Releases involving Rebecca Berg

Rebecca Berg February 23rd, 2017

Update: Updated Dashboard (prepping for a few weeks)

Rebecca Berg February 22nd, 2017


We added about 12 more fonts to add into your forms to make it even more customized to your brand! Woohoo!

Rebecca Berg February 22nd, 2017

New Feature: Invoices Page

We have added a new page in Dubsado to view all your invoices! :) This is perfect for a nice at a glance view of you can sort it by invoices past due!

Rebecca Berg February 21st, 2017

Update: New Help Center

We updated our help center to be more intuitive, along with a new little chat window at the bottom of your Dubsado page. Here to help with whatever you need!

Rebecca Berg February 14th, 2017

New Feature: Multi Brand Functionality

We have just released the ability for you to add another brand into your Dubsado account. To add a new brand, click the SETTINGS in your account and MY BRANDS. Add a new brand on that page and enjoy a free trial on that brand. When you are ready to add that to your plan, it is $7/month, a nice discounted rate! ;)

Rebecca Berg February 9th, 2017

New Feature: Proposals, Leads and So Much More!

This Update Includes:

  • AUTOMATED PROPOSALS: Sending a prospective client a proposal allowing them to choose their packages, sign the contract, and pay you all in one simple process.
  • LEAD TO JOB AUTOMATION: Client completed your quote? AWESOME. Dubsado will automatically move them over to a booked job for you based on the parameters you set.
  • CUSTOMIZED LEAD PIPELINE/CATEGORIES: Sort your leads the way you need them to be, all by dragging and dropping into your customized categories.
  • PROSPECTIVE JOB DATES: Leads can now pick dates on your lead capture and it will show in your lead section and calendar.
  • NO DATE OPTION FOR JOBS: Some of you guys don't need dates for jobs... well now if you don't have one, you don't need to put it.

New Features







  • You can now send a contract and invoice to a lead!

Rebecca Berg February 1st, 2017

Update: Profit and Loss Report

Rebecca Berg January 28th, 2017

Update: Lead Capture Automated Workflow

New Features

  • Apply a General Lead Workflow Automatically

  • Apply "Smart" Workflow where you can send specific workflows for what your client selects!

Rebecca Berg January 21st, 2017

Bugfix: Sending Email Without Subject

We have fixed the bug where you could send an email without a subject. It is now a required field.

Rebecca Berg January 21st, 2017

Update: Moving Forms!

Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)

Rebecca Berg January 17th, 2017

New Feature: Payment Schedules

Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info

New Features

  • Multi Invoices

  • Invoice Titles

  • Invoice Numbers

Rebecca Berg January 9th, 2017

Update: Change the Name when Sending Email

Rebecca Berg January 9th, 2017

Update: BCC Yourself on all Emails

Rebecca Berg January 3rd, 2017

Update: Form Names

Rebecca Berg December 23rd, 2016

Update: Bookkeeping

New Features

  • Record of Transactions

  • Adding Income

  • Adding Expenses

  • Net Profits per Job

  • .CSV Export of Transactions

  • Tax Balances and Record of Payments

  • Easy to Read Reports/Graphs


  • Apply Categories directly to invoices and packages