Connections help

See how to use Okappy Subcontractor CRM to store and easily retrieve documents and files for your subcontractors.

Adding and storing documents for a customer If you have lots of customers, it's often important to maintain documents such as certificates, plans or other files in one place which is secure and easily accessible. With Okappy all your information is available at the touch of a button.  You can add documents, attachments [...]

See how to authorise a connection request from the web or mobile app

Your subcontractor connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your subcontractor connections.

Your customer connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your customer connections.

Your employee database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your employees.

Step by step instructions on receiving and accepting a connection invite

See how to view a report showing the jobs completed by a subcontractors over a particular time period

See how to handle GDPR request to remove the personal details of one of your connections