Quick & Easy Dubsado Walkthrough
This blog post is part of the Dubsado Blueprint: a free download to help you build out Dubsado immediately. You can grab the step-by-step guide here.
Update - August 2018: Dubsado has made a massive update with a brand new interface and added features. Some of the items in this post have changed locations. An updated video has been added below.
I’m so glad you’ve decided to give Dubsado a try*. You are about to change the way you do business for the better. Use referral code “productiveco” to get 30% your first month or year when your free 3-client trial expires*.
I want your setup to be as easy as possible (and you probably want that, too). After all, you’ve got a business to run.
The goal here is to have you spend less time running your business, so you can spend more time taking care of your clients and increasing your profits.
After you create your account, you’ll want to get familiar with your Dubsado dashboard (also known as your Dubsado interface). The video tutorial below gives you a quick and easy visual demo of the software. Watch for more detail.
Here’s a Dubsado* walkthrough:
Here’s an overview of Dubsado sections mentioned in the tour:
Dashboard
Calendar snapshot of the upcoming week
To-do list
Unread alerts
Add a new lead or job
Financial overview
Access your inbox and notifications from any page in your Dubsado* account. These two icons are in the upper right corner next to your logo.
Projects
Leads
Access all your prospective clients
Add/edit lead statuses (lead funnel labels)
Jobs
Access all paying/contracted clients
Reporting (Formerly Bookkeeping)
Project Sources (Referral Sources)
Project Breakdown
Invoices
Transactions
Chart of accounts
Reports
Each of these pages have search filters to assist you in finding exactly what you’re looking for.
Calendar
Integrate your calendar (for example, my Google Calendar is integrated)
Add a job, appointment, or task to your calendar
Tasks
Access your tasks
See all tasks
Access task boards
Utilities (Formerly Form List)
Form List
On this page, you can see a list of every form you’ve ever sent.
Address Book
Find clients with search filters
Option to import, export, and add clients on this page
Bonus: add your client's image or logo
Time Tracker
Record and apply time to a specific job
View what times have been invoiced and what still needs to be
Templates
Scheduler
Create different schedulers for your appointment setting needs.
Forms
Contracts
Sub-Agreements
Questionnaires
Proposals
Lead Captures
Create a form in the wrong place? No problem -- find out how to fix that here.
Canned Emails
Canned emails
Packages
In this section, you can create packages for each of your services. You can add these to your proposals and/or add these to your invoices.
Invoices
Select whether invoices should be addressed to the client by personal name or business name.
Dubsado* will start your invoices at #1. If you want to change the number your invoices start at, watch the video tutorial below for instructions.
Tax Items
Add sales tax, VAT, etc. to appear on your invoices here.
Workflow
Build out step-by-step to-dos for all of your processes. You can think of your processes as your services.
Payment Schedules
Determine when and how much you’d like your clients to pay.
In this section, you’ll determine if you want to break up one bill into small weekly/monthly payments or if you want to collect the full price at once.
You can make these unique to each of your services.
Custom Mapped Fields
Dubsado* has a feature that allows you to capture information in one place and save a copy of that information in another.
For example, your lead capture might ask for the person's name. That name then maps to a new contact in your address book. It knows to add their name from the lead capture into the name field in the address book.
Dubsado has question mapping set up for the following fields:
Client First Name
Client Last Name
Client Email Address
Client Phone Number
Alt Contact First Name
Alt Contact Last Name
Alt Contact Email Address
Alt Contact Phone Number
Company Name
Address line 1
Address line 2
City
State/ Province
Country
Project Address line 1
Project Address line 2
Project City
Project State / Province
Project Zip / Postal
Project Country
However, Dubsado knows you might want to capture information that's not available with the default mapped fields listed above.
That's why they created a custom mapped fields feature; you can capture any information you'd like.
What feature are you most excited about?
