


Okappy job creation screenshot



Supported Operating System(s):
Web browser (OS agnostic)About Okappy
Okappy is a cloud-based workforce management solution designed to help small to large businesses create, schedule and manage on-field jobs. It enables users to receive jobs from customers and assign them to employees or subcontractors from within the platform.
Features of Okappy include invoicing, job management, reporting, GPS tracking, instant messaging, reporting, data import/export and more. Administrators can use the solution to create engaging dashboards to analyze and track key performance indicators (KPIs) across the organization. Additionally, it allows users to store details of all customers in a repository and quickly retrieve addresses, reports or invoicing history as per task requirements.
Okappy facilitates integrations with ...
Okappy job creation screenshot
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
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March 2018
Daniel from MW Lifts Services Ltd
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2018
Revelation to our business
Pros
The ease of use - quick creation and assignment of jobs. Linked very easy to our accounting system so we can raise and track invoices. Creating new customers (connections) and giving them access to their job sheets etc reduces admin time enormously. Our job sheets have also been customized and any changes are usually made within an hour of requesting.
Cons
Sometimes the search parameters are a little broad so it takes a few searches to get to what I need, but given our customer base and contracts base this is only to be expected in a new set up and we are refining every day.
February 2018
Lee from B.E.C. Perimeter Security Ltd
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2018
We use the Okappy Software on a daily basis, not sure how we done business before without it!!
Pros
Okappy has reduced the amount of paper work by about 90% and on an even better note it has reduced my workload by about 80% as a Service Manager who manages multiple engineers. I am no longer chasing reports. They are done once the engineer completes a job and I get them instantly. I can then make any adjustments if required and email them straight to the customer which helps us provide a fast efficient service. If I need to know a customers job history all the reports are there instantly at my fingertips. Basically the Okappy system has improved the service we provide whilst helping to make us super efficient and provide the best service for our customers.
Cons
I am seriously struggling to find something that I don't like about the Okappy system as it really has made my job and life a lot easier, but if I had to choose something I would have to say (and its not really a dislike) the fact that certain customer details once you have added a customer to the system can only be changed by emailing Okappy directly. But on the other side of the coin their customer service is very friendly and extremely efficient and any requests from myself have always been dealt with professionally and promptly.
June 2020
Dineke from Tankbeer UK Ltd
Company Size: 11-50 employees
Industry: Hospitality
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
2.0
Functionality
2.0
June 2020
software works
Okappy gives us a great overview in the jobs. The software works perfect for our filling team but we are still struggling with our install team as we can't really get an overview of the amount of hours we spent on 1 project over multiple days and team members. Although we might look for a more compleet software package that will help us with planning. We still do a lot of double jobs.
Pros
The software is easy to use although we don't have 100% of our staff using it. Okappy made us work paperless.
Cons
We would like to make changes in the form ourself. But this is not possible. our business is changing all the time and so are our forms. we need to contact Okappy for every change and that doesn't work for us. Also the report part of the software doesn't give us a readable overview.
Response from Okappy
Replied June 2020
Hi Dineke, thanks for the review. You can make changes to the forms yourself very easily - more information is available at https://www.okappy.com/support-article/creating-job-templates/ The reports provide an overview of your jobs, invoices or customer information. You can also download or sync to Microsoft Excel or Google Sheets to create more in-depth reporting. Again there's lots of information on our support pages at https://www.okappy.com/support/ Thanks Richard
May 2020
Gary from Con Carr Betta Home Living
Company Size: 2-10 employees
Industry: Retail
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
May 2020
Changed our Company ( 4 the better)
The staff has always been very helpful and have worked with us to customise this to suit our company.
Pros
Going from a paper based "system" to a software base, has enabled us to go from 2 techs to 7 easily. With search function and easy attachments making life easier
Cons
Would be nice to be able to choose what order jobs appeared on workers runsheet without choosing a time.
Reasons for Choosing Okappy
Custom. And didnt need invoicing built in
Response from Okappy
Replied June 2020
Hi Gary, thanks for the review and feedback. We'll take it on board. It's always been really nice working with you guys
May 2020
Karen from Crystal DMS Limited
Company Size: 2-10 employees
Industry: Utilities
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
May 2020
Crystal DMS Ltd
This system has completely benefited our business with increased efficiency, organisation and Client correspondence.
Pros
This software has changed our administration and processes so we have become more efficient and are able to share more information with our Clients.
Cons
I would like to see more flexibility in amending the set up of job sheets to include Engineer present, direct dial to mobile, etc. Also I would like to see the dates in English format please :)
Reasons for Choosing Okappy
Recommendation
February 2018
Kris James from MW Lift Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2018
Superb system, constantly improving and adding new features.
Time saving software for all members of staff.
Pros
Okappy has totally streamlined our business paperwork and linked everything perfectly with Xero for invoicing all from once place. Customers chasing for paperwork was causing us a headache daily, even though we previously implemented a costly paperless system it just never functioned as promised and OKAppy is a breath of fresh air. Customers now they have a online portal so that they can print a job sheet the moment its completed in the field !! Customer service from the OkAppy has been also been the best we have found from the market, even speaking with subcontractors and customers direct to assist them using the system.
February 2018
Kati from Tankbeer
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2018
easy to deliver requested job sheets to customers
Pros
easy to use surface, can open from any type of phone, tablet, or desktop computer. Can re-edit jobs if needed. Few seconds after the job is done the job sheet is visible.
Cons
Different company, different needs. As far as I like the fact that I can re-edit job sheets, in our case customers should not be able to do so.
March 2018
Helen from Crystal DMS Ltd
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
March 2018
It has changed the way we run our business.
It has made the whole procedure from call out to invoice a seamless process.
Pros
It is instant, so the Engineer and the office can see what it happening in real time. I can create invoices instantly and easily.
Cons
Not able to create credit notes, which would be such a help as they are the only thing that I still have create manually.
February 2018
Donald from TMARA Group
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
February 2018
Great product and really changing the way job management is done
Pros
Ability to connect to the entire network of contractors and staff seamlessly, Ease of use - it really is intuitive. It is a light touch but delivered a lot of value.
Cons
There are a few tricks you need to learn to stay on the screen when you searching. Archived jobs are slow to work with.
February 2018
Alina from MCC Ltd
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2018
Easy to use and effective job management solution
Saves time from my old paper based job system, allows me to get on with running the company. Helps all my staff manage their jobs so much easier and faster.
Pros
Saves time managing my jobs and invoicing clients Easy to use with loads of useful features Accessible on all my devices