The Scheduling Options section is located towards the bottom of your Dumpster Management settings and it enables you to customize the options you'll see when creating a task.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or Admin(s) set up or change the settings covered in this article.
- There is no "Save Settings" button in the top right corner; Docket auto-saves your changes on this page.
Navigating to Dumpster Management: Scheduling Options
To access the Scheduling Options section of your Dumpster Management settings, just follow the instructions below:
- Click on “Account” in the bottom left corner.
- Click on “Settings” at the top.
- Click on “View” on the Dumpster Management card.
- Click to expand the Scheduling Options section.
Dumpster Management: Scheduling Options Directory
This section of settings gives you control over the default options that you'll see when creating Dumpster Tasks.
Confirmation Message
This setting is BLANK by default.
The message you add to this box will appear every time click the "Create" button at the bottom of a Dumpster Task.
You can use this message prompt for different purposes, like listing out items that aren't allowed to go in a bin or to remind your team about what to do next.
Default Charges
This setting will be BLANK by default for each of your dumpster categories.
This setting is where you can associate certain billing templates with your dumpster categories so that the charges auto-apply to the tasks you create for each dumpster category.
Please Note: In order to use this setting, you must have dumpster categories already associated with your dumpster assets. This is required during asset creation, so as long as you've added your dumpsters you should be good. You must ALSO have billing templates set up in your account.
There are 6 scenarios that you can set up additional fees per dumpster category for:
- Charges = Drop Off task
- Charges (On Completion) = Pick Up task marked Complete
- Charges (On Failure) = Any task marked Failed
- Charges (Live Load) = Live Load task
- Charges (Relocate Onsite) = Relocate task with Relocate Service Address marked Current
- Charges (Relocate Offsite) = Relocate task with Relocate Service Address marked Other
To associate a billing template with a dumpster category, just follow the below instructions:
- Select the dumpster category from the drop-down that you want this fee to be associated with.
- Click "+ Add Charge".
- Select the billing template you'd like to associate with this dumpster category and adjust the other fields as needed.
- Click "Add" to save it.
You can repeat these steps to associate as many billing templates as needed with each dumpster category for each type of task scenario.
Default Driver
This setting defaults to the FIRST DRIVER you add to your Docket account.
The driver selected here will appear on all dumpster tasks created in your Docket account by default. You can manually change the assigned driver on a task before or after saving it.
TIP: If you find yourself constantly changing the assigned driver on tasks away from the default, change this setting to Unassigned to save yourself a step.
Default Driver Notes
This setting is BLANK by default.
Anything you add here will automatically appear in the driver notes field of a dumpster task.
The assigned driver will be able to review these notes in Docket's mobile app prior to completing the task.
Clients won't be able to see these task notes in their Client Dashboard.
Default Office Notes
This setting is BLANK by default.
Anything you add here will automatically appear in the office notes field of a dumpster task.
Clients won't be able to see these task notes in their Client Dashboard.
Rental Length
This setting's Rental Length defaults to 3 DAY, 7 DAY, 14 DAY, and 30 DAY.
This setting's Default Rental Length is set to 7 DAY by default.
This setting's Default Rental Length by Client Type is BLANK by default.
This setting's Drop Off Day Included in Rental Period option is OFF by default.
This setting controls whether you'll see your selected rental length options when you schedule a task. Turning this off means that Docket cannot track day overages because you won't have rental lengths in any of your tasks.
The Default Rental Length is what will display on all the tasks you create, but you can adjust the rental length per task as needed.
Default Rental Length by Client Type will show a list all of your previously added Client Types. If you offer different rental length to different types of clients, you can set up a default rental length per client type here. This default rental length will override the general default rental length setting above it in this section.
TIP: If you see a default rental length in a task that you weren't expecting, check to see if the client associated with the task falls under one of these client types and has a different default rental length.
If you want the drop off day to be automatically included in the rental length, and therefore the rental's total pricing, toggle on (blue) the Drop Off Day Included in Rental Period option.
Onsite Duration
This setting defaults to 15 minutes for each type of task.
This setting is super important for Docket to accurately calculate a driver's total time for route optimization. It's also vital for you to track your drivers' progress and efficiency over time, and to stay realistic about actual onsite time needed for each type of task.
Notes
This setting is ON by default.
These options control whether you'll see fields for client, dispatch, and office notes in the tasks that you create.
Please Note: The Show Office Notes option must be toggled on (blue) in order for the Default Office Notes setting covered above to work properly.
Required Items
This setting's options are all OFF by default.
These options control whether you and your team will be required to fill out certain items before clicking "Create" at the bottom of a new task.
Show Asset Availability
This setting is ON by default.
This setting controls whether your asset availability appears in a task when scheduling it.
We recommend leaving this on so you're notified if the type of dumpster asset you've selected in a task is unavailable to rent.
Show Driver Task Duration
This setting is OFF by default.
Turning this on means that you'll see an option in your tasks to add how long the driver will take to complete the specific task you're looking at.
TIP: When this setting is on, we recommend setting up your default duration in the Task Options section of your Dumpster Management settings so Docket can pre-fill the Driver Task Duration field in tasks for you. You can always change the time as needed.
Show Pricing Factors
This setting is ON by default.
This setting controls whether you'll see all the factors that Docket considered when generating the pricing at the bottom of each Drop Off Dumpster Task you create.
Show Priorities
This setting is ON by default.
This setting controls whether you'll see an option to set a priority for any task you create.
Task priorities are a great way to visually indicate important tasks that need to handled first and/or tasks associated with VIP clients.
TIP: When this setting is turned on and tasks have a set priority, IronRoute AI will use the task's priority as factor when optimizing your drivers' routes.
Task Types
This setting's first two options are ON by default.
This setting's last option is OFF by default.
This setting controls what task types will appear for you to choose from when creating a Dumpster Task.
We recommend making sure that the options your business offers to its clients are toggled on (blue) so you can successfully schedule those tasks in your Docket account.
Time Windows
This setting is OFF by default.
This setting controls your scheduling time frames and enables you to set a limit on how many assets are available per time window for each dumpster category.
Please Note: In order to use this setting, you must have dumpster categories already associated with your dumpster assets. This is required during asset creation, so as long as you've added your dumpsters you should be good.
To set up time windows for each of your dumpster categories, just follow the below instructions:
- Toggle on the setting.
- Select the dumpster category you'd like to set time windows for.
- Toggle on the day(s) you want to set time windows in and adjust the other fields as needed.
Your changes will auto-save as you make them so once you're done with the first category you can select a different one and repeat these steps.
TIP: When this setting is turned on and tasks have a set time window, IronRoute AI will use the task's time window as factor when optimizing your drivers' routes.
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!