1
Start a docket
From Create Docket on a contract, from Dockets / My Dockets, or from Overview (Field Technicians).
2
Confirm client and contract
Sometimes locked if you started from a contract.
3
Select work items
The ones done on this visit → Continue.
4
Enter Worked quantities
Hours for hourly items; some billing types fill a fixed quantity for you.
5
Add notes / plans
If needed.
6
Enter signature
Client representative name and signature.
7
Finish
Save as Draft or Sign Off / Submit.