Job dockets · Time · Billing
Run your agency without losing track of billable work
One numbered docket per job — brief, tasks, time, costs, and client updates — from first brief to final invoice.
Stop wondering where the money went
Agencies lose billable hours to disconnected tools: a quote in one app, tasks in another, time in a spreadsheet, client questions in email. The Dockets LITE keeps every job, task, time entry, cost, and client update on a single docket.
1. Open a docket
Pick the client, name the job, set the due date and rush level.
2. Work the job
Assign tasks, log time against services, record supplier costs.
3. Close and invoice
Tasks must be finished before a docket closes; export or record the invoice.
Everything on one docket
Built for agencies that bill by the job, the hour, or the retainer.
One docket per job
Numbered dockets carry the client, brief, status, PO, and billing state from quote through invoice.
Time that turns into money
Log hours against services with per-client rates and rush multipliers. Charges are calculated server-side, never guessed.
Estimates & budget tracking
Set a budget estimate per job and watch logged time and costs track against it as the work happens.
Supplier costs & quotes
Record printer and supplier quotes on the docket — and tell "waiting on a quote" apart from "no cost."
Tasks & team workload
Assign tasks with due dates, give everyone a personal queue, and control who can tick work off.
Your own pipeline
Define the statuses your agency actually uses — each with its own archiving, locking, and invoicing behavior.
A hub your clients can actually use
Invite client contacts to a read-only hub with their projects, dates, status, and shared deliverables. Nothing else is exposed.
Permissions enforced in the database
Roles for owners, admins, account managers, studio staff, freelancers, and bookkeepers — enforced at the data layer, not just hidden in the UI.
Stop answering "where's my job?"
Give each client a branded, read-only hub showing exactly what you want them to see — and nothing you don't.
- Read-only and invite-only — no self-serve signups
- Clients see their docket numbers, projects, dates, and status
- Share final files and links as deliverables
- Staff can preview exactly what a client sees
Branded as your agency
Your logo, your name, your dockets.
Nothing leaks
Rates, costs, and internal notes never reach the hub.
Deliverables in one place
Share final files and links per docket.
Let your assistant work inside your permissions
Connect Claude, ChatGPT, Cursor, or any MCP-compatible assistant. The AI agent can read dockets, tasks, and clients — but only what the connected user is allowed to see. Rates, totals, and sensitive client details stay hidden unless that user already has permission.
- Scoped to one agency and one user
- Revocable access keys, with an audit trail
- No write access beyond what the user's role permits
Permission-first by design
The agent inherits your agency roles.
Agency knowledge base
Owners set standards the agent follows.
Start running every job on one docket
Try The Dockets LITE free for 14 days. No credit card required. Cancel any time.
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