User Guide – Dokket

Dokket takes a job from quote → won → scheduled → invoiced → paid, all from your phone. This guide is task-based: find what you're trying to do, follow the steps. Most of it you'll pick up just by using the app – this is here for the bits that aren't obvious.

Stuck on something not covered here? Email hello@dokket.co.uk.

Getting started Quoting Price book Costs & margin Winning a job Scheduling Invoicing CIS Chasing Work that comes back Offline Settings

01Getting started

Add it to your home screen. When your phone offers, tap Add to Home Screen. Dokket then opens like a normal app and works without signal.
Fill in your business details in Settings – company name, logo, phone, payment terms. These print on every quote and invoice, so it's worth doing once up front.
Raise your first quote with the New quote button, bottom-right.

Tip: your data syncs across your devices when you're signed in. Sign in on your tablet too and the same quotes are there.

02Quoting a job

Tap New quote and add the customer. If you've quoted them before, start typing their name and pick them from the list – their details fill in automatically.
Describe the work, then add your line items: a description, quantity and unit price for each.
Turn on VAT if you charge it, and add a deposit if you take one.
Add photos straight from your camera or roll – handy for showing the state of a board or a problem area.
Send it with Email quote – it goes to the customer as a branded PDF, and replies come back to you.

Optional extras: mark a line as Optional and it shows on the quote as a possible add-on, without counting toward the total. Good for "while we're here, we could also…".

Saving isn't sending. When you close a new quote it's saved as a draft – it has not gone to your customer. Drafts show a "not sent yet" note. To send it, open the quote and tap Email, or PDF to share it yourself.

Email quote vs Open in Mail

Email quote sends the quote through Dokket, with the PDF attached, from your business address.
Open in Mail just opens your own email app with the customer's address filled in – for when you'd rather write to them yourself. No PDF attached.

03Your price book

The price book is your own list of the things you quote for again and again. Tap Price book while a quote is open and any item drops straight onto the quote at your price.

When you pick your trade during setup, Dokket fills the book with a starter list for that trade – around a dozen of the jobs and materials you'd expect to price. They're marked EXAMPLE until you've checked them.

They're a guess, and prices vary a lot by area. An example price can't go onto a quote until you've confirmed it – Dokket asks once, then remembers. Change the price and the EXAMPLE tag goes for good.

Edit any item to make it yours – description and price.
Clear the lot removes every remaining example in one go. Anything you've edited or added yourself stays put.
Cleared them and changed your mind? An empty price book offers the starter list back.

Labour or materials: every starter item is already tagged as one or the other, so if you're on CIS the deduction works correctly from your very first quote.

04Costs & margin (private)

Each line has a Cost £ column next to the unit price. Enter what the item actually costs you (materials, your time) and Dokket shows your profit per line, plus a total cost, profit and margin under the quote totals.

Your costs are private. They never appear on the customer's quote, the PDF, or any email – they're only ever on your screen, to help you check you're making money before you send the price.

Where to find it: the cost column is on the quote view (with the line items), not the invoice view. If you're on a job's invoice tab, switch back to the quote view to see it.

05Winning a job

When a customer says yes, open the quote and tap Start the job (the green button). This turns the quote into a job: it moves into your Jobs list, opens up scheduling, and – if the quote had a deposit – raises the deposit invoice for you automatically.

Changed your mind? A job with no invoices raised yet can be reverted to a quote from its ⋯ menu.

06Scheduling the work

On a job, add one or more visits – a date, and a time if you want one.
Multi-day job? Add a visit for each day. They all show on your Calendar tab.
Set your working days and any time off in Settings so the calendar reflects your real availability.

07Invoicing & getting paid

On a job, switch to the invoice view. You can bill the whole job in one, or stage it:

Tap Create invoice. Dokket suggests the amount left to bill – edit it if you're staging.
Give it a description (Deposit, First fix, Final balance) so the customer knows what it's for.
Send it with Email, or save the PDF.
When it's paid, flick the Paid toggle. The job's money picture updates everywhere.

Staged invoicing: the Left to invoice figure always shows what's still unbilled, so you can raise a deposit now and the balance on completion without double-counting. You can't invoice a job that has no value yet – add the line items first.

08CIS deductions (subcontractors)

If you work under the Construction Industry Scheme, Dokket can show the CIS deduction on your invoices. The deduction only ever comes off your labour, never materials, and never the VAT.

Turn on Show CIS deductions on my invoices in Settings, and set your rate: 20% if you're registered, 30% if not verified, or 0% for gross payment status.
On each quote line, mark it as Labour or Materials using the toggle on the line.
The quote and invoice then show the CIS deducted from the labour, and the amount payable after the deduction. The invoice total itself doesn't change – the deduction is what the contractor holds back.

Staged invoices

If you're billing a job in stages, Dokket works out the labour on each invoice proportionally: an invoice worth 40% of the job is treated as carrying 40% of the job's labour, and the deduction follows from that.

Real staging isn't always that neat – first fix is usually labour-heavy and a deposit is often mostly materials. So each invoice shows the labour figure it's using, with a Change link next to it:

Type the labour actually covered by that invoice and Dokket recalculates the deduction.
Back to proportional hands it back to Dokket, and it'll keep following the job if you edit the lines later.
If the labour you've set across all the invoices adds up to more than the job's labour, Dokket says so. It doesn't stop you – jobs grow – but it's worth a look.

Per invoice: the Apply CIS toggle turns the deduction off for a single invoice, for the times it doesn't apply at all.

For your tax return: the invoices export (Settings → Export) includes CIS labour, how that labour figure was arrived at, the rate and the amount deducted, so your accountant has a record of the deductions you've suffered. Dokket isn't tax advice – check the figures with your accountant.

09Chasing quotes & invoices

Dokket can nudge the ones you'd otherwise forget.

Automatically: turn on Automatic chasing in Settings. Dokket sends a polite chaser on quiet quotes and overdue invoices, then stops – never more than a few, always spaced out.
The timing is yours: set Flag & chase after (days) in Settings. Enter 5 and a quote that's had no reply for 5 days gets flagged for attention (and chased, if auto-chasing is on).
Manually: the Chase button on any quote sends a chaser right now and logs it.

Attention tab: quotes gone quiet and invoices overdue collect here on their own, so you know what needs a nudge without hunting for it.

10Work that comes back

Annual services, gas safety checks, five-yearly EICRs, a garden that needs doing every spring. This is the steadiest work there is and the easiest to forget about.

When you mark a job Completed, Dokket asks whether it's due again. Pick 6 months, 1 year, 2 years or 5 years – or Never, which is the default. Give it a name (Annual service, EICR due) so you know what it's for a year from now.

The date counts from the last visit on the job, not the day you quoted it.
A month before it's due, the job appears in your Attention tab with a Due again badge.
Tap Quote it again in the job's ⋯ menu and Dokket writes a fresh quote with the same customer, the same lines and your current prices. Change what's changed and send it.

Nothing is sent to your customer automatically. The reminder is for you. You decide whether the work is worth going back for, and you press send.

Not needed after all? Not needed – clear the reminder in the ⋯ menu takes it off the list without deleting the job.

11Working offline

Dokket is built for cellars and new-builds with no signal. Once it's on your home screen it works offline – open a quote, edit it, add a photo. Your changes save on the device and sync the moment you're back online. No signal is not an excuse for a lost quote.

12Settings worth setting

Logo & business details – so quotes and invoices look like yours.
Payment details – bank details print on every invoice, so you get paid faster.
Default VAT rate & payment terms – set once, applied to every new quote.
Qualifications & insurance – attach your certs once; they can go out with every job pack.
Price book – save your common items so you're not retyping prices on every quote.
CIS – if you're a subcontractor, turn on CIS deductions and set your rate.
Export – download all your records as a spreadsheet any time. Worth doing now and then as your own backup.

13Common questions

My customer says the quote went to junk

New senders sometimes land in spam while email providers learn to trust the address. Ask them to check their junk folder and mark it "not spam" – after that, your emails arrive normally.

An email shows "Didn't arrive"

That means it bounced – usually a mistyped address. Open the record, check the customer's email, and resend.

I updated the app but don't see the change

Dokket caches heavily so it works offline. Fully close it (swipe it away in your app switcher) and reopen, and the latest version loads.

Can I delete all my test data?

Yes – Delete everything in Settings clears every quote and job (your business details, price book and certs stay). It asks for your password first.