Rebecca Berg February 12th, 2018

Update: Workflow Update Part 3 - Creating Invoices in Workflow

Continuing on with our workflow updates from last week. We have just added the ability to CREATE an invoice within a workflow. Before, you were only able to send an invoice via workflow once you have created the invoice in the job. But lots of users wanted the ability to create and invoice and send with the workflow without doing ANY work. This is perfect for those people who need to send an invoice ASAP right after a lead capture form is filled out and many other things...

We have created a new workflow action called "CREATE INVOICE"

You can add line items manually or select from packages. You are also given the ability to apply a template payment schedule to it.


Send Email with Invoice option

By leaving this unchecked, it DOES NOT send an email to your clients. It only creates the invoice and adds it to the job or lead. By checking that box, you are prompted with the email to send with the invoice and checked it will send an email to your clients.


Sending the Primary Invoice

Now if the old way of sending invoices via workflow worked for you, we still have that option on there if you need it.

Rebecca Berg February 8th, 2018

New Feature: Workflow Updates Part 2

Some more workflow updates coming at you today!

Sending Forms to the Portal in Workflow

Now in workflow you can send forms via email, send forms to the portal, or just add the form to the job/lead without even sending.

SEND EMAIL AND APPLY TO PORTAL - This is the usual old action where it sends the form and sends it to the portal
APPLY TO PORTAL - This does not send an email, but only applies to the portal.
APPLY TO JOB ONLY - This does not send an email or send it to the portal. This only adds to the job for your view.

Rebecca Berg February 6th, 2018

New Feature: Workflow Updates

PORTAL SETTINGS IN WORKFLOW

We have now added the ability to auto activate and deactivate the client portal via workflow!


Then, if you want to send them the client portal details, the next step in your workflow can be SEND EMAIL with the portal smart field in it.


UPDATED VERBIAGE IN WORKFLOW

It used to say "event" in the action, but we changed that to "job"



ADDED "WHENs"

Added "after job start date" and "before job end date"


Changing Lead Status

Lastly with this update, we have added the ability for workflow for change the status of a lead when something happens :)

Hope you enjoy these workflow updates!

Rebecca Berg January 28th, 2018

Update: Task Board Updates

We have made a couple updates to the task board section of Dubsado.

1. Filtering the VIEW of boards in TASKS >> BOARDS.


2. When uploading an IMAGE in a task, you can now see the preview!

Rebecca Berg January 23rd, 2018

Update: Auto Assigning Users in Workflow Todos

MULTI-USER ADDED FEATURE:

In a workflow, in the creation of a todo, you can now auto-assign users / teams to that task. By doing that, come time in the workflow to trigger that todo, it will send an email alert and show up on the user's to do list!

**this will not send the reminder to you, but only to the user you assigned it to.



If you don't need to auto-assign users, you can leave that area blank.

Rebecca Berg January 18th, 2018

Update: Affiliate Dashboard

We are excited to now have an affiliate dashboard where you can create and check in on how many credits you have. To find it, click your logo or business name at the top right and the AFFILIATE.


If you do not have a code yet, you can make your code on the new affiliate page. Our affiliate program is pretty sweet. For everyday paid subscription that signs up with your code, THEY get 20% off their first month or year and YOU get a month's worth of credits (currently $25). If it is not allowing you to input the code, it is already taken. Your code can be changed, but if you do, your old one cannot be redeemed.

If you are not on a paid plan, the credits will apply when you subscribe to Dubsado.

If you are on a Forever Plan, at $100 you can request to redeem your credits. Once you do, a check will be mailed to you. Forever plans and users who do not have a subscription are the only accounts that can redeem credits in check form. Otherwise, users with Dubsado plans, it will apply to your account as account credits.

Again, this buy out sending check option is only for forever plans and users who do not have a subscription are the only accounts that can redeem credits in check form. All other users with plans, will receive Dubsado credits.

Rebecca Berg January 9th, 2018

Update: Few Updates

A few updates coming at you today!

1. Navigate to most recent email when clicking into an email stream. Before, on mobile especially, it was difficult if you had a long email thread to scroll through past replies to get to the new one. Now going to the email in Dubsado, in inbox or within the job or lead, it will scroll automatically directly to that newest reply.

2. If a recurring invoice has been selected to auto pay it will now show on the overall invoices tab within that job or lead.


3. In conversation mode, you now have the option to reply to all the original users you emailed in first email.

or you can uncheck it and keep it between just you and the main contact on the job.

Rebecca Berg January 8th, 2018

Update: Export ALL Client / Lead List

Other update coming at you today! We have added the ability to export the ENTIRE client or lead list instead of a page at a time!

To find the export, head to LEADS and at the top right EXPORT. OR ADDRESS BOOK and top right EXPORT.

Rebecca Berg January 8th, 2018

Update: Client Portal Updates

Updated some things in the client portal.

- Added the option to hide the welcome message
- Added the option to hide the logo
- Added the option to upload a mobile banner image so it is formatted how you'd like (proportions 700 x 200)
- Moved the portal options to its own tab in CURRENT BRAND SETTINGS

Rebecca Berg January 3rd, 2018

Update: Sharing Task Boards

Been excited for this update! You can now make your task boards public. This allows you to share the boards with clients in the portal or with your admins and users on your account.


How to edit settings

Only boards that are assigned to jobs or leads can be shared. To do it is simple! Once the board is added to that job or lead, click the little downward arrow and then EDIT PRIVACY SETTINGS. By default these boards are private and only YOU and your assigned teammates on the job.


Privacy Settings Options

When you edit the privacy settings, two options come up.

ADMIN & ASSIGNED USERS - The default. This is a private board that only you and your assigned teammates can view.
CLIENT PORTAL - This is a shared board with your clients. They will be able to see it in the portal. This will allow them to follow along with you and what you complete. Switching the task board to this setting will also allow them to edit and create tasks as well. Toggling settings for them is not a feature at this time. Great for collab-ing with your clients! Clients will not get an email when you assign them to a board.


Client Portal View

When you have the CLIENT PORTAL selected, the client does not get an alert. If they would like to view the board, they can login to the client portal and under DOCUMENTS of that job, the board will be there. Just send them their portal info!


Your view

You can view the status of a board under the job or lead so you always know what state a board is in.

Client Portals MUST be used to share boards with clients.

Hope you enjoy this update!