Dubsado Walkthrough: Quick Overview for Beginners

Thinking about using Dubsado, but not sure what it can do for you?

You’ve landed in the right place! In today’s video, we’re taking a quick walk through the new Dubsado interface released in August 2018. This video is just over 7 minutes long (much shorter than anything else on the interwebs).

Quick Dubsado overview

There are a lot of cool features and Dubsado releases new features nearly every week. If you don’t have a desired feature now, you will likely have it in the future. There are a lot of reasons to love Dubsado, but one of biggest reasons it rocks: They listen and care about their users.

In this walkthrough, I cover:

  • Settings

  • Inbox

  • Notifications

  • Dashboard

    • Financial overviews and income charts

  • Projects tab

    • Lead and Job Funnels

    • Tags

    • Job folders

  • Accounting

    • Invoices

    • Transactions

    • Chart of Accounts

    • Reports

  • Calendar

  • Tasks

    • Task Lists

    • Task Boards

  • Utilities

    • Form List

    • Address Book

    • Time Tracker

  • Templates

    • Scheduler

    • Forms

      • Contracts

      • Sub-Agreements

      • Questionnaires

      • Proposals

      • Lead Captures

    • Canned Emails

    • Packages

    • Workflows

    • Payment Schedules

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Dubsado is unique to other CRM tools in that it’s not a one-trick pony. Many client management tools offer lead tracking or the ability to send contracts and proposals.

There are very few systems out there that allow you to use lead tracking, invoicing, e-signing, and automation all at once. Of the tools that do offer these features, even less of them cater to small businesses.

I want to hear from you: What has you curious about Dubsado? Are you using too many apps to manage clients? Are you feeling like you don’t have a good system? Tell us in the comments below.

Did you know every Dubsado user gets a FREE 3-client trial that never expires? To activate 20% off your first month or year when it comes time to pay, enter code PRODUCTIVECO to your billing section now.*

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*This post may contain affiliate links to products I recommend. I may receive a commission at no extra cost to you. Read my disclosure for more info.


Find out how to speed up Dubsado setup right now with a simple 10-step guide.