Docket Knowledge Base

Getting Started

• Join Our Facebook Community!
• Getting Started with Docket Training Course
• Docket Live Webinars
• Docket Office Staff Essentials Training Course
• Launching Your Docket Website Training Course
• Setting Up DocketShop with a Pricing Matrix Training Course

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Assets

• QR Code Ordering Process
• Keyboard Shortcuts in Docket
• Configuring Asset Settings in Docket
• Managing Your Dumpster Assets in Docket

Pricing

• 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

• Selecting Client Settings in Docket
• Adding and Organizing Customer Information in Docket
• 🎥 Manually Add a Customer

Tasks

• 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

• 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's Improved Dispatch Experience
• Using the Dispatch Board

Mobile App

• Downloading the Docket Mobile App for Drivers
• Selecting Mobile App Settings
• Using the Driver’s Mobile App
• 🎥 How to Use Docket's Driver App (Video for Drivers!)

DocketShop

• 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)
• Edit Online Booking Storefront (DocketShop Step 5)

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Text Messaging and Notifications

• 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

Integrated Payments

• How to set up your credit card integration (Fiserv - CloverConnect)
• Network Tokens and CloverConnect reporting
• Introducing Network tokens for CloverConnect
• DocketPay - How to set up your account once approved
• How to handle suspicious transactions
• DocketPay - Common Errors on the enrollment form

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Release Announcements

• 1/16/2025 Credit Memo Notes, Client Dashboard Improvements, and Bug Fixes
• 1/9/2025 Customizable Notifications, Enhanced Error Handling, Performance Improvements, and Bug Fixes
• 12/12/24 Fuel Surcharges in DocketShop, Vehicle Updates, and Bug Fixes
• 12/5/2024 - Manage ACH, Enhanced Yard/Dump settings, Asset Availability Re-added
• 11/21/24 Release Notes - New Topbar, Dispatch Driver List, and Bug Fixes!
• Release Notes 11/14/2024

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Alerts

• 📅 Temporary Support Hours: Jan 21–23 📅
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