There are three main ways to create a new docket:
Using the + Icon:
From the Dockets Tab within your company, tap the + icon located on the top right corner of the dockets list in the mobile app.
Note: Make sure you have your company selected and are not in the "My Docketbook" section.
From a Job:
Access the Action Menu (three dots icon) within a Job.
Select "Create Docket" from the menu.
Dockets created from a Job will automatically inherit important information from the related Order, including customer and reference numbers.
From an Order:
1. Open the Order you want to create a docket for.
2. Navigate to the Dockets tab within the Order details and "Create Docket."
By following these methods, you can easily initiate the creation of a new docket in the Docketbook app.
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