Surveyors are surrounded by high-tech equipment and then pull out a book with paper dockets. Not anymore.
Survey contracts vary greatly incomplexity and data requirements, which most systems cannot manage. Docketbook orders can handle this by being set up based on hours or schedules and supporting specific docket templates for each order. This enables you to supply the client with exactly the data they need.
Your survey team can work directly from the orders, or you can allocate them specific orders through the job allocation module, ensuring they see only the work they need and that their dockets match.
Dockets are always right with docket templates and line items defined by the order. Signatures can be captured on glass or requested by text - even if surveyors are late leaving site. You can easily monitor which of your dockets have been signed and follow up on those that haven’t, ensuring that your invoice doesn’t get held up.
Often survey claims are more complicated than a simple rate-based invoice. We have worked with many surveyors that build automated reports driven by excel to calculate charges that match the contract and enabled the easy exchange of data in the Invoice Exchange module, ensuring that everything is reconciled, and your invoice is ready to be paid.
Speak to our product experts about your challenges, and see how we can help.
With paper dockets sometimes lost and often illegible, Karim Viljoen, the accountant at Lendich Constructions knew there must be a better way. She was spending hours each day chasing dockets and entering endless lines into spreadsheets.
For Lendich, the requirement was not just to make it easier for operators, but to present the data in a very specific way to support the claim process.
“Integrating directly with Excel mean I could use the processes and formats I was familiar with but have the data come automatically from the dockets”, said Karim, “The flexibility of Docketbook was a major plus.”
The process of adoption by field staff was much easier than anticipated. “We have 10 field staff of different ages, and they all adapted really well. The error rate has reduced dramatically since moving from paper and there is no longer a need to travel back to the office to drop off dockets”
See how the simple elements of the Docketbook platform come together to support Surveyors.