Starting a New Docket via Docketbook App

Created by Lachlan Robbie, Modified on Tue, 12 Dec 2023 at 01:59 PM by Christina Fenech

There are three main ways to create a new docket:

Using the + Icon:

From the Dockets Tab within your company, tap the + icon located on the top right corner of the dockets list in the mobile app.

Note: Make sure you have your company selected and are not in the "My Docketbook" section.


From a Job:

Access the Action Menu (three dots icon) within a Job.

Select "Create Docket" from the menu.

Dockets created from a Job will automatically inherit important information from the related Order, including customer and reference numbers.

From an Order:

  • Open the Order you want to create a docket for.
  • Navigate to the Dockets tab within the Order details.
  • Select "Create Docket."

By following these methods, you can easily initiate the creation of a new docket in the Docketbook app.

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