How can we help?

What is Dubsado, and what should I set up first?

• Welcome to Dubsado 3.0What Dubsado does, how a client moves through it from first inquiry to final payment, and where everything lives in your workspace.→
• Set up your workspaceAdd your branding, connect your email account, and connect Dubsado Payments so your workspace is ready for its first client.→
• Which version of Dubsado am I using?How to tell Dubsado 3.0 from the legacy dashboard (2.0), what each one calls things, and how to move between them.→

How do new inquiries get into Dubsado?

• Collect leads with a lead capture formBuild a lead capture form, share it on your website or by link, and have every inquiry arrive as a new contact and project.→
• Projects, leads, and jobsUnderstand how projects organize each client engagement, the difference between leads and jobs, and how to set up statuses and create a project yourself.→

How do I turn an inquiry into a signed client?

• Build a proposal that books the clientBuild a proposal with packages, then attach a contract and invoice so the client chooses, signs, and pays in one sitting.→
• Send a contract for e-signatureBuild a reusable contract template with signature fields, send it from a project for e-signature, and countersign once the client has signed.→

How do clients pay me?

• Send invoices and get paidCreate and send an invoice, split it into a payment plan with reminders, turn on autopay, and know what your client sees when they pay.→

How do I stop doing the same steps for every client?

• Automate your client process with flowsWrite out your process, turn it into a flow template with actions and triggers, and start it on projects by hand or from a lead capture form.→