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Getting Started

Getting Started

4
  • Getting Started with Docket | Docket Demo
  • Getting Support in Docket with Tickets and Live Chat
  • How to Set Hours of Operation in Docket
  • How to View, Manage, and Update your Docket Subscription
Billing

Billing

72
Invoicing
  • Create Recurring Invoices in Docket
  • Pause and Resume Recurring Invoices in Docket
  • How to Refund a Payment in Docket
  • Filtering Invoices by Client Tags in Docket
  • How to Add a Credit and Apply To Invoices in Docket
  • How to Bill for Exchanges and Dump and Returns in Docket
  • How to Use the Invoice Due Today Notification in Docket
  • Sharing Estimates and Invoices in Docket
  • How to Add an Invoice Using the Mobile Docket App
Estimates
  • Managing Estimates in Docket
  • Sharing Estimates and Invoices in Docket
Templates
  • Setting up Pricing/Cost Template in Docket
Pricing
  • Exporting Billing Templates in Docket
  • Displaying Tax Group Name on Estimates in Docket
  • How to Create a Pricing Matrix File for your Docket Account
  • How to Charge your Card Processing Fees to Clients in Docket
  • How To Add Fuel Surcharges in Docket
Issues
  • Managing Billing Issues in your Docket Account
  • How to Bill for Overweight Charges in Docket
Workforce

Workforce

72
Employee Management
  • Adding An Employee in Docket
  • Managing Employee Types and Tags in Docket
  • Managing Employee Permissions
  • Employee Access
  • How to Reset Employee Passwords in Docket
  • Unassignable Employee
  • Managing Employee Permissions in Docket
Payroll
    Timesheet
      Employee Notifications
        Managing Constractors
        • How to Use Contractor Task Time Filters in Docket
        • How to View Open Rentals for Contractors in Docket
        Vehicles
          Operations

          Operations

          72
          Forms
          • Adding a Rental Agreement in your Docket Account
          Reports
          • How to Run Custom Reports in Docket
          • Running Reports to Find Missing Net Weight Tickets in Docket
          Assets
          • How to add an asset in Docket
          • Managing Asset PINs in Docket
          • How to Fix Incorrect PINs in Docket
          • Adding a Yard or Dump Location in Docket
          • How to Manually Set a Dumpster Location in Docket
          • Editing an Asset PIN in Docket
          Integrations
            Scheduling
            • How to Enter Addresses with Coordinates in Docket
            • Scheduling a New Job for the Same Client in Docket
            • Relocating a Dumpster to a New Address in Docket
            • Routing ETA
            • Viewing Address History on Map in Docket
            • How to Filter Your Schedule in Docket
            • Understanding Timeline in Docket
            • Adjusting Calendar Filters in Docket
            • Adding Additional Charges When Scheduling in Docket
            • Utilizing Dump Location Auto Select in Docket
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              Clients
              • Managing Client Service Addresses in Docket
              • Editing Amount of Days Before Invoice is Due in Docket
              • Merging Clients in Docket
              • Adding a Local Phone Number in Docket
              • Adding a Client in Docket
              • Managing Service Addresses in Docket
              • How to Use Client Task Time Filter in Docket
              Leads
                Tasks
                • Moving Task Locations in Docket
                • How to Use Task Time Filters in Docket
                • How to Connect Tasks in Docket
                • Viewing Previous Task Attachments in Docket
                • Assignment on Recurring Tasks
                • How to Create a Rental Task from Dispatch in Docket
                • How to Use Client Task Time Filter in Docket
                Expenses
                  Rentals
                  • How to Create a Rental Task from Dispatch in Docket
                  • How to View Open Rentals for Contractors in Docket
                  Tickets
                  • Running Reports to Find Missing Net Weight Tickets in Docket
                  Jobs
                    Mobile App

                    Mobile App

                    72
                    Dump Locations
                    • How to Show Dump Location on Mobile App in Docket
                    Adding Invoice in Mobile App
                    • How to Add an Invoice Using the Mobile Docket App
                    Docket Mobile App
                    • Docket Mobile App Demo
                    DocketShop

                    DocketShop

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                    Docket

                    support@yourdocket.com
                    (937) 468-5700