Quick & Easy Dubsado Walkthrough
This blog post is part of The Dubsado Blueprint: a free download to help you build out Dubsado like a pro. 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 20% 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:
Calendar snapshot of the upcoming week
Add a new lead or job
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.
Access all your prospective clients
Add/edit lead statuses (lead funnel labels)
Access all paying/contracted clients
Reporting (Formerly Bookkeeping)
Project Sources (Referral Sources)
Chart of accounts
Each of these pages have search filters to assist you in finding exactly what you’re looking for.
Integrate your calendar (for example, my Google Calendar is integrated)
Add a job, appointment, or task to your calendar
Access your tasks
See all tasks
Access task boards
Utilities (Formerly Form List)
On this page, you can see a list of every form you’ve ever sent.
Find clients with search filters
Option to import, export, and add clients on this page
Bonus: add your client's image or logo
Grab a copy of The Dubsado Blueprint here to get set up in an organized way.
Record and apply time to a specific job
View what times have been invoiced and what still needs to be
Create different schedulers for your appointment setting needs.
Create a form in the wrong place? No problem -- find out how to fix that here.
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.
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.
Add sales tax, VAT, etc. to appear on your invoices here.
Build out step-by-step to-dos for all of your processes. You can think of your processes as your services.
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
Address line 1
Address line 2
Job Address line 1
Job Address line 2
Job State / Province
Job Zip / Postal
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.
Now you have an overview of where everything is located inside of Dubsado. You can now easily navigate to all the amazing features Dubsado has to offer.
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.
What feature are you most excited about?
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