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