Help Centre
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Getting Started / Company Setup
*NEW Docketbook - Site Dockets App
Sign In
Order
Dockets
Job
The Docketbook App
Dockets
Job Allocation
Order
Docketbook Overview
Getting Started / Company Setup
The Basics of Docketbook
Customer Contacts
Resources
Docket Template
Orders
Job Allocations
Dockets
Smart Dockets
Claims & Invoices
Docketbook
Xero
MYOB
Reporting
Cost Coding and Productivity
Troubleshooting
Device Issues
Computer and Laptop
Back to home
Help Centre
Getting Started / Company Setup
*NEW Docketbook - Site Dockets App
Sign In
Order
Dockets
Job
The Docketbook App
Dockets
Job Allocation
Order
Docketbook Overview
Getting Started / Company Setup
The Basics of Docketbook
Customer Contacts
Resources
Docket Template
Orders
Job Allocations
Dockets
Smart Dockets
Claims & Invoices
Docketbook
Xero
MYOB
Reporting
Cost Coding and Productivity
Troubleshooting
Device Issues
Computer and Laptop
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.
The Basics of Docketbook
User Roles
Inviting your Users
Creating an Account with Docketbook
Reset Password
Remove a User
How to Edit User Access - Web View
How do I cancel my Docketbook account?
Changing your Docketbook Username
See more
Customer Contacts
How to Add Customer Contacts
How to Import Customer Contacts
How to add a new Customer to Docketbook
How to Edit a Contact
How to Remove a Contact
See more
Resources
Setting up your Resource Library
Docket Template
Create a New Docket Template
