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 :)


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!