Docket Release May 29th, 2025 - Send Account Statements from Docket, and Improvements to Dispatch 2.0

⭐️ Docket Release Notes – May 29, 2025 ⭐️

Here’s what’s new and improved in Docket this release.


🥳 New Features 🥳

Account Statement Sending

  • You can now create, download, and send account statements right from the client profile.

  • Go to the Client profile, click on the Actions menu, then select Create and Send Account Statement.
  • Choose the time window you want and decide if you want all billing history or just unpaid bills shown on the statement.

  • When sending, pick from any existing client contacts or add custom email addresses.

  • Add a Custom Note to include a personal message in the email.

  • Coming soon: Bulk send is in the works, so you will soon be able to send account statements to multiple clients at once. Stay tuned!


Enhancements

  • Dispatch 2.0 mobile improvements

    • Top bar and action menu on mobile devices now give easier access to:

      • Search

      • Date Selection

      • Today button

      • Driver Info List

      • Filters

      • Card/Column/Kanban View

      • Map View

      • Expanded/Collapsed Cards

      • Extra Tasks Column

      • Settings

  • Better yard & dump handling in Dispatch 2.0

    • You can now more easily add and view yard/dump info directly on task cards.

  • Success Center button moved

    • The "i" button you use to access the Success Center has been relocated to the top bar so that it does not overlap with other buttons


🐛 Bug Fixes 🐛

    • Fixed refund notifications that were showing as payment notifications in the Notification Log. This was only an issue in the Notification Log, users still received the correct messages.

    • Fixed blocked-off days still showing as available in online booking in some cases.

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