CurrentChecked against the product 1 September 2026

Approve dockets and get them to the client

For the office Updated 1 September 2026 1 min read

Dockets arrive already signed by the client’s site rep, carrying a SIGNED chip. The client has already been emailed a copy automatically at the moment of signing — so approving isn’t about sending anything. It’s your internal check that the hours are right before they feed pay and billing.

The Dockets tab listing the week’s dockets — Every docket with its status — the To approve filter shows what’s waiting on you.

Open Dockets and use the To approve filter.
Open a docket to see the hours, machine, job and the rep’s signature.
If it’s right, hit Approve.

When something’s wrong

A signed docket is a record of what the client agreed to, so it can’t be quietly edited. Your options are to adjust the downtime if that’s the disagreement, or to void it with a reason — which keeps it on the books, struck through and auditable, rather than making it disappear. A voided docket can be restored.

SIGNED: The rep signed on site. Waiting on your approval.
AWAITING SIGNATURE: Sent to the client to sign by email, not answered yet.
APPROVED: Checked by the office. Feeds timesheets, job hours and invoicing.
VOIDED: Struck out with a reason. Kept on the books.

Tip

Set the docket emails on each job (in Jobs) once, and every docket for that job reaches the right people the moment it’s signed — without anyone in the office touching it.

Once a docket is invoiced through Xero it’s marked Invoiced, so it can’t be billed twice.

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