The basics of Docketbook

From Paper to Digital

Docketbook connects digital dockets created by operators in the field to all stakeholders, instantly. The digital docket flows from the operator to customer, supervisor, to the office workers who need to process operator payments and invoices. This digital process enables a documented and transparent flow of docket information in real time.

• Docketbook takes the paper docket, and creates a digital version of it
• Your company resources are available for selection when Operators make a docket on the App
• Operators use the Docketbook app to fill out, sign and send dockets to customers
• Office staff use Docketbook’s desktop version to manage, process and analyse docket information

Docketbook can digitally connect all docket stakeholders, including Suppliers, Operators, Supervisors, Customers, Office Staff and Subcontractors. However, a basic example of the core flow of docket information in Docketbook is below:

The Operator in the Field – Using the Docketbook Mobile App

• Completes work on site
• In the Docketbook Mobile App, the operator completes a digital docket
• The operator signs the docket on their phone. The customer can also sign the docket on either the operator’s device or their own
• The Customer instantly receives a copy of the signed docket over email or text
• The docket is instantly available to the office staff who need to process the docket for invoicing

The Office Staff – Using the Docketbook Desktop Interface

• Using Docketbook for desktop, the administrator has live visibility of all incoming dockets
• The Administrator can use the digital docket when processing invoices and operator payment
• The Administrator can download docket reports, analyse docket information and has a centralized record of dockets
• The core of Docketbook is the digital docket, however there are options for the Administrator to organise dockets through Docketbook’s Orders feature, and to allocate work to operators through Docketbook’s Job feature

How the Docket looks to Operators, Administrators & Customers 

Operator - Creating Docket on the App: 

Administrator - Viewing list of incoming Dockets on Desktop: 

Administrator - Viewing a Docket:

Customer - Viewing Docket received over Email: 

Beyond the Docket

While dockets are at the core of Docketbook, powerful supplementary features include Orders and Job Allocation. Orders add structure and allow dockets to be grouped by project, customer or purchase order. Job Allocation allows you to assign work to your team, and get feedback when they accept a job. Other features include in-built checklists in the docket, contactless signing, and integrations with Xero and Excel.