Docket's Jobs feature is ideal for managing non-dumpster-based services such as junk removal, material delivery, or general project-based work. This guide walks through how to configure, schedule, manage, and invoice jobs using Docket’s job dashboard and related tools.

When to Use Jobs vs. Dumpster Tasks

Step 1: Initial Job Configuration

Required Settings

1. Billing Template Categories

   • Navigate to: Settings > Company > Billing Settings

   • Add categories like "Junk Removal," "Landscaping," etc.

2. Billing Templates

   • Navigate to: Billing > Templates

   • Create templates like:

     • "Half Truck Haul"

     • "Full Truck Haul"

     • "Junk Removal Services" (set cost to $0 for quote-based jobs)

3. Employee Tags (Optional)

   • Navigate to: Settings > Company > Employee Settings

   • Add tags such as "Junk Hauling," "Dumpsters," "Landscaping"

4. Terms & Conditions

   • Navigate to: Settings > Billing Settings > Invoice

   • Add custom terms for junk jobs under the relevant category

Step 2: Scheduling a Job

Creating a Job

• Use the + New > Schedule Event > Job workflow

• Add:

  • Client Info (billing & service address)

  • Description (what needs to be done)

  • Start Date / Time

  • Job Duration (in hours or days)

  • Priority (Low/Medium/High)

  • Bid Indicator (if the job is still in estimation phase)

  • Team Members + Vehicle

  • PO / Project Name (optional)

  • Additional Notes

  • Attach Forms or Checklists (optional)

Step 3: Managing the Job (Jobs Dashboard)

Job Details Tab

• Edit job description, status, team, address, and duration

• Mark job as complete/incomplete

• View linked client info

Team Tab

• Add/remove assigned employees

• Assign a vehicle

Billing Tab

• Invoice Options:

  1. Create manual invoice

  2. Create estimate (then convert to invoice)

  3. Apply payment to invoice

• Estimate Conversion Workflow:

  1. Create estimate

  2. Send to client

  3. View response (accepted/declined)

  4. Convert to invoice when accepted

Expenses Tab

• Track labor, equipment, or supply costs

• Configure categories under: Settings > Expense Settings

Chat Tab

• Internal team communication

• Client communication (requires 10DLC registration)

Notes & Attachments Tab

• Add before/after photos

• Upload supporting documents or images

Forms Tab

• Add checklists like:

  • Vehicle Inspection

  • Equipment Checklist

  • Job Completion Form

Tasks Tab

• Create internal to-do items or client-facing steps

• Add dumpster tasks linked to the job

Step 4: Dispatching Jobs

Dispatch Tab

• Toggle between Tasks (dumpster) and Jobs views

• View jobs grouped by Vehicle or Employee

• Monitor status updates throughout the day

Step 5: Notifications

Notification Settings

• Navigate to: Settings > Notifications

Note: Text notifications require 10DLC registration.

Optional Settings for Advanced Job Workflows

• Navigate to: Settings > Company > Job Settings

• Configure:

  • Team Availability (per day)

  • Default Job Duration

  • Default Forms

  • Post-Schedule Confirmation Message

  • Job Priorities Dropdown

Step 6: Forms for Lead Capture & Job Setup

Creating Web Forms

• Navigate to: Forms > Add New > Create Form

• Use form type: Web

• Recommended Fields:

  • Name / Contact Info

  • Service Address

  • Requested Service Date

  • Job Description

  • Image Upload

  • Optional Signature

Sharing Forms

• Email directly from Forms tab

• Use Copy URL or Copy Embed URL for website

• Submitted forms appear under the Leads tab

Lead Workflow

1. Review lead details

2. Click “I'm ready to review”

3. Create client from lead (if needed)

4. Schedule a job or send estimate/invoice

Step 7: Online Booking Options (Pro Feature)

Conditional Routing in Docket Shop

1. Use questions like: "What service are you looking for?"

   • Option A: Dumpster Rental → route to product catalog

   • Option B: Junk Removal → route to Web Form

2. Use redirect URLs or landing pages

3. Form submission starts the lead-to-job workflow

Summary

• Use Jobs for time-based or project-based services

• Configure billing templates, employee tags, and terms for job types

• Use the jobs dashboard to manage billing, communication, and documentation

• Capture leads and intake via Web Forms

• Optional: enable online routing via Docket Shop

For more help, contact our Customer Support team or explore the Docket Learning Hub.