Rebecca Berg February 14th, 2017

New Feature: Multi Brand Functionality

We have just released the ability for you to add another brand into your Dubsado account. To add a new brand, click the SETTINGS in your account and MY BRANDS. Add a new brand on that page and enjoy a free trial on that brand. When you are ready to add that to your plan, it is $7/month, a nice discounted rate! ;)

Rebecca Berg February 9th, 2017

New Feature: Proposals, Leads and So Much More!

This Update Includes:

  • AUTOMATED PROPOSALS: Sending a prospective client a proposal allowing them to choose their packages, sign the contract, and pay you all in one simple process.
  • LEAD TO JOB AUTOMATION: Client completed your quote? AWESOME. Dubsado will automatically move them over to a booked job for you based on the parameters you set.
  • CUSTOMIZED LEAD PIPELINE/CATEGORIES: Sort your leads the way you need them to be, all by dragging and dropping into your customized categories.
  • PROSPECTIVE JOB DATES: Leads can now pick dates on your lead capture and it will show in your lead section and calendar.
  • NO DATE OPTION FOR JOBS: Some of you guys don't need dates for jobs... well now if you don't have one, you don't need to put it.

New Features

  • AUTOMATED PROPOSALS

  • LEAD TO JOB AUTOMATION

  • CUSTOMIZED LEAD PIPELINE/CATEGORIES

  • PROSPECTIVE JOB DATES

  • NO DATE OPTION FOR JOBS

Updates

  • You can now send a contract and invoice to a lead!

Rebecca Berg February 1st, 2017

Update: Profit and Loss Report

Rebecca Berg January 28th, 2017

Update: Lead Capture Automated Workflow

New Features

  • Apply a General Lead Workflow Automatically

  • Apply "Smart" Workflow where you can send specific workflows for what your client selects!

Rebecca Berg January 21st, 2017

Bugfix: Sending Email Without Subject

We have fixed the bug where you could send an email without a subject. It is now a required field.

Rebecca Berg January 21st, 2017

Update: Moving Forms!

Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)

Rebecca Berg January 17th, 2017

New Feature: Payment Schedules

Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info


New Features

  • Multi Invoices

  • Invoice Titles

  • Invoice Numbers

Rebecca Berg January 9th, 2017

Update: Change the Name when Sending Email

Rebecca Berg January 9th, 2017

Update: BCC Yourself on all Emails

Rebecca Berg January 3rd, 2017

Update: Form Names