Okappy vs SalesMan Tracker

IDEAL FOR COMPANIES WITH 5-250 EMPLOYEES AND/OR SUBCONTRACTORS The best job management and scheduling app for plumbing, drainage and electrical contractors, facilities managers, councils or any company with employees and/or subcontractors working at different locations. Manage your business on the go from your iPad, iPhone and desktop computer with secure backups to the cloud. “Okappy works fantastically for our business! It has not only reduced paperwork, but also saved us a great amount of time. I would definitely recommend it!” Tasnima, RPS Drainage "Okappy is so simple and flexible. It just improves our quality of life." Jackie, Maclin Pumps "It's making my work 10X easier. Bang, click, I can see who was there and what got done. It's ideal for me. Brilliant." Lee, B.E.C. Perimeter Security "It’s very easy on the app to fill in the details, take pictures and get customer signature. It saves us a lot of time and we have better control over what's going on." Zac, Kingswood Cooling “It’s brilliant! We can use it with all our franchisees to manage all our jobs.” Thomas, Hot off the press “Mark adds my jobs, I do them and can raise an invoice back to him straight away.” Anthony, Convert Water Okappy Monitor is a simple way to view and update your work. It is ideal for plumbing, drainage and electrical contractors with 10 or more engineers who want to get rid of paper job sheets and especially for those companies with employees and/or subcontractors working at different locations. Either way, Okappy can save you time, money and simplify your processes. The mobile app provides access to the Okappy network, an innovative communications platform which re-thinks how you manage your day-to-day work. It applies social networking technology to a real business need – the need to communicate and collaborate with employees, multiple subcontractors, sites or clients. Download the app today and start building your network. Connect your employees, customers and subcontractors to start saving time, reduce duplication and minimise costs. Your customers can create jobs, forward them to you and, unlike other job management solutions, you can allocate jobs to your own engineers as well as your subcontractors. No more waiting for paper job sheets, no more copying information from one application to another and no more missed or disputed invoices. With Okappy's iPhone and iPad Monitor app, you can view and update jobs assigned to you, see the location of your colleagues and communicate via instant messages. You can add signatures, attach pictures, videos, documents and get directions to your next job. Okappy Monitor comes with 10 jobs included for free and allows you to purchase additional job bundles directly within the app. You can access your Jobs dashboard on the web, where you can take advantage of more features such as enhanced searches, reporting, invoicing and much more. All job features: - Add jobs - Tailored job sheets - Raise invoices instantly (web only) - List or calendar view - Add photos, videos, documents - Add signatures - Checksheets - View previous jobs for a customer or site - Access as Standard or Admin user Radar - View the location of your colleagues - Create and view alerts when someone enters and/or leaves an area Messaging - Send messages from your desktop to your phone or tablet (and vice versa) Invoicing (web only) - Manage your invoices - Raise miscellaneous invoices - Take payment via Okappy (additional charges apply) - Export your invoices to Sage, Xero, Kashflow and other leading accounting packages Reporting (web only) - Generate reports by customer, employee or subcontractor - View jobs or invoices over time - Export to Excel - Monitor outstanding invoices More - Create reminders - View your customer database

Salesman Tracker is the ultimate mobile solution designed specifically for businesses looking to manage, monitor, and optimize their field sales operations. Integrated seamlessly with your backend system, it empowers your sales representatives to be more productive while providing managers with full visibility into field activities. Key Features: 1. Real-Time Route Tracking: Automatically record travel paths and verify customer visits. Managers can easily review the routes taken by their sales team throughout their shift, ensuring assigned areas are covered efficiently. 2. Customer Management: Access detailed customer profiles directly from the field. Sales reps can view contact information, order history, and previous notes, ensuring they are fully prepared for every client meeting. 3. Instant Order Creation: No more waiting until the end of the day to submit orders. Representatives can create, review, and submit sales orders on the spot, significantly reducing turnaround times and improving customer satisfaction. 4. Visit Scheduling: Managers can assign daily or weekly visit schedules to specific representatives. Reps get a clear daily itinerary directly on their mobile device so they know exactly who to visit and when. 5. Activity Logging & Reporting: Keep track of successful visits, skipped appointments, and newly generated leads. All data is synchronized back to the main database for accurate performance tracking. Why Choose Salesman Tracker? • User-Friendly Interface: Designed for speed and ease of use so your sales team can focus on selling, not navigating a complicated app. • Enhanced Productivity: Eliminate paperwork, reduce manual data entry errors, and save hours of administrative work every week. • Complete Visibility: Managers gain peace of mind knowing exactly where their team is and what they have accomplished.