The Employee Notifications area is where you’ll configure which emails and/or texts you and your team receive when something happens in your Docket account, like an invoice getting paid, a client requesting a dumpster, or a driver clocking in.
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!
- Some of the notification groups may not appear in your Docket account depending on what lines of business you have enabled. For example, the Job Notifications group will only appear if you have Junk Hauling enabled in your account.
- In order for Docket to send employee notifications via text message, you must have a Local Phone Number and go through the 10DLC registration process.
- There is currently no way to edit the email or text message that Docket sends.
Navigate to Employee Notifications
To access the Employee Notifications 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 “Notifications” right below.
- Click on “View” on the Employee Notifications card.
You’ll see 10 expandable sections of settings on this page.
Add a Notification Recipient
You can add an unlimited number of email addresses and phone numbers to each notification, but there must be at least one email address or phone number for the notification to send.
To add a recipient to a notification, follow the instructions below:
- Click into the "Email" or "Text" field for the notification you want to set up.
- Type the email address or phone number.
- Click on the plus icon to the right of the field.
- Click on "Save Settings" in the top right corner.
You'll now see the email address or phone number listed under the field.
Please Note: Text notifications will only send if you've gone through the 10DLC registration process.
Remove a Notification Recipient
Removing all email addresses and phone numbers from a notification will stop it from sending.
To remove a recipient from a notification, follow the instructions below:
- Click on the trash icon to the right of the email address or phone number you want to remove.
- Click on "Save Settings" in the top right corner.
Employee Notifications Directory
You’ll see 10 expandable lists of notifications organized by function:
- Document
- Dumpster Task
- Equipment
- Financial
- Job
- Marketing
- Online
- Rental Task
- Task
- Timesheet
Use the search box at the top of the page to find a notification by name/keyword or click on "Filters" to narrow the list by status or delivery type.
As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!
Document Notifications
Document Signed
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a document sent from Docket is signed by the recipient.
Turn this on if you send agreements or contracts that need a signature before you deliver a dumpster or start a job. You'll know as soon as a document is signed and can schedule the work right away.
Dumpster Task Notifications
Dumpster Rental Task Ending
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends the day before a dumpster rental is scheduled to end.
Turn this on if you want to line up Pick Up tasks ahead of time or call the client to see if they need the dumpster longer.
Dumpster Rental Task Scheduled
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a dumpster rental task is scheduled.
Turn this on if your dispatcher or inventory manager needs to know about new deliveries as soon as they land on the schedule so they can confirm a dumpster is available.
Dumpster Task Completed
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a dumpster task is marked as completed.
Turn this on if office staff need to know when a Drop Off or Pick Up is finished without checking the Dispatch page.
Equipment Notifications
Equipment Damaged
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when equipment is marked as damaged.
Keep this on if the person who repairs/replaces equipment needs to know right away and so that the damaged dumpster can be removed from your available inventory before it goes out on another rental.
TIP: Docket also flags damaged equipment on the related task card in both the Schedule and Dispatch page.
Financial Notifications
Financial notifications keep you informed about estimates, invoices, payments, and possible fraud.
Card On File Updated
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a client updates their saved card in their Client Dashboard.
Turn this on if you charge cards on file and want billing staff to know when a client changes their payment details. They can then confirm the new card before the next charge.
Estimate Response
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a client either accepts or declines an estimate sent from Docket.
We recommend keeping this on so your team can act quickly on every response.
Fraud Prevention
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
When Docket puts a client's account on hold and disables their Client Dashboard access after five failed payment attempts, this notification tells you it happened.
Keep this on so the right person can review the account quickly. Repeated failed payments can point to a stolen card or a billing problem, and you'll want to contact the client to check their payment details or help them enter their details correctly.
Invoice Paid
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a client pays their invoice.
Turn this on if your bookkeeper or billing staff track payments as they come in and/or if you want to know when a large invoice clears.
Invoice Sent
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when an invoice is sent to a client from Docket.
Turn this on if you want to confirm invoices went out, especially when several people on your team send invoices.
Invoice Signed
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a client signs their invoice.
Turn this on if you ask clients to sign invoices before scheduling their rental and want to know when they do so you can move forward.
Job Notifications
Job Assignment
This setting is OFF by default.
When a job is assigned or unassigned to an employee, they'll receive this notification.
Turn this on if your crews need to hear about new job assignments, or removals from a job, without checking the schedule or calling the office.
Job Complete
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a job is completed.
Turn this on if your office needs to know when a job is finished so they can send the invoice or follow up with the client.
Marketing Notifications
Review Feedback
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when one of your clients leaves a review.
Keep this on so you can thank happy clients and respond quickly to unhappy ones. A fast response to a poor review shows other clients that you take their concerns seriously.
Online Notifications
Dumpster Requests
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a client submits a Pick Up or Exchange request from their Client Dashboard.
Keep this on so a dispatcher can schedule requests quickly.
TIP: Docket creates a new Pick Up or Exchange task whenever a client submits a request from their Client Dashboard.
New Lead
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a new lead is created in your Docket account.
Keep this on so your sales or office team can reach out to new leads quickly since a fast reply can win the job before another hauler calls back.
Shopping Cart Order
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a new order submitted through DocketShop on your website.
Keep this on so your team can review each online order, confirm the details, and schedule the delivery.
Rental Task Notifications
Rental Task Completed
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a rental task is marked as completed.
Turn this on if the person who manages your equipment rentals needs to know when a delivery or pick up is finished.
Rental Task Ending
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends the day before a rental is scheduled to end.
Turn this on if you want advance notice to schedule the equipment pick up or see if the client needs the rental longer.
Rental Task Scheduled
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a rental task is scheduled.
Turn this on if your dispatcher or equipment manager needs to know about new rental tasks as soon as they're scheduled.
Task Notifications
Task Accepted by Contractor
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
Keep this on so your dispatcher knows the task is covered and doesn't need to follow up.
Task Assignment
This setting is OFF by default.
When a job is assigned or unassigned to an employee, they'll receive this notification.
Turn this on if you want your drivers to hear about changes to their day without checking the Docket mobile app or calling dispatch.
Task Completed by Contractor
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a contractor completes a task.
Keep this on so billing staff know when a contractor's work is finished and can invoice the client.
Task Declined by Contractor
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a contractor declines a task.
Keep this on so your dispatcher can reassign the task quickly and the client isn't left waiting.
Task Driver Feedback
This setting is OFF by default. Add an email and/or phone number to receive notifications.
This notification sends when a driver submits feedback on a task. If Docket carries that feedback to the next task for the same rental, you won't receive a second notification.
Turn this on if your dispatchers need to hear about site access problems or other changes the next driver should know about, without opening every completed task.
TIP: Driver feedback also appears on the task card if Driver Feedback is turned on in your Dispatch page's settings.
Task Weight Submitted by Contractor
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when a contractor submits a task weight.
Keep this on so billing staff can review the weight and add any weight-based charges to the invoice.
Timesheet Notifications
Timesheet notifications track when your employees start and end their workday.
Clock In Status Changed
This notification is ON by default, and will send an email and text to the email and phone number in your account's profile.
This notification sends when an employee clocks in or out.
Keep this on if you want to confirm your drivers start on time or catch a missed clock out before payroll.
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!