Latest updates from the Dubsado team
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.
You can now create projects and clients directly from your mobile device.
Tasks are now available on your mobile device, allowing you to manage your work wherever you are.
Note: Task boards are not available on mobile.
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!
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.
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.
For project notes and call logs:
For client notes and call logs:
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.
You can remove notes or call logs by clicking the three dots on that note “card” and then click delete.
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.
This is what it looks like for your clients when setting up Link for the first time.
This is what it looks like to your clients when Dubsado Payments has detected your client’s email already has a Link account.
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.
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.
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.
✨ 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
📞 One-tap calling - no more copy-pasting phone numbers
🗺️ Instant navigation - tap an address and let your maps app do the magic
📧 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
If you’re familiar with Dubsado’s desktop site, the mobile app’s projects page should look somewhat familiar - with some aesthetic updates.
Apply forms to projects, send forms to clients, and view their form responses within the forms tab of the Dubsado mobile app!
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.
In the Dubsado mobile app, the project invoices tab allows you to create, edit, and send invoices, view recurring invoices, and view refunds.
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!
Keep track of your automations while on the go with project workflows in the Dubsado mobile app!
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!
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:
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.
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:
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.
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
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!
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.
Hi there,
We recently made an update to the copy that appears on client payment receipts. Previously, the receipt stated: "For any questions about this payment, refunds, and more, please reach out to [Company Name]." We have simplified that language and removed the part around refunds.
We included this copy originally to encourage clients to reach out directly to the business they hired with any payment-related questions or concerns. However, we received feedback from some of our users that mentioning refunds specifically could be misleading for businesses that have a "no refund" policy or no policy for refunds in general.
We hear that concern have updated the receipt copy to remove the reference to refunds. The updated copy now reads: "For any questions about this payment, please reach out to [Company Name]."
We believe this change will reduce potential confusion while still encouraging your clients to contact the business directly with payment inquiries.
This situation highlights the importance of clearly communicating your refund policy to clients. Even if your policy is not to offer refunds, we recommend explicitly stating this in your contract terms and/or invoice terms. Transparency around refunds helps align expectations and avoid misunderstandings (This can help you with any potential credit card disputes as well).
If you don't yet have a refund policy, now is a great time to create one. Consider what makes sense for your business and client relationships. Once you've settled on a policy, make sure to communicate it clearly and visibly to clients.
Hi there,
We are excited to announce two new features on the Dubsado mobile app: Emails and Push Notifications. These updates are designed to make your experience with Dubsado even more convenient and efficient while you're on the go.
You can now send and receive emails directly through the project view in the Dubsado mobile app.
To access your emails, simply click on the "Projects" button at the bottom of the app, select the desired project.
Note: The "Inbox" tab is not ready for beta just yet. This beta release focused on email communications within the project.
Once in the project click on the new "Emails" tab.
There you'll be able to view your email history with your client for that specific project.
You can easily see if an email has been viewed by your client by that checkmark indicator on the right side of your email message.
To reply to an email, click on the email and then click "the white space below the client's name to reply (psst. in the mobile app, we are introducing "drafts". You can start composing a message and exit away and when you come back to the app, you can pick up right where you left off. This will also be coming to the web version of Dubsado in the future).
You can also compose a new email by clicking the "Compose" button at the top right.
Never miss a beat with real-time alerts for contracts, forms and appointment scheduling. Say goodbye to the constant need to check your emails or log into Dubsado. With push notifications, you'll be the first to know about any important updates, giving you the power to react quickly and keep your business running smoothly. 💪 We got the rest of the push notifications coming with future beta releases (like invoice paid notifications).
Let's dive in and take a look at this update:
Notifications can be found under the "Notifications" tab in the mobile app. The notification icon will show a red dot when you have an unread notification, like below.
Once you click notifications, unread notifications will be displayed, and you can always access your older notifications for reference.
To customize your notification settings, click the gear icon at the top right of the "Notifications" tab.
Once in the settings area you can choose which events you want to receive push notifications in app for, such as contract signing, scheduling, etc.
Please note that push notifications when you receive new emails are not available through the app. To receive email alerts, make sure to enable notifications through your email app.
Once you have turned on notifications for your desired events, you will receive push notifications on your phone and connected watch (if applicable).
We also added an easy way to send forms and schedulers manually right from the forms tab within a project. By clicking the three dots next to the form or scheduler, you’ll be presented with the new option of sending an email.
We hope you enjoy these new features and find them beneficial for managing your business on the go.
If you have any questions or feedback, please don't hesitate to reach out to our chat support.