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!
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.
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 :)
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
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.
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 :)
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!
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!
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!
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.
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.
**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!