Docket Workshop Recordings

Docket Workshops dive deep into the nuts and bolts of the Docket platform and show you how you can get he most out of the software. 

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  • Creating Tasks

  • Connecting Tasks 

  • Recurring Tasks

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DOCKET WORKSHOP #1: Tasking 101

  • Creating Invoices

  • Setting Up Recurring Billing 

  • Intro to New Charges

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DOCKET WORKSHOP #2: Billing 101

  • Dispatching Settings

  • Assigning Tasks to Drivers 

  • Driver's App

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DOCKET WORKSHOP #3: Dispatching 101

  • Docket Websites

  • Why an online presence is important

  • DocketShop and how an online shopping cart can automate scheduling and billing 

  • Demo of DocketShop 

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DOCKET WORKSHOP #4: Websites & DocketShop

  • How to set up special pricing for specific customers
  • What Billing Issues are and how to handle them
  • Cash flow management best practices from around the industry
  • Exclusive first look at Docket’s upcoming ACH capabilities

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DOCKET WORKSHOP:  Billing 201

  • How to get your pre-Docket tasks into Docket
  • Time Windows vs. Arrival Windows
  • Rescheduling and reconnecting a failed task

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DOCKET WORKSHOP: Tasking 201

  • Finding specific dump pins
  • Handling duplicate pins
  • Keeping yard count/availability accurate

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DOCKET WORKSHOP: ASSET MANAGEMENT

  • Asset-specific reports
  • Employee-specific reports
  • Finance-specific reports

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DOCKET WORKSHOP: Reporting 201