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Billing

Invoicing
  • Create Recurring Invoices in Docket
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  • 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
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Templates
  • Setting up Pricing/Cost Template in Docket
Pricing
  • Exporting Billing Templates in Docket
  • Displaying Tax Group Name on Estimates & Invoices in Docket
  • How to Create a Pricing Matrix File for your Docket Account
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Issues
  • Managing Billing Issues in your Docket Account
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  • Unassignable Employee
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Managing Contractors
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  • How to View Open Rentals for Contractors in Docket

Operations

Forms
  • Adding a Rental Agreement in your Docket Account
  • Docket Template Forms for Import
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 Set Hours of Operation in Docket
  • 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
Vehicles
  • How to Integrate Samsara with Docket

Mobile App

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
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Docket Template Forms for Import

This article is a list of templates that the Docket software can use for importing your data. This list will continue to be updated as new import opportunities continue to be built out. If you have any questions on file import, please visit us at https://www.yourdocket.com/

Pricing Matrix TemplateDownload
Asset Import TemplateDownload
Customer Import TemplateDownload

We value your time and appreciate you taking a moment to review this article. We know there is a lot to learn so we hope these documents provide you with a peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!

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Updated on November 10, 2022
Adding a Rental Agreement in your Docket Account

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