The Docketbook integration is built for small to medium construction contractors that are using Xero for accounting and Docketbook to provide digital proof of work documentation for their customers. The integration between Docketbook and Xero streamlines your business processes as it removes double data entry. A Docketbook docket is used to record the work completed each day or items that have been delivered onto a construction site - the information that forms the basis of your invoicing data.

Our integration has two primary outcomes - the first is to automatically create Xero Invoices from data recorded on our Dockets. We do this by creating a link between a Xero Item and a Docketbook Resource. A Docketbook Docket is composed of one or many Resources with a quantity for each. The link between a Resource and a Xero Item is then used to automatically create an Invoice in Xero with the correct Items and quantities - using the data recorded on a Docketbook Docket.

The second outcome is to sync or pull Xero Quotes into Docketbook and to allow our customers to create Dockets against these Quotes. Quotes are created as ‘Orders’ in Docketbook. An Order has a similar data model to a Xero Quote with the added functionality of being able to allocate work to their team and record the work done each day in the form of a Docket. As dockets are created against an Order, the user is provided with up to date completion rates and total of the work completed so far. This integration also provides the capability for our customers to automatically create Invoices from the work completed for a Quote and use the original Quote unit prices on the Invoice. This integration greatly streamlines the accounting and record keeping process.