Rebecca Berg November 11th, 2017

Update: Invoice Title Variable

We have added the variable for to pull the invoice title! :)

Rebecca Berg November 1st, 2017

Update: Updated Text Editor and More

Updated Text Editor

Well, it is a highly anticipated update, but we have a new text editor in Dubsado. Now any past formatting issues are resolved. We put lots of time and love in this new editor...we hope that you enjoy!

New text editor is all over! But here is the new look:

For the font formatting, you click the little paper:




Smart fields have moved to under the smart field button:


With this new text editor everything should run smoother and more consistent with formatting of forms and emails :)

Formatting and Signature in Conversation Mode

Also with this update we have added the ability for conversation mode to have your signature and formatting options!

Rebecca Berg October 31st, 2017

New Feature: Inbox Mode

Since releasing conversation mode we thought it would be a helpful addition to have an "inbox" in Dubsado. This way as soon as you login, now you can see if you have new replies and respond in one place. We will be adding more to this feature in some coming updates as well! :)

We hope that you enjoy this update.

Rebecca Berg October 30th, 2017

Update: Removing Date on a Job

We have added the ability to easily remove a job date from the job or lead. Just hover over and click the X to remove it!

Rebecca Berg October 24th, 2017

Update: Payment Schedule Update

We have updated the payment schedule to now add, "after contract has been signed".

We understand that a lot of your invoices really are not valid until the contract has been signed by the client, so we are happy to introduce this little update for you.


Rebecca Berg October 16th, 2017

Update: Client Portal 2.0

We are excited for this 2.0 release of the portal. Our old one served us well, but we wanted to give a little face lift to make way for all the amazing things we will have coming to it with other future releases.

In this new portal, you can customize the colors of the headers and title font colors. We have organized it a little better so your clients can see all pending / outstanding items on the home screen of the portal as well as the count of incomplete items.

In the documents page of the portal they can see all docs on that job, complete and incomplete, as well as filter through the jobs they are on.

The emails tab will show all emails you have emailed them. They cannot reply back there yet, but you best bet they will with future releases! ;)

And profile is where your client can see their details, plus edit anything if needed.

Now to edit these settings:

To customize the colors on your portal, head to CURRENT BRAND SETTINGS >> BRANDING to set those colors for your portal and even change the logo if you needed to.

Adding External Links to your Portals

You can add outside links into the portal for your client to view. This is perfect for sharing photo gallery links, dropbox links, links to Pinterest boards, etc... :)

Head into a job or lead and click FORMS. In the forms drop down, click Create One-Time Link.

It will pop up with this pop up and you can type in the title of the link and the URL.

Once added, click MARK SENT to send to the portal!

And this is how it will show in the portal:

Change it up and get the color combo you like

Rebecca Berg September 29th, 2017

Update: ACH Now Open for 1500+ US Banks

Dubsado's ACH with Stripe now has over 1500 US banks added to the list. Before we only had about 10 or so, this is really opens up the options for you and you US clients.

Stripe ACH currently does not have support for international ACH banks, but they did say they are working on it. When they do, we will have it too! ;)

When paying an invoice, clients and search for their bank here:

Rebecca Berg September 22nd, 2017

Update: Lead Capture and Workflow Updates

We launched a few new updates today! Now in the SETTINGS of lead capture, you can now specify lead capture funnel and the title of the lead when it comes in!



Also, you can now change the contract and invoice TEMPLATES in workflow! YAY!

Rebecca Berg September 21st, 2017

Update: One Time Forms

You can now create one-time forms / contracts / proposals within a job or a lead.

If you just want to start from scratch while you are in a job, you can by clicking the FORMS drop down in a job or lead and select what you want to make.


Of course, when done, you can save it just to that job OR save as template if you love it and want it as a template.

Rebecca Berg September 18th, 2017

New Feature: Gratuity / Tipping for Clients

We have just released the option for your client to tip you.

Under the receiving money tab, you can toggle the settings on tipping. By default it is off.



You can use this with any processor and toggle it on or off globally. If turned on globally, tipping can be turned on or off per job, but not for different invoices within the same job.



Then, when the client goes to pay that invoice, if enabled, they are given the option to tip :)