This document is a step-by-step guide to demonstrate how to set up a pricing template in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
Setting up Templates #
Step 1: Open up your Docket account and click Templates from the sidebar
Step 2: From the templates page, click the green + Template button in the top, left
Step 3: Set the category for the new template
Step 4: Give the new template a name and verify that you want the template to be visible on the mobile app
Step 5: Set the template. Click Add Cost Template when your template is set
Step 6: To verify that your template was successfully created, find the new template in your list of available templates
VIDEO: Setting Up Pricing/Cost Templates in Docket #
Thank you for taking the time to learn how to create a pricing template in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an 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!