A Brief Guide for Building Out Workflows: Dubsado Blueprint
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.
At this point, you’ve done most of the work for building out your account.
Even though most of the work is done, this step is extremely important.
You don’t technically need to have workflows in Dubsado, but if you don't, you'll be missing out its powerhouse capabilities.
Dubsado’s prize-worthy feature is automation. Nearly all automation in Dubsado happens inside of workflows.
The video below gives you an overview of how to assemble workflows.
I don't recommend building out workflows if you haven't mapped out your processes, so make sure you do that first.
As discussed in the video, you'll need to pair workflow "actions" with workflow "whens."
Here are your options:
- Change lead status
- Send email
- Send form
- Create to-do
- Send contract
- Send primary invoice
- Create invoice
- Activate portal
- Deactivate portal
- Pause workflow
- Hold actions until
Start by choosing a relative or a fixed date.
Span of time:
- After workflow started
- Before job start date
- After job start date
- Before job end date
- After job end date
- After form is completed
- After invoice is paid in full
- After contract is signed by client
- After all previous actions complete
Select a specific date and time for the action to happen.
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