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Getting Started

Getting Started

6
  • Getting Started with Docket | Docket Demo
  • Getting Support in Docket
  • How to Use Action Buttons in Docket
  • How to Set Hours of Operation in Docket
  • How to View, Manage, and Update your Docket Subscription
  • How to Connect Authorize.Net to Your Docket Account
Billing

Billing

19
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

9
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
Managing Constractors
  • How to Use Contractor Task Time Filters in Docket
  • How to View Open Rentals for Contractors in Docket
Operations

Operations

36
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
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
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
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
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
Mobile App

Mobile App

3
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
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Forms

  • Adding a Rental Agreement in your Docket Account

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Docket

support@yourdocket.com
(937) 468-5700