The Client Settings area is where you’ll configure general client options, like client dashboard access, communication preferences, tags/types, and more.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or main Office Admin(s) set up or change the settings covered in this article.
- There is a "Save Settings" button in the top right corner of this page; remember to click it before leaving the page so your changes are saved!
Navigate to Client Settings
To access the Client Settings area of your Docket account, just follow the instructions below:
- Click on “Account” in the bottom left corner.
- Click on “Settings” at the top.
- Click on “Company” right below.
- Click on “View” on the Client Settings card.
You’ll see 6 expandable sections of settings on this page.
Client Settings Directory
You’ll see 6 expandable lists of settings organized by function:
- Automations
- Billing
- Client Dashboard
- Communication Preferences
- Service Addresses
- Tags
As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!
Automations
Delete Lead After Conversion
This setting is OFF by default.
Turning this setting on means that Docket will automatically delete the Lead profile once you’ve gone through the steps to add that Lead as a Client.
Billing
Terms & Conditions By Client Type
This setting BLANK by default.
Until/unless you add Client Types (covered below), this setting will be blank. As you add Client Types, you’ll start to see them listed here.
If you have different terms and conditions for your various types of clients, you can add those to this setting by clicking the “Edit” button to the right of each type that needs its own T&Cs (as shown in the above screenshot).
You can set up Client Type-specific T&Cs for both Estimates and Invoices here.
Client Dashboard
Client Dashboard Access
This setting is ON by default.
Turning this setting off means that all of your clients will no longer have access to their Client Dashboards and cannot pay their invoices online. We strongly recommend leaving this setting on.
In addition to this global access setting, there are additional Client Dashboard settings under the Dumpster Management section of your Docket account.
DocketShop Ordering
This setting is OFF by default.
If you’re using DocketShop, we strongly recommend turning this setting on so your clients can order new dumpsters through DocketShop. These requests will come in just like online orders from your website.
If you leave this setting turned off, clients will fill out a Request Dumpster form in their Client Dashboard. These requests will appear in the Requests section of your Docket account.
Communication Preferences
Email Notification Opt-In
This setting is ON by default.
Turning this setting off means that any clients you add will not be opted into receiving emails; you’ll have to manually opt them in when you set up their profile. We strongly recommend leaving this setting on.
Text Notification Opt-In
This setting is ON by default.
Turning this setting off means that any clients you add will not be opted into receiving text messages; you’ll have to manually opt them in when you set up their profile. We strongly recommend leaving this setting on.
Service Addresses
Save Attachments
This setting is OFF by default.
When you create a Service Address for a client, there’s an option to Add Attachments to it once it’s saved to the client’s profile.
Turning this setting on means that any time you create a Dumpster or Rental Task for this service address, the attachment(s) you’ve added to the service address will automatically be added to the task as well.
Please Note: When this setting is turned off, drivers and clients can't see service address attachments. When this setting is turned on, both drivers and clients will be able to see service address attachments because they'll be auto-added to all the tasks for that service address.
Save Notes
This setting is OFF by default.
When you create a Service Address for a client, there’s an Additional Options section at the bottom of the Create Service Address form that includes a Notes field.
Turning this setting on means that any time you create a Dumpster or Rental Task for this service address, the Notes you’ve added to the service address will automatically be added to the task as well.
Please Note: Drivers cannot see task Notes in the mobile app. Clients are also unable to see task Notes in their Client Dashboard.
Save Office Notes
This setting is OFF by default.
When you create a Service Address for a client, there’s an Additional Options section at the bottom of the Create Service Address form that includes an Office Notes field.
Turning this setting on means that any time you create a Dumpster or Rental Task for this service address, the Office Notes you’ve added to the service address will automatically be added to the task as well.
Please Note: Drivers cannot see task Office Notes in the mobile app. Clients are also unable to see task Office Notes in their Client Dashboard.
Save PO Number
This setting is OFF by default.
When you create a Service Address for a client, there’s an Additional Options section at the bottom of the Create Service Address form that includes a PO Number field.
Turning this setting on means that any time you create a Dumpster or Rental Task for this service address, the PO Number you’ve added to the service address will automatically be added to the task as well.
Save Project Name
This setting is OFF by default.
When you create a Service Address for a client, there’s an Additional Options section at the bottom of the Create Service Address form that includes a Project Name field.
Turning this setting on means that any time you create a Dumpster or Rental Task for this service address, the Project Name you’ve added to the service address will automatically be added to the task as well.
Tags
Client Payment Terms
This setting is BLANK by default.
If you offer more than one payment term across your clients, this is where you’ll add them. After you’ve added your payment terms to this setting, you can then associate each client’s profile with a particular payment term before or after you add them to your Clients list.
The Payment Term in a client’s profile acts as a visual reminder and can be seen on that client’s invoices and tasks. You can also use the Sales by Payment Terms report to see what term(s) are being paid the most/least.
Please Note: Client Payment Terms do not control how long a client has to pay their invoice and can be different from the payment term displayed on an invoice.
Client Types
This setting is BLANK by default.
This is a pretty important setting that controls several different aspects of your client billing workflows, like pricing, invoicing, and taxes.
If you work with multiple types of clients, and customize certain aspects of your billing to particular client types, we strongly recommend adding them to this setting.
Setting up Client Types allows you to customize the below options:
- Pricing (if you’re using a pricing matrix)
- Billing Method and Timing (invoices for advance billing versus charges for arrears billing)
- Invoice T&Cs
- Signature Required or Not
- Tax Groups
For example, let’s say you work with Commercial-type clients and Residential-type clients. You can add both of those terms to this Client Types setting (as you see in the above screenshot) and then set up different pricing to automatically apply to each Client Type.
You could take that a step further and set up two different terms and conditions that’ll appear on each Client Type’s invoices. You could require signatures on invoices for Residential clients and not Commercial clients or vice versa. Each Client Type could belong to a separate tax group and one could be billed in arrears while the other is billed in advance.
Client Types help make your billing workflows as versatile as you’d like your business to be! You’ll see the Client Type label in a client’s profile, on their tasks, and on their task cards on the Dispatch page.
TIP: Use the Sales by Client Type report to see what kind of client makes your business money and focus your marketing on getting more of those kinds of clients.
Lead Types
This setting is BLANK by default.
This setting is a great way to organize and track your lead pipeline for your business. After you’ve added your types to this setting, you can then associate each lead’s profile with a particular label before or after you add them to your Leads list.
Lead Types will also carry over into a lead’s Client profile if you end up converting them. You’ll see this label in a lead’s profile, a client’s profile (if applicable), and on tasks.
TIP: Use the Sales by Lead Type report to see how many sales have come from different marketing channels, like Google, DocketShop, etc…
Pricing Types
This setting is BLANK by default.
This setting will only apply to your Docket account if you’re using a pricing matrix. If you’re only using billing templates, you probably don’t need to configure this setting.
Pricing Types control the pricing that Docket automatically generates in a client’s invoices when you create them.
For example, you may offer long-term clients a discount for their repeat business. You can add that discounted pricing to your pricing matrix, associate a Pricing Type to it, and add the Pricing Type label to all of your long-term clients’ profiles. Now whenever an invoice is created for a long-term client with this Pricing Type label, Docket will automatically pull in the discounted pricing from your matrix.
Please Note: This is a required setting to configure if you want to set up pricing that’s specific to a client’s Service Address. Click here to learn how to assign a pricing type to a service address.
Tags
This setting is BLANK by default.
Tags are visual labels that appear in a client’s profile and their tasks. You can use these in many ways, like identifying fraudulent/fake clients, important clients, etc…
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!