How do I create a docket?
First, you must create an ‘employee’ user. Employee users can only create dockets through the app, ‘admin’ users only have access to the Companies portal.
Next, you much ensure that a client and a project it created. Ensure that all machines and attachment are set up.
Login to the website/app with the ‘employee’ login and follow the prompts.
What is the docket checklist?
The docket checklist is a list of mandatory steps the employee must take before finishing their day. This would apply mainly to Operators. If you do not need a checklist – not to worry! Just leave that section blank.
How do I create an invoice?
Once you have setup a project and dockets have been submitted, click on the client you want, next to the project name select ‘invoices’. This will take you to the invoice page. At the top right-hand corner select ‘add new invoice’. This will take you to a page with a list of dockets that have been created through the app. Select the dockets you wish to include and click ‘Create Invoice’.
Can I cancel my subscription at any time?
Yes, you can. There is no lock in contract and you can cancel at any time. There will be no cancellation fee.
Is an approved docket a legally binding document?
Yes. When you have the digital signature from your employee and client, this constitutes a legally binding document with your client.