First-time setup checklist
Do these in order the first time you set up DocketFlow:1
Organizational Profile
Firm name, address, logo (optional), payment terms, GST treatment, retention defaults, and number prefixes for contracts and dockets. Details →
2
Users
Create Supervisors and Field Technicians. Details →
3
Clients
Add the customers you work for (and their contacts). Details →
4
Contracts
Create a New Contract for each job (status Active when people should work on it). Details →
5
Rate Card
Set variation minimums and staff rates for that contract (before or while adding work items). Details →
6
Work Items
Add the schedule of work (item numbers, descriptions, quantities, rates). Details →
7
Staff Allocation
Assign Field Technicians so they can create dockets on that contract. Details →
8
Dockets
Field staff create and submit dockets on site. Details →