Checklist for Implementing Docketbook

This list is intended for Administrators to guide you through the order of what you need to do to get up and running on Docketbook. A couple of these items may already be done for you by the onboarding team. For some of the below items, a link will be available to a detailed guide for that section.

 ☐ Sign up to Docketbook

• Sign Up Link
• You can read some information about Docketbook before continuing setup:
  • Guide (if needed): The Basics of Docketbook

☐ Create company 

• After verifying your account and logging into Docketbook (on your PC), from the Home section of Docketbook, “Click to Create a Company” (when asked for a company contact, enter your details if you will be the Administrator)

☐ Select plan

• In Settings, go to Billing and select your Docketbook plan

☐ Set up General company details

• In Settings, go to General and enter your ABN, Logo, Timezone and company Address
  • Guide (if needed): General Company Settings

☐ Set up Resources 

• In Settings, there are Resources, Resource Categories and Units of Measure sections. These work together to define your docket line items that should correspond to your invoice line items. Enter the Units of Measure you need, your Resource Categories and your Resources (in that order). If you want to delete any, do it in the reverse order (Resources, Resource Categories, Units of Measure).
  • Guide (if needed): Managing Resources

☐ Set up Docket Template

• Set up your Docket Template by navigating to Settings, Docket Templates
  • Guide (you will need to use the guide): Docket Templates 

☐ Invite your team 

• In Settings, go to Users and invite your team to Docketbook (one of the “Docket Creator” role's is appropriate for operators)
  • Guide (if needed): Managing Users

☐ Add your Customer Contacts 

• Back out of company Settings, go to Contacts and add your Customer contacts
  • Guide (if needed): Adding a Contact
  • Note adding Contacts will work differently if you are using the Xero integration. If you are using the Xero integration, use this Guide to add customer Contacts: Xero Integration

☐ Decide which Docketbook components to use

• Your company is now set up. Next is to decide which components of Docketbook will suit your business processes. For example, you could use:
  • Dockets on their own
  • or Orders and Dockets
  • or Orders, Job Allocation and Dockets

•  Use the below guide to help you see which components would best suit your company:
  
  • Guides (if needed): 

What's in a Docket

Orders Overview

Jobs-Overview 

☐ Download App 

• Download the app on your phone so that you can see how the process will flow from the Operators' perspective

☐ Inform and train your team

• Once you have decided on which components to use, you can use the below guides to help you train the operators who need to use the Docketbook mobile app
  • Guide: Operator Guides

☐ Consider additional features 

• You can also consider using some Docketbook’s Additional Features, Reporting, and Integration options: 

Additional Features & Reports

Integrating with Other Systems