The Settings area of your Docket account is really important because it’s where you’ll set up how Docket works for your business. You can customize how your inventory is managed, scheduled, and tracked, and also control your business information, billing items, and notifications.
In this article you’ll get an overview of all the settings available to you in Docket, where to find them, and how to learn more about each one.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or main Office Admins(s) set up or change the settings covered in this article.
- Depending on how your permissions are set up you may not be able to access some or all of these settings. Please reach out to your Account Owner if additional access is needed.
Settings Overview
To get to the Settings area of your Docket account, follow these steps:
- Click on Account at the very bottom of your left-hand menu.
- Click on Settings at the top of the page.
All of your account settings are organized into 5 main sections:
- Add Ons
- Company
- Integrations
- Notifications
- Training
Add Ons
The Add Ons section includes settings for your:
- Dumpster Management
- Rental Management
- Sub Accounts
Dumpster Management settings give you a way to organize, schedule, and track your dumpsters as well as view your dumpsters’ historical data.
Rental Management settings give you a way to organize, schedule, and track your non-dumpster assets as well as view their historical data.
Sub Accounts settings give you a way to manage any franchise or sub-accounts you may have associated with your main Docket account.
Company
The Company section includes settings for your:
- Accounting
- Billing
- Hours of Operation
- Clients
- Documents
- Employees
- Expenses
- General Items
- Jobs
- Marketing
- Online Bookings
- Payroll
- Regional Settings
- Reports
- Tasks
- Quickbooks
Accounting settings give you a way to select what kind of accounting method you’d like to use in Docket. They also give you the ability to “close the books” or lock your invoices within a certain time period.
Billing Settings give you a way to set up and manage additional fees, surcharges, taxes, and more.
Hours of Operation settings give you a way to set up your availability as well as block out certain dates, like observed holidays.
Client Settings give you a way to create and manage your client and lead types along with communication preferences and more.
Documents holds any regularly used agreements, contracts, waivers, etc…that you’d like to upload into Docket. This is great for your team to have quick access to when sending estimates or invoices to customers.
Employee Settings give you a way to create and manage your employee types and tags.
Expense Settings give you a way to create custom expense categories for your billing in Docket.
General Settings provides an optional extra layer of security to your Docket account.
Job Settings are similar to Hours of Operation, but they apply your availability and resource maximums to the jobs you and your team schedule.
Marketing Settings give you a way to manage your ReviewGuard settings if you’re using that add-on with Docket.
Online Booking Settings control what lead type will be assigned to customers booking online.
Payroll Settings give you a way to set your payroll periods for your employees and require a clock in or clock out reason.
Regional Settings is where you can set your location and timezone.
Reports Settings gives you additional options for information included in specific reports.
Task Settings give you a way to set and manage the main settings applied to all task types, like PIN Entry Method.
Quickbooks Settings give you a way to set and manage sync options between your Docket account and your Quickbooks account if you have them connected to each other.
Integrations
The Integrations section is where you can connect your Docket account to third-party services and tools to enhance your experience. You can sync data, automate tasks, and streamline your workflow by connecting these services directly to your Docket account.
Please Note: The integrations you see on this page depend on what account plan you’ve signed up for. Each integration’s overview article, linked to below, will state what account plan you’ll need in order to use that integration.
Docket is a legacy integration card and can be ignored.
DocketShop can be connected to a 3rd party website if you’d like to use the cart option with a non-Docket website. Please reach out to Support prior to connecting DocketShop with another website so we can confirm your desired workflow.
MailChimp empowers you with the ability to send your customer data, like name and email, from Docket so they can be added to email campaigns.
QuickBooks Online simplifies financial management for businesses, providing tools for invoicing, expense tracking, and generating reports.
Samsara combines real-time GPS tracking, vehicle diagnostics, and workflow automation to help optimize operations and increase efficiency.
Verizon Connect is similar to Samsara as a fleet management solution, but we’ve heard from some customers that Verizon Connect doesn’t have as many features as Samsara. For this reason, we suggest that you use Samsara instead of Verizon Connect if you aren’t already using Verizon Connect.
- For instructions on connecting this integration, click here.
Zapier allows you to connect different web applications together with no coding, so if you want to pull information from an outside system into Docket, Zapier can help you do that!
- For instructions on connecting this integration, click here.
- For instructions on how to create a Zap, click here.
Notifications
The Notifications section includes settings for your:
- Client Notifications
- Contractor Notifications
- Employee Notifications
Client Notifications give you a way to set up and manage email and text notifications to your customers about relevant documents, tasks, and invoices, and more.
Contractor Notifications give you a way to set up and manage email and text notifications to your contractors about task assignments, updates, and more.
Employee Notifications give you a way to set up and manage email and text notifications to both you and/or your employees about tasks, jobs, invoices, timesheet activity, and more.
Training
The Training section holds a lot of valuable information for both you and the rest of your team.
You can access our “Getting Started with Docket” training series in our Learning Hub to help train new employees or refresh your memory on certain features. To learn more about this training series, click here.
This page also contains over 100 how-to videos for quick learning. Use the search bar at the top of the list to quickly find a particular video.
If you have any questions, please reach out to our Support team through the blue chat widget on the bottom left of your account or by sending an email to support@yourdocket.com!