Docket Knowledge Base

Getting Started

• Docket's New Reports Beta
• Join Our Facebook Community!
• Getting Started with Docket Training Course
• Docket Live Webinars
• Logging Into Your Docket Account
• Guide to Docket Forms

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Assets

• QR Code Ordering Process
• Tips for Managing Asset Availability in Docket
• Fixing Duplicate PINs in Docket
• 🎥Bulk Import Assets
• 🎥 Manage Asset Availability
• 🎥 Add an Address to an Asset

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Pricing

• Docket Pricing Configuration Guide
• Selecting Pricing Settings for Your Pricing Models
• Creating Pricing Models in Docket Using a Pricing Matrix
• Creating Pricing Models in Docket Using Pricing Templates

Clients

• Guide to Notes and Attachments in Docket
• Merging Clients in Docket
• Selecting Client Settings in Docket
• Adding and Organizing Customer Information in Docket
• 🎥 Manually Add a Customer

Tasks

• Docket Jobs & Junk Removal Workflow Guide
• Editing a PIN on a Completed Task in Docket
• Selecting Task Settings in Docket
• Taking Orders and Creating Tasks in Docket: One-Time and Recurring Tasks
• Configuring Task Options, Scheduling Options, and Profile Settings in Docket

Billing

• Managing and Applying Credit Memos
• Docket Billing Workflow Configuration Guide
• Billing Your Customers: Sending Invoices and Applying Payments
• Generating One-Time and Recurring Invoices
• Selecting Your Billing Settings in Docket
• Closing and Reopening the Books in Docket

Workforce

• Managing Your Employees and Vehicles in Docket
• 🎥 Add an Employee

Dispatch

• Docket Dispatch & Routing Guide
• Docket's Route Creation and Optimization beta guide
• Using the Dispatch Board
• Docket's 2.0 Dispatch Experience (BETA)

Mobile App

• 🎥 Cómo Usar la Aplicación para Conductores de Docket (¡Video para Conductores!)
• Downloading the Docket Mobile App for Drivers
• Selecting Mobile App Settings
• 🎥 Using Docket's Driver App (Video for Drivers!)

DocketShop

• 🎥 Set Up Range Fees
• Start Here to Set Up DocketShop (Step 0)
• Access Online Booking (DocketShop Step 1)
• Add or Edit Online Booking Products (DocketShop Step 2)
• Add or Edit Online Booking Product Pricing and Servicing Details (DocketShop Step 3)
• Add or Edit Online Booking Availability and Time Windows (DocketShop Step 4)

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Websites

• Finding Resources for Your Docket Website
• The Basics: Logging In and More
• FAQs About Websites
• Changing Website Content
• Adding New Website Content
• Plugins, SEO, and Website Analytics

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Text Messaging & Notifications

• Using the Notification Log
• Using Your Local Phone Number in Docket
• Registering Your Local Phone Number
• Registering Your Local Phone Number for SMS Campaigns
• FAQs About 10DLC Numbers

Integrations

• Integrating Quickbooks Online with Docket
• Integration FAQs
• Integrating MailChimp with Docket
• Integrating Verizon Connect with Docket

Credit Card & ACH Processing

• Apply for a DocketPay (Together with Fiserv) Merchant Account
• ACH Authorization Forms Overview
• Set Up ACH Payments for Your DocketPay (Together with Fiserv) Account
• Credit Card Decline Codes and What To Do
• How to handle chargebacks using Business Track-Dispute Manager for your DocketPay Together with Fiserv
• Canadian - How to set up your credit card integration (DocketPay Together with Fiserv)

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Reports

• Reports (Beta) Overview & Directory
• Managing Access to Reports (Beta)
• Accounts Receivable Aging Report
• Sales Report
• Payments and Refunds Report

Release Announcements

• Docket Release 4/24/25 - Notification Log Enhancement, Brokers Page Update, and Bug Fixes
• Docket Release 4/17/2025 - New Reports Beta, Contact Editing, Deposits for Estimates and Invoices
• Docket Release 4/10/25 - NEW FEATURE: Notification Log
• Docket Release 4/3/2025 - Mobile improvements, Bug fixes
• 3/20 Reports Beta Release & Recent Bug Fixes
• Docket Release 3/13/25 - Bulk invoice creation, bug fixes

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