Docketbook Support

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Activity overview

Latest activity by Docketbook Support
  • Docketbook Support created an article,

    Review, link & accept orders received from a customer

    When a customer sends you an order on Docketbook you will need to "Review and Accept" it before dockets can be created for it.   Note that the order comes through with a "Description" detail per l...

  • Docketbook Support created an article,

    How the Docket looks to Operators, Administrators & Customers

      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 p...

  • Docketbook Support created an article,

    Editing Contact Information

    Contacts can be edited from the web user interface here.   Step 1: Once logged in, navigate to Contacts. Step 2: Click on the Contact's name you want to edit.  Step 3: Click "EDIT".      Step 4: Y...

  • Docketbook Support created an article,

    Changing your email / mobile account log in

    Unfortunately, you cannot change the username that you signed up with.  If, for example, you signed up with your email address, but you would prefer to use your mobile number, you will need to cre...

  • Docketbook Support created an article,

    Resetting your password

      If you have forgotten your password, you can reset it by following these steps below: Go to the sign-in page:  Enter in your username - this is either your...

  • Docketbook Support created an article,

    Prefill Docket Fields using Orders

      Instead of having your operators fill out the same information every day, why not prefill this information for them using orders? Dockets created from the order will inherit the information you e...

  • Docketbook Support created an article,

    Video Guide of creating Dockets using Orders

    This video show how to create Dockets on the mobile App using orders:     

  • Docketbook Support created an article,

    Downloading Multiple Dockets

      You can get all your dockets for the month emailed to you, so that you can send them along with your invoice. You should still prepare your invoice as usual unless you are invoicing via Docketboo...

  • Docketbook Support created an article,

    Using Timesheets

    The Timesheet module allows you to extract and summarise information from the time tab of multiple dockets through one easy to use interface. The Timesheet module is available on Medium plans upwar...

  • Docketbook Support created an article,

    Pre-start checklists

      Pre-start checklists can be incorporated on the daily docket. You can choose to expose the pre-start checklist to customers on the docket, or to hide it. There may be instances where it does not ...