Rebecca Berg May 15th, 2017

New Feature: Square Integration

Long awaited Square Integration is finally here. Once connected, you can now accept payments through Dubsado via Square. To connect, head to SETTINGS >> BRAND SETTINGS and RECEIVE MONEY.

ALREADY CONNECTED TO STRIPE:
If you are already connected to Stripe, you can disconnect and then connect to Square! Click the CLICK HERE text on that page and then DISCONNECT and you'll be set.

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TO CONNECT TO SQUARE:
Pick your location settings and then CONNECT WITH SQUARE.

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Processing fees: 2.9% + .30 cents per transaction.

Deposit times: About 1 - 2 days. More info: https://squareup.com/pos/deposits

Rebecca Berg May 11th, 2017

Update: Moving Around Line Items

You can now move around line items in packages and invoices! Yay! I know this was something a lot of you were looking forward to. All you need to do is simply click and drag to move them.

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Rebecca Berg May 4th, 2017

New Feature: Lead Capture Redirect

Your lead capture forms (embedded or not embedded) have the option to redirect the client filling out your form to a different webpage outside of Dubsado of your choosing!

To set this up, head to TEMPLATES >> FORMS >> and head into the lead capture section to edit to build a new one. On the right hand side, when in edit mode, you will see the redirect option. Drop that hyperlink in there. Be sure it includes the https:// or http://

Enjoy this little update!

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Rebecca Berg May 4th, 2017

Update: Lead and Job Details in Calendar Sync

We have now added the ability for not only the date and job title to sync over (like before) but all details, notes, address, etc... are synced over to the calendar notes as well.

This is perfect if you are on the go and just want to pull up your calendar to review important info that you have previously added to Dubsado.

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Rebecca Berg May 4th, 2017

New Feature: Form Completion Alerts

You now have the option to change the alert that your client sees when submitting contracts or forms. It used to be just a standard YAY! message.

To change the alert, go to edit the form and on the side you will see the options to change. If it is left blank, it is the default, but if you add your own, it will use that!

This is done on a per form basis, so it can be different for every form!

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This is a breakdown of how it looks when creating it!

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Rebecca Berg May 2nd, 2017

Update: Appointments 1.0 is released!

We know that you all have long awaited the ability to add in additional dates to jobs. We have just added that functionality to Dubsado. We have named this appointments 1.0 since it does not tie into workflow just yet. We wanted to bring this out in phases to make sure all works well. But within your job now, you will see an APPOINTMENTS tab at the top. This will allow you to add other dates to your calendar other than just the job date!

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Rebecca Berg April 24th, 2017

Update: Dashboard Calendar Sync & "New" Lead Filter

We have now added the ability to have calendar synced events to show up in the dashboard.

Also, we have added a new funnel in the leads section for NEW leads :)

Rebecca Berg April 21st, 2017

Update: New User Interface & Workflow Actions

We are so thrilled to be launching our new User Interface. It is cleaner, sleeker, and has ample working space with our widened pages. We can't stop lookin' at it ourselves ;)

Workflow was another thing we tackled with this update. We have added more triggers to take your automating one step further and run your business more efficiently.


New Features

  • Use workflow as your automated to-do list with triggered todos that can generate more todos or actions based on completion

  • Add a payment schedule to your workflow items so you can trigger actions based off deposits/payments being made

  • Pause a workflow

  • Send items on fixed/set dates instead of relative (ex: send email on 04/22/2017)

  • New time trigger of waiting for all previous items to be completed

Rebecca Berg April 8th, 2017

Update: Lead Capture Improved Speeds

We have dramatically improved lead capture speeds on your website!

Rebecca Berg April 2nd, 2017

Update: Moving Around Workflow Items

This is leading into the other goodness we have coming to workflows, but to start, we are releasing the ability to move around workflow items. This is perfect if you want to get them in the right order! ;)

Moving actions can be done in the lead / job mode or when editing a template workflow.

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