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  1. Docketbook
  2. Using Docketbook - The Basics

Using Docketbook - The Basics

Let's start simple. Docketbook is about creating Dockets, either by themselves, or from Orders or Jobs.

Dockets - Proof of Work and Delivery

  • What's in a Docket
  • Starting a New Docket
  • Standard Docket Tabs
  • Sending and Sharing Dockets

Orders - Keeping Dockets organised

  • Orders Overview
  • Creating Orders on the Desktop
  • Creating Orders in the Mobile App
  • Additional Information on Line Items
  • Closing Orders

Jobs - Allocating Work to your Team

  • Jobs Overview
  • Creating and Assigning Jobs (Desktop)
  • Job Calendar View
  • Receiving and Accepting Jobs (Mobile)
  • Finishing and Closing Jobs

Contacts - Working with your Network

  • Contacts Overview
  • Adding a Contact
  • Sharing my Company Contact Information
  • Accepting a Contact Share
  • Inheriting Address Books (Contacts)
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