How to Implement Digital Dockets (Tickets) - Part 1

  • Updated

Why use Digital Dockets?

Digital dockets will help make manual paper processes, lost dockets, illegible handwriting, and manual data entry a thing of the past. With digital dockets, you'll receive dockets in real-time with all the data you need to invoice jobs.

Navigating Dockets (Tickets)

To find Dockets, go to Field DataDockets. This will bring you to the following page:

Across the top of your dockets screen, there are three main tabs: 

  1. Completed - once a docket (ticket) has been submitted, it can be found here
  2. Captured - uploaded photos of paper dockets (tickets) can be found here
  3. Templates - this where you can create docket (ticket) templates

Additional navigation features:

  • Advanced Search - allows you to search for specific dockets
  • Column Preferences () - allows you select which columns you want to view

How to create a docket (ticket) template

Add a new template

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

Build the template

  1. Starting from the left (Configure), select what this docket (ticket) should be associated with. Each selection will appear as a mandatory field (shown on the right, under Preview).

Docket template builder screen explained:

Use the configure section on the left to associate the docket to any one of the options. This will also create a mandatory question as seen in the preview section on the right. 

Use the middle template section to build and add questions to your docket. Examples include:

  • Worker signatures   

  • Assets used on site 

  • Materials used on site

  • Site or project images etc. 

As you build and add these questions, they will show in the preview section on the left. 

Things to note:

  • Worker group question fields are automatically fixed and will always appear on your docket. You will not need to add these in the body of your digital docket. 

  • If the task option in your configure column on the left is unticked, it will not appear in this group of questions. 

  • Workers can click the blue "add worker" button to continue adding more workers to their digital docket. The same group of questions will appear each time.

IMPORTANT: Digital dockets will need to have a word doc template uploaded in order for the dockets to be export out. 

This template can have your company letter head on it and will allow you to arrange your docket in a certain way.

You will need to use the custom print option found in the preview column to the right and in the top left of the column.

To read up on how to custom print dockets, click here.

Once the 

  • Docket template has been built 

  • The word doc custom printed and uploaded

To publish the digital docket, click on the publish tick box in the configure column on the left and click save and close. 

The system will then take you back to the template list screen.
From there, you can:

  • Ue these templates for loose dockets - dockets not attached to any orders - straight away 

  • Continue the best practice work flow and add these on a client level.
    By adding them here, they will appear the allocation section of the app for workers to complete job specific digital dockets.   


Was this article helpful?

0 out of 3 found this helpful