If you are a surveyor or provide any service at all to the construction industry, you can use Docketbook to streamline your orders, dockets and invoicing processes for faster, easier payments.
Survey contracts vary greatly in complexity and data requirements, which most systems cannot manage. Docketbook orders can handle this by being set up based on hours or schedules and supporting specific docket templates for each order. This enables you to supply the client with exactly the data they need.
Your survey team can work directly from the orders, or you can allocate them specific orders through the job allocation module, ensuring they see only the work they need and that their dockets match.
Dockets are always right with docket templates and line items defined by the order. Signatures can be captured on glass or requested by text - even if surveyors are late leaving site. You can easily monitor which of your dockets have been signed and follow up on those that haven’t, ensuring that your invoice doesn’t get held up.
Often survey claims are more complicated than a simple rate-based invoice. We have worked with many surveyors that build automated reports driven by excel to calculate charges that match the contract and enabled the easy exchange of data in the Invoice Exchange module, ensuring that everything is reconciled, and your invoice is ready to be paid.
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“Managing paper dockets across three regions, two time zones and multiple different client requirements was difficult and time consuming,” said Director, Nathan Richardson, “so the team jumped at the opportunity to move to digital dockets”
The Precise Spatial team found that digital dockets allowed client specific formats for collecting job information and reduced the human error associated with paper dockets. It also meant that field staff are no longer required to leave site and return to the office to sort and organise dockets.
The Administration team also benefits using the filters to find, sort and validate dockets ready for invoicing.
See how the simple elements of the Docketbook platform come together to support Surveyors and service providers to construction.
Discover answers to frequently asked questions about Docketbook
Yes. Beyond simple rate-based invoices, Docketbook supports more complex survey claims, with Excel-driven reports and reconciliation through the Invoice Exchange.
Docketbook shows the status of every docket, so you can see which are not signed or not accepted, and follow up the ones that aren't before they hold up the claim.
Send it for signature by text. The client can sign on their own device either by clicking a link in the text/email, or through their own version of the Docketbook app
Yes. Each order can have its own docket template set up around hours, schedules or the client's contract requirements, so the docket matches what the client expects to see.
