The whole purpose of dockets is to record the work you’ve done for your clients. We call these things Items or Resources. Whether you are selling or hiring, whether you are providing plant, people or materials, you need to break it down into Resources (Items) that appear as lines on your dockets. In Docketbook you set up these Resources before creating any dockets so they can simply be selected when creating a docket.
Resources are grouped by their characteristics to make it easier to find and use them, we call these groupings Resource Categories. Docketbook comes with three default Resource Categories, Material, Labour and Plant. You might need to set up different Resource Categories or break the default ones into multiple types, such as Materials by different unit of measure or type.
Please note: Resource Categories can only be set up or maintained from the Desktop Browser version of Docketbook.
Setting up a New Resource Category
1. From the Company Dashboard, select the settings icon or company settings button
2. Click on Resource Categories
4. Click on the Add New button
5. Enter a Name and Description for the new Resource Category and click on Save
Next Step: Setup Resources