docket.

Product tour

Every module, in the real product.

One system, not a stack of add-ons. Every screen below is built to the live product on a real seeded tenant, down to the counts and the colour rules.

The one nobody else does

Handwritten paperwork, read and filed.

Photograph a handwritten job sheet or a gas cert on your phone. docket reads it, files it against the right site and asset, and spots the follow-up work.

We went looking for another UK CAFM that can do this. We couldn't find one.

Watch it work

From inbox to assigned job in under a minute.

Intake: yourfm@intake.docketfm.co.uk

Try it: pick an email and watch docket read it

SJ
Sarah JenkinsLeak in ceiling, Unit 4, Crawley · 14:02

Hi, we've got water coming through the ceiling tiles above the tills at our Crawley store. It's getting worse and we're worried about the electrics. Can someone come out today?

✦ DRAFT: AWAITING APPROVAL

Ceiling leak, above tills

ClientMeridian Retail
SiteUnit 4, Crawley
CategoryPlumbing
PriorityP1: Urgent · 4h SLA
Approve & raise job

Drafted by docket AI. Nothing exists until you approve.

1. Email lands at your docket intake address2. docket extracts site, trade, priority, SLA3. Job scheduled, engineer assigned and notified.

Work orders & dispatch

Every job, assigned and tracked from one board

Raise a job in under 30 seconds. The dispatch board shows every engineer's week at a glance, flags double-booking and SLA risk before it happens and drags a job to a new slot in one move.

PPM

A live schedule that generates its own work

Planned maintenance schedules generate work orders automatically ahead of every due date. It shows every schedule and its next due date, with a planner and overdue view a tab away, so nothing statutory slips.

SLA & escalations

Nothing breaches quietly

Every job carries a response and completion clock against its own SLA, on a business-hours or 24/7 calendar. Escalation rules flag a job to the right person before it breaches, and this view shows exactly what's currently escalated across every site.

Forms & certificates

Compliance certificates, read and filed

Every document uploaded anywhere in the tenant lands in the Document Manager: job sheets, compliance certificates, PPM schedule documents and asset manuals. Certificates are read by AI and confirmed against the right asset by a person.

Gas_Safety_Certificate.pdf

Gas Safety Certificate

Uploaded to Document Manager

Confirm certificateDRAFT: AWAITING APPROVAL
TypeGas Safety Certificatehigh: form title matched
Cert. no.GSC-2026-4471high: printed clearly
Expiry14 Mar 2027high: date field matched
AssetBoiler, Plant Room 2medium: site + type matched
Confirm & fileEdit fields

Filed against Boiler, Plant Room 2

Expiry 14 Mar 2027 now on record.

✦ Confirmed by a person. Nothing was filed before this step.

Quoting & invoicing

From approved quote to paid invoice

Contractors submit quotes against a job, approval routes to the right authorisation level for the amount and an approved quote becomes a purchase order automatically. Every stage is tracked against the original job.

Contractor portal

Contractors see only their own work

A contractor signs in and sees exactly what's assigned to them across every client site: jobs to accept, quotes awaiting a response and nothing belonging to anyone else. No email chains, no phone calls to check status.

Engineer mobile

Built for one-handed use on site

An engineer's own jobs, priority and due date up front, nothing else in the way. A voice note on the way out becomes a structured completion record, with any follow-up worth raising suggested as a separate draft. Nothing needs a desktop.

Voice note: 0:48

“Replaced the seal on unit two, running fine now. Ceiling tiles above it are still stained from the old leak, worth a follow-up.”

Draft completionDRAFT: AWAITING APPROVAL

Replaced seal on AHU 2. Ceiling tiles above unit stained from prior leak.

Started / Finished10:05 to 10:52
Labour45 min, £33.75
Parts: AHU seal kit£18.20
✓ Mark job CompletedEdit fields

Suggested follow-up

Replace stained ceiling tiles

Approve as new jobDismiss

✦ Drafted from the voice note. Completion and the follow-up are two separate approvals, not one.

Built for your business, not the other way around.

Every docket customer runs their own tenant: your own subdomain, your own branding, your own configuration, completely isolated from everyone else's data at the database layer.

That configuration goes deep. Job fields, forms, and workflows are set up per tenant, so the system matches how your business actually runs. Features you don't use can be hidden. Views can be reshaped. Client-facing documents carry your branding. None of it requires changing the core platform, which means you get customisation without the custom-software price tag, and updates without fear of breaking your setup.

If your workflow needs something docket doesn't do yet, you get a direct line to the roadmap: tell us, and if it makes the product better for firms like yours, it gets built.

cratchley.docketfm.co.uk
Cratchley Building Services
meridian.docketfm.co.uk
Meridian Retail FM

Same platform, different tenant: illustrative, not a capture of a real second tenant.

And the rest of the platform.

The walkthrough above covers the core flows in depth. The rest of docket, briefly.

  • Overview dashboard

    Open jobs, SLA performance and overdue work at a glance the moment you log in.

  • Asset register

    Every asset with its service history, documents and a QR label that opens its page on site.

  • Sites & locations

    Client organisations down to building, floor and room: the structure every job and asset hangs off.

  • Contacts

    Site and client contacts kept alongside the jobs and locations they belong to.

  • Clients

    Every client organisation you work for, with their own sites, contacts and job history in one place.

  • Document Manager

    Every document uploaded anywhere in the tenant, from job sheets to asset manuals, in one searchable library.

  • Contractors

    The contractor directory your team manages: compliance documents, assigned work and performance, all in one record per contractor.

  • Calendar

    Reactive jobs and PPM visits on one day grid, not two calendars to cross-check.

  • Reporting & CSV export

    SLA performance, PPM compliance and contractor league tables, filterable by date range and exportable.

  • Data & privacy tools

    Export a user's full data on request, or run a right-to-erasure job: handled in the product, not a support ticket.

Under the headlines

Depth included at every price.

The headlines are above. This is the machinery underneath, included at every price.

  • Roles you define

    Build your own roles from the full permission set, deny by default.

  • Problem types with SLAs attached

    Pick the fault, the clock sets itself.

  • Planned against reactive, measured

    Every job carries a work type, and the PM to reactive ratio your clients ask about sits on the dashboard.

  • Your whole estate in one tree

    Client, site, building, floor, room, asset, expandable, click through to anything.

  • Raise a job from anywhere

    From a client, site, location, asset, contact or contractor record, pre-filled.

  • Custom fields where you need them

    Your own validated fields on jobs, sites, assets, contacts and contractors.

  • Workflow you control

    Your statuses, your transitions, defined once, enforced everywhere.

  • Escalations that chase for you

    SLA warnings and breaches email the right people automatically.

  • Imports with an undo

    Nine record types, validated on the way in, rolled back if a load goes wrong.

  • Everyone gets their own view

    Column layouts save per person.

  • What was done, not just what broke

    Action codes on completion, reportable alongside problem types.

  • Named your way

    Priorities, location types, asset categories and terminology are all editable lists.

See your inbox
empty itself.

Tell us what your Monday morning looks like and we'll show you what docket takes off you.