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Getting Started

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Billing

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 & Invoices 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

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 Contractors

How to Use Contractor Task Time Filters in Docket
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

Docket Mobile App Demo

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DocketShop Overview

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Managing Asset PINs in Docket

Managing Asset PINs in Docket

This video will explain how to edit the PIN number of your assets in your Docket account.

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Updated on May 8, 2022

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- FAQ
Book a Demo!

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