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 :)


Rebecca Berg September 15th, 2017

New Feature: Quickbooks Online

We are VERY excited to have just launched our integration with Quickbooks Online. This has been a popular request for bookkeeping integration (do not worry, for those that use other bookkeeping systems, we will be adding more later).

To learn all the details about connecting to Quickbooks online and all that it includes, be sure to read through our entire help article about it here: http://help.dubsado.com/bookkeeping/quickbooks-syncing

Rebecca Berg September 12th, 2017

New Feature: Form File Uploader

File uploader is here and super easy to use! Now in Questionnaires, Proposals, and Lead Capture forms your clients can upload files! Drag and drop that FILE UPLOADER element into your form and it allows them to upload away.


If you click on that uploader in edit mode it will pop up with options. If you only want you clients to be able to upload one item or images only, you can toggle that here:



Once in your form, your clients have the option to upload as many files as they want. Limit per file is 8mb.

Rebecca Berg September 12th, 2017

Update: Better Way to Connect to Gmail Conversation Mode

We added a new more SIMPLE way to connect to gmail/gsuite for conversation mode. Before for gmail you had to add a forwarding address and grab a verification code, etc...Now all you need to do is login to your gmail through our connection api and you are set...ALL DONE!

If you were previously connected to gmail with conversation mode, you will need to reconnect with this new way, but no worries since it is super easy.

For users that are not gmail or gsuite hosted, you will just be the same as before in using the forwarding address :)

Rebecca Berg August 30th, 2017

Update: Template Task Boards

Woo! Now with the task boards, you can create templates to apply to other jobs.

Create your board in TASKS >> BOARDS. Keep it unassigned to a job. Now head over into any job or lead and apply to as many jobs or leads as you would like.

You can also copy a board you created in a job to the general task page!

Rebecca Berg August 28th, 2017

Update: Easy to Grab URL link for lead captures

We know you all have wanted an easier way to grab the URL from your lead capture form, so we just made that easier! We also added links to some help articles for easy embedding!


Rebecca Berg August 25th, 2017

New Feature: Task Boards

Today we have launched Task Boards. Task Boards are an easy way for you to manage large projects on a more organized scale with separate lists and boards.

You can use these boards in the TASK menu section of Dubsado OR you can apply them to jobs or leads and work off them there.

We will be allowing with the Client Portal 2.0 coming soon, the ability for you to SHARE lists with our client and be able to both complete the list or show you client progress.

To create a board head to TASKS on the menu or within a job or lead, then create a board!


Once you add the board, name it and apply it to a job if you want it to show there.




Start creating your columns and tasks as you please!


Adding the items is just by clicking the + and typing in and pressing ENTER. EASY! To add more elements to the task, click on it after adding it! :)





By clicking on the task, you can add file uploads, assign to users, comments, etc...


You can also do the EXACT same things in jobs and leads!


I will be creating extensive help articles and how to's on this in the coming days! :)

Rebecca Berg August 25th, 2017

New Feature: Recurring Payments/Invoices

We are live with recurring payments/invoices.

Keep in mind, you cannot create these recurring payment features in proposal yet. This can currently be done in jobs or leads. Once we know we have worked out any potential bugs, then we will allow your clients to be able to choose recurring from a proposal.

What are recurring payments/invoices?
Sending your clients invoices automatically over a period of time or infinitely until ended.

HOW TO:

Head to a job or a lead and click INVOICES.

Next click RECURRING INVOICES and then ADD to create a new recurring!

It then takes you to the page to screen to set that up.

After that click START RECURRENCE and now it will auto send to your clients.


To set up auto deductions to the invoice...

**You can only use Stripe** to set up the auto deduction or subscription like invoices. You do all the steps described above, but when your client goes to pay it, instruct them to check the auto pay future invoices tab when paying the first payment and they will never have to worry about it again!


Rebecca Berg August 25th, 2017

Update: Conversation Mode and Email List

We know how important it is to see the conversations that you have with your clients in one place. This is why we are excited to announce the new conversation mode to Dubsado. ANY email started through Dubsado will now have a thread capturing their replies in the system.

How it works:
So you start the email in Dubsado, once that client replies, you can an email like usual, and their reply also gets logged into Dubsado. If you want to respond and keep that thread going, be sure to respond in Dubsado. If you reply to your client outside of Dubsado, your reply will not show. Your reply through Dubsado will still come from your outgoing email address you have synced into Dubsado. There is no weird email address or anything. It is all branded and sent as you!

How to set it up:

Head to your brand settings and grab the forwarding address to input into your email server's side. If you use gmail, it will ask for a verification code, generate and grab a code from there as well. This works for any email server...just only gmail requires the verify code.

Conversation mode allows you to send an email out through Dubsado and when your client replies, it goes to your email AND it gets logged in Dubsado. There are a few steps you need to take to set that up.

1. Head to CURRENT BRAND SETTINGS (click the logo at the top right) then EMAILS.

2. In EMAILS, be sure your outgoing email server is connected. You can use Gmail OR any other host by clicking USE SMTP.

3. Next, in your email server, paste the BRAND EMAIL ADDRESS into the forwarding address of your email host. Again, this feature is available for Gmail OR any other email host.

FOR GMAIL, there are a few more steps:

  • Add forwarding address

  • And place that address in Gmail.
  • Gmail will then ask you for a verification code, head back to Dubsado and click the REFRESH icon in the EMAILS section

  • Copy that Verification Code form Dubsado and go back to Gmail to paste it in where is asks for it.
  • Select to start forwarding email to that address in Gmail.

  • SAVE THAT PAGE IN GMAIL...LOCATED AT THE BOTTOM OF THE GMAIL SCREEN
  • Then, head back to Dubsado and save that EMAILS page.

YOU'RE ALL SET!

Now any email started in Dubsado and the customer replies, it will be in the same email thread!