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Choose which ServiceM8 forms are dockets

Tell DocketBridge which ServiceM8 forms are dockets. Leave every form unticked and it attaches every completed form on the matching job.

Choose your forms

  1. Connect ServiceM8 first. The "3. Which forms are dockets?" card then appears on your dashboard. Xero does not need to be connected yet.
  2. The card lists your active ServiceM8 form templates, loaded from ServiceM8 each time you open the dashboard.
  3. Tick the forms to attach, for example delivery dockets, job sheets or sign-off forms.
  4. Press Save form selection. You see "Form selection saved".

Your choice applies from the next check, to your most recently updated invoices in Xero and to any invoice that is checked again. Dockets already attached stay on their invoices. Choosing forms is optional: you can press Start without it.

What counts as a docket

  • A form completed on the ServiceM8 job that has its PDF. Forms completed in the ServiceM8 iOS app or the Online Dashboard both count.
  • The form must be completed on the job itself. DocketBridge looks for forms on the job whose number matches the Xero invoice.
  • Photos, quotes and other job attachments are never attached. Only completed form PDFs are.
  • If a matching job has no completed forms of the kinds you ticked, nothing happens and nothing is listed. DocketBridge looks again on later checks while the invoice is among your 100 most recently updated invoices in Xero, or whenever the invoice is checked again. See which invoices are checked again.

File names in Xero

The file on the Xero invoice uses the ServiceM8 file name, with spaces trimmed from each end and ".pdf" added if it is missing. A blank name becomes "docket.pdf". For example, "Job Docket 1001" becomes "Job Docket 1001.pdf".

If a file with the same name is already on the Xero invoice, added by DocketBridge or by anyone else, DocketBridge does not upload another copy. Recent activity shows "Already on the invoice" (skipped_exists) for it, and it is not tried again unless you remove that file from the Xero invoice and press Attach again. If one job has two dockets with the same file name, the first is attached and the second shows "Already on the invoice".

If the list is empty

An empty list when you know you have forms usually means DocketBridge cannot read ServiceM8 at the moment. Check your ServiceM8 connection before you press Save, because saving with nothing ticked means every completed form is attached. See troubleshooting.

Still need help?

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