Every Docket is different, they built from a docket template that your company admin designs.
But at the same time, every docket includes the same stuff. The image below shows some of the important bits.
- The Action Menu - This menu appears a lot in Docketbook. Use it to send the docket to your customer, download a PDF, share it to emails or even delete it
- The Tabs - Dockets are made up of tabs containing different fields. This keeps each tab to a page so it's easy to navigate.
- Docket Template - The docket layout is defined by the template. You might use different templates for different types of work, for example
- The Customer - Every Docket has a customer - that's who's paying the bills!
To complete a docket, you would typically work from left to right across the tabs, filling in the fields and finishing off with the signatures before pressing send (from the Action Menu).