Setting up your Company

1. Add Your Company Logo

Personalise your Docketbook account by uploading your company logo. This logo will appear on your dockets and documents created in the system, helping reinforce your brand on your dockets.  You can upload your company logo in the Company Settings.

2. Add Your Resources to the Resource Library

Next, populate your Resource Library with the items your business uses on dockets — for example:

• products and materials

• equipment

• labour types or resource categories (Setting up your resources)

These resources are used when building orders and populating dockets later. Keeping this up to date makes docket creation faster and more accurate.

3. Customise Your Docket Template

Docket templates define what information your field team will capture on each docket. Head to the Docket Templates section in Company Settings to:

• tailor the layout

• choose which fields appear

• set defaults that match your business needs (Editing your Template)

Customising your template helps ensure that all required information is collected consistently on every docket.

4. Invite Your First User

Invite someone on your team to start using the platform. When sending the invitation:

• grant them access to Create dockets from Orders

• and Create dockets from Jobs

These permissions will allow them to accept work and generate dockets based on structured information you set up later. 

Once invited, the user will receive a link to set up their login and password. (Inviting Users)

5. Set Up Your First Order

Create an Order in Docketbook and include line items pulled from your resource library. Orders act like structured work sheets or purchase orders — they define:

• what work or materials will be provided

• agreed quantities

• agreed rates 

Having orders in place means dockets can be accurately linked back to agreed scope and pricing. (Creating an Order)

6. Create a Job for Today and Assign It

Under the Jobs section in the web interface:

• create a job for the current day

• assign it to the user you invited

Jobs help organise work and tell field users where and when they should complete tasks. (Assigning Jobs)

7. Open the Mobile App, Accept the Job, and Create Your First Docket

Now switch to the Docketbook mobile app. On their device the field user will:

1. Sign in

2. Accept the job you assigned

3. Create a new docket against that job using the details from the order

The mobile app lets users capture work done on site, including quantities, signatures, and any other required information.  (Docketbook - Site Dockets)

This completes your first end‑to‑end setup flow — from company setup, through order and job allocation, to field‑produced digital dockets.