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:

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.