Day Dockets Settings

This guide will walk you through the essential steps to leverage day dockets effectively within the platform, enabling streamlined creation of on-site documents and seamless conversion into invoices.

Setting Up Day Dockets

  1. Accessing General Settings:
    • Start by navigating to your company settings under your profile at the top right of the screen.

    • Click on Finance Settings to access Day Docket General Settings.

      Customizing Default Notes:

    • Configure default notes that automatically appear on your day dockets.

    • These notes are essential for communicating key details and instructions when sending dockets for approval or billing.

      Email Templates:

    • Customize email templates used when sending day dockets for approval.

    • Pre-fill templates based on recipient details for efficient and professional communication.

      Template Management:

    • Manage day docket templates to suit your business requirements.

    • Customize templates with specific fields and options tailored to different types of work or client needs.

      Approval Fields:

    • Set up approval fields with signatures, client names, company details, and optional purchase order fields.

    • Ensure all necessary information for client approval is readily available and clearly presented.

      Attachments and PDF Generation:

    • Attach relevant documents like specifications or drawings to enhance clarity and understanding.
    • Configure PDF generation settings to hide or display totals based on internal needs or client preferences.

Configuring Rate Cards

  1. Types of Rates:
    • Define rates for equipment, labor, and materials used in your projects.

    • Specify minimum charges, overtime rates, and job-specific details to accurately reflect costs.

      Job Type Integration:

    • Link rate cards to specific job types (e.g., maintenance, commercial, residential) to streamline selection.

    • This prevents errors by ensuring only relevant rates are available for each type of job.

      Expense Integration:

    • Integrate expenses and material orders directly into day dockets from ongoing jobs.
    • This integration ensures comprehensive billing by including all relevant costs associated with the project.

Creating and Managing Day Dockets

  1. Using Templates:
    • Utilize pre-defined templates to expedite the creation of standardized day dockets.

    • Templates can include pre-filled text, dropdown selections, labor details, and other specifics to streamline the creation process.

      Invoicing Process:

    • Convert approved day dockets into invoices seamlessly within the Trak platform.
    • Integration with financial systems ensures accuracy and efficiency in billing processes.

Support and Assistance

  • For further assistance on setting up day dockets, configuring rate cards, or integrating them with job types and expenses, contact our support team.
  • Reach out via contact@trak.co or use the support feature within the Trak platform for prompt assistance.

Conclusion

Day dockets in Trak are a powerful tool for managing on-site documentation and simplifying invoicing processes. By customizing settings, integrating rate cards, and leveraging templates, businesses can enhance operational efficiency and ensure accurate billing.

For any questions or further assistance, reach out to us at contact@trak.co or contact our dedicated support team. Thank you for choosing Trak to streamline your operational capabilities with advanced invoicing solutions.