We're excited to announce the integration of Affirm, a powerful "Buy Now, Pay Later" solution, into your Dubsado account. This new feature is designed to boost your sales, increase conversions, and provide more flexibility for your clients. This feature is on and live in eligible accounts. If you wish to turn off, follow these instructions.

🚨 Limited-time promotional offer 🚨

From launch until November 25th, we're offering a special introductory rate of just 3% +.30cents on Affirm transactions – half off the standard rate!

What is Affirm?

Affirm is a flexible payment solution that allows your clients to split their payments into manageable installments, while you receive the full payment upfront.

Availability

Affirm is currently only available for eligible businesses in the United States and Canada (more info eligibility below)

Key features

1. Automatic Integration: Affirm is now automatically enabled for all eligible Dubsado accounts.
2. Seamless Checkout: Appears on invoices over $50 for the full balance.
3. Flexible Payment Options: Clients can choose from various installment plans.
4. Upfront Payment: You receive 100% of the funds immediately (minus the transaction fees, of course).
5. Risk-Free: Affirm handles all payment collection and assumes any repayment risks.

How it works

1. Your client clicks pay now on the invoice total Affirm at checkout for eligible invoices.
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2. They choose a payment plan that fits their budget.

3. You receive the full payment amount upfront from Affirm.

4. Affirm manages the installment payments with your client.

Affirm payment options for your clients

• For purchases up to $250: 4 interest-free payments every 2 weeks
• For orders between $150 and $30K: Installment plans up to 36 months (including 0% and interest-bearing options)
• Payment limits: $50 minimum, $30K maximum, with a maximum credit limit of $20K

Important limitations

• Affirm cannot be used on autopay, recurring invoices or with surcharging.
• It's only available for one-time, full-balance payments.
• Certain business categories are not eligible (see Blocked Categories section).

Benefits for your business

• Increased Revenue: Businesses using Affirm have seen up to a 14% increase in revenue on eligible sessions.
• Higher Conversion Rates: Enjoy up to a 21% boost in conversion rates on purchases of $250 or more.
• Improved Cash Flow: Receive full payment upfront, enhancing your financial stability.
• Expanded Customer Base: Attract clients who prefer flexible payment options.
• Reduced Risk: Affirm takes on the responsibility of collecting payments and managing any associated risks.

Standard pricing

The regular rate for Affirm transactions is 6%. While this is higher than standard processing fees, the benefits often outweigh the cost due to increased sales, higher conversion rates, and improved cash flow.

How to use

Affirm is automatically enabled for all eligible accounts. No additional setup is required.

Eligibility criteria for Affirm to appear

1. You're using Dubsado Payments.
2. Your business is located in the US or Canada.
3. The total invoice amount (including tip) is greater than $50.
4. The client is paying the entire invoice balance.
5. The invoice is not a recurring invoice, scheduler invoice, or an invoice with autopay already enabled.
6. Your business category is not on the list of blocked categories (see below).

Blocked categories for Affirm

Please note that Affirm is not available for certain business categories. The top 10 blocked categories relevant to Dubsado users are:

1. Consulting, Management and Public Relations Services (MCC: 7392)
2. Business Services Not Elsewhere Classified (MCC: 7399)
3. Computer Programming, Data Processing and Integrated System Design Services (MCC: 7372)
4. Accounting, Auditing and Bookkeeping Services (MCC: 8931)
5. Contractors, Special Trade Contractors–not elsewhere classified (MCC: 1799)
6. Schools And Educational Services–Not Elsewhere Classified (MCC: 8299)
7. Commercial Art, Graphics, Photography (MCC: 7333) (Note: this is just commercial photography and not general photography)
8. Attorneys, Legal Services (MCC: 8111)
9. Motion Picture and Video Tape Production and Distribution (MCC: 7829)
10. Debt, Marriage, Personal–Counseling Services (MCC: 7277)

If your business falls into one of these categories, you may not be eligible to use Affirm.

How to disable Affirm

If you prefer not to offer Affirm, you can turn it off by going to Settings ➔ Payments and invoices and toggling off the Affirm option.

Marketing support

We've created templates to help you promote Affirm to your customers. Access these resources [Link to templates] to effectively communicate this new payment option to your clients.

Best practices

1. Highlight Affirm as a payment option in your proposals and on your website.
2. Educate your clients about the flexibility Affirm offers.
3. Consider adjusting your pricing strategy to account for larger purchases that Affirm enables.

Support

If you have any questions or need assistance with Affirm, our support team is here to help. Contact us at hello@dubsado.com

We're excited to see how Affirm will help grow your business. Start using this powerful tool today and watch your sales soar!

Don't have the Dubsado mobile app? Join over 12,000 users who are managing their business on the go. Download now from the App Store or Google Play!

We're excited to introduce a major update to the Dubsado mobile app! Our new email suite brings powerful desktop features to your phone (and one exclusive to the mobile app), making it easier than ever to manage your business communications on the go.

New in our mobile email suite:

Rich text editing

You'll be able to craft professional emails with ease. The new editor will allow you to:

Add, edit, and remove links

Change font, size, and color

Apply bold, italic, and underline styles

Insert block quotes

Align text

Create bullet and numbered lists

Undo or redo your changes

Synced email drafts

Never lose your train of thought again. With this new feature:

• Reply to an email on the go
• Pause when life happens
• Pick up right where you left off—all from your phone Your ideas will be safe and waiting for you, whenever you're ready to hit send.

Note: This is currently only available in replies to emails. This will be coming to new emails in 2025.

Canned emails and smart fields

Personalization meets efficiency. This highly anticipated feature will allow you to:

• Access your entire library of email templates
• Customize messages with smart fields right from your phone
• Save time while maintaining your professional touch, wherever you are

New mailbox

Say hello to a smarter inbox! Your new mobile mailbox will feature:

• A general inbox for all your Dubsado emails
• The ability to assign emails to projects and clients

• Options to archive or delete emails on the go

Keep your mobile inbox as tidy as your desktop!

Push notifications for new emails

Stay in the loop, even on the move. You'll be able to:

• Turn on email notifications
• Get alerted when you receive an email from a client

Edit emails in workflows

Your workflows are about to get more flexible. You'll be able to:

• Edit emails directly within a workflow
• Fine-tune your client communications on the fly

Time for a glow up! ✨

Your Dubsado app is ready for its big transformation, complete with powerful new features that'll make managing your business on the go smoother than ever.

Swing by your app store and tap that update button – it's like giving your workflow a serious upgrade. Go on, treat yourself (and your app) to this exciting new version!

We can't wait to hear what you think about these new features. As always, we're here to help if you have any questions or need assistance.

We're thrilled to introduce two big feature additions to the mobile app in this update, enhancing your ability to manage your business on the go.

Create projects and clients on mobile

You can now create projects and clients directly from your mobile device.

How to access:

• Projects Page: Tap "+" in the top right corner

• Events Tab: Tap "+" at the bottom right, then "Create Project"
• Clients Section: Go to "More" > "Clients", then tap "+" in the top right

Mobile task management

Tasks are now available on your mobile device, allowing you to manage your work wherever you are.

Features:

• View tasks assigned to you or linked to projects
• Add new tasks
• Filter your task list

How to access:

• Global view: Go to "More" > "Tasks" See all tasks, add new ones, and use filters

• Project view: Open a project > "Tasks" section View tasks for that specific project

Note: Task boards are not available on mobile.

What this means for you

These updates bring more flexibility to your workflow, allowing you to capture new opportunities and manage your business efficiently from your mobile device.

We're continuously working to improve your Dubsado experience. Thank you for your feedback and support!

We're excited to announce the launch of our highly anticipated "Apply manual payments" feature for the Dubsado mobile app!

Feature highlights

• Apply payments received in person, on-the-go, directly through the app
• Eliminate the need to remember and log payments later
• Streamline your payment process for improved efficiency

Why this matters

Since the launch of our mobile app in July, applying manual payments has been one of our most requested features. We're thrilled to deliver this functionality to enhance your mobile experience and help you manage your business more effectively.

How to use

• Open the project you want to apply a payment to and click the "Invoice tab". Note the invoice must be open and still have a balance on it.

• Navigate to the "Transactions" screen
• Tap "+ Log new payment"

• Enter the following details: Date, payment method, and description (optional)
• Tap "SAVE" to log the payment

With this new feature, you can now easily keep track of all your payments, whether received online or in person, ensuring a more seamless financial management experience for your business.

We hope you enjoy this new addition to the Dubsado mobile app!

Don't have the Dubsado mobile app? Join over 10,500 users who are managing their business on the go. Download now from the App Store or Google Play!

You can now access, create, and edit notes and call logs on your phone from a project or client level.

Where to find notes and call logs

For project notes and call logs:

1. Open a project in the app
2. Look for the "Notes" tab at the top
3. Voila! View, add, edit, or remove to your heart's content

For client notes and call logs:

1. Tap "MORE" in the main nav menu
2. Click "Clients"
3. Select your client
4. Spot the notes icon at the top right
5. Hit the + to add a call log or note

How notes work

Notes in Dubsado work smart to keep you organized. Like in the web version of Dubsado, when you add a note to a client's profile, it's like giving them a digital sticky note that follows them everywhere. This note will appear in every project you create for that client, ensuring you always have their key information at hand. On the flip side, project-specific notes stay put. If you jot down a note within a project, it remains there, keeping project details separate from general client information. This way, you maintain a clear distinction between overarching client notes and project-specific details. For instance, I added a note about Samantha Winters' preference for email communication in her client profile, however, you'll see this note in all her projects.

But if I add a note in her project, it will only appear in that particular project. As you can see here, I added a note in her project about things only pertaining to this project. These will only show in this project and not the client profile.

Deleting a note or call log

You can remove notes or call logs by clicking the three dots on that note “card” and then click delete.

Editing a note or call log

You can edit a note or call log that you have already created by simply clicking on that “card”. Clicking the back button saves your progress.

Hope you enjoy this update! Any questions, send our team a chat or email, hello@dubsado.com

We're thrilled to introduce Link, a powerful Stripe technology now integrated with Dubsado Payments at no extra cost. Link offers your clients the option to securely save their payment information for ultra-fast checkouts across businesses - they simply check a box to opt in. With Link, clients can complete payments in just 6 seconds, which is 9x faster than traditional methods. This speed, combined with a streamlined process, has shown to increase conversion rates by over 7% for businesses using Link.

Link's widespread adoption means many of your clients may already have accounts, potentially making your checkout process even smoother. For those who use it, Link autofills payment and shipping details, creating a frictionless experience that can significantly reduce drop-offs. Security is paramount - Link is certified as a PCI Service Provider Level 1, the highest level in the payments industry, ensuring all data is encrypted and protected.

Whether your clients choose Link's convenience or prefer traditional methods, you're now offering a flexible, future-ready payment experience that can boost your business's efficiency and client satisfaction.

Here’s how it works:

• One-Click payments, if your clients choose to use Link Clients can now pay invoices with a single click using saved payment information. Streamlined checkout process reduces friction and potential payment drop-offs. Link automatically populates saved information for faster transactions.
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This is what it looks like for your clients when setting up Link for the first time.

• Automatic Link detection The system automatically detects if a client's email has a Link account associated with it when they click the "Pay Now" button. Existing Link users receive a 6-digit verification code via SMS or email to confirm their identity. After verification, clients can view and select from their saved payment methods.

This is what it looks like to your clients when Dubsado Payments has detected your client’s email already has a Link account.

• Secure account creation New users can easily create a Link account during their first payment. Option to save payment information for future one-click checkouts. Clients can check the box "Save your info for secure 1-click checkout with Link" to opt-in. Phone number required to create a new Link account.
• Seamless Integration Link is automatically enabled for all Dubsado Payments users at no extra cost. No additional setup required - it works with your existing Dubsado Payments configuration. Link supports both credit cards and US bank accounts as saved payment methods. Standard processing fees apply; no extra charges for using Link. Link works with Dubsado’s surcharging, so if you have that turned on, no need to worry!

Link is now active on all Dubsado Payments accounts. Link is an option for your clients to use, not a requirement.

For more detailed information on how Link works and its benefits, you can check out our help documentation here.

We're excited to announce a new security feature to enhance the protection of your Dubsado account.

We're introducing a device verification process for users logging in with a username and password. When you log in from a new browser, you'll be asked to verify your device by clicking a link sent to your email. This helps protect your account by alerting you to potential unauthorized access attempts.

Note: This feature does not apply to those who sign in with Google, but don’t worry, you’re not missing out… Google uses their own similar verification process when you log in from a new device. Google does have two-factor authentication as well, so if you want even more protection on your Dubsado account, you can enable that on Google’s end. You can find more info about getting that set up by clicking here.

Rollout and availability

• Starting on Wednesday, July 31st, this feature will be gradually rolled out over the next couple of weeks.
• It is available on the desktop and mobile app versions of Dubsado and will take effect on your next login, once it is enabled on your account.

How it works

• When you log in from an unrecognized browser, you'll receive an alert on login plus an email with a verification link. Our emails are coming from noreply@dubsado.com.

• Important: Click the link you receive in the email in the same browser you're trying to verify. If you open it in a different browser or device, you'll need to log in again on the original browser.
• Once verified, you’ll receive an email confirmation and you're all set on that device for the next year. If you log into any other new devices or locations, a new verification will be prompted.

We want to remind you that if you're currently sharing your Dubsado password with others, it's time to stop this practice and instead add them as multi-users. Adding team members as multi-users with admin-level access provides similar permissions to what you have as the brand owner, but it's much safer and more secure. Each person will have their own username and password, enhancing account security and allowing for better accountability.

FAQ

How does this new device verification differ from the email verification during trial sign-up?

The trial email verification confirms that you've provided a valid email address. In contrast, device verification ensures that your Dubsado account is only accessed from approved devices, enhancing your account's security.

Does device verification apply to multi-users?

Yes, multi-users will need to verify their devices using the email associated with their Dubsado account.

What if I've been sharing my login information with others?

You should never be sharing your login details with anyone, even people on your team. With this new feature, anyone trying to access your account from an unverified device won't be able to log in without access to your email for verification. We recommend using the multi-user feature instead to grant access to team members. Note: The Dubsado Team and Certified Dubsado Specialists will never ask you for your user name and password. If someone does this, please let our team know right away.

Will I need to verify my device every time I log in?

No, you'll only need to verify when accessing Dubsado from a new browser or different device. However, for added security, you'll be asked to re-verify your device once a year, even on previously approved devices.

The Dubsado mobile app has a new addition… Say hello to clients (aka your "address book" in Dubsado)!

Haven't downloaded the Dubsado mobile app yet? Get it now from the App Store or Google Play Store.

What's new

✨ Client list in the "More" section - all your contacts, one tap away

🔍 Supercharged client search - find anyone, lightning fast

👀 View, edit, and delete client profiles on the go

➕ Add new clients anytime, anywhere

Other cool features you'll love

📞 One-tap calling - no more copy-pasting phone numbers

🗺️ Instant navigation - tap an address and let your maps app do the magic

Coming later

📧 Emails within client profiles - let us know if you'd like to see this added by sending us your feedback here.

📝 Notes for each client (and notes in projects) - let us know if you'd like to see this added by sending us your feedback here.

Check out our product roadmap to see what other exciting features are in the pipeline!

Hope you enjoy this update. Very excited for what is ahead in the mobile app!

We're thrilled to bring the power of Dubsado right to your fingertips! Our new mobile app is designed to supercharge your on-the-go business management, focusing on swift actions and essential tasks perfect for your busy lifestyle. Think of it as your powerful pocket sidekick, extending your ability to manage projects, respond to clients, and keep your business running smoothly from anywhere. We've carefully curated the most crucial features and optimized them for smaller screens, ensuring you have the tools you need most when you're away from your desk. The mobile app works in harmony with the web version, each playing to its strengths to give you a comprehensive business management solution. With Dubsado mobile, your business is now supercharged and ready to go wherever you are:

Link to download:
App Store
Google Play

Key features and functionality

Projects

If you’re familiar with Dubsado’s desktop site, the mobile app’s projects page should look somewhat familiar - with some aesthetic updates.

• View and manage all your projects from the main Projects page
• Navigate through Lead, Job, Combined, and Archived funnels
• Sort projects by recently created, project date, or title
• View project details at a glance with compact project cards
• NEW: Assign custom emojis to projects for quick visual identification
• Change project status, archive, or delete projects directly from the app
• Access detailed project information in the new "Info" tab

Forms

Apply forms to projects, send forms to clients, and view their form responses within the forms tab of the Dubsado mobile app!

• View, send, and manage all project forms, including contracts
• NEW: Multi-select feature allows applying multiple forms at once
• View form statuses: Not sent, Sent, In progress, Completed
• Send forms via email, copy form links, or apply to client portal
• View client responses directly in the app
• Countersign contracts with built-in signature field

Emails

Stay up on top of your client communication with Dubsado mobile app! When you’re on the go, checking your external email inbox to view and reply to client emails is a thing of the past.

• View and respond to all project-related emails
• Compose new emails with ability to add images, files, and project links
• NEW: Auto-save drafts for seamless communication
• View entire email threads with easy reply and reply-all options

Invoices

In the Dubsado mobile app, the project invoices tab allows you to create, edit, and send invoices, view recurring invoices, and view refunds.

• Create and send new invoices with manual line items or existing packages
• View and manage all project invoices, including recurring invoices and refunds
• Edit invoice items, apply discounts, and manage payment plans
• View transaction history for each invoice

Scheduling

From the palm of your hand, you can send schedulers, book appointments for clients, reschedule or cancel appointments, and view upcoming events with the scheduling tab of the Dubsado mobile app!

• Send schedulers, book appointments, and manage your calendar
• View appointments and internal events in one place
• Reschedule or cancel appointments easily
• NEW: One-tap access to video calls, directions, or client phone numbers
• NEW: Book appointments with your scheduler for your clients

Workflows

Keep track of your automations while on the go with project workflows in the Dubsado mobile app!

• Apply and manage workflows for each project
• View workflow statuses: In progress, Paused, Completed
• Check off to-dos, approve actions, skip or force actions, and delete workflow steps
• NEW: Helpful payment plan override reminders when applying workflows

Events

Use the events tab in the Dubsado mobile app to get a bird’s eye view of all your Dubsado project dates, appointments, and internal events - right from your phone!

• Comprehensive view of all projects, appointments, and internal events
• Easy navigation through past and future events
• Quick access to event details and associated projects

Notifications

• Customizable notifications for contracts, forms, and scheduling
• Choose between push, email, and in-app notification styles
• Mark notifications as read individually or all at once

🔍 Notable differences from desktop version

Overall

Mobile app focuses on project-specific content, while desktop provides access to all Dubsado features. With the mobile app, we are focusing on an on-the-go experience and updates will align with taking quick action on-the-go. Any editing or creating of forms should still be done in the web version of Dubsado.

Projects

Right now, you cannot manually create a new project within the app, yet. This feature will be coming!

Forms

The mobile app doesn't support form editing; use desktop for creating or modifying form templates.

Emails

The mobile app introduces auto-save draft feature, not available on desktop. Canned emails and smart fields are not yet available in the mobile app.

Invoices

Mobile doesn't support manual payment application (yet) or advanced features like editing payment plan reminders.

Scheduling

Mobile introduces one-tap access to video calls, directions, or client phone numbers. Additionally, there is a dedicated button where you can schedule appointments for your clients.

Workflows

The mobile app is focused on workflow management and progression doesn't allow editing or reordering of workflow actions just yet.

Events

The mobile app has a streamlined view of projects, appointments, and internal events doesn't display external events, payment plan due dates, or tasks with due dates.

Search Functionality

Mobile has a search for projects only, not clients at the moment.

Client Management

The mobile app is focused on key info and has minimal client detail editing within projects (currently). Your address book will be making its way into the app with future updates.

Multi-user support

Here's what you can expect for different user types within the mobile app:

• Admin Users: Full Access Admins will enjoy the same comprehensive access as brand owners, allowing them to manage all aspects of your business on the go.
• Basic Users: Tailored Access Basic users will have a focused experience, seeing only the projects and clients they're assigned to. This streamlined view helps team members stay focused on their specific responsibilities. Invoices and contracts will only be visible to basic users if they have been granted the corresponding permissions in their account settings.
• Accountant Users: No Access Currently, the mobile app does not support access for accountant users. When accountants attempt to log in, they will see a blank page. For accounting functions, please continue to use the desktop version of Dubsado.

These access settings ensure that each team member has the appropriate level of access on mobile, maintaining your business's security and operational efficiency.

Notifications

The mobile app introduces push notifications in addition to email and in-app.

Remember, the mobile app is designed as a companion to the desktop version, optimized for on-the-go tasks and quick actions. For more complex operations and setup, the desktop version remains the go-to platform.

🔜 Coming soon

We are so excited to continue to build out the mobile app experience. Right off the bat, you'll notice a new key things that the mobile app is missing, but don't worry, they are coming:

• General inbox
• Address book
• Invoice list
• Project notes
• Ability to create new projects
• And many more exciting features. You can see that on our product roadmap.

Pro Tip: While the mobile app is perfect for on-the-go management, use the desktop version for in-depth template creation, advanced settings, and features not yet available on mobile. But if you have any on-the-go additions you would love to see in the app, let us know by requesting on our product roadmap.

🌎 Availability

The Dubsado mobile app experience is available for both App Store for iPhone and the Google Play Store for Android devices in the following locations: Australia, Austria, Belgium, Bulgaria, Canada, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States

📱 Device compatibility

• iOS: Requires iOS 13.0 or later
• Android: Requires Android 8.0 or later

Thank you for being a part of the Dubsado family. We can't wait to see how the mobile app enhances your business workflow!

Happy Dubsado-ing... on the go!

The mobile app is currently in beta. It is not released publicly just yet, but will be very soon.

Fun update for you today! Workflows are now available in the Dubsado mobile app. Perform quick actions in workflows on-the-go.

✨ Click into workflows You can now dive deeper into your workflows with just a tap! Explore the details, track progress, and stay on top of your tasks effortlessly.

🗑️ Delete a workflow Accidentally add a workflow to your project? Delete workflows that you no longer need in your project.

🚀 Apply a workflow Introducing a seamless way to apply workflows on the go! Whether you're at your desk or on the move, you can now initiate workflows with just a few taps.

⏸️ Pause and resume a workflow Life can be unpredictable, but your workflows don't have to be! Pause a workflow when you need a break and resume it whenever you're ready to get back in the game.

⚡ Force actions Need to give your workflows a little extra push? With the new force actions feature, you can now override any obstacles and keep your workflows moving forward.

⏭️ Skip and mark complete Sometimes, you just need to move on! Skip unnecessary steps or mark them complete with ease, allowing you to focus on the tasks that truly require your attention.

✅ Approve and check off tasks in workflows Give your stamp of approval to workflows right from your mobile device! No more waiting to get back to your desk – keep your projects moving smoothly, wherever you are.

At this time, editing actions are not available in the mobile app, but this is a consideration for the future as we continue building out the app.

We are so thrilled to see this mobile app come to life. The mobile app is designed to be a companion to the desktop version, empowering you to perform quick actions and manage your workflows on the go. For building templates and making significant changes, the desktop app remains the main hub for those changes. Think of the mobile app as your pocket-sized productivity sidekick, always ready to help you manage quick items with just a few taps.