Help Centre
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Docketbook Overview
Getting Started / Company Setup
The Basics of Docketbook
Customer Contacts
Resources
Orders
Job Allocations
Dockets
Claims & Invoices
Docketbook
Xero
The Docketbook App
Dockets
Job Allocation
Order
Reporting
Cost Coding and Productivity
Troubleshooting
Device Issues
Computer and Laptop
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Docketbook Overview
Here, you will find all the high-level information about Docketbook and its features. Browse around to learn about what the platform can do for you.
Getting Started / Company Setup
This is a step by step guide on getting your company set up to work with digital dockets. Everything from resources, to docket templates to users.
Orders
Orders represent your Purchase Order or Subcontract and provide the structure for your chargeable items on the dockets and invoices
Job Allocations
Our Jobs module allows you to allocate work to your team and subcontractors. Simplify docket creation and monitor work completion with jobs
Dockets
Dockets capture the work done each day or delivery details. They are based on flexible templates to capture all the information you need
Claims & Invoices
Our Claims & Invoices module makes preparing invoices from your dockets a breeze. Simply follow the wizard and send directly to Xero or MYOB
The Docketbook App
Our mobile app is designed for docket creation on the go. Here you will find everything you need to know about using the app for your dockets
Reporting
Download summary reports in PDF or Excel to get insights into your docket data.
Cost Coding and Productivity
Designed for Head Contractors, the productivity module allows capture of job costs and recording of progress to track performance
Troubleshooting
If you get stuck, here are some common tips and tricks to get going again