The basics of Docketbook

The Basics of Docketbook

Docketbook is a digital platform designed to streamline the way construction and industrial businesses manage jobs, dockets, and invoices. It works across two main tools: the web interface and the mobile app - each designed to suit the needs of different team members.

Web Interface (Desktop)

The web interface is your command centre. It’s used primarily by office-based users like administrators, project managers, and finance teams.

With the web interface, you can:

• Create and manage Orders - set agreed rates, quantities, and project details.

• Schedule and assign Jobs to teams or individuals.

• Review and approve Dockets - see what’s been completed, when, and by whom.

• Generate and send Invoices - with all the supporting documentation attached.

• Access reporting and data - track performance, delivery, and compliance.

If you're managing the back office, this is where you’ll do most of your work.

Mobile App (Field Use)

The mobile app is built for site teams and field operators. It’s simple, fast, and designed to work in low-connectivity environments.

With the app, field users can:

• Receive job details and instructions in real time.

• Create digital dockets as work is completed.

• Capture signatures from clients or supervisors.

• Submit dockets instantly - no more paperwork to chase.

• Track their work clearly and efficiently.

The app reduces admin for field crews and ensures everything gets captured accurately, right from site.

Working Together

The power of Docketbook comes from the connection between the web and mobile tools:

• Office teams stay in control.

• Field teams stay productive.

• Everyone sees the same real-time information.

That’s how Docketbook helps businesses run smoother, reduce disputes, and get paid faster.