Docket forms help streamline operations, particularly for scheduling and tracking tasks for drivers. Below is a breakdown of form types, how to create and schedule forms, and how drivers can complete them.
Docket Form Types
| Form Type | Description |
|---|---|
| Checklist | Items must be marked YES, NO, or N/A. Used for safety procedures or daily driver tasks. |
| To-Do List | A simple task-based list where items are checked off when completed. |
| Vehicle Inspection | A structured checklist for tracking vehicle conditions, including odometer readings, tire checks, and brake inspections. |
| Web Form | A sharable online form for customer interactions, such as booking requests or contact collection. |
Web Forms
- The only form type that can be shared via a link.
- Can be texted, emailed, or embedded on a website.
- Used for quotes, contact collection, or customer interactions.
- Access sharing options via the blue action button next to the web form.
Creating a Form in Docket
- Navigate to the Forms page.
- Click +New in the top-left corner.
- Select Create Form.
- Choose the form type (Checklist, To-Do, Inspection, Web Form).
- Fill out the basic information, then customize the form as needed.
- After creating the form, you can attach it to tasks.
How to Schedule a Form Task for Drivers
Option 1: Using the +New Button
- Click +New.
- Select Schedule Event > Task.
- Enter the Task Name and Date.
- You can make it a recurring task if needed.
- Select the Duration.
- Under Attendees, assign the driver.
- The system automatically assigns the creator of the task, but you can remove yourself if needed.
- Under Additional Options, you can add:
- Description, Attachments, and Location.
- In the Forms section, select the correct form (Checklist, To-Do, or Inspection).
- Click Add Task.
- The task will now appear under the driver’s name in Dispatch for the selected date.
Option 2: Scheduling from Dispatch
- Open Dispatch.
- Click the dropdown next to the driver’s name.
- Select Create Task.
- Follow steps 3 through 8 from Option 1.
Note:
- Once a driver completes a task and submits the form, the completed form can be viewed by clicking on the task in Docket.
Downloading Forms
Docket does not currently offer a direct download option, but you can:
- Take a screenshot, then download/print the form.
Completing Forms in the Driver App
- Start the task.
- Click More.
- Select the form to open and complete it.
- Click Submit after filling out the form.
- Click Back in the top-left corner.
- Click I’m Done, then Done again to complete the task.