Welcome to our instructional series on maintaining a healthy Docket account. Whether you're new to the platform or have been using it for a while, keeping your account organized and up to date is key to getting the most out of Docket.
In this series, you’ll learn how to audit your account, identify areas that need attention, and follow best practices for ongoing maintenance. These steps will help you avoid common issues, improve efficiency, and support the growth of your business.
Before You Start
- Depending on your permissions, you may not be able to perform all of the functions listed in this article. Please reach out to your Admin if you require additional access.
Checking Task Completion
Accurate task management is key to keeping your Docket account running smoothly. When tasks aren't marked as completed, it can lead to issues like duplicate map pins, incorrect rental counts, and missed revenue. Regularly reviewing task statuses helps you catch and correct these problems before they impact your operations.
Open Rentals and Duplicate Pin Resolution
Keeping your Open Rentals accurate in Docket helps you track where your assets are and how they're being used. If the count is higher or lower than expected, it may be due to issues like incomplete tasks, unlinked tasks, or incorrect PINs. Reviewing and fixing these problems ensures your data stays clean and your system runs smoothly.
Checking Availability
Maintaining accurate asset availability in Docket is important to ensure rental counts are correct and online booking runs smoothly. Changes to tasks, scheduling, or your asset list can all affect availability. Regularly reviewing and updating your numbers helps keep your system aligned with daily operations.
Billing Issues & Invoice Status
Reviewing your billing issues in Docket helps make sure you’re capturing all potential revenue. Tasks with missing information or overages can trigger billing alerts, which let you know when something might need to be invoiced. Staying on top of these issues can help prevent missed charges and keep your billing accurate.
If you have any questions, please reach out to our Support team through the chat widget on the bottom right of this page or by sending an email to support@yourdocket.com!