The Dumpster Management settings area is where you will find all of your settings for scheduling, organizing, and tracking your dumpsters.
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.
- Your changes to the settings on this page auto-save so you don't need to worry about clicking a button to save your changes.
Navigate to Dumpster Management
To access the Dumpster Management section of settings in your Docket account, just follow the instructions below:
- Click on "Account" in the bottom left corner.
- Click on "Settings" at the top.
- Click "View" on the Dumpster Management card.
At the top of the Dumpster Management page there is a toggle right at the top. This will already be turned on, enabling the entire list of settings below it.
If this toggle is turned off, none of the settings in this section will work as expected and you basically won’t be able to use Docket for your roll-off business. So make sure this is always blue!
You’ll see 13 expandable sections of settings on this page.
Billing Directory
This section of your settings contains your account-wide billing options that Docket uses to automate and streamline your client billing and invoicing.
Billing Options
This setting defaults to INVOICE at the top.
This setting defaults to ALL TASK TYPES EXCEPT PICK UP at the bottom.
This setting controls how Docket tracks charges that need to be paid and when you’ll be prompted to create invoices to send to your clients.
Invoice vs. Charge
If you bill clients In Advance, before or upon drop-off, you'll want to select Invoice here. This tells Docket to show you the Invoice editor immediately after task creation so you can create an invoice and send it to the client as soon as possible.
If you bill clients In Arrears, upon or after pick-up, you'll want to select Charge here. This tells Docket to keep track of all individual charges this client incurs, similar to an open bar tab. When you're ready to bill your client, you can easily compile all the relevant individual charges into an invoice and send it to your client for payment.
Please Note: While you technically can use both methods at the same time, we don't recommend it otherwise you'll end up double-billing your clients.
Task Types
You'll use Docket's different task types to determine when a charge is tracked and when the invoice editor appears.
If a task type is selected here (indicated by the dark blue highlight), that tells Docket there is an associated cost the client needs to pay for.
For example, if you bill In Advance you'll probably want to select the Drop Off task type because that's going to have a cost associated with it, but not Pick Up.
If you bill In Arrears you'll probably want to select the Pick Up task type because that's going to have a cost associated with it, but not Drop Off.
If you charge clients for Exchanges, D&Rs, or any of the other task types, make sure those are selected as well so Docket can help you manage the billing for those too.
Billing Options By Client Type
This setting DOESN'T APPEAR by default.
You'll only see this setting if you’ve added Client Types to your Docket account.
If you've added Client Types, this setting MATCHES your general Billing Options setting (covered above) by default.
This setting allows you to set up certain types of clients on a different billing method that's different from your default Billing Options covered above.
For example, let’s say that you normally bill in advance, but have a special arrangement for trusted Commercial-type clients. Those clients might be billed in arrears on a monthly basis because they usually have dumpsters for longer periods of time and require frequent servicing.
To do this, you can create a Commercial client type elsewhere in your account and then set up their default billing method as Charge instead of Invoice in this setting for the specific task types you bill them for.
Delivery Fees
This setting is OFF by default.
This setting allows you to set up a flat dollar amount that can be manually or automatically added as a fee to a client's invoice.
When you toggle on the Show Delivery Fee setting, you'll see all its related sub-settings. In order to set up and use Delivery Fees, this main toggle must be turned on.
Default Apply Delivery Fee:
Turning this on tells Docket to automatically apply your delivery fee to each Dumpster Task you create (and by extension, any Charges or Invoices).
Default Delivery Fee Amount:
This is the dollar amount you'll see Docket automatically add to the Dumpster Task you create, but you can edit the amount before saving the task, if needed.
Delivery Fee Name:
This is the name of your surcharge that appears on a client's invoice.
Tax Delivery Fee:
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend turning this on.
Apply on Exchange:
By default, Docket will apply your delivery fee to Exchange tasks.
Apply on Dump and Return:
By default, Docket will apply your delivery fee to Dump and Return tasks.
Apply on Live Load:
By default, Docket will apply your delivery fee to Live Load tasks.
Extra Day Fee Name
This setting is BLANK by default.
If you charge a fee for extra days (also known as “day overages”), this setting allows you to customize the name that appears on the invoice clients see.
Fuel Surcharges
This setting is OFF by default.
This setting allows you to set up a flat dollar amount or per-mile amount that can be manually or automatically added as a fee to a client's invoice.
This setting contains two of Docket's three fuel surcharge options; the third option exists under Billing Settings > General.
When you toggle on the Show Fuel Surcharge setting, you'll see all its related sub-settings. In order to set up and use Fuel Surcharges, this main toggle must be turned on.
Default Apply Fuel Surcharge:
Turning this on tells Docket to automatically apply your fuel surcharge to each Dumpster Task you create (and by extension, any Charges or Invoices).
Calculation Type:
Docket gives you two options for fuel surcharges: a fixed dollar amount or a dynamic per-mile dollar amount based on a specific location, like your yard.
Fixed
If you charge a flat rate for fuel surcharges regardless of distance traveled, select this option.
Default Fuel Surcharge Amount:
This is the dollar amount you'll see Docket automatically add to the Dumpster Task you create, but you can edit the amount before saving the task, if needed.
Distance
If you charge a per-mile fuel surcharge, select this option. select the starting address, enter the number of miles Docket should start calculating a surcharge from, and enter your default dollar amount per mile.
Starting Distance:
This field controls how many miles from your selected address a client is allowed before you start charging them for extra distance.
For example, adding '10' here allows your clients 10 miles from your selected address before they're charged.
Default Fuel Surcharge Amount Per Mile:
Add the per-mile dollar amount you charge clients for.
For example, adding '3' here tells Docket to charge $3 for every extra mile over your Starting Distance.
Edit Address:
When you first turn the Fuel Surcharge setting on and select 'Distance', the address area will be blank. You'll need to click this button and enter the starting address you want Docket to use when calculating fuel surcharges.
Fuel Surcharge Name:
This is the name of your surcharge that appears on a client's invoice.
Tax Fuel Surcharge:
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend turning this on.
Apply on Exchange:
By default, Docket will apply your fuel surcharge to Exchange tasks.
Apply on Dump and Return
By default, Docket will apply your fuel surcharge to Dump and Return tasks.
Relocation Fee Amount
This setting is set to $0 and OFF by default.
This setting allows you to set up a flat dollar amount that’ll be automatically applied as a fee to invoices or charges related to Relocation tasks.
Tax Relocation Fee:
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend turning this on.
Rental Agreement
This setting is OFF by default.
This setting allows you to send your terms and conditions to clients as a separate document not connected to an invoice or estimate. If you want to include your terms and conditions on estimates/invoices, you'll need to set that up under the Terms and Conditions setting (covered below).
Please Note: In order to use this setting you must first upload a PDF version of your terms and conditions into the Documents section of your Docket account.
After a PDF version of your T&Cs is added to Docket, you’ll be able to select the document from this drop-down list. This will be the default document Docket sends to your clients when a Dumpster task is created.
Include Rental Agreement with New Rental (Drop Off & Live Load):
By default, Docket will send your T&Cs to clients once a new Drop Off or Live Load task is created.
Apply on Dump and Return:
By default, Docket won’t send your T&Cs to clients once a Dump and Return task is created.
Apply on Exchange:
By default, Docket won’t send your T&Cs to clients once an Exchange task is created.
TIP: You only need to set up this Rental Agreement option or the Terms & Conditions option below, not both. You can if you’d like, but your clients will end up receiving the information twice.
Sales Rep
This setting is OFF by default.
If your business uses sales reps to bring in new clients, this setting allows you to show which sales rep is associated with a clients on tasks you create for them.
For example, let’s say that John Smith was the sales rep that won us Greenhouse Construction as a clients. Turning this setting on will add John Smith as the sales rep for every task we create for Greenhouse Construction.
Assign to Logged In Employee:
Turning this setting on means that Docket will assume the sales rep is the employee who creates a task for the client at any point after turning this setting on.
Set Invoice Date as Service Date
This setting is ON by default.
This setting allows you to choose what date you want your invoice to default to.
If you bill in advance, we suggest selecting Drop Off so that the scheduled date of your drop-off task is what appears on the invoice you send to your clients.
If you bill in arrears, we suggest selecting Pick Up so that the scheduled date of your pick-up task is what appears on the invoice you send to your clients.
Terms & Conditions
This setting is BLANK by default.
This setting controls whether your terms and conditions appear at the bottom of every estimate or invoice you send to your clients.
This is different from the Rental Agreement setting (covered above) because it’s automatically included in every estimate or invoice you send to your clients and isn’t sent as a separate document upon task creation.
TIP: You only need to set up the Rental Agreement option or this Terms & Conditions option, not both. You can if you’d like, but your clients will end up receiving the information twice.
In order to set this up, just copy your existing T&Cs and paste it into this field. You can also type straight into the field if you don’t have any existing T&Cs to copy.
Please Note: At this time, there isn’t a way to include links in this field for clients to click on from their invoice.
If you have different T&Cs between estimates and invoices, or you want your T&Cs to appear at the bottom of both estimates and invoices, you'll need to first click on "Estimate" and then type/paste in your T&Cs. Next, you'll need to click "Invoice" and type/paste in your T&Cs.
Billing Issues Directory
This section of your settings is where you'll tell Docket how to handle clients who incur additional charges during a rental, like day and weight overages.
Add Task Images To Additional Charges Invoice
This setting is ON by default.
This setting controls whether pictures that your drivers take are automatically added to Additional Charge-type invoices.
Turning this setting on means that any pictures your driver takes through Docket's mobile app will be automatically added to any Additional Charge-type invoice you create for the related client.
'Additional Charge' invoices refer to the Invoice Template drop-down you see when creating an invoice. Docket has 3 default invoice templates: General, Dumpster, and Additional Charge.
If you select 'Additional Charge' as your invoice template when creating an invoice, this setting will apply to that invoice.
Add Task Ticket Images To Additional Charges Invoice
This setting is ON by default.
This setting controls whether weight tickets are automatically added to Additional Charge-type invoices.
Similar to the setting covered above, turning this setting on means that any weight ticket pictures your driver takes through Docket's mobile app will be automatically added to any Additional Charge-type invoice you create for the related client.
'Additional Charge' invoices refer to the Invoice Template drop-down you see when creating an invoice. Docket has 3 default invoice templates: General, Dumpster, and Additional Charge.
If you select 'Additional Charge' as your invoice template when creating an invoice, this setting will apply to that invoice.
Automatically Create Charges for Billing Issues
This setting is OFF by default.
This setting controls whether charges are created and tracked automatically as billing issues come up.
Turning this setting is on means that Docket will automatically add an additional charge to the Charges section of the related task and you’ll see a charge tracked under the Billing Issues tab of your Assets area. This includes rental period overages, weight overages, and late payment fees.
We strongly recommend turning this setting on to help stay on top of extra charges without having to track them manually.
Enable Billing Issues
This setting is ON by default.
This setting controls whether Docket automatically tracks billing issues and displays them in the Assets section of your account.
That list acts as a central location that you can check each day to resolve any lingering billing issues and outstanding balances owed to your business.
Invoicing Additional Charges for Exchange and Dump and Return
This setting defaults to BOTH.
This setting controls when Docket shows you the invoice editor for additional charges needed on Exchange and D&R (Dump and Return) tasks.
When a Dump and Return or Exchange task is created, Docket will prompt you to create an invoice for the fee your business charges.
You can have Docket prompt you to create an invoice after the pick-up task is created, after the drop-off task is created, or after both are created if you charge a fee for both sides.
Minimum Weight Overage (Ton)
This setting defaults to 0.
This setting allows you to set the minimum amount of weight, calculated in tons, that your client will be charged for.
Some dump locations or landfills charge businesses for a minimum amount of weight, so this setting acts as a guarantee that your client's price will cover that minimum amount cost, avoiding unnecessary fees for your business.
Rental Length Overage Calculation
This setting defaults to ACTUAL.
This setting is very important because it controls when Docket starts tracking day overages and calculating your overage fee.
We strongly recommend switching this setting to 'Anytime During Pick Up Day' to allow your clients and drivers the most flexibility.
Actual:
In order to avoid a day overage charge for your clients, your driver has to complete the Pick Up task for a dumpster rental by the same exact time the original Drop Off task was completed.
Even if the driver or your dispatch team marks the Pick Up task completed just a few minutes later than the original Drop Off task was marked complete, Docket will still calculate a day overage fee for the client.
Anytime During Pick Up Day:
When this option is selected, your driver can mark the Pick Up task as completed at any point during the scheduled Pick Up day.
Docket will only calculate a day overage fee for the client if the Pick Up task isn’t completed by the next following day.
Rental Pricing Type
This setting defaults to HAUL PLUS TONNAGE.
This setting controls how your pricing will be calculated once a task has been completed.
Haul Plus Tonnage:
If you have a maximum weight allowance set for some or all of your dumpster rentals and you charge weight overage fees, you’ll want to use this option.
Any time a task is completed and the net weight that’s entered is more than your allowed weight, Docket will automatically calculate the weight overage fee for the invoice you send to the associated client.
Please Note: In order for Docket to successfully calculate weight overages, you need to set up your weight allowance and have a weight overage fee set up in either your Pricing Matrix or the Dumpster Settings by Size section (covered below), depending on how your pricing models are set up.
Flat Rate:
When this option is selected, Docket will not calculate weight overage fees even if you have an overage fee set up in your Pricing Matrix or the Dumpster Settings by Size section.
Show Missing Weight
This setting is ON by default.
This setting is very important if your workflow requires a net weight be included on all tasks marked complete.
Docket will automatically log any completed tasks that don’t have a net weight added as a billing issue so you easily find and update those tasks.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Show Missing Invoice
This setting is ON by default.
This setting is very important for managing your billing workflow(s).
Docket will automatically log any completed tasks that don’t have a related invoice as a billing issue, making it easy for you to find missing invoices and bill your clients successfully.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Tax Day Overages
This setting is ON by default.
This setting controls whether Docket automatically applies the taxes you’ve added to your account to any day (rental length) overages.
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend leaving this on.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Tax Weight Overages
This setting is ON by default.
This setting controls whether Docket automatically applies the taxes you’ve added to your account to any weight overages.
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend leaving this on.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Weight Overage Calculation
This setting defaults to ACTUAL.
This setting controls how Docket calculates any weight overages a client may incur.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Weight Overage Line Item Name
This setting is ON by default.
This setting controls what name your weight overages have on a client's invoice.
When this setting is turned on, weight overage fees will appear on an invoice as whatever you’ve named the Billing Template for weight overages, like “40 Yard - Weight Overage Fee”.
Turning this setting off means that weight overage fees will appear on an invoice as “Weight Overage Per Ton”.
Please Note: This setting will only appear if you have Enable Billing Issues setting turned on.
Brokering Options Directory
This section of settings gives you a few different options on setting up your Docket account to successfully broker rentals out to other businesses.
Broker Dispatch Notes Visible
This setting is ON by default.
This setting controls whether you can see your brokers' dispatch notes. We strongly recommend leaving this setting on so you don't miss anything important.
Schedule Task on Acceptance
This setting is ON by default.
This setting controls whether tasks from your brokers will be automatically added to your Schedule page. We strongly recommend leaving this setting on so you don't miss anything important.
Share Employee Name with Broker
This setting is OFF by default.
This setting controls whether your brokers will be able to see the name of the employee who completed the task.
Client Dashboard Directory
This section of your settings enables you to control what your clients see on their dashboards at any given time.
Click here to learn more about the Client Dashboard feature in Docket.
Show Request Dumpster Button
This setting is ON by default.
This setting controls whether your clients will see a "Request Dumpster Rental" button on their Client Dashboard.
Show Request Exchange Button
This setting is ON by default.
This setting controls whether your clients will see a "Request Exchange" button on their Client Dashboard.
Show Request Pick Up Button
This setting is ON by default.
This setting controls whether your clients will see a "Request Pick Up" button on their Client Dashboard.
Show Task Images
This setting is ON by default.
This setting controls whether your clients will see images attached to their tasks on their Client Dashboard.
Show Weight Ticket Images
This setting is ON by default.
This setting controls whether your clients will see weight ticket images from tasks on their Client Dashboard.
Dumpster Pricing Matrix Directory
THIS SECTION IS COMING SOON
Dumpster Settings by Size Directory
This section of your settings is where you create your dumpster size options and set default weight allowances, cost per ton overages, and cost per day overages.
Please Note: If you’re using a Pricing Matrix, you still need to create your dumpster sizes and add your allowed materials to this section.
Dumpster Sizes
This setting defaults to 15 YARD, 20 YARD, and 30 YARD.
This setting controls what dumpster sizes you'll see in your Docket account and should always match the dumpster sizes your business offers to clients.
If you've already added your Dumpster Assets to the Assets section of your Docket account, clicking "Use Suggested Sizes" will automatically pull in the dumpster sizes you've added to your Assets.
Please Note: If a dumpster size is missing during task creation, it's probably missing from this setting. Make sure you're always adding new dumpster sizes your business offers to this setting!
Dumpster Settings by Size
This setting defaults to 15 YARD/1.5 TONS/$90 PER TON, 20 YARD/2 TONS/$90 PER TON, and 30 YARD/3 TONS/$90 PER TON.
This setting controls the Weight Allowance in Tons, Cost Per Ton Over, and Cost Per Day Over for each individual dumpster size you've added to the previous setting.
You can also specify the type of Waste Materials each dumpster size can handle.
Locations Directory
This section of settings is where you'll set up your Dump and Yard locations so Docket can optimize your drivers' routes effectively.
Dump Locations
This setting includes an UNASSIGNED Dump Location by default.
This setting is where you'll establish a default Dump for your Dumpster tasks. You can also add additional Dumps if your business uses more than one. There is a Dump Location Summary report that tracks trips to each Dump Location too.
If you haven't set up default Dump, Docket will automatically choose the closest dump location based on the pick-up task's service address.
Add a Dump Location
Quickly add a dump location by following the below instructions:
- Click "Add Dump".
- Fill in the Details form that appears.
- Click into the Materials & Costs section at the top of the form.
- Click "Edit Materials" at the bottom of the form.
- Select the Waste Materials that this Dump accepts and/or add new Waste Materials.
- Click "Apply" to save the selected/created Waste Materials to this Dump.
- Enter the cost for each selected Waste Material, if desired.
- Click "Save Changes" at the bottom of the form.
Your new Dump Location will be automatically saved the moment you click "Add Dump", so fill out the Details and Waste Materials sections of the form as much or as little as you want.
If you want to edit or delete a Dump Location, just click on it from your list and the editor will appear.
TIP: To make order entry smoother, we recommend clicking on the checkmark next to the Dump Location you'd like Docket to automatically add to your Dumpster tasks. This will be your "default dump" that'll appear on any tasks you create, but you'll have the ability to change the dump location in a task at any time.
Yard Locations
This setting will be BLANK by default.
This setting is where you'll add your Yard, the location where you store your (dumpster) assets while they're not being rented out.
Adding yard locations here enables Docket to provide turn-by-turn directions to drivers and makes it easier for you to maintain accurate yard counts. There is also a Yard Summary report that tracks what Yard each of your dumpster assets are located at.
Add a Yard Location
Quickly add a yard location by following the below instructions:
- Click "Add Yard".
- Fill in the Details form that appears.
Your new Yard Location will be automatically saved the moment you click "Add Yard", so fill out the form as much or as little as you want.
If you want to edit or delete a Yard Location, just click on it from your list and the editor will appear.
TIP: To make dispatching smoother, we recommend clicking on the checkmark next to the Yard Location you'd like Docket to use when optimizing drivers' routes. This will be your "default yard" Docket will use, but you'll have the ability to change the yard location for a driver at any time.
Map Directory
This section of your settings controls what colors Docket uses to visually indicate how long your dumpster assets have been rented by a client.
Dumpster Aging
This setting is BLANK by default.
After you've added dumpster assets to your Docket account, you'll see a list of all your dumpster sizes in this section.
Under each dumpster size you'll see a short list of colors: green, yellow, orange, and red.
For each color, you can set up a specific time frame of days that Docket will use to visually indicate how long a client has been renting a dumpster from you.
The map on the Assets page can be filtered to show "Asset Aging" which shows you colored dumpster pins matching your aging time frames.
By default, each color will show the below range:
- Green (0 - 3 Days)
- Yellow (4 - 6 Days)
- Orange (7 - 9 Days)
- Red (10+ Days)
Mobile App Directory
This section of settings is where you'll decide what your drivers' will see in Docket's mobile app as they complete their route each day.
Please Note: This are account-wide settings, meaning that all drivers will be affected by these settings.
Allow Create PIN
This setting is OFF by default.
When enabled, this setting makes a new button appear in the mobile app for your drivers.
Using this button, they can add a new dumpster asset with a PIN of their choosing to your Docket account and the job they're currently handling.
Dumpster Location Tracking
This setting defaults to SERVICE ADDRESS.
By default, Docket will track your dumpster assets' locations using the service address on its related tasks.
If you change this setting to GPS, Docket will use the assigned drivers' GPS coordinates as the dumpster's location.
Please Note: Your driver must have GPS turned on in the mobile app in order for this setting to track your dumpsters via GPS. It's also extremely important for your driver to be standing next to the dumpster when they mark a task complete, otherwise Docket will log the wrong coordinates.
TIP: Use Docket's Asset Locations by Category and Dumpster Locations reports to easily see where all your assets are!
Notify Driver on Unpaid Rental
This setting is OFF by default.
Turning this on means that your drivers will see a notification in the app if a client has unpaid invoices linked to the dumpster rental they're working on.
This is helpful if you allow your drivers to take client payments in the field because they'll know that if a client needs to pay for more than one invoice.
Notify Driver for Unsigned Documents
This setting is OFF by default.
Turning this on means that your drivers will see a notification in the app if a client still needs to sign any documents associated with their rental, like your T&Cs.
Required Items (for Drivers to Complete on Pick Up Tasks)
The default for each setting is shown in the below screenshot.
Blue = ON, grey = OFF.
Turning on the requirement for any of these items means that drivers will have to add the selected item to their Pick Up task before marking it complete in the mobile app.
If you leave all of these items off, drivers will still have the option to add these to their Pick Up tasks. However, they won't be required to enter the information before marking the task complete and moving on.
Show Client Types
This setting is ON by default.
This setting controls whether the client's type(s) assigned to their profile appear in Docket's mobile app for your drivers.
Please Note: In order to assign/display Client Types, you must first set them up in your account's settings.
Show Code Scanner
This setting is OFF by default.
Turning this on enables your drivers to use Docket's mobile app to scan QR codes and/or barcodes to complete their tasks using their device's camera.
Please Note: In order to organize your dumpster assets using QR codes/barcodes, you must first set those up in your account.
Show Client Name
This setting is ON by default.
This setting controls whether your clients' names appear in the mobile app for your drivers.
Show Dump Location
This setting is ON by default.
This setting controls whether the dump location your driver will be routed to shows on the Schedule screen in the mobile app.
Show Invoices
This setting is OFF by default.
Turning this on means that your drivers will be able to see your clients' invoices in the mobile app.
This is helpful if you allow your drivers to take client payments in the field because they'll be able to show clients their invoices and collect payment on any unpaid invoices as needed.
Strict Task Order
This setting is ON by default at the top.
The setting is OFF by default on the bottom.
This setting controls whether your drivers are forced to complete each of their assigned tasks in the order they appear on the Schedule screen in the mobile app.
The order begins with the task that appears at the top of the Schedule screen and they have to complete it before moving onto the next task.
If you want to enforce even more rigor, you can choose to blur the rest of your drivers' tasks so they only know the total count and none of the details before starting a task.
Page Options Directory
If you have a Docket website, there is a built-in Dumpsters page that this setting controls.
Enable Dumpster Availability
This setting is ON by default.
This setting controls whether the Dumpster page appears on your Docket website at all.
We strongly recommend leaving this setting on so you can display your real-time dumpster availability on your website to potential clients.
Task Options Directory
This section of settings gives you control over the default options that you'll see when creating Dumpster Tasks.
Allow Multiple Waste Materials
This setting is OFF by default.
Turning this setting on means that you'll be able to select more than one waste material when creating a task.
This also allows drivers to select more than one waste material in Docket's mobile app when they complete a task.
Default Driver Task Duration (Minutes)
This setting is set to 60 minutes by default.
This setting controls the minimum amount of time that automatically appears in the Driver Task Duration field in a task.
Please Note: In order for the Driver Task Duration field to appear at all in a task (where this default minimum time will show), the Show Driver Task Duration setting must be enabled first (covered below).
Net Weight Units
This setting is set to TON by default.
By default, Docket will show your net dumpster weight in tons, but you can switch it to pounds (Lbs) if that's what your business uses to measure waste.
Show Cubic Yards
This setting is OFF by default.
Turning this on means that you and your drivers will be able to add the cubic yardage of contents being dumped to a Dumpster Task. This is helpful if your preferred dump location uses cubic yards as their materials-dumped measurement.
Show Dump Expenses & Automatically Create Expenses
This setting's options are both ON by default.
Show Dump Expenses:
This setting controls whether you and your drivers will see the option to add dump expenses to Dumpster Tasks.
An "expense" in Docket refers to a cost that your business incurs, not necessarily a client cost (although you can certainly choose to past these costs onto your clients).
If you're reporting on profit-and-loss statements, this setting gives you an easy way to track your dump-related expenses per task.
Please Note: This setting must be toggled on (blue) in order for the below setting to appear/be turned on.
Automatically Create Expenses:
This setting controls whether Docket automatically tracks dump expenses added to tasks in its Expenses, Profits, and Profit & Loss Statement reports.
Show Permits
This setting is OFF by default.
Turning this setting on means that you'll see an option on your Dumpster Tasks for entering permit information related to that particular task.
We recommend turning this on so you and your drivers can record permit details for a specific task when needed.
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 (covered above) 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.
Theming Directory
This section of settings gives you control over the colors Docket uses for each type of Dumpster Task.
This setting's defaults are listed below:
- Drop Off tasks - Blue
- Dump and Return (D&R) tasks - Purple
- Exchange tasks - Green
- Live Load tasks - Orange
- Pick Up tasks - Red
- Relocate tasks - Yellow
Color-coding your tasks in Docket makes it easy for you and your team to quickly identify each type of task on the Today, Schedule, Assets, and Dispatch pages. As you select a color, a live preview of the task card updates in real time so you can see the result before moving on.
We recommend adjusting the color of each task to match your current color codes, if necessary. You can click on a color from the color-picker table or use a HEX or RGB code to get a specific color shade.
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!