Releases involving Rebecca Berg

Rebecca Berg May 23rd, 2017

Update: New Date Picker

We have a new date picker in Dubsado! This is exciting for us. Our old one was not my fav ;) This one makes it easy for you to pick a date and select a time quickly.

Also, a new feature is the ability to create an all day event (no time event) so that you don't have to pick a time.

Lastly, when entering in an expense, no need to pick a time any more!

Rebecca Berg May 17th, 2017

Update: Moving Around Packages and Workflows

You now have the ability to move around your packages as a whole and workflows as well. This also changes the order of the packages and workflows within the drop downs when adding them to a job or lead!

Also, you can now COPY packages as a whole so if you wanted to create lots of packages that are similar, now it is easier than ever! ;)

Rebecca Berg May 15th, 2017

New Feature: Square Integration

Long awaited Square Integration is finally here. Once connected, you can now accept payments through Dubsado via Square. To connect, head to SETTINGS >> BRAND SETTINGS and RECEIVE MONEY.

If you are already connected to Stripe, you can disconnect and then connect to Square! Click the CLICK HERE text on that page and then DISCONNECT and you'll be set.

Pick your location settings and then CONNECT WITH SQUARE.

Processing fees: 2.9% + .30 cents per transaction.

Deposit times: About 1 - 2 days. More info:

Rebecca Berg May 11th, 2017

Update: Moving Around Line Items

You can now move around line items in packages and invoices! Yay! I know this was something a lot of you were looking forward to. All you need to do is simply click and drag to move them.

Rebecca Berg May 4th, 2017

New Feature: Lead Capture Redirect

Your lead capture forms (embedded or not embedded) have the option to redirect the client filling out your form to a different webpage outside of Dubsado of your choosing!

To set this up, head to TEMPLATES >> FORMS >> and head into the lead capture section to edit to build a new one. On the right hand side, when in edit mode, you will see the redirect option. Drop that hyperlink in there. Be sure it includes the https:// or http://

Enjoy this little update!

Rebecca Berg May 4th, 2017

Update: Lead and Job Details in Calendar Sync

We have now added the ability for not only the date and job title to sync over (like before) but all details, notes, address, etc... are synced over to the calendar notes as well.

This is perfect if you are on the go and just want to pull up your calendar to review important info that you have previously added to Dubsado.

Rebecca Berg May 4th, 2017

New Feature: Form Completion Alerts

You now have the option to change the alert that your client sees when submitting contracts or forms. It used to be just a standard YAY! message.

To change the alert, go to edit the form and on the side you will see the options to change. If it is left blank, it is the default, but if you add your own, it will use that!

This is done on a per form basis, so it can be different for every form!

This is a breakdown of how it looks when creating it!

Rebecca Berg May 2nd, 2017

Update: Appointments 1.0 is released!

We know that you all have long awaited the ability to add in additional dates to jobs. We have just added that functionality to Dubsado. We have named this appointments 1.0 since it does not tie into workflow just yet. We wanted to bring this out in phases to make sure all works well. But within your job now, you will see an APPOINTMENTS tab at the top. This will allow you to add other dates to your calendar other than just the job date!

Rebecca Berg April 24th, 2017

Update: Dashboard Calendar Sync & "New" Lead Filter

We have now added the ability to have calendar synced events to show up in the dashboard.

Also, we have added a new funnel in the leads section for NEW leads :)

Rebecca Berg April 21st, 2017

Update: New User Interface & Workflow Actions

We are so thrilled to be launching our new User Interface. It is cleaner, sleeker, and has ample working space with our widened pages. We can't stop lookin' at it ourselves ;)

Workflow was another thing we tackled with this update. We have added more triggers to take your automating one step further and run your business more efficiently.

New Features

  • Use workflow as your automated to-do list with triggered todos that can generate more todos or actions based on completion

  • Add a payment schedule to your workflow items so you can trigger actions based off deposits/payments being made

  • Pause a workflow

  • Send items on fixed/set dates instead of relative (ex: send email on 04/22/2017)

  • New time trigger of waiting for all previous items to be completed

Rebecca Berg April 8th, 2017

Update: Lead Capture Improved Speeds

We have dramatically improved lead capture speeds on your website!

Rebecca Berg April 2nd, 2017

Update: Moving Around Workflow Items

This is leading into the other goodness we have coming to workflows, but to start, we are releasing the ability to move around workflow items. This is perfect if you want to get them in the right order! ;)

Moving actions can be done in the lead / job mode or when editing a template workflow.

Rebecca Berg March 30th, 2017

Update: Canned Emails & Deleting Emails

We did a little update. You can now edit the auto response that gets sent out when a client has signed a contract. Before it was a standard canned email that went out. To change that, just head to TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES >> Contract Completed

Also, if you needed to delete an email from a client's account, you can do that now as well. Just click the little trash can!

Rebecca Berg March 28th, 2017

Update: Gmail Integration

Our awesome engineering team has been working around the clock the past week at Dubsado HQ to bring you a new and better way to connect your Gmail account. As we grow and expand, we love that we are still able to take the amazing advice and suggestions of our Dubsado family and deliver them to you! One such request has been Gmail integration and we are excited to announce that it is now live! With its release, you now have additional methods of securing your account and making running your business through Dubsado even easier!

For a while now, we have allowed pretty much all servers to connect into Dubsado so you can send email through our system as Gmail behaves a little differently, so with a desire to give you the quickest and secure options to choose from, we have made it so that we connect with Gmail's API. This will provide you with unmatched security options, building upon Dubsado’s already stellar security methods.

If you previously had your Gmail connected in Dubsado, go in and reconnect it using our new connection. To do this head to SETTINGS >> BRAND SETTINGS >> OUTGOING EMAILS. If you are not using Gmail, then disregard all this. ;)

We are also working our way towards getting all your Dubsado email conversations sent and received within Dubsado itself! This will be huge, no doubt, but it is not the only thing that we have planned. Stay tuned as we have lots in store for our Dubsado Family. As always, thank you for your continued trust and support!

Rebecca Berg March 21st, 2017

Update: Workflow Send Now & Form Titles

If a workflow action didn't send due to the time passing or whatnot, and you would like to manually send it, now you can just click SEND NOW and it will resend that action.

Also, now when you receive a notification in Dubsado and click on that form notification it informs you where this form belongs and link to the job/lead or client. It additionally gives the option to print a PDF from that page!

(contracts will lead to a different page to allow for counter signing!)