Adding a customer for your jobs

Okappy allows you to connect to your customers and subcontractors!

Connecting to your customers allows you to receive jobs from your customers and automatically allocate them to your engineer or subcontractor without having to copy information from a fax or email and re-enter it into your job management application or spreadsheet.

It also means that you can share the status of your customer’s jobs rather than your customer having to keep ringing up to check on progress.

You can connect to your customers by inviting them as a connection – see how to connect to your customers.

Alternatively, If you are entering a job, and the customer is not available in the drop down list, then simply scroll down to the bottom of the list and click Add Customer