The basics of Docketbook

Created by Lachlan Robbie, Modified on Mon, 08 Jan 2024 at 09:19 AM by Christina Fenech

Docketbook revolutionizes the way dockets are managed by seamlessly connecting digital dockets created by operators in the field to all stakeholders. This digital transformation enables an efficient and transparent flow of docket information in real time. Here's how the process unfolds:

  • Creating digital dockets: Docketbook replaces traditional paper dockets by creating a digital version of them. Operators can access your company's resources and select the necessary details when creating a docket using the Docketbook mobile app.

  • Operators in the field: Using the Docketbook app, operators can easily fill out, sign, and send digital dockets to customers. This eliminates the need for physical paperwork and allows for immediate delivery of docket information.

  • Web-based interface: Office staff members can manage, process, and analyze docket information using the user-friendly web interface of Docketbook. With access to the web version, they can efficiently handle tasks such as operator payments, invoice processing, and other docket-related activities.

Docketbook's digital connectivity extends beyond internal stakeholders. It can involve various participants, including suppliers, supervisors, customers, subcontractors, and more. This ensures that everyone involved in the docket process has real-time access to the necessary information.

By transitioning from paper to digital dockets with Docketbook, businesses can experience improved efficiency, accuracy, and transparency in their operations. The seamless flow of docket information enhances collaboration among stakeholders and enables better decision-making based on real-time data. The web-based interface provides convenient access to docket management and processing for office staff, further enhancing the effectiveness of the digital docket workflow.

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.


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