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Setting Job Docket Configurations

How to set up your job docket configurations, create job dockets, send them to be signed off and more.

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Written by Traffio
Updated over a week ago

Getting Started

Job dockets are essential for tracking and verifying the work completed by employees in the field. In Traffio, you can easily manage and modify dockets received from employees to ensure the information is accurate and up-to-date. This article outlines how to set up docket configurations, create, edit, and sign off job dockets, and send them to clients for approval, all within the web app or the mobile app.


How to Set Docket Configurations

  1. Navigate to Admin on the sidebar

  2. Go to the Traffio Config tab

  3. Scroll down or search Dockets in the search bar

  4. Select the config you want to change

  5. Change the option in the drop-down menu

  6. Click Save


Types of Docket Configurations

Lock Dockets After Client Signed

Determines whether or not a docket should be locked immediately after client signs it off

Allow Docket Submission From The App

Indicates whether users can submit dockets from the app

Break time Ask For A Comment If Not Default

Whether to ask for a comment if someone's break was not the default break (if there is a default)

Break Time Default

The default break time that should be assigned. This can be based on a threshold (see 'Break time default threshold' config)

Breaktime Default Threshold

The amount of time someone should work before they get the configured default break time - if the default is not 'None'

Break Time Options

Which break time buttons are available inside of the mobile app. (None, 15min, 30min, 45min, 60min)

Display Travel Time Column On Dockets

"Docket total time starts/ends when the worker" and "Docket print - "Total" includes travel time"

Docket Print - "Total" Includes Break Time

Controls whether the 'Break' column is deducted from the displayed total hours on the works docket. This does not affect billing or payroll

Docket Print - "Total" Includes Travel Time

Controls whether the 'Total' column includes the travel time in docket print views and PDFs

Docket Print - Show "Break" Column

Controls whether the 'Break' column is displayed in docket print views and PDFs

Docket Total Time Ends When The Worker:

When does the total time calculation finish at. Options are when they finish on site or return back to the depot

Docket Total Time Starts When The Worker:

When does the total time calculation start from. Options are when they first arrive at depot or leave the depot or start on site

Enforce Mandatory Forms
When enabled, workers cannot provide a reason for not completing forms to submit their docket. They simply cannot submit without all forms being done

Note: you will want to make sure your forms are set up properly

Kilometres Radius Threshold

What is the threshold for the kilometre radius distance calculation?

Only Team Leaders Can Submit Dockets

Controls whether or not docket entry should be restricted to team leaders

Round Times Entered On Dockets Through The Mobile App

Whether or not entered times are rounded to the nearest 15 minutes

Show LAFHA On Dockets

Shows the LAFHA on the docket print views

Show Physical Docket Numbers

Prefer showing physical docket numbers instead of Traffio docket numbers where possible

Show Rain Allowance on Dockets

Shows the rain allowance column on the docket print views

Store Address Entered on Work Dockets

Determines whether to store addresses that were entered on dockets through the mobile app. This address is displayed on invoices. If turned off, the booking's address is displayed instead

Use Arrive at Depot

An extra field for data collection on job docket, when the worker first arrived at the depot

Use Bill From Date

Whether to show the Bill from date box in the mobile app

Use First Break Taken

An extra field for data collection on job docket, when the worker first took a break. Useful when calculating double time override

Use Individual Job Dockets as Default

Should the job docket default to everyone on the team, or just the user

Use Kilometres Radius Distance in Dockets

Should works dockets have a field for distance

Use Leave Depot

Extra field for data collection on job docket, when the worker returns to the depot after the job is complete

Use Return to Depot

Extra field for data collection on job docket, when the worker returns to the depot after the job is complete

Show Vehicle "Friendly Name" on Dockets

Allows you to show friendly name as well as the vehicle registration on dockets

Travel Time Field Inside of Mobile App Dockets

While enabled, the Travel Time field is visible in dockets in the app


Setting Initial Job Docket Number

  1. Navigate to My Company on the sidebar

  2. Choose the My Company tab

  3. Type in the Initial Job docket number

  4. Click Save


Sending Job Dockets to Client Contacts

  1. Navigate to Clients on the sidebar

  2. Click into the desired Client

  3. Press the Contacts tab

  4. Click +New

  5. Fill in the details

  6. Toggle on the 'Always send a copy of job dockets by email'

  7. Click Create

You can also edit your existing client contacts and toggle on the 'Always Send Copy of Job Dockets by Email'.


Manually Create Job Docket on Web App

When a job has been completed, the workers on the field will send through a job docket. If a job docket is not filled out, you can manually create a job docket into the system.

  1. Navigate to Bookings on the sidebar

  2. Select desired booking

  3. Select Details

  4. Select the Dockets tab

  5. Click +New Docket

  6. Fill in the docket details

  7. Click Create


Creating a Job Docket on the Traffio App

Job dockets can be created on the field from the Traffio App. These job dockets allow the app users to fill in their hours, breaks and any job notes.

  1. Select the job desired

  2. Go into Forms

  3. Select +New docket

  4. Enter job start, end time and break time

  5. Press Next Step

  6. If required, you can make changes to people that are added to the docket and adjust their hours

  7. Press Next Step

  8. Fill any additional job details to the docket

  9. Press Next step

  10. Sign off job docket - This will need to be signed off by the employee and client (If the client does not sign the docket tap "No signature provided" and state the reason.)

  11. Click Submit to the Office

Step 1

Step 2

Step 3

Step 4


Send Job Docket Sign-off requests to Client

If a works docket is received from a job but hasn't been signed-off by the client on-site, you can request the client sign off digitally. This can either be automated to occur every time, or notifications can be sent manually.

Enable automatic client sign-off notifications

  1. Navigate to My Company on the sidebar

  2. Select the Branding tab

  3. Select a brand

  4. Scroll down to Site Contact Messaging

  5. Enable toggle switches for 'Automatically notify site contacts for works docket remote sign-off' and 'Automatically notify the job requester for works docket remote sign-off' as desired

  6. Click Save

Note: Notifications will be sent according to the format specified in the below dropdown list. Contact method to use when contacting site contacts.

Set Contact-Specific Notification Settings

  1. Navigate to Clients on the sidebar

  2. Go to the Contacts tab

  3. Select a Contact

  4. Under Works Docket Notifications you can change the contact's notification preference to “Always Send” remote docket sign-off requests to this contact, or to “Never Send” them.

  5. Click Save

Manually Request a Digital Sign-Off

You can also manually send one-off remote sign-off requests to specific client contacts. This also allows you to send follow-up notifications if necessary.

  1. Navigate to Bookings on the sidebar

  2. Select the desired Booking

  3. Click the Details button

  4. Select the Dockets tab

  5. Request client sign-off

  6. Choose which client you would like to send the sign-off request to

  7. Click Send


Signing Off a Job Docket

Once a job docket is received and you are happy with the hours submitted, the job docket can be signed off.

  1. Navigate to Billing on the sidebar

  2. Go to the Billable Bookings tab

  3. Select the Job

  4. Click the Dockets tab

  5. Tick the Sign Off box

  6. Click Save

Alternatively, you can sign off dockets through the bookings board

  1. Navigate to Bookings on the sidebar

  2. Select the desired Booking

  3. Click Details

  4. Go to the Dockets tab

  5. Tick Sign off

  6. Click Save


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