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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