Set up

Getting started with DocketBridge

What you need, then every setup step from creating your account to your first attached docket.

Your DocketBridge account

Sign up, verify your email, log in, reset your password, sign out, and the emails DocketBridge sends.

Connect ServiceM8

Give DocketBridge read-only access to your ServiceM8 jobs, forms and clients.

Connect Xero

Connect the Xero organisation your ServiceM8 invoices sync to, and reconnect it when needed.

Create a ServiceM8 API key

Step-by-step photos for creating the read-only API key DocketBridge uses to read your ServiceM8 account.

Configure

Choose which ServiceM8 forms are dockets

Pick the form templates DocketBridge attaches to Xero invoices.

Choose which clients receive dockets

Send dockets for every client except some, or only for the clients you select.

Day to day

Start, pause and Recent activity

Start and Pause, Run once now, the last check time and every Recent activity result.

How DocketBridge matches dockets to Xero invoices

The checks DocketBridge makes before it attaches a docket, and how often it checks.

Billing and your data

Free trial, billing and cancelling

The 14-day free trial, the A$29 monthly subscription, payment problems, managing billing and cancelling.

Disconnecting and your data

Pause or disconnect DocketBridge, delete your account, what it stores and how long it is kept.

When something goes wrong

Troubleshooting

What to check when a docket does not attach, and what each message means.

Frequently asked questions

Short answers about platforms, regions, pricing and support.

Contact support

Email laurits@specializedcg.com.au. DocketBridge is built and supported by Laurits Christophersen. It is not made or supported by ServiceM8 or Xero, so please contact us rather than ServiceM8 or Xero support. If it is about a docket, include the invoice number.