MIS built to handle your business
More often than not we see companies that are disjointed. Departments are operating independently from one another, opposed to working together fluidly. This method leads to an increase in mistakes and wasted time, resulting in diminishing profits. Your MIS should be solving your business problems, not creating them. DocketManager provides everything your business needs to successfully work in harmony through a single all-encompassing solution.
Always Connected
Cobbling multiple systems together is an incredibly inefficient process, causing many avoidable errors that cost time and money. DocketManager ties your entire business together through a single solution, and since it is cloud based, you can access it from any internet connected device.
CRM
CRM
Consolidate all of the customers’ information into a single view, use advanced search filters, and benefit from customizable tagging to create marketing lists. Everything users need to know about their clients in one place, including order and quote history, payment history, any and all contact information!
Inventory
Inventory
Track all of your stock, supplies, and customer good inventory with DocketManager. Use our P.O. function to tell you what you need to order, and once it’s been marked as received, DocketMaanger will update your inventory counts. In addition to this, replenish/deplete shell-stock, customer supplied items, or finished goods to keep track of everything within the business.
Accounting
Accounting
Generate and email invoices immediately and directly from DocketManager to improve cash flow. Manage all of your AR, track sales, and utilize our reports to enhance comprehension of your business. We track it all so that everything is in one system removing the possibility for billing errors and increasing time and efficiency.
Streamline your workflow
From estimating, to order entry, to jobs moving into production, invoicing needs to flow seamlessly. For consistent results, job information only needs to be entered once to greatly reduce mistakes saving you time and money. Our onboarding team will be there every step of the way so that you are getting the most out of DocketManager in record time.
Quoting &
Calculations
Quoting and Calculations
DocketManager’s powerful estimating engine can handle anything you can throw at it. Comprehensively estimate all kinds of jobs including digital work, offset, digital labels, wide format roll to roll or direct to board and all of the odds and ends that exist in between. We even give you access to create your own custom calculations for those fringe jobs that you do. Whatever you are doing we can estimate it for you!
Customizable Workflow
Customizable Workflow
With DocketManager’s customizable workflow, users can design their ideal production workflow to optimize how the team works. Customizable queues and view mode options make DocketManager an ideal solution for adapting to an existing workflow, or reshaping a workflow that isn’t quite working.
Training
Training
Our clients are our top priority. We at DocketManager know the industry and are here to help get you trained and your system implemented as quickly as you desire. We work closely with our clients so that they really understand our platform, ensuring that all of our clients get the most out of our solution today, tomorrow, and for years to come.
Increase your Efficiency
DocketManager was built to make you and your team more efficient. Through our suite of tools you will reduce the time-wasting, mundane tasks, and instead focus on what increases your profitability by saving you countless hours and minimizing mistakes.
Smart Lists
Smart Lists
DocketManager gives users access to a lot of information, so we’ve designed Smart Lists to make common searches easier. Smart lists are saved searches that give the desired information, immediately. Quickly filter through the active sales quotes, the jobs that were invoiced today, the jobs that need to ship with the local courier in the morning, and more! There are no limits to the ways in which users can leverage Smart Lists.
Tasks
Tasks
Task management keeps everything running smoothly, and ensures that nothing falls through the cracks. Create and assign tasks for any user to follow up on a quote, review an invoice, or to double check some artwork. DocketManager keeps all of these tasks organized with direct links to the customers, quotes, or orders they are associated with to make tasks easy to manage.
Emails
Emails
Sending an email should not require numerous steps and hoops to jump through. DocketManager has made it incredibly easy to email within the system. Quotes, Invoices, Statements, Proofs and so much more are sent with only a couple steps and by leveraging our email templates you can spend your time focusing on more important tasks.
Other MIS Features Include:
Job templates
Job Templates
Job templates were designed to make order entry incredibly easy and consistent, no matter which team member is using them. Job templates assist by creating orders in seconds, and can be customized for orders that are very specific, or very broad.
Quick Add
Quick Add
Our Quick Add tool helps guide users through entering job information into the system easily and effectively. Integrated with DocketManager’s powerful estimation engine, Quick Add assists in generating fast and accurate quotes and orders, no matter the project.
Customizable Documents
Customizable Documents
Each business is unique with their branding, and DocketManager doesn’t want to change that. With our solution, users are encouraged to use our customizable documents to get creative with Quotes, Workorders, Invoices, Packing Slips, Statements and Labels.
File Repositories
File Repositories
File Repositories allow users to store a variation of files, including: warehouse agreements, user guides, MSDS or customer logos on customer, contacts, orders, order items, stock and supplies. Storing these files in DocketManager makes generating a reprint effortless. Did someone say “time saver”?
POS
POS
DocketManager knows how busy business can be, so we built the POS to fast-pace the order entry and checkout process! It’s easy. Create products, add the products to the POS, then select products to add to cart, make some small changes if desired, accept payment, and push orders through to production.
Outsourcing
Outsourcing
Not completing the work in house? No problem! With DocketManager, store all of the job specs and pricing to allocate work for all or just part of the job. Users can even store quotes from multiple vendors and later choose which vendor serves the user best. With DocketManager, users can also send out the PO with artwork directly from the system.
Timers
Timers
One of the greatest areas where money is lost is untracked and therefore unbilled time. DocketManager makes it easy to track time on any individual part of a job, whether it is artwork design, press runtime, or various bindery functions. By tracking this information nothing is ever missed, and companies can either get paid for the work that they perform, or adjust their estimating to capture accurate revenue in the future.
Budgets
Budgets
Working with clients that need to work within allocated budgets? With DocketManager, budgets can be restricted to specific users, can be single use, or can be a rolling budget that can be reset daily, weekly, monthly or annually. Budgets are available to work with either the MIS or W2P modules.
Alerts
Alerts
Task assignment, feedback from a customer regarding a proof that was sent, and a quote approval are all examples of alerts that DocketManager sends their users to keep them up to date. DocketManager’s in-app notification center will make sure these key actions throughout the day will not go unnoticed!
Custom Statuses
Custom Statuses
Every business’ workflow is a little different, so with custom statuses from DocketManager users can create their own custom internal language! Custom statuses are colored icons that are associated with quotes and orders. It’s simple -- choose the icon from our vast library, assign it a color, and then save it to the library. A green airplane could signify a rush job (what job isn’t these days?) or a pink star could signify a hard copy proof is required. We have seen our clients get creative with this versatile tool!
Custom Export
Custom Export
DocketManager helps centralize all business information, but sometimes that business information needs to be exported in a different way. We have built a tool so users can pull out all of the necessary information needed, the way it’s needed, into a simple and clean .csv. Users can pull everything, or pull exactly what information required for individual projects. Go ahead, get creative!
Reporting
Reporting
Reports within DocketManager give quick and insightful access to all of important information. Reports for sales, efficiency, accounting, analysis and accounting are all readily available!
W2P built to handle your customers
Having an impactful W2P portal for your clients is crucial to help retain your customers’ business, but also serves as an amazing tool to grow and expand your business! Online Storefronts not only increases retention by making the ordering process easier and more accessible for your clients, but it also proves as a reliable sales tool to get new clients as it makes it easy for new prospects to interact with you and your business. We have been rewarded with countless success stories of our clients winning new business with our portals, but arguably more importantly, our clients saw great success in retaining and receiving even more business from their existing customer base.
One Complete Solution
DocketManager's fully integrated web-to-print works seamlessly with our MIS, which means you have only one system to manage. This greatly reduces maintenance time, prevents double entry, and has proven incredibly easy to setup and maintain. Two-way communication allows you to give your customers access to all of their available products, order history, inventory levels, and invoice balances on a fully customized portal and makes setting up a breeze.
Proof Approval
Proof Approval
Customers can review proofs online and respond with a proof approval, or a change request from within the portal. Once this occurs, statuses are updated instantly within the MIS. The user that initiated the proof approval to the customer will receive an alert of the status update.
Quote Approval
Quote Approval
The customizable quote page provides customers or prospects the ability to review quotes online. The desired products and quantities can be selected and the estimate will automatically convert to an order in the MIS system once approved.
Order History
Order History
Customers can access all of their order history online, whether they have ordered via the web portal, or they have physically placed an order that was entered into the MIS. Users can also grant customers access to view when they last ordered, as well as the quantity of the product they ordered.
Fully Customizable
DocketManager encourages you to create a custom storefront for each of your customers, which can be made as simple or extravagant as you like. Our storefronts are eye catching and easy to maneuver through, treating your customers to a process that is simple to use and enjoyable. It is likely that your customers will keep coming back to order online, over and over again!
Design/Layout
Design/Layout
Upload and coordinate eye catching thumbnails and catalog images to the portal, which can be structured to provide unlimited variations based on client needs and products. Need some ideas? Use the homepage to promote discounts, promotions, and/or new products. Create custom pages with additional information about your company, products, or explain processes that make your company unique! Having knowledge of HTML, CSS, and Javascript allows limitless design capabilities. However, if you don’t have that knowledge, DocketManager is here to help you create anything that you may desire.
Products
Products
Create static, variable, or generic products with finishing and stock options for customers. DocketManager provides the ability to limit the available quantities or allow customers to choose any quantity within a set range. Users can upload artwork files (or any other applicable files), and later select box size and weight to generate estimated shipping.
Public or Private
Public or Private
Private products are available to be ordered by specific companies but we also offer Public products that can be viewed by anyone! This way you can let your clients know about and order different things from you that they may not have known that you can provide for them!
Easy to Use
Give your customers an online shopping experience that is simple to use but provides a ton of functionality. Grant them access to all of their products, order history, inventory levels and invoices on a fully customized portal. Prefer to put your customer in charge of who can order what? Give the customer admin access so that they can manage their account and contacts for you.
Favourites
Favourites
With our Favorites function, customers are able to select any products they order with frequency as their “favorite”. This functionality will store the customers favorited items in a designed list, creating a centralized location for the selected items and make ordering them easy.
Online Payment
Online Payment
By using one of our credit card integration options, customers can pay their outstanding balances online. Security settings allow a customer to view and/or print a statement of unpaid orders placed solely by the customer, or all unpaid orders for the customer’s entire company.
Access
Access
Online access is driven through the contact, portal, or product. Custom security roles can be created to grant the customers access to pages, control what actions are possible, and/or hide pricing.
Other W2P Features:
Approvers
Approvers
A single approver or multiple levels of order approvals can be set based on each contact within a portal. Customers receive email notifications at each step in the approval process. Orders are not submitted to the MIS until final approval is given.
Inventory
Inventory
When physically storing customers’ finished goods or shell items, users can allow customers to see their inventory levels online so the customers have more control over their reorders.
Order Tracking
Order Tracking
Tired of customers calling and asking where their job is? With the true two-way integration between the MIS and W2P systems, customers will be able to log into their web portal and see where their job is in real time. The job information is automatically updated as it moves through the production process. Worried that the customer might see too much? Don’t sweat it. The department descriptions in which the job resides can be as detailed or vague as you please -- you’re in control!
Reorders
Reorders
Customers love the ability to reorder absolutely anything through their portal. The reorder tool is all about keeping customers happy by making their life as simple as possible. Simplicity and ease of use is the best way to keep your customers coming back.
Balances
Balances
Using DocketManager’s credit card integrations allows customers to pay their outstanding balances online. Security settings allow a user to view and/or print a statement of solely their own unpaid orders, or the entire company’s unpaid orders. DocketManager makes the payment process easy for customers, and eliminates additional bookwork for users.
Shipping
Shipping
Integrate with Shippo to connect with all major courier companies, streamlining the shipping process. Use negotiated rates or leverage these shipping companies buying power to save money.
Our Partners
We are always looking for new partners that we think are going to help elevate your business! Here are some of the companies that we work with.
Authorize.Net
Authorize.Net helps make it simple to accept electronic and credit card payments in person, online or over the phone. Get solutions that go to work for your business and let you focus on what you love best.
They’ve been working with merchants and small businesses since 1996. As a leading payment gateway, Authorize.Net is trusted by more than 430,000 merchants, handling more than 1 billion transactions and $149 billion in payments every year.
CardConnect
CardConnect is a payments platform of Fiserv, focused on helping businesses of all sizes grow through the seamless integration of secure payment processing.
Since 2006 we’ve been busy developing and advancing payment solutions protected by our patented, PCI-validated security defenses. Each day they do their best to provide high-quality and customized support to businesses so they can reach their own growth goals.
Shippo
Shippo brings businesses closer to their customers by making shipping effortless.
Shippo builds technology that shakes shipping of its complexities and connects businesses to the best delivery options.
