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Setting up your Job Dockets Configurations
Setting up your Job Dockets Configurations

This article goes through how to set up your job docket configurations, create job dockets, send them to be signed off and more.

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 5 months ago

Job Docket Configurations

You can make various changes to the information available on the dockets received from your employees and available to the client.

How to set Docket Configurations

  1. Select Admin

  2. Click Traffio Config on the top tab bar

  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. Save

Types of Docket configurations

Allow Docket Submission from the App

Indicates whether users can submit dockets from the app.

Only team leaders can submit dockets

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

Lock dockets after client signed

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

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. 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 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.

Kilometres radius threshold

What is the threshold for the kilometer radius distance calculation?

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.

Use arrive at depot

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

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

Show vehicle "Friendly name" on dockets

Allows you to show friendly name as well as the vehicle regos 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

How to set the initial job docket number

  1. Select My Company

  2. Choose My Company in the top tab bar

  3. Type in the Initial Job docket number

  4. Save

Sending Job Dockets to Client Contacts

How to set up sending job dockets to client contacts

  1. Navigate to Clients in the side toolbar

  2. Click into the client that you want to create a client contact for

  3. Press the Contacts tab in the client pop up

  4. + New

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

Create

You can also Edit your Client contact 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.

How to manually create a job docket

  1. Click on booking

  2. Select Details

  3. Select the Dockets tab

  4. Click + New Docket

  5. Fill in the docket details

  6. 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.

How to create job docket in app

  1. Select job

  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. Next step

  10. Scroll through job summary docket sign off. 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. Click on My Company

  2. Select 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. 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. Select Clients

  2. Click on the Contacts tab in the top menu

  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. 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. Select the booking

  2. Click the details button

  3. Select dockets on the top toolbar.

  4. Request client sign-off

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

  6. Press 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.
​

How to sign off a job docket

  1. Billing

  2. Billable Bookings

  3. Select the Job

  4. Click the Dockets tab

  5. Tick the Sign Off box

  6. Save

Alternatively

Sigh off docket through the bookings board

  1. Navigate to Bookings

  2. Select the booking

  3. Click Details

  4. Choose Dockets on top tabs

  5. Tick Sign off

  6. Save

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