Welcome to our monthly newsletter! We’ve got a lot to cover this month, so let’s dive right in.
Firstly, did you know that you can earn rewards by referring Okappy to others? That’s right, every time someone signs up using your unique referral link, you’ll receive a reward. Look out for the link in your profile dropdown.
Plus, we’re now offering an extra incentive for those who leave us a Xero review – simply enter your review here, then let us know and we’ll send you a £20 amazon gift voucher.
This month we’re focusing on stress awareness. Read on for tips and advice on how to reduce stress levels for your team. We also uncover five things you might not have known you could do with Okappy and have an interesting article on sustainability in FM.
Finally, we’ve got some exciting new features to announce, including enhancements to our network search functionality and the ability to link and unlink jobs.
We’ve also added the option to filter all notes and notes for jobs on the iOS app, making it even easier to keep track of all your information.
We hope you enjoy reading our blog! Don’t forget to follow us on social media for even more updates and insights.
New Reads
Did you know, April is Stress Awareness Month?
Stress is a common occurrence that can take a toll on daily life, leading to overreaction and feeling overwhelmed.
As a business owner or manager, it’s important to be aware of stress and take steps to reduce its effects on the workforce, as stress can impact relationships and productivity.
Explore what owners and managers can do to minimise workplace stress.
Okappy is a cloud-based field service management platform designed to help you streamline your operations and improve efficiency.
While many businesses use Okappy for its core features like job scheduling, tracking, and invoicing, there are several other useful features that are often overlooked. Check out 5 key features that you might not be using.
As environmental concerns become increasingly pressing, businesses are under pressure to adopt more sustainable practices.
Operations directors play a crucial role in implementing sustainable practices in their facilities. Check out this article which provides a guide for operations directors implementing sustainable practices in facility management.
Useful New Features
Find new customers/subcontractors on Okappy
In the current economic environment, finding customers and resources is more difficult than ever. One of the core features of Okappy is our network. See how to more easily find customers and subcontractors on Okappy.
Raise recurring invoices
You have been able to add multiple jobs for a while. We’re pleased to announce that you can now also add multiple invoices.
Simply click the Add recurring invoice option when raising a miscellaneous invoice in order to add multiple invoices over time.
Check out our support article.
Link and un-link jobs
You can easily link jobs together from the jobs dashboard. But what if you linked a job in error or if it no longer needs to be linked? Don’t worry, you can now unlink jobs from the jobs dashboard.
Check out our support article.
Support
Updating your company profile
See how to add or update your company profile to make it easier for potential customers to find you.
View our guide to find out how to add or update your company profile.
Top of the forum this month!
Q:“How can i mark a job as invoiced without having to invoice through the app?”
A:“You can add a column on your dashboard called ‘Invoiced’ and update it with a Y every time an invoice has been raised for that job. Although we would recommend raising an invoice, even if you’re not going to send it out from Okappy.”
More questions and answers are available at: https://forum.okappy.com/forum/
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