When you add a client to your Docket account, a client profile and Client Dashboard are automatically created. The client profile stores all internal client information, including estimates, invoices, tasks, and notes. The Client Dashboard allows clients to view their information, manage preferences, and request services.
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.
- Client Dashboard access for your clients is dependent on that the setting is turned on under Client Settings.
Access a Client Profile
There are several ways to get to a client’s profile, including using global search. The simplest way to locate a specific profile is by using your client list.
- Click “Clients” towards the top of the left-hand menu.
- Select a client to open their profile on the right.
Client Profile Overview
The client profile contains multiple tabs and menus to help you manage client-specific information.
Billing
The Billing section appears first. Here you can see all invoices, credits, and payments for the client, with the most recent activity at the top. Here you can quickly check for outstanding balances, unpaid or recurring invoices, and whether or not the account is on hold.
Payment Requests
Payment requests sent from open invoices will appear here. Records remain even if the client pays the invoice later. This helps track potential issues with certain clients and helps during a year-end audit.
Estimates
Estimates associated with the client will appear here with their current status, such as No Response, Read, Reviewed, or Accepted.
Jobs
Jobs associated with the client are listed here, such as junk removal, material delivery, or general project-based work.
Tasks
This area displays all the dumpster tasks scheduled for a client, providing a quick overview of upcoming and past services.
Documents
View documents sent to a client, such as a rental agreement. Here, you can confirm if a document was sent to the client and if it was signed.
Messages
This tab stores all text message communications between your team and the client.
Special Pricing
If a client has negotiated pricing or fees that differ from your standard pricing, you can record those details here. Docket will use these rates for any tasks or invoices created for the client.
TIP: If a task displays unexpected pricing, check whether the client has special pricing applied in their profile.
Notification Log
The Notification Log shows all emails and text messages sent to a client, whether automatically by Docket or manually by your team. Use this section to verify delivery, review recent communication history, and resend messages if needed.
Notification Settings
Customize client notifications for emails and texts. These settings are based on your main account notification settings, but can be adjusted for a client.
TIP: If a workflow or automation in Docket doesn’t appear to be working as you expect, double-check if the client has a customized notification. For example, if an email or text isn’t sent to a client, check if they have the notification disabled in their client profile.
Notes & Attachments
Save any notes or attachments that you need to have “on file” for a client in this section.
Contacts
Store all contacts associated with a client, including the account holder and any other people you communicate with about services.
Addresses
Add multiple service addresses and billing addresses for a client. This section is useful for clients who request services at multiple locations or prefer a different billing address.
Primary Contact
The primary contact is the main point of contact for a client. Information listed in this section is used as the default for notifications, so it is important that the contact information listed is accurate.
Client Settings
Each section in Client Settings mirrors your main account settings configuration for clients. While most settings apply to all clients, some can be customized for a client in this section of their profile.
TIP: If a workflow or automation in Docket doesn’t appear to be working as you expect, double-check if the client you’re working with has a customized setting. For example, if a task you’re creating pulls in unexpected pricing, check to see if the client has special pricing.
Action Drop-Down Menu
The Actions menu at the top of a client profile allows you to perform certain actions for a client.
TIP: If your Docket account includes DocketPay, you’ll see the below additional actions appear in this menu:
- Add Card On File
- Manage Cards On File
- Add ACH Payment Method
- Manage ACH On File
Client Dashboard
In the Actions drop-down menu, you’ll find Client Dashboard.
Please Note: Client Dashboard access for your clients is dependent on that the setting is turned on under Client Settings.
Every client has a dashboard where they can view estimates, invoices, jobs, and services over time. From the dashboard, clients can:
- Manage communication preferences
- Update payment information
- Request new services
- Schedule dumpster rentals (DocketShop users only)
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!