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Mobile App User Guide
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Creating a Docket on the Mobile App

A docket is a digital record created by field staff to record extra work not planned while on site.

Creating a Docket

To create a docket:

  • Open the hamburger menu.
  • Tap Create Docket.

Each section includes dropdown boxes so you can select the correct information:

  • Docket Template.
  • Vehicle.
  • Implement.

In the Custom Site field, search for the customer’s name.

If you are unsure, slide the toggle beside Custom Site and enter the site address manually.

Once all fields are completed:

  • Review the information.
  • Tap Create Docket.
  • Notify your admin so they can process the job.


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