Billing Templates Overview

Billing templates are ideal for businesses with straightforward pricing based on dumpster size and rental length as they allow you to standardize how services, rentals, and additional charges are priced in Docket. By creating billing templates, you can quickly apply consistent pricing to tasks, invoices, and estimates. 

This article walks through how to create, manage, and update billing templates in your Docket account. 

Before You Start

• Depending on your permissions, you may not be able to perform all of the functions listed in this article. Please reach out to your Admin if you require additional access.
• Use billing templates for straightforward pricing models. For complex pricing, explore the pricing matrix.
• Each applicable billing template will appear as a line item on customer invoices. 
• Review billing templates periodically to ensure they align with your current pricing structure.

Create a Billing Template

Although you can create a billing template using the “+ New” button anywhere in Docket, we suggest starting the process in the “Templates” area of the left-hand menu.

1. Click “Templates” in the left-hand menu.
2. Click the “+ New” button.

3. Select “Create Billing Template” in the drop-down menu.
    

   

4. Select a Category (e.g. Dumpster.)
   • If you select another Category, you will be prompted to provide a name for your template. If you select Dumpster for Category, Docket will automatically create a name based on your selections of Dumpster Size and Dumpster Rental Length. 
5. Select Dumpster Size.
6. Select Dumpster Rental Length.
7. Enter a Locale. (Optional)
8. Confirm, change, or add a Name. The Name will appear as a line item on customer invoices. 
9. Add a Description. (Optional) This will appear on customer invoices.
   • TIP: Adding a description is a great way to add helpful context or explanations for charges that appear as line items on customer invoices.
10.  Toggle Recurring on for a recurring fee such as a monthly insurance fee or daily rental fees for tools.
    • Toggling on Recurring is important as it lets Docket know to make this price available when setting up recurring tasks.
11.  Toggle on “Visible on Mobile App” to make the template visible to your driver in their mobile app. We only suggest turning this on if you allow your drivers to create invoices.

12.  Click “Continue to Cost.”
     

    

    Please Note: You can leave the SKU field blank as Docket will automatically generate an ID for each of your billing templates. If you’re using DocketShop, it is very important that you do not edit this field as it is how Docket pulls in your pricing for online orders.

13.  Enter Material, Labor, and Equipment Costs. (Optional)
    • The Material, Labor, and Equipment Cost fields are all business expense fields. If you want Docket to calculate your profit based on both the total customer price and any expected business expenses, you can add those expense amounts in these three fields. Any amount you add to one of these fields will be subtracted from the amount in the Client Cost field to provide an estimated profit.
14.  Select type of Client Cost (e.g. Amount for Dumpster Rental and Percentage for a Surcharge.)
15.  Enter an Amount.
16.  Select whether the Client Cost should be taxable or not.

17.  Click “Add Cost Template.”
     

    

The billing template will appear in your billing templates list and can be applied to tasks, estimates, and invoices. 

Repeat these steps for each pricing model your business offers, such as different dumpster sizes, rental lengths, service types, and surcharges.

Edit, Duplicate, or Delete a Billing Template

To edit a billing template:

1. Click open a billing template. 
2. Make any needed changes.
3. Click “Update Details.”

To duplicate or delete a billing template:

1. Click open a billing template.
2. Click the “Actions” menu.
3. Select “Duplicate” or “Delete” in the drop-down menu.

Please Note: If you select “Delete” you will need to confirm that you want to delete the billing template. 

Use Billing Templates for Default Charges

Billing templates can be used to set up one-time or conditional fees, such as disposal charges, insurance fees, or dry run fees.

To create an additional charge template:

1. Create a new billing template and select the “Additional Charge” category.
2. Enter the charge details and pricing.
3. Click “Add Cost Template.”

After creating your additional charge billing template, navigate to:

• Account > Settings > Add Ons > Dumpster Management > Scheduling Options 

In the Default Charges section, you can assign the additional charge to the applicable dumpster sizes. For example, you may assign a dry run fee that automatically applies when a task fails for a specific dumpster size.

For more information about creating Default Charges, check out this article!

Add Billing Template Categories

There are three default template categories for billing templates: Additional Charge, General, and Dumpster.

To add or manage categories, navigate to:

• Account > Settings > Company > Billing Settings > General > Settings

In the Billing Template Categories section, you can add new template categories for your billing templates. 

For more information about adding Billing Template Categories, check out this article!

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!