This article is written for customers of service providers using Docket's software platform. If you're a service provider looking for more information on Docket's Client Dashboard function, please click here.
The Client Dashboard is a secure, self-service platform that gives you 24/7 access to your paid and unpaid invoices, saved payment methods, and a way to quickly request certain services. Your service provider is giving you access to this dashboard to enhance your experience with them.
You can easily view and download paid and unpaid invoices, make payments on those invoices, request services, and track in-progress rentals/jobs. It’s designed to simplify your experience and help you stay in control of your services.
Before You Start
Here are a few things to know before you continue:
- You must have a valid email address or phone number on file with your service provider.
- Your client dashboard can be accessed here: https://clients.yourdocket.com.
- If you can't access your client dashboard, please contact your service provider directly for help.
- Once you're signed into your client dashboard, you won't need to sign in again on that same device unless you clear your browser's history.
- If you bookmarked the URL for your client dashboard before July 2026, the link will automatically prompt you to sign in using the process outlined below.
Access Your Client Dashboard
When you get access to your client dashboard you'll be able to quickly pay invoice balances online via card or bank account, and request services from your service provider without having to call their office.
You don't need to create an account or a password to use your Client Dashboard. You'll just verify your identity using the email address or phone number your provider already has on file for you.
There are two ways to access your client dashboard:
- Going to https://clients.yourdocket.com directly and following the prompts.
- Clicking the button in the email or the link in the text message your service provider sent you.
Once you're signed into your client dashboard on a particular device, you won't need to sign in again on that same device unless you clear your browser's history.
TIP: If you're a client of more than one service provider that uses Docket and your email/number is linked to more than one client profile, you'll be able to select which business profile you want to access when you log in.
Logging In Using the Direct URL
To sign in, just follow the instructions below:
- Go to https://clients.yourdocket.com.
- Enter your email address or phone number.
- Select what email/number you'd like to receive your verification code at. The list you see onscreen is pulled from the list of Primary Contacts your service provider has stored in their profile for you.
- Enter the code that was emailed or texted to you and click "Verify".
You'll land on your dashboard where you can take action as needed.
Logging In From an Email or Text
To sign in, just follow the instructions below:
- From the email or text, click the "Open Client Dashboard" button or link.
- Enter your email address or phone number.
- Select what email/number you'd like to receive your verification code at. The list you see onscreen is pulled from the list of Primary Contacts your service provider has stored in their profile for you.
- Enter the code that was emailed or texted to you and click "Verify".
- You'll land on your dashboard where you can take action as needed.
Pay an Open Invoice
When you first sign in to your client dashboard, you'll land on the Invoices tab with both paid and unpaid invoices showing.
If your service provider allows digital payments on invoices from client dashboards, you'll be able to pay your open invoices with a credit/debit card or bank account (ACH).
To pay an invoice, just follow the instructions below:
- If you've already signed and accepted an invoice, but haven't yet paid for it just click on the "Pay Invoice" button.
- If you haven't signed and accepted the invoice yet, click "Accept and Sign Invoice" button. Skip to Step 6 if you've already done this.
- Click "Accept Terms and Sign Invoice".
- Enter your name, sign your signature, and click "Accept Signature".
- Click "Pay Invoice" at the bottom of the invoice.
- If your service provider has a tip request set up, you'll be asked to choose whether you'd like to add a tip and you'll need to click either "Yes, add a tip" or "No, not this time".
- Click either "Continue to Tip" or "Continue to Payment".
- If you selected "Yes, add a tip", you'll be prompted to select your desired tip amount.
- Click "Continue to Payment" when you're done.
- When you land on the Payment page, you'll have the option to select one of your previously saved payment methods or add a new one. Choose the option you wish to use and click "Continue" at the bottom when you're ready.
- Review the charge details and click "Submit Payment" at the bottom to finish.
The invoice will now reflect a Paid status and you can click the view invoice button to review its details.
Review Paid Invoices
The easiest way to review all of your paid invoices at once is to click on the paid button at the top of your list of invoices.
Then you can click on "View Invoice" to review its details, download a copy, and print it out.
Request a Service
If your service provider allows services to be requested from client dashboards, you'll be able to request a new dumpster rental from any of your dashboard tabs by click on the Actions button.
Just fill out the Request Dumpster form that appears and click "Request".
Your service provider will receive it immediately and can approve or decline depending on their schedule.
Request an Exchange or Pick Up
To request a dumpster exchange or pick up, just follow the instructions below:
- Click into the Dumpster Events tab at the top of your dashboard.
- Find the job associated with your current rental (usually a Drop Off).
- Click "Request Pick Up" or "Request Exchange" depending on your needs.
- If you clicked "Request Pick Up", click "Yes" on the prompt that appears to confirm you need the dumpster currently onsite picked up by your service provider.
If you clicked "Request Exchange", select the size you want to swap out for and click "OK" to confirm.
Your service provider will be notified about the change and will be able to work with you to schedule the pick up or exchange.
Save a Payment Method
If you'd like to save a credit/debit card or bank account (ACH) in your dashboard for future use, just follow the instructions below:
- From any tab, click the card icon.
- Click "+ Add New Card" or "+ Add New Account" depending on the payment method you wish to save.
- Fill out the form that appears and click "Save" at the bottom.
You'll now see your saved payment method listed at the bottom of the page.
TIP: Clicking the settings icon will take you to this same place.
You're also able to opt in or out of email and text message notifications in this area. Keep in mind that if you opt out of both types of notifications, your service provider won't be able to easily communicate with you regarding ongoing or future rentals.
Frequently Asked Questions (FAQs)
These FAQs address common questions and quick clarifications to help you use your Client Dashboard with confidence.
Do I Need to Create a Password?
No, you'll sign in using a secure link and a verification code sent to your email or phone.
Will I Need to Sign In Every Time I Visit?
No, you'll only need to sign in the first time you use a specific device. After that, you'll be remembered on that device unless you clear your browser's history.
Why Can't I Access My Client Dashboard?
This is usually because your email address or phone number isn't on file with your provider yet or your provider has disabled dashboard access for your profile. Please contact your provider directly so they can look into it.
Why Can't I Request a Service, Exchange, or Pick Up?
This is usually because your service provider has disabled the request service, exchange, and/or pick up option from their client dashboards. Please contact your provider directly so they can look into it.
Why Can't I Pay Invoices From My Client Dashboard?
This is usually because your service provider has disabled the digital payment option from their client dashboards. Please contact your provider directly so they can look into it.
Can More Than One Person at My Company Access the Dashboard?
Yes, as long as your provider has that person's email address or phone number listed under your Primary Contact information or that person has access to your email/number on file. If you need another person added, contact your provider directly.
If you have any questions, please reach out to your service provider!