Starting a New Docket

Dockets can be created in 3 main ways:

1. From the + icon on the top right of the dockets list on the mobile
2. From a Job that you've been sent
3. From an Order

Using the + Icon

• From the Dockets Tab inside your company, select the + icon.

• Note: Check that you have your company selected and are not in 'My Docketbook'.

From a Job

• Using the Action Menu...

• Select Create Docket

Dockets created from a Job will inherit key information from the related Order including customer and reference numbers.

From an Order

• Open your Order and select the Dockets tab
• Select Create Docket