The Delivery Docket App Built for the Front Line
Sitemate’s Delivery Docket App is powered by Dashpivot, and allows site teams to easily log deliveries at the job site. Storm, Sitemate’s AI agent, can fill out dockets with material details, quantities, and even photos, then site supervisors can review, edit, and sign off directly on the form via e-signature.
Trusted by companies, projects and teams of all sizes
Why Delivery Docket management Is Harder than It Should Be
Slow manual recording of deliveries
Workers using paper-based delivery dockets take a long time to record item counts, condition, and signatures for each delivery.
Paper-based dockets can be lost or damaged
Paper-based dockets can easily get soiled or damaged in transit, affecting legibility. Furthermore, paper dockets are easy to lose or misplace before reaching the office.
Incomplete dockets may lead to supplier disputes
Without clear records of item condition and quantity at the point of delivery, disputes with suppliers over missing or damaged items become difficult to resolve.
Cannot preview past delivery records
Completed paper dockets are usually filed away, which limits visibility on previous deliveries. This can cause a disconnect between site teams and procurement.
A Smarter Delivery Docket App
AI-assisted delivery docket creation
Storm can help turn user prompts into a complete delivery docket, pre-filled with details that are specific to user prompts and input.
Recording deliveries is simplified
Workers can log delivery details directly from their phone or tablet as items arrive, capturing more accurate and timely records.
Streamlined recording with photo capture
Workers can log item condition and quantities, take photos of any damage or discrepancies, and notify relevant personnel for follow-up, all from their mobile device.
Cannot preview past delivery records
All completed dockets are routed to supervisors for review and sign-off, where they can quickly affix e-signatures using Dashpivot.
Understanding Delivery Docket Software
What is a Delivery Docket App?
A Delivery Docket App is a tool that suppliers, drivers, and site personnel use to create digital delivery dockets, which record the details of materials, equipment, or goods delivered to a job site. These dockets are usually manually created at the point of delivery, and cover details like what was delivered, the quantity, and the condition of the goods upon arrival. With a Delivery Docket App, teams can move documentation of these deliveries online, keeping a secure, digital record of safe receipt or any discrepancies or issues raised upon receipt of the delivery.
What does a Delivery Docket App help record?
- General information like project name, site location, and delivery date
- Supplier name and driver details
- Description and quantity of materials, equipment, or goods delivered
- Purchase order or reference number
- Condition of goods upon arrival, including any damage or shortage
- Name and signature of the person receiving the delivery
- Supporting photos and attachments
- Notes on any discrepancies or issues raised on receipt
Why are delivery dockets important?
Delivery dockets are important because they are how site personnel can confirm that materials or equipment delivered match what was ordered. Delivery dockets also serve as basis for escalation of any discrepancies to procurement or site management teams for proper action. Examples of common discrepancies during delivery are incorrect quantities, damaged material or equipment, or delivery delays; all of which can negatively affect a project's schedule and cost. This is especially relevant to industries like construction and industrial or manufacturing plants, where materials are frequently delivered to site and in large volumes throughout a project.
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Feed Storm details on the delivery docket
Storm can pull insights from user prompts, photos, and voice notes, and use that information to fill a pre-set delivery docket.
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Data mapping
Storm fills the form with information, such as delivery items, quantities, and supplier details, relevant to the user’s input.
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Review the draft and confirm the delivery
Workers should review the generated delivery docket to confirm items received and add any missing details. This is especially important for partial deliveries or damaged goods.
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Quality review by supervisors
All that is left to do is for supervisors to review the submitted delivery docket, add any final notes, and approve it for submission. Once approved, the docket is sent to the relevant stakeholders or approvers for their review.
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See How Sitemate Has Already Helped Companies Like Yours
"Instead of spending 5 days on data entry, it's now just ad hoc time checking the data coming in electronically."
- Rhys Thomas, CFO
95% time saved
On manual HR data entry tasks
0 lost forms
Thanks to digital submission
Flowsite makes tracking deliveries made to the job site easy
Flowsite automatically transfers approved delivery docket data from Dashpivot into your company's procurement systems or Excel templates, removing the need to manually re-enter data when reconciling deliveries. This way, site and procurement teams get accurate, real-time records of materials received, with minimal admin work on the site team's end.
Comparison: Paper Delivery Docket vs Digital Delivery Docket
Most project teams already know paper and spreadsheets aren't cutting it. Here's what changes when you move your method statements to a digital system.
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Paper |
|
|---|---|---|
| Delivery docket preparation | Storm uses voice notes, field notes, and other user input to create delivery dockets with pre-filled data that drivers can use as a guide. | Delivery dockets must be filled out from scratch every time, relying on the driver's memory of what was delivered. |
| Delivery docket format | Consistently get accurate and quality content, neatly formatted within a standard form for all delivery dockets. | Delivery docket quality and completeness vary depending on who is preparing and filling out the form. |
| Versioning | Everyone works from one live version that's always up to date. | Supervisors have to manually update and send out the most recent version of the delivery docket form. |
| Recording speed and flexibility | Drivers can log a delivery within minutes, straight from a phone or tablet, right at the drop-off point. | Recording a delivery means drivers need to spend time later, finding a form and writing it up from memory. |
| Data capture | Item quantities, descriptions, and delivery details are captured immediately by drivers on their phones. | Drivers have to write everything down by hand, then match it up with the right order or job later. |
| Proof of delivery | Photos and a digital signature can be captured on-site to confirm the delivery was received. | Proof of delivery relies on a paper copy being signed, kept safe, and returned to the office. |
| Approvals | Once the docket is complete and submitted, the appropriate personnel are automatically notified for review and approval. | Getting the approving personnel to sign-off means physically passing on, scanning, or emailing the paperwork. |
| Audit trail | Every submission, edit, and approval is time-stamped as soon as it is made. | Each change or edit must be time-stamped manually, and tracking these changes will require more digging. |
| Matching to orders and invoices | The related order or invoice is attached digitally to the appropriate docket | Requires manual cross-checking of paperwork later |
Frequently asked questions about the Delivery Docket App
Does Dashpivot work even if offline?
Yes, Dashpivot can work even without internet connectivity. It stores all collected data, like photos and delivery details, in the phone and automatically syncs when connectivity returns.
How does AI help when logging deliveries?
Sitemate’s AI agent, Storm, can extract data from photos and voice recordings and auto-fill the fields of the delivery docket. This process eliminates manual data entry, which significantly streamlines the process of logging deliveries on site.
What does a typical delivery docket format include?
A delivery docket format usually covers supplier details, delivery date, item descriptions, quantities, and a signature field for confirmation. Optionally, dockets can also include information on any discrepancies or issues noted upon delivery.
Can I update existing forms in the Delivery Docket App?
Yes, you can easily update the delivery docket template in the Delivery Docket App to align with your workflow and supplier requirements by using the simple drag-and-drop form builder in the app itself.
Can I generate dashboards in the Delivery Docket App?
Yes, with Flowsite, you can generate dashboards based on data collected from submitted delivery dockets. This means supervisors can easily check in on deliveries without the need to manually compile records.
What is the difference between a delivery docket and a goods receipt?
In practice, a delivery docket is an external document sent by the supplier to the receiver to sign, as confirmation of what items were delivered. A goods receipt is an internal document created by the receiving company’s warehouse or procurement team to confirm the safe receipt of the delivery.
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