Coming from a whiteboard, a spreadsheet, or Trello?
Most shops we work with are running on a whiteboard, a spreadsheet, Xero, or Trello today. Here’s what changes when you move to DocketWorks.
From paper and a whiteboard
You keep the board — every job’s a card, moving through the stages of your shop. But now you also get the picture a whiteboard can’t show you: how your billable hours are trending, how many quotes you’re winning, whether the pipeline’s full enough to keep everyone busy.
And the knowledge doesn’t walk out the door when one key person’s on leave — it’s on the board, in the jobs, not in their head.
From a spreadsheet
Timesheets and purchase orders feed the jobs by themselves — the numbers are live, and you’re not typing it all in twice. The thing you built the spreadsheet to do, the system does, and it keeps doing it when you’re busy.
From Xero (or Xero Projects)
Xero stays your books — DocketWorks isn’t trying to replace it. DocketWorks is the shop-floor side that feeds it: the quoting, the scheduling, the costing, the board. The two work together.
From Trello, Asana, or Monday
Those are genuinely great when one project has real depth: jobs inside jobs, complex sequencing, moving sub-jobs between stations. If that’s the problem you’ve got — honestly, use them.
DocketWorks is for the other shape: dozens of small, mostly self-contained jobs juggled at once, with timesheets and purchase orders wired into them — and it does the quotes and invoices too. Pick the one that matches how your jobs actually look.
Accounting — not our job, by design
Xero or MYOB stays your books. DocketWorks feeds it; it doesn’t try to be it. That’s deliberate.