Docket’s walkthrough guides provide clear, step-by-step instructions to help you navigate tasks and features with ease. Whether you're just getting started or looking to learn new skills, these guides are designed to support you.
Keep in mind that depending on how you use Docket, some guides may be more relevant to your specific needs than others. Explore the guides to find which ones are best for you and your team!
Before You Start
Here are a few things to know before you continue:
- Depending on how your permissions are set up you may not be able to access some or all of the walkthrough guides. Please reach out to your Account Owner if additional access is needed.
- The blue play button icon in your Docket account is an indicator of a walkthrough guide. Clicking on it will show you the name of the guide and the first step.
- Walkthrough guides can also be accessed anywhere in Docket by opening the Support widget and selecting "Step-by-Step Guides" to view available walkthroughs in one place.
Docket Walkthrough Guide Directory
Jobs and Tasks
Jobs | Add Job
The purpose of this guide is to review how to Schedule a Job. It is located next to the "+ New" button when in the "Jobs" section of the left-hand navigation bar.
Schedule | Schedule Dumpster Task
The purpose of this guide is to review how to Schedule a Dumpster Task. It is located next to the "+ New" button when in the "Schedule" section of the left-hand navigation bar.
Dumpster Task | Schedule Next Task
The purpose of this guide is to review how to Connect Dumpster Tasks. It is located next to "Schedule Next Task" in the "Scheduling" section of a dumpster task.
Estimates and Leads
Estimates | Create an Estimate
The purpose of this guide is to review how to Create an Estimate. It is located next to the "+ New" button when in the "Employees" section of the left-hand navigation bar.
Leads | Add a Lead
The purpose of this guide is to review how to Add a Lead. It is located next to the "+ New" button when in the "Leads" section of the left-hand navigation bar.
Employees, Clients, and Messages
Employees | Add Employee
The purpose of this guide is review how to Add an Employee to your account. It is located next to the "+ New" button when in the "Employees" section of the left-hand navigation bar.
Clients | Add Client
The purpose of this guide is to review how to Add a Client to your account. It is location next to the '+ New' button when in the 'Clients' section of the left-hand navigation.
Messages | Message a Client
The purpose of this guide is to review how to Message a Client in your account. It is location next to the '+ New' button when in the 'Clients' section of the left-hand navigation.
Assets and Vehicles
Assets | Add Asset (Dumpster)
The purpose of this guide is to review how to Add a Dumpster to your account. It is located next to the "+ New" button when in the "Assets" section of the left-hand navigation bar.
Assets | Untracked | Add an Asset Location
The purpose of this guide is to review how to Add an Asset Location. It is located next to "Untracked" in your list of assets when in the "Assets" tab of the "Assets" section of the left-hand navigation bar.
Assets | Update Asset Availability
The purpose of this guide is to review how to Update Asset Availability. It is located underneath "Availability" when in the "Assets" section of the left-hand navigation bar.
Vehicles | Add Vehicle
The purpose of this guide is to review how to Add a Vehicle to your account. It is located next to the '+ New' button when in the 'Vehicles' section of the left-hand navigation bar.
Dumpster Management Settings
Dumpster Management | Locations | Add Dump Location
The purpose of this guide is review how to Add a Dump Location to your account. It is located next to the "Add Dump" button when in the "Locations" section of Dumpster Management settings.
Dumpster Management | Locations | Add Yard Location
The purpose of this guide is review how to Add a Yard Location to your account. It is located next to the "Add Yard" button when in the "Locations" section of Dumpster Management settings.
Access Walkthrough Guides Using the Support Widget
In addition to launching guides from play buttons, you can access walkthrough guides anywhere in Docket by opening the Support widget and selecting “Step-by-Step Guides,” where you’ll find a searchable list of available guides.
Step-by-Step Guide List
When you click 'Step-by-Step Guides' in the support widget, you'll find a list of all available walkthrough guides. Use the search bar to quickly find guides on specific topics.
Walkthrough Guides Only Accessible via the Support Widget
Account Navigation
The purpose of this guide is to provide a high-level overview of your Docket account and key areas to know.
Invoices | Create a One-Time Invoice
The purpose of this guide is to review how to Create a One-time Invoice.
Charges | Create an Invoice from Charges
The purpose of this guide is to review how to Create an Invoice from Charges.
Invoices | Send an Invoice
The purpose of this guide is to review how to Send an Invoice to a client.
Invoices | Batch Send Invoices
The purpose of this guide is to review how to batch send invoices to your clients.
Estimates | Send an Estimate
The purpose of this guide is to review how to send an estimate.
Dispatch | Assign a Task
The purpose of this guide is to review how to assign a task to a driver using the dispatch board.
Dumpster Management | Dumpster Pricing Matrix | New Pricing Matrix Experience
The purpose of this guide is to review the new pricing matrix experience.
Walkthrough Guide FAQs
What is a walkthrough guide?
Walkthrough guides take you through step-by-step instructions directly within Docket to help you navigate features, complete tasks, and configure settings to meet the needs of your business.
How do I access a walkthrough guide?
Walkthrough guides appear as little blue play buttons.
Simply click the play button to start a guide.
Can I launch a guide more than once?
Yes, there are no limits to how many times you can view a guide. The guide will remain accessible for continued learning or to revisit a topic again.
Can I exit a walkthrough guide?
Yes. You can close a guide at any time by clicking the ‘X’ in the top-right corner of the guide.
Why can’t I see one of the guides listed in this article?
All guides are not accessible to all users. Some guides are only available to certain types of users and permission levels. Please reach out to your Account Owner if additional access is needed.
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!