Releases involving Rebecca Berg

Rebecca Berg March 1st, 2019

New Feature: Relative Expiration Dates on Forms

Ending with a big one!  Birthday Feature Day 5: Relative Expiration Dates on Forms

Now all forms, except lead capture forms, can have an expiration date set with the ability to add reminders to send to clients. Once a form is expired, the client cannot fill out the form anymore and it is locked until unexpired.  Takes but just a few seconds to set up.  

Head to the template you wish to set an expiration date on, then click SETTINGS.

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Set the expiration date to be relative, fixed or none if you don't want it to expire. 

Breakdown of the relative times

Relative dates can go off of X amount of hours, weeks, days or months 
- after job start = this work off the start date of the project (ex: say you want the form to be due 2 days after the jobs start date)
- before job start = this works off the start date of the project (ex: say you want the form to be due 1 day before the job starts)
- after job end = this works off the end date of the project (ex: say you want the form to be due 1 day after the project ends)
- before job end = this works off the end date of the project (ex: say you want the form to be due 1 day before the project end date)
- after applied to job = right when the form is applied to the job (ex: form is due 2 days after you apply it to the project)

What's next?
Once you set the due date, you have the option to add reminders to that form.  These reminders work off one email template that you can customize in TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES.  It is titled "Form Reminder Email".

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Once you apply that form to the project it will work off whatever due date that you have set.  The reminders will fire off automatically, and once they have sent, they will show in the email history of that project.

Rebecca Berg February 28th, 2019

Update: Canned Email Update

Birthday Feature Day 4: Canned Email Update

  1. We have added the option to add canned emails & the multiple form links in an email feature when replying to an email (conversation mode).

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  2. We have moved the location to add a canned email within a new email pop up.  

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Just a nice simple UI update with big impact.  We are excited.

Any questions, shoot us an email or chat!

Rebecca Berg February 27th, 2019

New Feature: Multiple Links in an Email

Birthday Feature Day 3: Multiple Links in Emails

We are excited for today's feature of multiple links in emails.  This was a requested feature for a little while and we are happy it is here.  

Why is this feature so exciting?  Well, before, if you had multiple forms that you wanted to send in an email...you couldn't since that form link smart field only picked the form you actually clicked send on.  This feature allows you to add multiple forms, appointment schedulers, invoices, contracts, sub-agreements...all in one email.  

How to add these links to your email

To add these links to your email, head to a PROJECT and add the forms, invoices, contract, appointments, etc.. whatever you are wanting to add to the email... add that to the project FIRST.  Once everything is added, click SEND EMAIL on the email tab of that project.  Next click the square icon on that email pop up: 

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This pop up will show ONLY the items that you added to the project.  

Note: This works on projects only at the moment.  We will be adding this to workflows soon!

Any questions, please feel free to shoot us an email and we are happy to help!

Rebecca Berg February 26th, 2019

Update: Square Auto Payments on Recurring Invoices

Our day two birthday feature! For those users who have connected Square to their account, we have a special new feature. Square auto payments!

For any recurring invoice, you’ll now be able have your client select an “auto charge future invoices” option.  Before this option was only limited to Stripe.  We are excited that Square is now an option as well.

More info on how to set up recurring payments on recurring invoices here: http://help.dubsado.com/getting-paid/recurring-invoices-payments/setting-up-auto-deductions-on-recurring-invoices

Rebecca Berg February 25th, 2019

New Feature: Public Proposals

Today's birthday feature is public proposals.  If you do not see it yet, it might take a few hours to roll out to your account.  Just keep refreshing!


What are public proposals? 

It is the ability to embed your proposals on your website.  Have clients pick packages, sign the contract and pay the invoice all without leaving your site.  This functions similar to our lead capture forms you are used to.  You can add a default workflow to it as well.  (Workflow dropdown for different workflow options on a proposal coming soon.) Alternatively, if you didn't want to embed, you can use a public link to the proposal, and like a lead capture form, this one link can be used over and over again.  

What happens what happens when a public proposal is used?

When a client fills out your embedded or public shared link proposal, a client and project is created for them.  The proposal, contract and invoice will all be stored in that new project that was created. 

How to enable public proposals

Head into your proposal template, TEMPLATES >> FORMS.  Create a new proposal or choose from an existing one.   In the settings of the proposal click YES on creating a new project when proposal is completed.  This now means every time this proposal is used, it creates a new project.  (Note: if you do not want your proposal to create a new project, create another template for one that you will be using to apply to specific clients.)  Clicking YES, will give you additional options to use with your public proposals. 

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You need to have 3 required fields before saving and sharing.  FIRST NAME, LAST NAME, and EMAIL.  Without those required mapped fields it will not allow you to get the code needed to publicly share your proposal. After you have added those fields, SAVE the form and the share button will allow you to click on it. 

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How to share your public proposal

To share your public proposal, after you have your first name, last name and email required fields on the form, click SHARE.

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And choose from either your embed code or the URL.  


Any questions or support needed on this feature, please email us (hello@dubsado.com) or chat with us using the chat icon in your Dubsado dashboard.

Rebecca Berg February 7th, 2019

Update: Custom Time Increments

With this update you now have the ability to display your scheduler in custom time increments.

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What are time increments? 
Time increments are how your availability is displayed.  It has nothing to do with the length or duration of the appointment times, just how it would be displayed for the client to book.  For example, if I have set for the time increment to be 15mins.  The times would display at 9:00, 9:15, 9:30, etc... 

With this update...
So with this update, instead of the past set increments of 15, 30 and 60 mins, you have the ability to have the scheduler display the times in increments from 5 mins - 120 mins.  

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Rebecca Berg January 23rd, 2019

Update: Rearranging Forms in a Project

You can now rearrange the order of forms from within a project.  Changing the order of forms on the project reflects these changes within the client portal under the projects section.  (This does not change the home page on the portal.  The home page shows most recently added and incomplete)

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To change the order, click and drag the form from within the project to the space you'd like it to be in.  
Rebecca Berg January 11th, 2019

Update: Monthly View for the Scheduler

It has been so fun adding exciting updates to the Scheduler since our launch in November.  Today's fun scheduler update is an added monthly view.   We are thrilled that now you have the option to choose how your client will see your scheduler you set up.

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This is applied on a template level by the user. When it is switched on, it will default to previewing the times for the first available date on the right hand side. If there are no available days/times for the client to select, it will show a brief message noting that there are no times available next to the calendar.

To change your scheduler view to the new monthly view, head to the ADVANCED SETTINGS in your template and turn ON the monthly view.

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Any questions, feel free to email or chat us!  We are always happy to help!

Rebecca Berg January 10th, 2019

Update: Couple Updates

  1. Canned emails can now be copied.  To do so, click the copy button! 
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  2. When editing a package in TEMPLATES >> PACKAGES you now have the option to update the package on the proposal template it is applied to. (Note: this does not change any packages on proposals that have already been added into a project.  It will only update your proposal template).

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Rebecca Berg January 4th, 2019

Update: New Workflow Action: Workflow Triggering Another Workflow

New Workflow Action: Start a Workflow

On a roll with the workflow updates lately.  New today is the action of a workflow triggering another workflow. This allows you to add an action in workflow A to trigger workflow B on that project.

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In the workflow template, click ADD ACTION.  From there you can add the "Start A Workflow" action and choose the workflow you want to start.  


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Any questions, feel free to chat or email us!

Few things to note about using workflows and our newly launched feature:
- The new workflow does not add to the job until that action "Start A Workflow" has triggered.
- You cannot apply the same or duplicate workflows to one project.  They have to be different workflows.
- When you have multiple workflow template applied, they do not talk to each other.  Example, if you send a form in workflow A, you cannot trigger an email to send when form is completed in workflow B. 
- If you want to review the additional workflow being applied before it starts sending things, use our newly launched APPROVE BEFORE SENDING feature on the first actions of that additional workflow.

Rebecca Berg January 3rd, 2019

Update: New Workflow Addition

We added a GREAT workflow addition today!

Approve Before Sending  

(insert happy dance) This is an exciting one.  Now you can approve actions before they send to your clients. Approving before sending allows you to edit any items in that action before it sends.  If all looks well you can approve it.  If you don't approve right away, when it comes time for that action to trigger, you will receive an email alert reminding you to approve that action.  There will also be a dashboard alert under the RECENT section letting you know which actions still need approval.  You need to set it up in order for this to happen.  Read below on how to do that!

To set up:

Approve before sending in a workflow is available on the following actions:
- send email
- send form
- send contract
- send primary invoice
- create invoice
- send appointment scheduler

When clicking into these actions, if you'd like to have approve before sending on, check the box!

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How to approve actions:

You can approve actions as soon as you apply the workflow, even before it triggers so it can flawlessly send.  

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OR, if you choose to wait for that action to "trigger" you receive an email and dashboard alert reminder.  It will NOT send until approve the action if you have that "approve before sending" on that action.

The dashboard alert:

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When you click through the dashboard alert, it brings you to a page with all the triggered pending posts.

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When that action is triggered for approval, in addition to the dash alert, you get an email:

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Super exciting.  Let us know if you have any questions! :)

Rebecca Berg January 2nd, 2019

Update: Time Mapping on Forms

We recently added the ability to map times in addition to the job dates on forms.  This is completely separate to the scheduler and just a simple date question you add on the form.  My mapping it to the job start or end date, it will have an option for the client to pick a time.  It does not block that time out for others (use the scheduler if you want it to do that).  So if you just needed a simple way to ask a client for a date and time and have it map, here you are! 

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If you wish for that date select to not show a time, change the mapping to just JOB DATE...

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Rebecca Berg December 21st, 2018

Update: Workflow Updates: Added Action and Trigger

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We have added two workflow updates for you today.  One action and one trigger.  

Archive Project Action

We added the new action of archiving a project a certain point, most likely at the very end of a workflow since archiving a project pauses a workflow.  


Conditional Logic in Workflow (Forms)

We will be adding conditional logic to more areas in workflows, but we are first starting with forms.  With conditional form logic, you can now trigger an action to happen if a form has not been filled out.  The form first needs to be added into your workflow in order for you to look at it and watch for it to not be completed. The form MUST be sent/triggered within that workflow to use conditional logic on it.  

 

Rebecca Berg December 17th, 2018

Update: Updates - Editing Packages and Calendar Sync for Multi Users

  • You can now edit packages within a proposal.  Before when you added the package, it could not be edited. That's all changed now! ;) 
    No more back and forth. You can edit all contents of a package directly within the proposal you’ve applied to a project. There is an “Edit” button on the top right when clicking on the package
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  • We have moved where you sync your calendar. Now you can click CALENDAR on the main menu and then sync on that page. Since we moved it, now multi-users can sync their own calendar.
Rebecca Berg December 12th, 2018

Update: Scheduler Update - Timezones and Workflow

Two great updates for you today!  

  1. Appointment times are now reflected in the client’s time zone when they are selecting an appointment, on reminder emails, and on confirmation emails. Everything will be geared in their timezone they booked in.  
  2. Workflow trigger dates are now adjusted when an appointment is rescheduled.  In the workflow, if a client reschedules, any actions that you had looking at the appointment will now adjust in date.