Releases involving Jacob Berg

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!

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 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 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 7th, 2017

Update: Archiving Jobs and Leads

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.

Rebecca Berg July 7th, 2017

New Feature: Time Tracker (beta)

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.

KEY FEATURES:
- 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.

To Start Recording:


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 Time is Stopped:

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.


Start an Existing Time Back Up:

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 it is Completed:

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!

Rebecca Berg June 30th, 2017

New Feature: Zapier Integration

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.

Rebecca Berg June 27th, 2017

New Feature: Delayed Email Sending

Hey you night owls! This is a perfect update for you. You now have ALL the freedom to work as late as you'd like without clients questioning the hour you are sending these emails at... Because now you can set those emails to send...but just later.

You have 3 immediate options.

Later: which is 3 hours from that moment you click it.
9am: which is at well...9am. It will let you know about how many hours it is from now as well.
Next Week: which is 7 days from that moment you send. Say at 6pm you set it to send 7 days from now...it will send in 7 days at 6pm.

These are not the only options you have. If you want to schedule it to be a more specific time to your needs at that time, click one of those options. Then head to workflows in that job or lead you are in and edit that time to your liking!


Hope you enjoy this update!

Rebecca Berg June 25th, 2017

Update: More Mapped Fields Added to Lead Capture

We added a few more mapped fields to the lead capture page regarding JOB ADDRESS info. Of course, we have more coming, especially with custom mapped fields planned for future updates!

Rebecca Berg June 24th, 2017

New Feature: Multiple Workflows

New in Dubsado! You can now add more than 1 workflow in a job or lead. Woohoo!

From the dropdown, pick the workflow you would like and then click APPLY.

When you add multiple workflows, keep in mind these workflows do not work off each other. Meaning if you have a form in one workflow, you cannot watch that form in another workflow. They function independently, but will be able to run at the same time!