Updating Your Address Details on Okappy
Changing your address details in Okappy is a straightforward process, but it’s important to ensure you update your information in all the relevant areas.
Here’s a quick guide on where you need to make these changes:
1. Update Your Company Profile
Your company profile is what your customers, subcontractors, and prospects see. It’s crucial that this information is current to maintain professionalism and ensure seamless communication. Learn how to update your company profile here.
2. Revise Your Job Templates
If any of your job templates include your old address, they will need to be updated. This ensures that all future jobs reflect your current location. For guidance on modifying job templates, click here.
3. Alter Your Invoice Templates
Your invoice template must reflect your new address to ensure accurate and professional billing. Updating this template is essential for maintaining trust and clarity with your clients. Find out how to update your invoice template here.
4. Update Your Email Signatures
An often-overlooked detail is the email signature. Keeping your email signature updated with your current address helps maintain consistency in your communications. Instructions for editing your Okappy email signature can be found here.
Note: Each employee will need to update their own email signature.
5. Notify Okappy
Finally, it’s important to inform us directly about your address change.
This allows us to update our own records and invoices to you, ensuring that our communication and billing processes remain accurate and up-to-date.