When you first login you’ll be on the Company Detail page, you’ll need to fill in those details before you go any further as those values will be used in your template. You can edit and update those at any time.
Once you’ve updated those values you’ll be able to click through the navigation pane on the left hand side and create your first project.
When entering your first project you won’t have any customer or site information so you’ll need to create them by clicking on the ‘+’ button to the right of the customer dropdown box.
You’ll need to do the same for the site information. Note: you can upload customer and site information in the Setup area.
Once you’ve entered those details select your manual so that you can start adding job specific information in the Works Type area.
Now you can select a work type and start entering your scope of works, attachments and stock.
Each of the templates have a number of codes that the system uses to create your Operation & Maintenance document. It is important that these codes are only edited by someone with the proper understanding of the system.
Short for time? Send us your current template and we’ll get it ready for the system to use for free!
The title cover sheet contains some dynamic information such as the Client Name, Site Address and the Project Collection Date and some static information such as your logo, web address and registration number. As long as this document contains the necessary curly brackets codes the system will be able to process the information.
Some pre-designed cover sheets are available for download below or contact us if you need help designing something else. Be careful not to update or delete the entries in the table of contents, these are handled dynamically by the system.
Things to change:
Logo -delete the logo placement and insert your own. If you need help designing your header page to fit your companies brand just get in touch.
We’ve compiled a list of answers to common questions.
Before you can begin creating your projects you need to add your company details as these will be automatically populate into your completed manual.
We give you all of our main templates automatically so if you don’t see the manual you need please get in touch and we can arrange to get it added.
Sometimes on large jobs it can take a little time to process the manual. Wait a couple of minutes and then hard refresh the page.
Please contact support.
All credit card information is stored securely in Stripe, Dokkit doesn’t have access to the full details.
If you need to update (either upgrade or downgrade) your subscription. In the app goto the Company menu in the top right and click Company. Then in the Account Details section you can see the current plan and click through to view the other options.
We’re hoping you won’t but if you need to, go to the Company page and click the ‘Cancel Dokkit’ link. Please do give us feedback on the cancellation page so that we can improve.