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Setting Up Pricing/Cost Template in Docket

Gabriel
Updated

This document is a step-by-step guide to demonstrate how to set up a pricing template in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

Setting up Templates

Step 1: Open up your Docket account and click Templates from the sidebar

Step 1 to setting up pricing templates in Docket

Step 2: From the templates page, click the green + Template button in the top, left

Step 2 to setting up pricing templates in Docket

Step 3: Set the category for the new template

Step 3 to setting up pricing templates in Docket

Step 4: Give the new template a name and verify that you want the template to be visible on the mobile app

Step 4 to setting up pricing templates in Docket

Step 5: Set the template. Click Add Cost Template when your template is set

Step 5 to setting up pricing templates in Docket

Step 6: To verify that your template was successfully created, find the new template in your list of available templates

Step 6 to setting up pricing templates in Docket

VIDEO: Setting Up Pricing/Cost Templates in Docket

This video will explain how to add a cost template in your Docket account.
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