Docketbook is about working better together - whether connecting your supply chain, your customers or your systems, we have a solution.
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Extend your docket workflow outside your company connecting your clients and suppliers to your business digitally. This creates a connected network of partners who are ready to collaborate, do business and deliver projects as a connected partnership built on data and information sharing.
Make it easy to share files and project progress. Eliminate administration time with easy access to the docket workflow for anyone in your supply-chain and your customers.
If you are already creating digital dockets, Docketbook provides the channel to share information with your customers - not as PDF, a carbon paper copy, but as real data that can be used for reporting and insights.
Connect your Orders and Invoices to Docketbook to automate the reconciliation and 3-way process through direct integration. Accurate, verified and ready for processing.
Connect is about networks and collaboration. You can upload a list of your customers to Docketbook Connect to send them invitations to join Docketbook. Our easy onboarding wizards will drive them through the process and prompt them to create an account for receipt of documents.
If their company is already on the platform, Docketbook just joins the dots.
For your Customers
Receiving dockets as an individual is great, but sharing with your team is better. Docketbook Connect facilitates creating a company to receive the dockets into a common ‘inbox’ for sharing with their project team., helping to ensure that the right people have the correct information when and where they need it.
If you have an existing docketing solution but want to take advantage of the benefits of the Docketbook platform for sharing your Dockets, our Ingestion Service provides a simple interface for Docket creation. Whether starting with CSV files, PDFs or direct integration, there are services to help., all supported by our Customer Success Specialists and detailed documentation and guides.
Take a look at our case studies for real examples of where this is delivering value.
For your Customers
Your existing docket solution may streamline your internal processes but not deal with your customers’ needs. Docketbook is designed to provide a win-win for both parties. If you push dockets via our Ingestion Service, your customers can consume them as data, delivering Docketbook’s collaboration, productivity, and performance benefits.
If your integration requirements go beyond simple ingestion, we have a set of public APIs that you can authenticate and work with. This could include creating and consuming orders, triggered responses to rejected dockets, and even the exchange of invoice data. Your internal systems do the heavy lifting, and we deliver the interface that enables integration and use for all of your customers.
Docketbook also supports single sign-on with Active Directory to ensure passwords are securely managed by your enterprise and user sign-on experience is simple.
For your Customers
Our full suite of APIs enables the creation of projects, cost code lists, users and orders and the consumption of docket data directly into ERP systems, stripping cost, errors, and inefficiencies out of the P2P value chain.
Simply upload a list of your vendors, and we do the rest. We will send invitations, support set up and even provide an extended free trial period to help get the ball rolling.
Supply chain change management is not easy, but our team is here to make it easy. Our Customer Success Specialists will work through every step of the process with your supply chain. And once they’re set up, they can use Docketbook anywhere.
Our powerful integration services use our APIs to integrate with your ERP so you can create and configure projects and produce digital orders to share via the Docketbook platform.
Docketbook is available anywhere, with real-time data feeding into your systems as work happens. Complete with cost-code information, you have a live feed of your business-critical information.
Connect is about networks; you can upload a list of your suppliers to Docketbook Connect to send them invitations to join Docketbook. Our easy onboarding wizards will drive them through the process and prompt them to create a company and offer special plans only available through your partnership with Docketbook.
If their company is already on Docketbook, the system joins the dots. If they get stuck, our Customer Success Specialists are here to help; that’s just one of the benefits of digitising your supply chain through Docketbook.
For your Suppliers
Bringing your supply chain onto Docketbook is a win-win. Your invitation gives them exclusive plan options, streamlines their process and provides a tool they can use everywhere, not just on your projects.
Receiving Dockets via PDF? Work with our OCR partners to feed this data to our Ingestion Engine. Docket data is extracted from the PDF, sent to the ingestor and delivered as a digital docket just like any other. The aim is to create a single, consistent user experience for your site staff and a single digital data channel for your systems.
For your Suppliers
Docketbook’s Ingestion Service can be deployed on either side of the company divide. The benefit of your suppliers utilising the Ingestion Service is that they generate a shared view of the docket available to support invoicing.
Our suite of public APIs enables the creation of Projects, populated with data such as cost codes, and the creation of users and orders. When docket data arrives, it is linked to line items on orders, enabling integration to your ERP. Whether it’s JobPac, Viewpoint Vista, Coins or another platform, mapping docket line item data is fundamental to integration, and we’ve got that covered.
Docketbook also supports single sign-on with Active Directory to ensure passwords are securely managed by your enterprise, and user sign-on experience is simple.
For your Suppliers
Streamlining the flow of information through integration benefits everyone. Docketbook effectively connects your systems to your suppliers in a many-to-many network using a shared definition of a Docket. It’s better for you, and it delivers benefits to the industry as a whole through improved information sharing, collaboration, transparency and accuracy.
Speak to our product experts about your challenges, and see how we can help.
Orders are just part of the picture. Explore how Docketbook supports the whole value chain by clicking an icon below.
We started with Docketbook just before COVID and it was a game changer. It meant that our business was not interrupted at all. And the guys in the loaders love it, at first they were nervous but it's made their lives so much easier. No more paper flying around the cab."
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Since transitioning to Docketbook last year I have found collecting dockets at the end of the month isn't a problem anymore. They are all there in a docket summary report in less than two minutes."
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Docketbook is a great tool when visiting client sites, Orders are instantly placed in our system from outside."
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The online training meeting was fantastic, I found Jenna to be very knowledgeable and helpful. The service and followup from Docketbook could not be faulted."
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Other systems try to be all things to all people. Docketbook knows what it is trying to do and does it very well."