Overview of Dockets in the App

Created by Lachlan Robbie, Modified on Wed, 05 Jul 2023 at 10:07 AM by Lachlan Robbie

Dockets in the app consist of standard and custom tabs that organize different sections of information. Here's a brief overview of the standard tabs commonly found in dockets:

General Tab:

  • Status: Every docket starts as a Draft and can progress to Sent, Accepted, or Rejected.
  • Docket Template: Defines the tabs and fields specific to the docket.
  • Order: Allows you to attach the docket to a specific order, setting customer and reference numbers.
  • Date: Defaults to the current date but can be adjusted if needed.
  • Customer: Indicates the company or recipient of the docket.

Time Tab:

Integrated with the timesheets module, this tab allows you to enter details related to time tracking, such as Start Time, Finish Time, Break Time, and Travel Time. The total hours are displayed at the bottom of the page.

Note: The hours from the timesheet are not automatically added to the Items tab.

Checklists Tab:

This tab supports simple checks using an OK/Fail/NA scale. It is commonly used for prestart checks and similar processes.

Items Tab:

The Items tab contains information about products, resources, and quantities associated with the docket. It typically includes chargeable items. To add a new item, click "Add Item" (1), and to add a new line to an existing item (e.g., a truck load), click the "+" (2) button.

Signatures Tab:

This tab is used to capture customer signatures. It is usually the final step in completing a docket.

Note: Dockets can also be sent without a customer signature. In such cases, the customer will receive a copy of the docket and be asked to sign it on their own device.

Attachments Tab:

You can attach photos to the docket using the "Add Attachment" feature. However, attachments can only be added when the docket is in Draft mode.

These standard tabs help organize and capture essential information within a docket.

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