Dubsado’s workflows are their best and biggest automation feature. If you want to lighten your load and get work done while you’re sleeping, you’ll want workflows. But there’s a way you need to go about creating them. I’ll show you how here.

Now that you’ve got a Dubsado account, it’s time to get your settings established. You can do that in less than 20 minutes and have your account good to start using! Let me show you how.

Take a quick walk through the major 2018 Dubsado interface change. In this overview, you’ll find out what features Dubsado has and where they are located in the new portal.

Want to save time with Dubsado’s proposals, lead captures, contracts, sub-agreements, and questionnaires? Find out how to fix form templates in Dubsado, so you can get set up more quickly and save yourself a hassle.

Dubsado allows you to add 3rd party links so your clients can quickly access everything they need in one place. Want a central place to store all the important links for your clients? Then do this!

Dubsado lead capture redirects allow you to send new lead submissions to the URL of your choice. Show off your branding and control your client experience with this quick trick.

Embed any 3rd party software to your Dubsado forms. All you have to do is add the code in Dubsado. This post shows you how to do it AND gives you 10 ideas for what you can embed.

Dubsado’s Question Mapping feature will save you time and automate some of your tasks. Find out what question mapping is and how to add it to your forms in Dubsado.

GDPR could affect how you use your CRM. Find out what GDPR is, if you need to comply, and how you can do it. Tutorial on Dubsado CRM compliance inside, too. It’s nothing be scared of — I promise!

The way you view a proposal in Dubsado as a business owner isn’t the same way you view it as a client. You’ll need to know how to view proposal both ways, so come take a look.

Dubsado setup should start outside of Dubsado. Learn from my mistakes and see the best way to tackle Dubsado.

Want to give your customers a discount? In this post & video, I show you different ways to add discounts in Dubsado (and give your a coupon code).

Too many Dubsado users are forgetting to countersign their contracts? Don’t know how to sign? It’s quick and easy fix.

Learn how to test your workflows in Dubsado. Find out which way I recommend.

This video & post covers how to add a Dubsado lead capture to your website. Lean how to embed your lead capture form here.

Here's a hidden Dubasdo feature that allows you to add extra customization to your invoices.

Learn how to create a custom email signature in Dubsado. Use Wisestamp? You can embed those in Canned Emails, too.

This video & post introduces the best way to create Dubsado forms: contracts, sub-agreements, questionnaires, proposals, and lead captures.

If you want to make workflows in Dubsado, you'll need to start by mapping out your client management processes. Learn how to do that here!

Learn how fill out your basic Dubsado account in the Brand Settings tab. This is where you'll select the colors for your client portal, create a custom URL (white label), connect your email, connect CloudSpot (for photographers) and more.