Docket Knowledge Base

Getting Started

• New User Training Course
• Docket Live Webinars
• Logging Into Docket and the Learning Hub
• Main Settings Directory
• Docket Template Forms for Data Imports
• How to View, Manage, and Update Your Docket Subscription

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Billing

• Closing and Reopening the Books in Docket
• Create Recurring Invoices in Docket
• Pause and Resume Recurring Invoices in Docket
• How to Refund a Payment in Docket
• Filtering Invoices by Client Tags in Docket
• How to Add a Credit and Apply it to Invoices in Docket

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Workforce

• 🎥 Add an Employee
• How to View Open Rentals for Contractors in Docket
• How to Use Contractor Task Time Filters in Docket
• Managing Employee Permissions in Docket
• Unassignable Employee
• How to Reset Employee Passwords in Docket

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Operations

• QR Code Ordering Process
• Integrating Quickbooks Online with Docket
• Integration FAQs
• Integrating MailChimp with Docket
• Integrating Zapier with Docket
• Integrating Verizon Connect with Docket

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Scheduling

• How to Set Hours of Operation in Docket
• How to Enter Addresses With Coordinates in Docket
• Scheduling a New Job for the Same Client in Docket
• Relocating a Dumpster to a New Address in Docket
• Routing ETA
• View Address History on Map in Docket

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Tasks

• Moving Task Locations in Docket
• How to Use Task Time Filters in Docket
• How to Connect Tasks in Docket
• Viewing Previous Task Attachments in Docket
• Assignment on Recurring Tasks
• How to Create a Rental Task from Dispatch in Docket

Clients

• 🎥 Manually Add a Customer
• Managing Client Service Addresses in Docket
• Editing Amount of Days Before Invoice Due in Docket
• Merging Clients in Docket
• Managing Service Addresses in Docket
• How to Use Client Task Time Filter in Docket

Mobile App

• 🎥 How to Use Docket's Driver App (Video for Drivers!)
• How to Show Dump Location on Docket Mobile App

DocketShop

• Integrating Google Analytics 4 (GA4) with DocketShop
• Abandoned Cart Email Rules
• Online Booking Workflow: Order Confirmation
• Online Booking Workflow: Payment Form
• Online Booking Workflow: Terms and Agreement
• Online Booking Workflow: Contact & Delivery

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Integrated Payments

• DocketPay - How to set up your account once approved
• How to handle suspicious transactions
• DocketPay - Common Errors on the enrollment form
• CloverConnect - How to enable CVV and AVS
• Accepting ACH Payments in Docket
• Protecting Against Chargebacks

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Release Announcements

• Loading Improvements and Bug Fixes 9/19
• 9/5/24 10DLC Updates and Bug Fixes
• 8/29/24 - More Bug Fixes
• 8/22/24 Abandon Cart Notifications and Bug Fixes
• Docket Release 8/8 - More Bug Fixes
• 7/25/24 More Bug Smashing!

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