Docket Jobs & Junk Removal Workflow Guide

Docket's Jobs feature is ideal for managing non-dumpster-based services such as junk removal, material delivery, or general project-based work. This guide walks through how to configure, schedule, manage, and invoice jobs using Docket’s job dashboard and related tools.

When to Use Jobs vs. Dumpster Tasks

Step 1: Initial Job Configuration

Required Settings

1. Billing Template Categories
   • Navigate to: Settings > Company > Billing Settings
   • Add categories like "Junk Removal," "Landscaping," etc.
2. Billing Templates
   • Navigate to: Billing > Templates
   • Create templates like:
     • "Half Truck Haul"
     • "Full Truck Haul"
     • "Junk Removal Services" (set cost to $0 for quote-based jobs)
3. Employee Tags (Optional)
   • Navigate to: Settings > Company > Employee Settings
   • Add tags such as "Junk Hauling," "Dumpsters," "Landscaping"
4. Terms & Conditions
   • Navigate to: Settings > Billing Settings > Invoice
   • Add custom terms for junk jobs under the relevant category

Step 2: Scheduling a Job

Creating a Job

• Use the + New > Schedule Event > Job workflow
• Add:
  • Client Info (billing & service address)
  • Description (what needs to be done)
  • Start Date / Time
  • Job Duration (in hours or days)
  • Priority (Low/Medium/High)
  • Bid Indicator (if the job is still in estimation phase)
  • Team Members + Vehicle
  • PO / Project Name (optional)
  • Additional Notes
  • Attach Forms or Checklists (optional)

Step 3: Managing the Job (Jobs Dashboard)

Job Details Tab

• Edit job description, status, team, address, and duration
• Mark job as complete/incomplete
• View linked client info

Team Tab

• Add/remove assigned employees
• Assign a vehicle

Billing Tab

• Invoice Options:
  1. Create manual invoice
  2. Create estimate (then convert to invoice)
  3. Apply payment to invoice
• Estimate Conversion Workflow:
  1. Create estimate
  2. Send to client
  3. View response (accepted/declined)
  4. Convert to invoice when accepted

Expenses Tab

• Track labor, equipment, or supply costs
• Configure categories under: Settings > Expense Settings

Chat Tab

• Internal team communication
• Client communication (requires 10DLC registration)

Notes & Attachments Tab

• Add before/after photos
• Upload supporting documents or images

Forms Tab

• Add checklists like:
  • Vehicle Inspection
  • Equipment Checklist
  • Job Completion Form

Tasks Tab

• Create internal to-do items or client-facing steps
• Add dumpster tasks linked to the job

Step 4: Dispatching Jobs

Dispatch Tab

• Toggle between Tasks (dumpster) and Jobs views
• View jobs grouped by Vehicle or Employee
• Monitor status updates throughout the day

Step 5: Notifications

Notification Settings

• Navigate to: Settings > Notifications

Note: Text notifications require 10DLC registration.

Optional Settings for Advanced Job Workflows

• Navigate to: Settings > Company > Job Settings
• Configure:
  • Team Availability (per day)
  • Default Job Duration
  • Default Forms
  • Post-Schedule Confirmation Message
  • Job Priorities Dropdown

Step 6: Forms for Lead Capture & Job Setup

Creating Web Forms

• Navigate to: Forms > Add New > Create Form
• Use form type: Web
• Recommended Fields:
  • Name / Contact Info
  • Service Address
  • Requested Service Date
  • Job Description
  • Image Upload
  • Optional Signature

Sharing Forms

• Email directly from Forms tab
• Use Copy URL or Copy Embed URL for website
• Submitted forms appear under the Leads tab

Lead Workflow

1. Review lead details
2. Click “I'm ready to review”
3. Create client from lead (if needed)
4. Schedule a job or send estimate/invoice

Step 7: Online Booking Options (Pro Feature)

Conditional Routing in Docket Shop

1. Use questions like: "What service are you looking for?"
   • Option A: Dumpster Rental → route to product catalog
   • Option B: Junk Removal → route to Web Form
2. Use redirect URLs or landing pages
3. Form submission starts the lead-to-job workflow

Summary

• Use Jobs for time-based or project-based services
• Configure billing templates, employee tags, and terms for job types
• Use the jobs dashboard to manage billing, communication, and documentation
• Capture leads and intake via Web Forms
• Optional: enable online routing via Docket Shop

For more help, contact our Customer Support team or explore the Docket Learning Hub.