Releases involving Rebecca Berg

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!

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!

Rebecca Berg June 21st, 2017

New Feature: Multi-User Functionality

We have been building multi-user for months now. We had an original release date set, but soon realized we wanted to beef up the features quite a bit more. So we aimed it up and today we are starting the roll out of multi-user launches. It will be available on select accounts starting now and over the next few weeks.

What is multi-user? Multi-User is the ability to allow other users to access either all or certain parts of your Dubsado account.

What cool features does it have?
- 3 preset account role based permissions (The Admin, The VA, and The Accountant)

Basic

These users ONLY have access to the jobs that you assign them to. (After your user has accepted the invitation, head to a job to assign them to it)

Additionally, with basic accounts, you can toggle them being able to see the invoices and contracts.


Accountant

These users only have access to the BOOKKEEPING section of Dubsado. Nothing else will show on their account.


Admin

An admin on an account has all the same permissions as you do. This is perfect for assistants or VA's.

How much multi-user cost? Multi-user is an additional fee to your account's membership. For all plans, up to 3 additional users are free.
4 - 10 users: additional $25/month
11 - 20 users: additional $45/month
21 - 30 users: additional $60/month
**if you are on a forever plan membership, you receive 30% off all additional user fees.**

Rebecca Berg June 16th, 2017

New Feature: PayPal Integration

Cue all the confetti! PayPal integration has arrived to Dubsado.

To connect PayPal as a method for your clients head to SETTINGS >> BRAND SETTINGS >> RECEIVE MONEY. There you can enter in your PayPal email (twice so we know you have the correct email) and that is all that is to it. PayPal released this new handy, super sleek way to making connecting easier than ever.

With PayPal integration, your clients have the option to pay your invoices through PayPal via credit card or PayPal account balance. Also, we have allowed PayPal connection to be used in addition to Stripe or Square connections. So if you want to give your clients the option to pay via (example) ACH / Stripe and PayPal, then you can have both connected.

The cool thing as well, if you JUST want to have PayPal connected in Dubsado is clients can pay you via regular credit card as well, but the funds get deposited into your account.


We hope this makes all your PayPal dreams come true.

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We do want to make you aware, however, PayPal, for service based businesses, is not recommended in our professional opinion. Since there is no tangible proof you have delivered your service to your clients, it makes it VERY easy for your clients to file a dispute and get their money back. But if you have been using PayPal for a while and are comfortable with it, we are happy that we can provide this for you!

Rebecca Berg May 30th, 2017

New Feature: Proposal Quantities

Proposals now have the option for your clients to choose the quantities they would like.

To add a quantity option to your proposal template, head to TEMPLATES >> FORMS and edit the proposal you would like. Now in each of the package elements you have the ability to set hard minimum and maximum quantities. Set that how you'd like (it will default 0 - 1000 if not changed). Then you can use the PACKAGE variable drop down to add the quantity box for clients to input that.

I also like the look of side by side! :)

You do not need to have that quantity box in there. If it is not there, it will just default to 1. If you want to allow your clients to choose the amount of items, then do the quantity box.

ON THE CLIENT VIEW:

All they need to do is select the package they want and then edit the quantity if they want more. By selecting, it will default to 1 or whatever minimum quantity that you have set!

Rebecca Berg May 30th, 2017

Update: Calendar Marked As "Busy" or "Available"

You now have the ability, when in a job/lead and editing the date, to change that date to "available" or "busy" on your synced calendar. This is for the users in Dubsado who have synced calendars in our system.

When using systems like Acuity or Calendly (for example) and you have an event on your synced calendar as busy, it would not allow clients to book with you that day, BUT some events are not needed for you to be busy, so we added the option for you to mark it as available with Dubsado! :)

Rebecca Berg May 26th, 2017

Update: New Template Library

45+ FREE Templates Ready to Use!

A collection of usable resources built by users, for users.

We have handcrafted and culled some practical and customizable forms to use for inspiration, tweaking, or use as is!

With a click of a button, you easily add in industry-specific contracts, questionnaires, and proposals. Whether you are just getting a start in business or an experienced professional, you can take advantage of this power resource.

This is just another way that we are working hard to make sure that your business is running efficiently!