Setting up your pricing-related settings ensures your pricing models (whether using pricing templates, a pricing matrix, or both) function as expected in Docket. This article explains how to configure settings for materials, sizes, fees, taxes, and more.
Materials, Sizes, and Overages
- Dumpster Sizes:
- Navigate to Account > Settings > Add Ons > Dumpster Management.
- Under Dumpster Settings by Size, ensure all dumpster sizes in your pricing models are selected.
- Weight Allowance and Overages (Pricing Templates Only):
- Click Edit next to a size to:
- Adjust the weight allowance.
- Set costs for weight overages (per ton) and rental overages (per day).
- Add allowed materials individually for task creation.
- Click Edit next to a size to:
Rental Lengths
- Go to the Scheduling Options section in Dumpster Management.
- Toggle on Rental Length to enable rental duration options during task creation.
- Configure:
- Available rental lengths (match with pricing matrix if applicable).
- Default rental length for streamlined workflows.
- Whether drop-off day counts as Day 1.
Task Types
- In Billing Options under Dumpster Management:
- Select the task types you use for billing (e.g., drop-off, pick-up, dump and return).
- Ensure these match the task types in your pricing matrix or templates.
Delivery Fees and Fuel Surcharges
- Delivery Fees:
- Enable Show Delivery Fee if it should appear as a line item on invoices.
- If using pricing templates, enter the fee amount.
- Toggle Default Apply Delivery Fee for automatic application to invoices.
- Fuel Surcharges:
- Enable Show Fuel Surcharge to display it as a line item.
- For distance-based surcharges:
- Select Distance and configure the rate per mile.
- Leave the Fuel Surcharge column blank in your matrix to use this setting.
Taxes
- Go to Account > Settings > Company > Billing Settings > Taxes.
- Configure:
- Tax ID (optional).
- Whether taxes are automatically applied to invoices.
- Tax Group details (State, County, City, or combinations).
Client Types and Pricing Types
- Navigate to Client Settings > Tags.
- Add:
- Client Types (e.g., homeowner, contractor).
- Pricing Types for additional pricing model labels.
- Match these exactly to the names in your pricing matrix or templates.
Tips for Success
- Always match your pricing matrix or templates with Docket’s settings for accuracy.
- Regularly review these settings to ensure they align with your pricing adjustments.