2/15/24 - Streamlined Reporting, Enhanced Client & Contractor Management, and DocketPay Integration Improvements

The items mentioned below will be available on or after February 15th, 2024. To see these new features, please perform a hard refresh in your browser.


We're excited to share the latest updates and improvements to Docket! Our team has been hard at work addressing feedback and making enhancements to ensure that Docket continues to meet and exceed your business needs. Here's what's new in this update:


Improvements

  • Enhanced Reporting Efficiency: We've made significant improvements to several reports, particularly when they're handling large amounts of information. Reports including:
    • Dumpster Sales by Template
    • Sales by Line Item
    • Sales by Template now return data more efficiently, minimizing the impact on performance.
  • Expanded Clients Page Results: Searching for clients by tags? We've increased the number of results displayed on the Clients page, making it easier for you to find exactly who you're looking for.
  • Contractors Page Ordering: The Contractors page now better ensures that results are displayed in alphabetical order, helping you find the information you need quickly and easily.
  • DocketPay Self-Service: Customers can now sign up for DocketPay directly from the Integrations page, streamlining the process and enhancing your experience.

Bug Fixes

  • Recurring Tasks Display: We've resolved an issue where recurring tasks ended with '.0', ensuring clarity and accuracy in task scheduling.
  • Access to Requests Tab: Issues accessing items in the Requests Tab have been addressed, improving navigation and usability.
  • Broker Tasks and Scheduling: We've fixed problems related to exceeding broker tasks and scheduling, ensuring smoother operation and task management.
  • Leads Page Enhancements: Updates and deletions of leads, as well as loading new results within the table, are now functioning smoothly, enhancing your ability to manage leads effectively.
  • Leads 'Add Client' Form: An issue where the 'Add Client' slide out form wouldn't close after adding a new client has been resolved, streamlining the process for adding new clients.
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