Are you brand-new to Docket and wondering where to start learning your new software platform?
Has your account been live for a while, but you're not sure that you’re fully using all of Docket’s features?
Did you hire a new Admin that needs to learn how to help you run your business in Docket?
If so, we’d like to introduce you to our “Getting Started with Docket” training course!
It’s designed to streamline your onboarding and learning experience, act as a refresher on Docket’s basics for existing users, and ultimately make you and your team as successful as possible!
Before You Start
Here are a few things to know before you continue:
- This course is absolutely free!
- This course should only be taken by Docket users with the Administrator role and Account Owners.
If you're looking for the training course built for users with the Office Staff role, please click here. - In order to access this course, you must first log into Docket’s Learning Hub.
- If you've never logged into Docket's Learning Hub, please review the instructions here.
Overview
“Getting Started with Docket” is a comprehensive training course that guides Account Owners and Admins through setting up their Docket account and working in it daily.
Some of the topics include:
- Adding and managing your employees, vehicles, and customers.
- Selecting your main account settings, billing workflow setting, and customer management settings.
- Setting up your pricing models in Docket using a pricing matrix, pricing (billing) templates, or both.
- What workflows to follow when creating tasks, optimizing your drivers’ routes, and sending invoices to customers for payment.
And the best part? It’s available 24/7 and accessible on any device, so you can learn when and where you want to!
How to Enroll In and Begin the Course
Once you've logged into the Learning Hub, you’ll be able to access the “Getting Started with Docket” training course.
- Scroll down to the bottom of the Home Page until you see the All Courses section.
- Click on the “Getting Started with Docket” course card.
- Read the course overview at the top and then click "Enroll" on the right.
- Click on "Start learning now" to dive in!
How to Complete the Course
As you progress through the course, each lesson will be automatically marked as Completed in the course outline on the left.
In order to reach 100% completion and receive your completion certificate you must watch each required video lesson and submit your answers to our Final Course Survey at the end.
Once that’s all done, you'll receive an email congratulating you on your completion and you’ll be able to view or download your completion certificate. (Please check your Spam folder if you've completed a course, but haven't received the confirmation email.)
How to Download Your Completion Certificate
After you’ve finished the “Getting Started with Docket” training course, you can easily view and download your course completion certificate.
- From the Home Page, click on "My Activities" under the My Profile section on the right.
- Click into the Courses tab on the left.
- Click on the badge icon to the right to automatically download your completion certificate.
If you have any questions, please reach out to our Support team through the green chat widget on the bottom right of this page or by sending an email to support@yourdocket.com!