Searching for customers and/or subcontractors on the Okappy network
The Okappy platform is unique. It allows you to find customers and subcontractors, connect to them and then manage work in a simple, transparent way.
If your business is growing, or if you want to grow, you can use the network to find new customers and subcontractors.
Read on for step by step instructions on how to find customers and subcontractors on the Okappy network.
Searching for customers and/or subcontractors
To search for customers when logged into Okappy, click on the Connections icon ( ) towards the top right of the screen and then click the network tab.
Note: If the network tab is disabled, please speak to your Okappy support contact to upgrade your account.
Choose the industry where your customer/subcontractor works.
Narrow down your search by entering some or all of the following
- key words (i..e, drainage, cctv)
- the company name, or part of it
- the company location
- the company’s domain (i.e., Okappy’s domain is okappy.com)
Click Search to find any companies matching your search criteria.
If you have found the company you want to connect to, click Connect.
Choose whether the company is your customer or subcontractor and click Next.
You can enter a message or use the default and then click Send request.
An email invite will be sent to the email address advising that you would like to connect.
If you are connecting as a customer, you can start adding jobs on their behalf straight away.
If you are connecting as a subcontractor, they will need to accept your invite before you can start assigning jobs to them.