Building a Docket Template
Created by Lachlan Robbie, Modified on Tue, 13 Feb 2024 at 11:21 AM by Christina Fenech
Docket Templates and Docket Designer
Docket Templates define the layout and information collected on a docket. You can access the Docket Designer, where you can create and customize templates, from the Company Settings area under Docket Templates.
The Overview Tab provides a summary of your docket's appearance when published. It helps you review and ensure that all necessary elements are included. Please note that on the mobile app, each section becomes its own tab, resulting in a slightly different visual layout.
When creating a docket template you will be presented with a canvas to build upon, giving you the ability to create your own docket that allows for information that is most essential to you.
Template styles allow you to give some quick customisations to your docket template, with some options displaying more information while some other options may just display the information that’s necessary at a glance. As your customising your docket, change through the different template styles to see which one will suit your business best!
Dockets in it’s simplest form can be broken down to sections that allow for different fields, the most common being; Time, Items, Checklists and Signatures. Clicking the “+ Add Section” button will present you with several different options of what can be added to your docket.
Items: This section is what allows the users to attach a billable item from the resources list that has been catalogued in the company settings.
Signatures: This will allow for the operator to put down their signature and also for the customer to put their name and their own signature to the docket.
Checklists: This section allows for a docket to have a checklist, commonly used for a prestart checklist. Unlike the previous sections this far, checklists will need further customisation and configuration beyond adding it to the docket.
Time: The time section allows for operators to input their worked times, tracking start, end, break and travel. These times will auto calculate for the user, mitigating issues of receiving docket submissions with incorrect hours. These calculated times can also be assigned to the billable resources used in the item section when the docket is being created.
Custom: There’s a lot that can be done with a custom section within a docket template! Giving you the ability to track extra times, allow for comments, take down more site information, comments of work done and much more!
Editing Docket Sections:
Docket sections (excluding: Time and Signatures) can be edited to control the information you need. Editing a docket section is simple and can be done by clicking the little pencil icon in the section header.
Editing a section will present you with various options tailored to that section being edited, editing items for example gives us the following:
When pressing “Add Field’, you will be presented with various different options:
These options give you the flexibility to add on different fields to the resources when adding them to the docket.
Beyond editing items, editing a section like ‘Checklists’ will allow you to configure and set up the checklist items you require.
Reordering the Docket Sections
If you need to shuffle your docket sections order around this can be done without having to delete all the work you have done so far! Simply click and hold the six dots in the section header and drag it into your desired order.
Removing Docket Sections:
Removing a docket section is simple and can be done by hitting the trash can icon in the section header.
Saving and Publishing the Template:
Once you’re happy with your Docket Template, click the settings button and you will see this screen:
Here you can change various settings per the docket, however to simply ensure the docket is available for selection, make sure the ‘Published’ checkbox is ticked. and press save.
We then want to save the template overall, so press the “Save Template” button at the top of the screen.
Once you have done all this the docket template can now be selected when creating a docket or an order.
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