Exporting contacts to Mailchimp
richard@autoalert.me.uk2019-08-21T07:46:59+01:00Learn how to send marketing campaigns to your contacts using Okappy and Mailchimp
Adding and storing employee documents
richard@autoalert.me.uk2021-07-09T13:14:25+01:00See how to store employee documents such as insurance certificates, driving licence details or other checks and certificates
Employee details report
richard@autoalert.me.uk2019-09-11T09:04:18+01:00See your employee details on Okappy. See when your employees were hired, what their access level is and more
Subcontractor details report
richard@autoalert.me.uk2019-09-11T09:02:08+01:00See how to generate a report showing all your subcontractor details
Customer details report
richard@autoalert.me.uk2020-06-12T21:00:23+01:00Check out our quick guide to generating a report showing all your customer details
Message sent report
richard@autoalert.me.uk2019-08-12T09:01:13+01:00See how to generate a report for all messages sent over a particular time
Ad hoc messages report
richard@autoalert.me.uk2019-08-12T09:01:13+01:00See how to generate a report for all messages containing a particular key word using the "Search for messages" report
Creating a dashboard – outstanding jobs per customer, engineer and job type
richard@autoalert.me.uk2019-08-29T12:11:54+01:00See how to generate a report for all invoices containing a particular key word
Deleted invoices report
richard@autoalert.me.uk2019-09-16T08:07:53+01:00See how to generate a report of deleted invoices