Documentation
How docket works
Guides, references and answers for running your agency on docket.
Getting started
- Welcome to docket What docket is, how the pieces fit together, and where to start.
- Create your first project From "New project" to the first booked hour — and seeing it land in Controlling.
- Quickstart: services, customers & projects The three building blocks every workspace needs — and how rates flow from one to the next.
Time tracking
Billing
- The billing cycle at a glance How a quotation turns into an order confirmation, delivery notes and invoices — and what docket does automatically along the way.
- The quotation & invoice editor Phases, positions and services; invoice numbers; advance, partial, final and cancellation invoices.
- External costs Track supplier invoices, assign them to projects and quotes, and keep margins honest.
- Customers: contacts, addresses & custom fields Put the right people, the right address and the right reference numbers (like PO numbers) on every document.
Account & workspace
- Inviting your team Add teammates, choose their role, and understand what a new user means for your bill.
- User roles & permissions What Admins, Project Managers, Basic users and Timetrackers can see and do.
- Notifications What lands in your notification inbox, what triggers an email, and who gets notified when.
Integrations
- Jira integration — overview What the Jira integration does, who has to do what, and where to go next.
- Jira — set up the connection Create the API tokens, connect your Jira site as an admin, and add your personal token as a team member.
- Jira — link a project and track time Link a docket project to a Jira project, choose where time lives, and change your mind safely.
- Jira — sync behaviour & troubleshooting How often docket syncs, why time can't be pushed twice, how issue types and statuses are handled, and what to do when something looks wrong.