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.
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
- State/ Province
- 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.
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.
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!
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! :)
Got a few updates for you today!
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. ;)
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). :)
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!
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. :)
Little update: You can now change the lead funnel status from within the lead instead of just on the lead list page!
Woohoo! You can now archive jobs and leads. In the job or leads page there is now a little drop down to do so:
You can also delete and archive from INSIDE the job or lead as well:
DELETING - deletes it entirely
ARCHIVE - puts it in the address book, and deletes the invoice for leads. Archiving for jobs, keeps the invoice, just pulls it out of the jobs page.
Tme Tracker (beta) is now released! Yipee! For those that have wanted a time tracker for a bit now, we are so happy this feature has arrived for you.
With Time Tracker you can keep track of your time on projects and charge for it too. We have made it super easy to start tracking your time. In only a few clicks you can be up and working in no time.
- Pick jobs or leads and start tracking time
- You can have these hours be billable or just for record
- You can navigate away from the page and it will still continue
- You can close the window and it will still continue
To start, click the new Time Tracker icon on your main menu.
It will then take you to the page where all your time trackings will be recorded.
STEP 1: Start typing in what you are working on. This title will show as the line item title on the invoice.
STEP 2: Pick a job or lead (you must already have an existing job or lead created) and an invoice if you'd like OR create a new invoice option.
STEP 3: Pick a price point, taxes, etc... By entering in a description (like below) it will add sync to the description of the invoice. If you are not billing for these hours, put $0 or do not fill out.
STEP 4: Click Go! Time will start as soon as you do that. You can navigate away from that page or even X out of the Dubsado window. It will only STOP when you click the stop icon here in the time tracker page!
When it is recording, there will be a little red pulse that will let you know, as you navigate away, that time is still going!
After the time is stopped it will filter to the cue you to apply it to invoice or keep in there to keep working on it later.
If you stopped a time just to pause it and you want to come back at a later time to continue, you can click the PLAY button on that line item
When you are done tracking time for that project, you can click APPLY TO INVOICE on the time tracker page to send it to the invoice
OR if you head to the job or lead and click the pending time to add.
After you do that, you can keep that invoice to send at a later time or send off right away!
Any questions, shoot us an email!
Zapier is a POWERFUL tool. The things it can do and the programs it can connect is quite amazing. This is why we are super happy to begin our Zapier journey. As of today, we have released two triggers that Zapier can work with.
NEW LEADS & RECEIVING A PAYMENT
Those are the first two points we have made our system connect with to Zapier! These are the two of the biggest things as well which is why we wanted to start with them first. Yes, of course we will be adding more endpoints for it to connect to, but baby steps, ya'll. ;)
To start ACCEPT our invite: CLICK HERE
Then, grab the API KEY in your Dubsado and enter that into Zapier.
Head to Zapier, and start your first Zap with Dubsado. Pick either new payment or new lead trigger.
Next, connect your account.
Once you click CONNECT AN ACCOUNT, it will prompt a pop-up to enter in the API key you had above! And click Yes, continue!
Now you can start creating your Zap.. Click SAVE and CONTINUE.
If you are creating a lead, you will have to create a fresh new lead just to test and pull info!
You will be prompted with an alert if needed.
If your test is successful, you can continue.
NOW you can add the action that takes place! This is the fun part. On this page you can search their hundreds of apps to connect with on the next action.
A HINT at some fun things you can do:
- Someone fills out your lead capture, send a text.
- Someone makes a payment, send an email to your husband that you are bringing home the bacon.
- Someone fills out your lead capture, add them to a Mailchimp list.