Create a Digital Docket (Ticket) Template

  • Updated

Build a digital docket (ticket) template so your field crews can submit dockets in real time with all the data you need to invoice jobs, replacing paper dockets, illegible handwriting, and manual data entry.

Before you start

  • Decide whether the docket needs to be associated with a Client, Project, Supervisor, Task, Asset, or Break time before you start. Each one you tick adds a field to the docket.
  • If you want a custom-formatted PDF export, plan to set up custom printing after the template is built.

Why use digital dockets

Digital dockets remove the manual paper trail. Crews complete dockets on the mobile app, supervisors get them in real time on the dashboard, and the data flows straight through to invoicing without anyone having to retype anything from a damp paper docket.

Navigating dockets

Go to Field Data > Dockets. Across the top of the page there are three tabs.

The Dockets page with the Completed, Captured, and Templates tabs.

  • Completed — submitted dockets land here once a crew member finishes one.
  • Captured — photos of paper dockets uploaded from the field.
  • Templates — where you create and edit your docket templates.

Two extra controls sit on this page:

  • Advanced Search lets you filter to a specific set of dockets.
  • Column Preferences () lets you choose which columns show in the list.

Add a new template

  1. Go to Field Data > Dockets (Tickets).
  2. Click the Templates tab.
  3. Click New Template.
  4. Enter a Name and Description for the template.
  5. Click Create.

Build the template

The builder has three panels: Configure on the left, Template in the middle, and Preview on the right. The Preview updates as you change the Configure and Template settings, so you can see exactly what crews will see on the mobile app.

  1. In the Configure panel, tick what this docket should be associated with. Each tick adds a field to the docket: Client, Project, Supervisor, Task, Asset, or Break time.
    Screenshot 2024-03-05 at 11.30.38 AM.png
    Configure options on the left map to fields in the Preview on the right.
     
  2. Click Add Question to add a question to the template. You can choose from question types like Multiple Choice, Free Text, Date, Photo, and more. Each question you add appears in the Preview.
    Screenshot 2024-03-05 at 11.36.10 AM.png
    A Multiple Choice question being added to the template, with the Preview updating on the right.
     
  3. If you want to control how the docket looks when it exports to PDF, set up custom printing after the template is built. See Set Up Forms Custom Print.
  4. When the template is ready to go live, tick Published in the Configure panel, then click Save & Close.
    Screenshot 2024-03-05 at 12.10.35 PM.png
    Tick Published, then click Save & Close to make the template available.

 

Heads up

Clicking Save without ticking Published will not publish the template. Crews will not see it on the mobile app until Published is ticked and the template is saved.

If the template is not ready yet, leave Published unticked and click Save & Close. You can come back and finish it later.

Things to know

  • The Workers section in the template cannot be deleted. Every docket captures who did the work.
  • You can use these templates straight away for unscheduled dockets (dockets not attached to any order).
  • Best practice is to attach the docket template to a client so the right one loads automatically when a crew member creates a docket for that client.
  • Ticking Published is a separate action from Save. A template that is saved but not published will not appear on the mobile app.
  • You can edit a published template at any time. Changes apply to new dockets, not to dockets that have already been submitted.

 

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