The Client Notifications area is where you’ll configure the emails and texts Docket sends to your clients, like overdue invoice reminders, payment receipts, task reminders, and driver updates.
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 client notifications via text message, you must have a Local Phone Number and go through the 10DLC registration process.
- Every message Docket sends to a client shows up in the Notification Log in their client profile. All sent messages also appear in your main Notification Log. Use one of these to confirm if a message was sent and resend it, if needed.
Navigate to Client Notifications
To access the Client 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 Client Notifications card.
You’ll see 7 expandable sections of settings on this page.
Edit a Notification Message
Most client notifications come with a default message that you can change to better match your business tone of voice.
You can also use merge tags (also called variables, variable tags, or tags) to quickly add dynamic information that changes between notifications, like a task's date or a client's name.
To edit a notification message, follow the instructions below:
- Click into the "Custom Message" box and type your message.
TIP: The Message Preview on the right will immediately update as you edit the message so you can see what it will look like to your clients. - Click on a merge tag button below the box to add additional details, if desired.
- Review your message in the Message Preview on the right to confirm it looks the way you want.
- Click on "Save Settings" in the top right corner.
Docket will now send your new version of the message, starting the next time the notification sends.
About Merge Tags
Merge tags are buttons that automatically add details to your message for you. Docket dynamically fills in the real details each time it sends the notification.
In the Custom Message box, a tag looks like {{Client_Name}} while in the Message Preview, you'll see an example of what your client will actually receive.
TIP: The tags you see depend on the notification you're editing.
The Client Dashboard URL tag sends your client a secure link to their Client Dashboard, but the Message Preview will just show "[Secure Customer Dashboard URL]" instead of the full link since the link is specific to each of your clients.
The Task Time Window tag shows the range you set up under Time Windows in your Dumpster Management settings, like "between 11am and 2pm". If you haven't turned this Dumpster Management setting on, the tag won't work.
The Task Time tag shows the exact time added to the task, if there is one.
Restore a Default Message
If you want to go back to Docket's original message, you can restore it at any time.
To restore a default message, follow the instructions below:
- Click on "Restore Default".
- Click on "Save Settings" in the top right corner.
Docket will now send the default version of the message, starting the next time the notification sends.
Client Notifications Directory
You’ll see 7 expandable lists of notifications organized by function:
- Document
- Dumpster Task
- Financial
- General
- Job
- Rental Task
- Task
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 Sent
This setting is ON by default.
This notification sends to your client when you send a document for them to view or sign.
This notification's message can't be edited.
Please Note: This notification HAS to be on in order for you to send documents to your clients. If you turn this off, you won't be able to send documents to your clients.
Document Signed
This setting is OFF by default.
This notification sends to your client after they've signed a document, giving them confirmation that you've received their signed document.
This notification's message can't be edited.
Dumpster Task Notifications
Please Note: Many Dumpster Task notifications have a Recipient setting where you can choose to have the notification send to the Client Contact, Site Contact, or both. Site Contact refers to the email/number entered for a site contact on a task. Client Contact refers to the Primary Contact information in a client's profile.
Delayed Dumpster Rental Review
This setting is OFF by default.
This notification sends the day after the Pick Up task is completed.
Turn this on if you want to ask for reviews automatically when clients are most likely to respond after the service is still fresh.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Dumpster Drop Off Complete
This setting is OFF by default.
This notification sends to your client when a Drop Off task is completed.
Turn this on so clients know their dumpster has arrived and they can start loading it. They can also call you right away if it landed in the wrong spot.
Dumpster Drop Off Failed
This setting is OFF by default.
This notification sends to your client when a Drop Off task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients know right away when a driver couldn't deliver the bin, like when a locked gate or a blocked driveway prevents a Drop Off. The client can fix the problem and you avoid a wasted trip.
Dumpster Drop Off On Our Way
This setting is OFF by default.
This notification sends when a Drop Off task changes to In Progress when a driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and they can clear the drop area.
Dumpster Drop Off Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Drop Off task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to clear the drop area.
Dumpster Drop Off Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Drop Off task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to clear the drop area.
Dumpster Drop Off Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Drop Off task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to clear the drop area.
Dumpster Dump and Return Complete
This setting is OFF by default.
This notification sends to your client when a Dump and Return (D&R) task is completed.
Turn this on so clients know their emptied dumpster is back and ready to use again.
Dumpster Dump and Return Failed
This setting is OFF by default.
This notification sends to your client when a Dump and Return (D&R) task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients know right away when a driver couldn't finish the task, like when a dump is closed unexpectedly, so they don't have to call the office to figure out what happened.
Dumpster Dump and Return On Our Way
This setting is OFF by default.
This notification sends when a Dump and Return (D&R) task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the dumpster area clear.
Dumpster Dump and Return Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Dump and Return (D&R) task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the dumpster area clear.
Dumpster Dump and Return Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Dump and Return (D&R) task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the dumpster area clear.
Dumpster Dump and Return Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Dump and Return (D&R) task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the dumpster area clear.
Dumpster Dump and Return Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for a rental tied to a Dump and Return (D&R) task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Dumpster Exchange Complete
This setting is OFF by default.
This notification sends to your client when a Exchange task is completed.
Turn this on so clients know the swap is done and they can start loading the new dumpster.
Dumpster Exchange Failed
This setting is OFF by default.
This notification sends to your client when an Exchange task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients know right away when a driver couldn't finish the task, like when the driveway is blocked. The client can fix the problem and you avoid a wasted trip.
Dumpster Exchange On Our Way
This setting is OFF by default.
This notification sends when an Exchange task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the dumpster area clear.
Dumpster Exchange Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before an Exchange task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the dumpster area clear.
Dumpster Exchange Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before an Exchange task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the dumpster area clear.
Dumpster Exchange Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning an Exchange task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the dumpster area clear.
Dumpster Exchange Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for a rental tied to an Exchange task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Dumpster Live Load Complete
This setting is OFF by default.
This notification sends to your client when a Live Load task is completed.
Turn this on so clients get a written record that the live load is finished.
Dumpster Live Load Failed
This setting is OFF by default.
This notification sends to your client when a Live Load task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients know right away when a driver couldn't finish the task, like when a gate is locked. The client can fix the problem and you avoid a wasted trip.
Dumpster Live Load On Our Way
This setting is OFF by default.
This notification sends when a Live Load task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the area clear.
Dumpster Live Load Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Live Load task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Dumpster Live Load Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Live Load task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Dumpster Live Load Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Live Load task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Dumpster Pick Up Complete
This setting is OFF by default.
This notification sends to your client when a Pick Up task is completed.
Turn this on so clients know their rental is done.
Dumpster Pick Up Failed
This setting is OFF by default.
This notification sends to your client when a Pick Up task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when they've overloaded the dumpster. The client can fix the problem and you avoid a second wasted trip.
Dumpster Pick Up On Our Way
This setting is OFF by default.
This notification sends when a Pick Up task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the area clear.
Dumpster Pick Up Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Pick Up task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Dumpster Pick Up Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Pick Up task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Dumpster Pick Up Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Pick Up task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Dumpster Pick Up Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for a rental tied to a Pick Up task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Dumpster Relocate Complete
This setting is OFF by default.
This notification sends to your client when a Relocate task is completed.
Turn this on so clients know their bin is in a new spot.
Dumpster Relocate Failed
This setting is OFF by default.
This notification sends to your client when a Relocate task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when the new site wasn't ready. The client can fix the problem and you avoid a second wasted trip.
Dumpster Relocate On Our Way
This setting is OFF by default.
This notification sends when a Relocate task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the area clear.
Dumpster Relocate Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Relocate task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Dumpster Relocate Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Relocate task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Dumpster Relocate Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Relocate task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Dumpster Rental Period Ending
This setting is OFF by default.
This notification sends when a dumpster rental period is within 1 day of ending.
Please Note: Docket will send this notification for each individual rental so a client may receive multiple notifications if their rentals are all ending within a few days.
Turn this on so clients get a final reminder before their rental ends and can call you to extend the rental or schedule the pick up.
Dumpster Rental Review
This setting is OFF by default.
This notification sends the day after the Pick Up task is completed and asks your client to review your service.
Turn this on if you want to ask for reviews automatically after a rental ends.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Dumpster Rental Task Scheduled
This setting is OFF by default.
This notification sends to your client when a dumpster rental task is scheduled, regardless of what type of task it is (Drop Off, Live Load, etc...).
Turn this on so clients get a confirmation in writing when you officially add their task to your schedule.
Online Dumpster Rental Task Scheduled
This setting is OFF by default.
This notification sends to your client when a dumpster rental task is scheduled online through DocketShop on your website.
Turn this on so clients who book online get a confirmation right away.
Financial Notifications
Account Statement Sent
This setting is ON by default.
This notification sends to your client when you send them an account statement from their client profile.
Please Note: Account Statement Sent can't be turned off so your clients always get the statements you send and know what they've paid and/or still owe your business.
Card On File Updated
This setting is OFF by default.
This notification sends to your client when a card in their profile is updated.
This notification's message can't be edited.
Turn this on so clients know when their payment details change, regardless of whether you/your team edited it or the client did it themselves.
Credit Received
This setting is OFF by default.
This notification sends to your client when you add an Account Credit to their client profile.
Turn this on so clients know a credit was added to their account and can expect it to apply to a future invoice.
Estimate Review
This setting is OFF by default.
This notification sends after an estimate is shared with a client.
Turn this on if you want to automatically ask for reviews after the client interacts with their estimate.
TIP: If you have ReviewGuard, this message sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Estimate Sent
This setting is ON by default.
This notification sends to your client when you send an estimate for them to view or sign.
Please Note: This notification HAS to be on in order for you to send estimates to your clients. If you turn this off, you won't be able to send estimates to your clients.
Invoice Due Soon
This setting is OFF by default.
This notification sends to your client before an unpaid invoice is due on the day you select.
Turn this on to remind clients to pay before the due date since a reminder at the right time helps you get paid on time without a phone call.
Invoice Due Today
This setting is OFF by default.
This notification sends to your client on the day an unpaid invoice is due.
Turn this on as a friendly reminder on the due date, especially for clients who tend to pay at the last minute or late.
Invoice Past Due
This setting is OFF by default.
This notification sends to your client when an invoice is unpaid and past its due date on the schedule you set up.
TIP: If your clients often pay by check, consider adding more days before the first message. A check in the mail can make a paid invoice look late.
Turn this on to follow up on late invoices automatically and keep your cash flowing.
Invoice Review
This setting is OFF by default.
This notification sends after an invoice is shared with a client.
Turn this on if you want to automatically ask for reviews after the client interacts with their invoice.
TIP: If you have ReviewGuard, this message sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Invoice Sent
This setting is ON by default.
Attach PDF is also ON by default.
This notification sends to your client when you send an invoice for them to pay. By default, the message will include a PDF copy of the invoice.
You can add additional email addresses to the BCC field, separated by commas, to send the invoice to multiple contacts and/or to yourself/your team.
Please Note: This notification HAS to be on in order for you to send invoices to your clients. If you turn this off, you won't be able to send invoices to your clients.
Invoice Signed
This setting is OFF by default.
This notification sends to your client when they sign an invoice so they have written confirmation you've received it.
Late Fee Applied
This setting is OFF by default.
This notification sends to your client when a late fee is added to their invoice.
Turn this on so clients know right away that they've incurred a late fee.
Payment Receipt
This setting is OFF by default.
This notification sends to your client when you receive a payment from them and acts as their receipt.
TIP: Turn on Attach PDF so they receive a copy of their paid invoice with the email.
Turn this on so clients get a receipt for every payment and don't have to call the office.
Payment Requested
This setting is OFF by default.
This notification sends to your client when you request a payment from them.
This notification's message can't be edited.
Turn this on if you send payment requests from open invoices so clients get the request by email or text with a way to pay.
Refund Receipt
This setting is OFF by default.
This notification sends to your client when you refund a payment.
TIP: Turn on Attach PDF so they receive a copy of their refunded invoice with the email.
Turn this on so clients get confirmation of every refund in writing and don't have to call your office.
General Notifications
Customer PIN Updated
This setting is OFF by default.
This is a legacy notification and no longer applies to clients in Docket. You can ignore this and leave it off.
Job Notifications
Delayed Job Review
This setting is OFF by default.
This notification sends the day after a job is completed and asks your client to review your service.
Turn this on if you want to ask for reviews automatically after a job ends.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Job - On Our Way
This setting is OFF by default.
This notification sends when a Relocate task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can prep for their arrival.
Job Canceled
This setting is OFF by default.
This notification sends to your client when a job is canceled.
Turn this on so clients get a written confirmation that their job was canceled and don't have to wonder if a crew will show up.
Job Complete
This setting is OFF by default.
This notification sends to your client when a job is completed.
Turn this on so clients know the work is done.
Job Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a job is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Job Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a job is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Job Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a job is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Job Review
This setting is OFF by default.
This notification sends the day after a job is completed and asks your client to review your service.
Turn this on if you want to ask for reviews automatically after a job ends.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Job Scheduled
This setting is OFF by default.
This notification sends to your client when a job is created in Docket.
Turn this on so clients get a confirmation that you've officially booked their job.
Job Time Updated
This setting is OFF by default.
This notification sends to your client when a job's start time changes.
Turn this on so clients hear about a schedule change right away.
Online Job Scheduled
This setting is OFF by default.
This notification sends to your client when a job is scheduled through DocketShop on your website.
Turn this on so clients who book online get a confirmation right away.
Time Request Accepted/Declined
This setting is OFF by default.
This notification sends to your client when you accept or decline a time change they've requested.
This notification's message can't be edited.
Turn this on so clients get an answer to their request without waiting for a call from your office.
Rental Task Notifications
Delayed Rental Review
This setting is OFF by default.
This notification sends the day after an equipment rental is completed and asks your client to review your service.
Turn this on if you want to ask for reviews automatically after an equipment rental ends.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Online Rental Task Scheduled
This setting is OFF by default.
This notification sends to your client when an equipment rental is scheduled through DocketShop on your website.
Turn this on so clients who book online get a confirmation right away.
Rental Drop Off Complete
This setting is OFF by default.
This notification sends to your client when a Drop Off task for an equipment rental is completed.
Turn this on so clients know their rented item has arrived.
Rental Drop Off Failed
This setting is OFF by default.
This notification sends to your client when a Drop Off task for an equipment rental is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when there's a locked gate. The client can fix the problem and you avoid a second wasted trip.
Rental Drop Off On Our Way
This setting is OFF by default.
This notification sends when a Drop Off task for an equipment rental changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can prep for their arrival.
Rental Drop Off Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Drop Off task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Rental Drop Off Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Drop Off task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Rental Drop Off Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning a Drop Off task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Rental Dump and Return Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for an equipment rental tied to a Dump and Return (D&R) task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Rental Exchange Complete
This setting is OFF by default.
This notification sends to your client when an Exchange task is completed.
Turn this on so clients know the swap is done and they can start using the new item.
Rental Exchange Failed
This setting is OFF by default.
This notification sends to your client when an Exchange task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients know right away when a driver couldn't finish the task, like when a gate is locked. The client can fix the problem and you avoid a wasted trip.
Rental Exchange On Our Way
This setting is OFF by default.
This notification sends when an Exchange task for an equipment rental changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can prep for their arrival.
Rental Exchange Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before an Exchange task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to keep the area clear.
Rental Exchange Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before an Exchange task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to keep the area clear.
Rental Exchange Reminder - Morning Of
This setting is OFF by default.
This notification sends on the morning an Exchange task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to keep the area clear.
Rental Exchange Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for an equipment rental tied to an Exchange task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Rental Pick Up Complete
This setting is OFF by default.
This notification sends to your client when a Pick Up task is completed.
Turn this on so clients know their equipment rental is done.
Rental Pick Up Failed
This setting is OFF by default.
This notification sends to your client when a Pick Up task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when the item isn't available. The client can fix the problem and you avoid a second wasted trip.
Rental Pick Up On Our Way
This setting is OFF by default.
This notification sends when a Pick Up task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can get the item ready.
Rental Pick Up Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Pick Up task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to get the item ready.
Rental Pick Up Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Pick Up task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to get the item ready.
Rental Pick Up Reminder - Morning Of
This setting is OFF by default.
This notification sends the morning that a Pick Up task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to get the item ready.
Rental Pick Up Rental Length Ending
This setting is OFF by default.
This notification sends the day before the rental period ends for an equipment rental tied to a Pick Up task.
Turn this on so clients get a day of notice before their rental ends and can ask you to extend it or schedule the pick up.
Rental Relocate Complete
This setting is OFF by default.
This notification sends to your client when a Relocate task is completed.
Turn this on so clients know their item is in a new spot.
Rental Relocate Failed
This setting is OFF by default.
This notification sends to your client when a Relocate task is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when the new site wasn't ready. The client can fix the problem and you avoid a second wasted trip.
Rental Relocate On Our Way
This setting is OFF by default.
This notification sends when a Relocate task changes to In Progress when the driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and can keep the area clear.
Rental Relocate Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the night before a Relocate task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to get the item ready.
Rental Relocate Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Relocate task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to get the item ready.
Rental Relocate Reminder - Morning Of
This setting is OFF by default.
This notification sends the morning that a Relocate task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to get the item ready.
Rental Review
This setting is OFF by default.
This notification sends the day after an equipment rental is completed and asks your client to review your service.
Turn this on if you want to ask for reviews automatically after an equipment rental ends.
TIP: This needs to be enabled if you have ReviewGuard since this is the message that sends out your Company Review Page URL from the Marketing Settings area of your Docket account. If you don't have ReviewGuard, but still want to ask your clients to review your business online, just replace the {{Client_Review_URL}} tag with a direct link to your review site.
Rental Service Complete
This setting is OFF by default.
This notification sends to your client when an equipment rental-related service is completed.
Turn this on so clients know their item has been successfully serviced.
Rental Service Failed
This setting is OFF by default.
This notification sends to your client when an equipment rental-related service is marked as failed by the driver in the mobile app.
TIP: Keep the Task Failed Reason tag in your message to share what happened with the client (as detailed in the driver's notes).
Turn this on so clients hear right away when you couldn't finish the task, like when the item wasn't accessible. The client can fix the problem and you avoid a second wasted trip.
Rental Service On Our Way
This setting is OFF by default.
This notification sends when a Service task for an equipment rental changes to In Progress when a driver starts the task in the mobile app.
Turn this on so clients know a driver is heading their way and they can make the item accessible.
Rental Service Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the evening before a Service task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to make the item accessible.
Rental Service Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a Service task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to make the item accessible.
Rental Service Reminder - Morning Of
This setting is OFF by default.
This notification sends the morning that a Service task for an equipment rental is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to make the item accessible.
Rental Task Scheduled
This setting is OFF by default.
This notification sends to your client when an equipment rental task is scheduled, regardless of what type of task it is (Drop Off, Exchange, etc...).
Turn this on so clients get a confirmation in writing when you officially add a task to your schedule.
Task Notifications
Task notifications remind your clients about a task before it happens. You choose the time each reminder sends.
Task Reminder - Day Before (Evening)
This setting is OFF by default.
This notification sends the evening before a non-Rental or non-Dumpster task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the evening before, so they have time to get ready for your crew.
Task Reminder - Day Before (Morning)
This setting is OFF by default.
This notification sends the morning before a non-Rental or non-Dumpster task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning before, so they have time to get ready for your crew.
Task Reminder - Morning Of
This setting is OFF by default.
This notification sends the morning that a non-Rental or non-Dumpster task is scheduled for at the time you select in the Notification Time field.
Turn this on to give clients a heads-up the morning of, so they have time to get ready for your crew.
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!