Pricing-Related Settings Overview

Before your pricing models work correctly in Docket, a handful of settings need to match what you've set up in your billing templates and/or pricing matrix. 

Each setting area below includes where to find it and what to configure. Getting them right upfront prevents pricing mismatches when your team creates tasks and generates invoices.

• Click here to learn more about billing templates.
• Click here to learn more about the pricing matrix.

Before You Start

Here are a few things to know before you continue:

• We recommend that only the Account Owner(s) or main Office Admin(s) set up or change the settings covered in this article.
• We recommend configuring the below settings first before creating billing templates or uploading a pricing matrix.
• Your billing templates and/or pricing matrix MUST use the exact same values that the below settings use. For example, if your matrix includes specific material names or client types, those exact labels must exist in your Docket settings too.

Set Up Dumpster Sizes and Their Weight Allowances, Overages, and Waste Materials

Docket needs to know which dumpster sizes your business uses before those sizes can appear in your billing templates or be matched against your pricing matrix. 

TIP: Any size that appears in your pricing model must also be active in your account settings.

You also need to set up the weight allowance, overage costs, and allowed waste materials for each dumpster size so Docket can calculate the correct pricing for each task your team creates.

To set up your dumpster sizes and their related information, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Dumpster Settings by Size section.
   
   
5. The dumpster size(s) that you've added as Assets to your Docket account will automatically appear in the Dumpster Settings by Size list.
   
   Review this list and confirm that all of your offered dumpster sizes are listed. If any are missing, you'll want to add them to your Assets list so they appear here too.
   
   Please Note: If a dumpster size exists in your pricing matrix but isn't listed here, Docket won't be able to match pricing for tasks using that dumpster size.
   
   
   
   TIP: You can override the Dumpster Settings by Size list by adding your offered dumpster sizes to the Dumpster Sizes field above it. This is helpful if you're phasing out a particular size and need to track existing tasks with that size, but don't want your team to be able to select it when creating new tasks.
6.  Click "Edit" to set up a dumpster size's related information.
   
   
7. Enter the weight allowance for this size in tons, the cost per ton overage fee, and the cost per day overage fee as necessary to match your billing preferences.
   
   Please Note: If you're using a pricing matrix, you don't need to configure these fields. Instead, you'll set up the weight allowance and overage fees directly in your spreadsheet.
8. Select the materials you allow to be put in this dumpster size. 
   
   Please Note: If you're using a pricing matrix, whatever you select here MUST match what's in your spreadsheet.
9. Click "Save" to implement your changes.
   
   

Now Docket can correctly calculate overages and material-based costs (if you're using a pricing matrix).

Click here to learn more about the settings in the Dumpster Settings by Size section.

Set Up Rental Lengths

Docket needs to know what rental lengths your business uses before those options can appear in your billing templates or be matched against your pricing matrix. 

TIP: Any rental length that appears in your pricing model must also be active in your account settings.

To set up your rental lengths, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Scheduling Options section.
   
   
5. Scroll down to the Rental Length setting and toggle it on (blue), if needed.
6. Select the rental lengths your business offers.
7. Set a default rental length, if needed.
8. Set a default rental length for any particular client type, if it's different than your normal default.
9. Toggle on "Drop-off Day Counts as Day 1," if your pricing model includes the delivery day in the rental period.
   
   

All of your changes auto-save, so once you're done configuring this section, Docket will be ready to calculate rental lengths and overages.

Please Note: If you're using a pricing matrix, whatever you select here MUST match what's in your spreadsheet.

Set Up Delivery Fees

Docket lets you display delivery fees as separate line items on invoices. How you configure them depends on which pricing model you use.

TIP: If you bundle your delivery fee into the total rental amount without displaying it as its own line item on invoices, leave this setting off (and leave the Delivery Fee column blank in your pricing matrix if you're using one).

Set Up Delivery Fees for a Pricing Matrix

If you're using a pricing matrix, you'll actually set up your delivery fees directly in your spreadsheet before uploading it. 

You'll also need to turn on the delivery fees setting in your account before Docket can begin applying the fees listed in your pricing matrix.

To turn on the delivery fees setting, just follow the below instructions: 

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Billing section.
   
   
5. Turn on (blue) the Show Delivery Fee setting.
6. Decide whether you want to have the delivery fee applied by default.
7. Adjust the delivery fee name to match your billing preferences, if needed.
8. Decide whether you want the delivery fee to be taxed. 
9. Decide whether you want delivery fees applied to additional task types.
   
   

All of your changes auto-save, so once you're done configuring this section, Docket will be ready to calculate delivery fees.

Please Note: After configuring this section, you'll still need to add your actual delivery fees to your pricing matrix if you haven't already. You DON'T need to fill in the Default Delivery Fee Amount field shown in the above screenshot.

Set Up Delivery Fees for Billing Templates

If you're using billing templates, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Billing section.
   
   
5. Turn on (blue) the Show Delivery Fee setting.
6. Decide whether you want to have the delivery fee applied by default.
7. Enter the amount you charge as a delivery fee. Your team can always change the amount when creating a task.
8. Adjust the delivery fee name to match your billing preferences, if needed.
9. Decide whether you want the delivery fee to be taxed.
10. Decide whether you want delivery fees applied to additional task types.
    
    

All of your changes auto-save, so once you're done configuring this section, Docket will be ready to calculate delivery fees.

Set Up Fuel Surcharges

Docket lets you display fuel surcharges as separate line items on invoices. How you configure them depends on which pricing model you use.

TIP: If you bundle your fuel surcharge into the total rental amount without displaying it as its own line item on invoices, leave this setting off (and leave the Fuel Surcharge column blank in your pricing matrix if you're using one).

Set Up Fuel Surcharges for a Pricing Matrix

If you're using a pricing matrix, you'll actually set up your fuel surcharges directly in your spreadsheet before uploading it. 

There are 3 options for setting up fuel surcharges with a pricing matrix:

1. A flat fee that goes in your pricing matrix spreadsheet.
2. A percentage amount of the total rental cost that goes in your pricing matrix spreadsheet.
3. A distance-based fee that's added to your Dumpster Management settings.

If you use option 1 or 2, you just need to turn on the fuel surcharges setting in your account before Docket can begin applying the fees listed in your pricing matrix.

If you use option 3, you'll need to leave the Fuel Surcharges column in your pricing matrix blank and set up the surcharge in your Docket account instead. If you don't leave the column blank in your spreadsheet, the pricing matrix will override whatever you set up in your account settings.

To turn on the fuel surcharges setting (and set up a distance-based surcharge), just follow the below instructions: 

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Billing section.
   
   
5. Turn on (blue) the Show Fuel Surcharges setting.
6. Decide whether you want to have the delivery fee applied by default.
7. If you're NOT using distance-based fuel surcharges, skip to Step 11. 
   
   If you're using distance-based fuel surcharges, make sure that 'Distance' is selected (highlighted dark blue).
   
   
8. Enter the mile mark where your surcharge starts applying.  
9. Enter the amount per mile your business charges.
10. By default, the starting address will be your company address in your account's profile, but you can change this to a different address, if needed.
    
    
11. Adjust the fuel surcharge name to match your billing preferences, if needed.
12. Decide whether you want the fuel surcharge to be taxed.
13. Decide whether you want fuel surcharge applied to additional task types.
    
    

All of your changes auto-save, so once you're done configuring this section, Docket will be ready to calculate fuel surcharges.

Please Note: If you're not using distance-based fuel surcharges, you'll still need to add your actual fuel surcharges to your pricing matrix if you haven't already. You DON'T need to fill in the Starting Distance field or the Default Fuel Surcharge Amount Per Mile field shown in the above screenshot.

Set Up Fuel Surcharges for Billing Templates

There are 2 options for setting up fuel surcharges with billing templates:

1. A fixed dollar amount.
2. A distance-based fee.

Regardless of which option you decide to use, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Billing section.
   
   
5. Turn on (blue) the Show Fuel Surcharges setting.
6. Decide whether you want to have the delivery fee applied by default.
7. If you're using a fixed dollar amount, make sure that 'Fixed' is selected (highlighted dark blue).
   
   Then, enter your dollar amount into the Default Fuel Surcharge Amount field below it. Skip to Step 11 afterwards.
   
   
   
   If you're using distance-based fuel surcharges, make sure that 'Distance' is selected (highlighted dark blue).
   
   
8. Enter the mile mark where your surcharge starts applying.  
9. Enter the amount per mile your business charges.
10. By default, the starting address will be your company address in your account's profile, but you can change this to a different address, if needed.
    
    
11. Adjust the fuel surcharge name to match your billing preferences, if needed.
12. Decide whether you want the fuel surcharge to be taxed.
13. Decide whether you want fuel surcharge applied to additional task types.
    
    

All of your changes auto-save, so once you're done configuring this section, Docket will be ready to calculate fuel surcharges.

Configure Taxes

Tax settings in Docket control whether taxes are automatically applied to invoices and how tax groups are structured. 

You have the option to set up taxes based on State, County, City, or a combination, depending on how you’re required to bill for taxes in your area.

TIP: These settings apply regardless of which pricing model you use. If you're using a pricing matrix and have the Taxable column set to 'Yes' in your spreadsheet, you'll need to set up the taxes themselves in Docket.

To configure taxes, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “Company” right below.
4. Click “View” on the Billing Settings card.
   
   
5. You’ll automatically land on the General section of your Billing Settings. Click to expand the Taxes section.
   
   
6. Enter your Tax ID, if applicable. This may be required by your local, state, and/or federal government regulations.
7. Decide if you want taxes to automatically apply to estimates and invoices.
8. Decide if you want the tax group name(s) to appear on estimates and invoices.
9. Click "+ Add Tax Group".
   
   
10. Select the State, County, and/or City that applies to this tax group.
    
    Please Note: Once you click on a drop-down for State, County, or City, a selection has to be made. There's no way to clear out a selection unless you click "Cancel" and start over. So only click on the option(s) that you intend to use.
11. Give your tax group a name.
12. It's optional, but we recommend writing a brief description of the tax group for your team.
13. Decide whether the tax should be a percentage or fixed amount.
    
    
14. Enter the percentage or fixed amount in the Tax Rate/Amount field. You can add additional tax amounts if needed.
15. Decide whether you want this to be your default tax rate that's automatically applied to all estimates and invoices.
16. If this is tax rate is for a specific client type, you can select that in this drop-down. You must have previously set up client types in your settings in order for them to appear in this list.
17. Click "Add" to save your new tax group.
    
    
18. Don't forget to click "Save Settings" at the top of the page!
    
    

TIP: If your business operates in multiple locations with different tax rates, set up a separate Tax Group for each jurisdiction. You can then assign the correct group when creating a task.

Select Client Types and Pricing Types

If your business offers different prices to different types of clients, such as charging long-term contractors less than one-time residential clients, those client types must exist in Docket's settings.

Pricing Types work the same way and give you an additional label for pricing model differences.

Please Note: Client and Pricing Types can only be used with a pricing matrix and the types you set up in your account settings must exactly match what's in your spreadsheet, including capitalization and spacing.

To add client types and pricing types, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “Company” right below.
4. Click on “View” on the Client Settings card.
   
   
5. Click to expand the Tags section.
   
   
6. By default, Docket has Commercial, Family, and Residential client types set up for you, but you can delete/replace these if needed. To add a new client type, type your label into the Add Client Type field.
7. Click the + button to the right to add it to your list.
   
   
8. To add a new pricing type, type your label into the Add Pricing Type field.
9. Click the + button to the right to add it to your list.
   
   
10. Don't forget to click "Save Settings" at the top of the page!
    
    

Once you're done configuring this section, Docket will be ready to calculate customizations for task pricing based on client and pricing types.

Select Task Types

Task types control which types of tasks are available for billing. If your business has different prices for different types of tasks, such as charging more for a dump-and-return than a standard drop-off, those task types need to be enabled in your Docket settings.

Please Note: Task Types can only be used with a pricing matrix and the types you enable in your account settings must exactly match what's in your spreadsheet, including capitalization and spacing.

To select your billing task types, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “View” on the Dumpster Management card.
   
   
4. Click to expand the Billing section.
   
   
5. By default, all the task types except for Pick Up will already be selected (highlighted dark blue). If you want to remove a particular task type from being used for billing, click it to unselect it (turn it gray).
   
   

All of your changes auto-save, so once you're done configuring this section, Docket will know which task types can be used for billing in your account.

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!