okappy.com/support-article/outstanding-invoices-report/
https://www.okappy.com/support-article/paid-invoices-report/

A number of short, self explanatory videos are also available.

Thanks once again for attending our webinar. I hope you found it useful.

Please connect with Okappy on twitter at @ok_appy or follow us on LinkedIn at https://www.linkedin.com/company/okappy-ltd-

You can also follow Next Level Business at on twitter at @_nlbusiness or on LinkedIn at https://www.linkedin.com/company/next-level-business

The current pandemic has raised newer challenges for how trades, construction and facilities management companies can efficiently deliver their services, with increased remote working and social distancing measures having an impact on day-to-day delivery. The world of work has changed as we know it and it has required industries to radically rethink their business models. The trades sector is no exception.

By nature, projects in the construction and facilities management sectors almost always involve a number of different organisations and individual consultants working towards a common goal. These different entities are tied together by different types of contract. But often, this chain of work can become fragmented, which is not only inefficient but also leads to errors. So, how can this be improved?

In 2017, a Gartner report predicted that by 2020, 40% of field service work will be done by engineers or technicians who are not directly employed by their organisation. In 2021, outsourcing field service work to third party service providers is a widespread strategy for organisations operating in this sector. And the changed working landscape brought about by Covid-19 has only accelerated the need for more remote and flexible set-ups.

A more recent report on field service management by Gartner listed subcontractor enablement and management as a key functionality emphasis for deploying new technologies. The report strongly recommended organisations should look for software that serve the use of subcontractors and can help align vetted vendors, onboard new vendors and assign work to other organisations in a way that integrates with internal scheduling.

Here are Gartner’s 8 components of successful outsourced field service management:

1. Avoid overbooking by tracking availability and capacity
2. Help dispatchers choose the best subcontractor by understanding what skills are available at the expected time
3. Ensure flexibility to assign specific technicians or offload assignment of bulk work to the contractor’s dispatchers
4. Ensure mobile apps provide data that enables subcontractor technicians (securely)
5. Use an extensible mobile app to enable technicians to capture debrief data and secure site evidence
6. Assess tools and technologies that help remote supervisors monitor, mentor and evaluate subcontractors’ technicians
7. Develop integrations to enable the exchange of work orders and invoice data with as many organisations as possible
8. Evolve your employee onboarding process to mitigate the risks of using uninsured, uncertified or unprofessional technicians

The Gartner report suggests that by 2025, over 50% of field service management deployments will include mobile collaboration and knowledge-sharing tools, up from less than 10% in 2019. And by 2025, over 50% of equipment manufacturers will offer outcome-based service contracts that rely on access to digital data, up from less than 20% in 2019.

The pandemic may have created an even more complex environment to be working in, but it has also opened up a wide range of potential opportunities for evolving relationships with stakeholders, based on trust, proactive support and new technologies to simplify the process. So, if you haven’t started using these types of technologies to help you manage the workforce then now is the time to begin.

Okappy Portal+ is one solution to keep employees, customers, contractors and subcontractors connected, whilst streamlining workforce management processes and freeing up valuable time. With Okappy Portal+ you can communicate with your network, send and receive jobs, manage your workforce remotely, run reports, and raise invoices – all on one platform. You can receive updates to job details as they happen and view all important documents needed for the work in one secure place. To learn more, request a call here.

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