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 18th, 2017

Update: New Jobs Page

This new jobs page is making way for BIG things coming next week!

1. JOB SETTINGS - This is the new jobs / leads settings tab


2. EDIT CLIENT INFO - To add more info the client profile.

3. PORTAL SETTINGS - Click here to VIEW, SEND, ACTIVATE OR DEACTIVATE PORTAL


4. JOB LOCATION SETTINGS - Editing the job settings to add location and such.

5. TEAM MEMBER ASSIGNING - Just moved to a new spot, but this is where you assign team members to the job or lead.

6. EMAILS - Emails tab has now moved to be the first tab (since conversation mode will be live early next week) and is separated from forms, YAY!

7. New look for emails as we prep for conversation mode.

Rebecca Berg August 14th, 2017

Update: Form Mapping

Now lead capture forms are not the only ones that can map fields. Contracts, sub-agreements, and proposals all can map to fields in Dubsado.

Mapping fields will take specific fields we set and input them into the Dubsado dashboard under the job or client information.

Currently, these are the fields you can map:
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Alt Contact First Name
- Alt Contact Last Name
- Alt Contact Email Address
- Alt Contact Phone Number
- Company Name
- Address line 1
- Address line 2
- City
- State/ Province
- Country
- Job Address line 1
- Job Address line 2
- Job City
- Job State / Province
- Job Zip / Postal
- Job Country

You will be able to add more when we release custom mapping in the near future.

To map a field, in the edit mode of a form, add a short answer field or date select field and choose your mapping options:


You can only map with short answer and date fields. Free responses, yes or no questions, etc... cannot be mapped.

NOTES:


When you map fields and those fields are already mapped, it will refill in that box for them. They can change it though!

Lastly, if something is already mapped and a client changes that mapped field, it will overwrite what was mapped. So like above, Elizabeth was already in Dubsado, if Elizabeth changes her name to "Biz", "Biz" is what would show in Dubsado.

Rebecca Berg August 4th, 2017

New Feature: Tasks Part 1

Hi there all!

We are excited for this update, not only for what is being released, but more so for what will be released in the next week or coming weeks following this update. We have begun the two step processes on revamping our todo lists. We have now called them task lists.

Now with tasks you can:

- add due dates (which adds to your calendar)
- assigning to jobs
- assigning to a user on your account
- adding files to tasks (which is prepping the way to add files to forms and such)

With the next update, we will be adding our "boards". This will create an asana / trello like interface that you are used to with the power of Dubsado behind it. With the next update (that is happening in the two weeks or so) you can add to a client portal for clients to see, receive email alerts for upcoming due dates, have boards for your tasks, and more. Like we said, this is a little update for what we have coming to this. We just wanted to get this out FIRST so we can ensure an even more successful launch of the rest!

Rebecca Berg July 21st, 2017

New Feature: Button Text Change

You can now change the text on buttons in QUESTIONNAIRES and LEAD CAPTURE forms to say whatever you'd like them to say!

And this is how it looks! :)

Rebecca Berg July 20th, 2017

New Feature: Forms Updates and Easy Package Add-ons

Got a few updates for you today!

1. Changing the fonts/styling for all questions within a form.

You can already change it in the text boxes, but now you can change the questions to match! This is perfect for keeping those forms customized to your brand AND for lead capture forms that need to have different color fonts.

You can change the font in any form under the SETTINGS TAB

We do understand that some want the ability to change these globally, but if you have kept up with our releases so far, we love to release a little part and then fine tune it so it functions great. ;)

2. Navigating away in edit mode

You can no longer navigate away from a form while in edit mode. Accidentally press backspace while not in a field and it takes you to the page prior and you didn't save your work? NO PROBLEM. You cannot do that anymore because you will get this alert:

We have also not allowed the ability to navaigate out of a text box edit window without pressing close (saving the changes). :)

3. Building Packages in Edit Mode

WOO! SO thrilled about this one. Before when building a proposal, you needed to have all your packages already set up. Now you can build packages on the fly. You don't even have to go to the package page if you didn't want to, you can do it all through the proposal process.

A really cool idea for this as well, is the ability to customize proposals per client as well. So now you can add your template to a job or lead and when you click edit you can add any packages, discounts or whatever you need to on there as well with this feature.

Within the package element in proposals, there is now a CREATE NEW PACKAGE OPTION:

By clicking that button it opens the package modal where you can name it and then start adding new line items. By clicking SAVE & APPLY it saves it to your template packages as well as that proposal. By clicking APPLY, it just adds it to that proposal.


Hope you enjoy these updates!

Rebecca Berg July 13th, 2017

Update: Couple of Updates

We released a few things that helped with ease of use with the system.

1. Text editor improvements. I know some were having trouble with font formatting on bolding, font changes, etc... We have fixed those and added a STRIP FORMATTING button to strip any formatting that might come in if you are pasting from elsewhere.

2. We improved the ADD JOB / ADD LEAD pop up. We have made it a lot less overwhelming when adding a new job or lead and the required fields more obvious. :)

Rebecca Berg July 11th, 2017

Update: Change Funnel Status Inside a Lead

Little update: You can now change the lead funnel status from within the lead instead of just on the lead list page!