Consider your projects handled

PART 1 OF 3

Project suggestions

If you manage a lot of projects, you know the feeling: something slips through. A contract your client signed sits waiting for your countersignature. A workflow step is stuck waiting on your approval.

The only way to catch these things before now was to open each project individually or look around on other pages.
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Project suggestions fixes this. Open any project and you’ll now see a suggestions card at the top of the overview... it scans your project automatically and surfaces anything that needs your attention, with a one-click action to handle it right there.

What it introduces

There are four suggestion types. Here’s exactly what triggers each one and what you can do about it:

1. Signature needed

When a client signs a contract or sub-agreement and your countersignature is still missing, Dubsado flags it. You’ll see the contract name, when the client signed, and a Countersign button that takes you directly to the signing flow — no hunting through the Forms tab.

What triggers it: Client has signed. Your signature field is still empty.

What does NOT trigger it: Locked forms, form templates, or contracts you’ve already countersigned.

2. Overdue payments

When an invoice is past due, Dubsado surfaces it with a Remind button. Clicking it opens a pre-populated payment reminder email with your client’s name, project details, and invoice amount already filled in. Edit if you want, send when you’re ready.

What triggers it: An invoice is past its due date based on installment status, invoice status, or the next scheduled payment date.

Note: Even if a project has multiple overdue invoices, only one suggestion appears per project. It’s a signal, not a full invoice list.

3. Workflows requiring approval

When a workflow step is waiting on your manual approval and the trigger date has already passed, Dubsado flags it. You can approve individual actions right from the card, or — if you’re working across multiple projects — approve everything in bulk (more on that below).

What triggers it: Active, non-paused workflow actions that require your approval and have passed their scheduled trigger date.

4. No activity for 6+ months

Projects that have gone completely quiet — no activity log entries, no updates — for more than six months get flagged for archiving. This one is especially useful for cleaning up a project list that’s gotten out of control. You’ll see the last activity date and an Archive button.

What triggers it: Both the most recent activity log entry AND the project’s last-updated timestamp must be older than six months. Both conditions have to be true.

Note: Archiving from suggestions is reversible. You can restore projects from the Archive view any time.

How to find it

• Open any project from your Projects list
• Look for the Suggestions card at the top left of the project overview
• If there’s nothing to flag, the card won’t appear — a clean project stays clean

PART 2 OF 3

Expanded bulk actions

Bulk actions have been in Dubsado for a while, but this release takes them significantly further. You can now select multiple items from any view — Projects, Contacts, Tasks, or Invoices — and take action on all of them at once from a redesigned action bar.

Here’s everything that’s new:

In the Projects view

• Apply a flow to multiple projects at once. Select your projects, choose Apply Flow, pick your workflow template, and Dubsado applies it to all of them. Projects that already have that flow are automatically skipped — no duplicates, no error messages.
• Close primary invoices across multiple projects. Marks primary invoices as uncollectible across all selected projects in one action.
• Assign projects to team members in bulk. Select a group of projects and assign them all to a team member at once.
• Bulk add tags and change statuses. Apply tags or update project statuses across your whole selection simultaneously.
• Bulk archive and delete. Archive or permanently delete multiple projects at once. Archive is reversible. Delete is not.
• View project suggestions in bulk. Select multiple projects, open the All Actions menu (…), and choose Suggestions. More on this in Part 1.

In the Contacts view

• Send bulk email to multiple contacts. Select contacts and send them all a personalized email at once. Each recipient gets their own individual message — not a group send. (See Part 3 for everything about how bulk email works.)
• Bulk archive and delete contacts. Clean up your contacts list without going one by one.

In the Tasks view

• Mark tasks complete or to-do in bulk. Select a group of tasks and flip their status all at once.
• Bulk assign tasks to team members. Reassign a batch of tasks to a different team member in a single action.
• Move tasks between projects in bulk. Select tasks across your list and move them all to a different project at once.

In the Invoices view

• Bulk close invoices. Mark multiple invoices as uncollectible across your invoice list.
• Bulk sync to QuickBooks or Xero. Push multiple invoices to your accounting software at once.
• Bulk sync with payments. Reconcile multiple invoices against your payment records in one action.
• Bulk delete invoices. Remove multiple invoices at once. This is permanent — use with care.

How selection works

The bulk action system has a few mechanics worth knowing:

• Click the checkbox next to any item to select it
• Hold Shift and click another item to select everything in between
• Use Select All to grab up to 50 visible items at once
• Items load as you scroll — if you need more than 50, scroll down to load the next batch, then Select All again to add them to your selection
• Once you have items selected, the action bar appears at the top of the view. Look for the … icon for additional actions including Suggestions
• Right-click any selected item for a context menu with the same options

PART 3 OF 3 — THE BIG ONE

Bulk email sending

This is the feature that changes how you communicate with clients at scale. You can now select multiple projects or contacts and send a personalized email to every single one of them — in one send.

And when we say personalized, we mean it. Each recipient gets their own individual email with your smart fields — their name, their project name, their invoice details — populated automatically. It does not look like a blast. It looks like you sent it just to them.

This matters because the best follow-ups feel personal. Bulk email sending in Dubsado gives you the scale of a mass send with the feel of a one-on-one message.

Where you can send from

• From the Projects view: Select multiple projects → choose Send Email from the action bar. Dubsado emails the primary contact on each selected project.
• From the Contacts view: Select multiple contacts → choose Send Email from the action bar. Dubsado emails each selected contact directly.
• From the Suggestions modal: When reviewing bulk suggestions across multiple projects, you can send payment reminder emails to every client with an overdue invoice — all at once.

How the composer works

When you trigger a bulk send, a dedicated email composer opens. It works like your regular Dubsado email composer, with a few things to know:

• Smart fields work exactly as they do in regular emails
• You can use an existing email template or write from scratch
• You’ll see a recipient count before you send so you know exactly how many people are getting the email
• There is no “preview per recipient” before sending — review your smart fields carefully before hitting send

What happens after you hit send

Bulk emails don’t send instantly the way a regular one-to-one email does. They process in the background so your account isn’t locked up while Dubsado works through your list. Here is what is happening in the background:

• Emails are sent at 25 per minute. Example: A send to 50 contacts takes roughly 2 minutes. A send to 100 takes about 4 minutes

• You can navigate away from the screen. The send continues in the background
• Each recipient gets a separate, individual email — not a thread with everyone CC’d or BCC’d

Requirements and limits

Bulk email has a few requirements and guardrails in place to protect your sender reputation:

When to use bulk actions

Bulk email sending is not for any type of marketing content. Here some ideas that you can do with bulk email:

✔️ Check in on the leads who never booked

✔️ Out of office, vacation or maternity leave notice

✔️ Reach back out to clients who went quiet mid-project

✔️ Introducing a new team member

✔️ Holiday season delivery schedule update

Improvements

• Custom field reordering – A disorganized list of client details makes it hard to find what you actually need. You can now drag and drop your custom fields into any order you like, so your workspace is set up exactly how your brain works.

• Xero tax and income category mapping – Bookkeeping headaches are the quickest way to ruin a good day. You can now map your Xero tax and income categories right from your settings, keeping your financial data synced and your accountant happy. (Your accountant will thank you. Silently, but they will.)
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• Payment plan templates for recurring invoices – Manually building out installment schedules for every recurring client is a tedious chore. You can now apply payment plan templates directly to recurring invoices, so complex billing schedules take just a few clicks.
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• Improved navigation for list items – Losing your place in a long list of projects is frustrating. The 'OPEN' button in project and transaction lists now works like a standard link, so you can right-click to open items in a new tab and use your browser's back button without losing your spot.
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• Messages unread badge and summarize UX – Digging around to see if you missed a client reply takes time. We added an unread message badge to your sidebar and cleaned up the AI summary interface, so you can see exactly what needs your attention at a glance.
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• Flexible scheduling for active recurring invoices – Rigid billing schedules don't always match real life. You can now set the next invoice date on active recurring invoices to before the original start date, giving you full control over when your clients get billed.
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• Square payment connection – Square is now available in Dubsado 3.0.
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• Mark all emails as read – Staring at a mountain of unread emails is completely overwhelming. You can now mark all emails as read across your entire brand or within specific projects, making inbox zero an actual reality. (Inbox zero: still a myth, but at least it looks like one.)

Bug fixes

• Czech Republic added to country and currency settings – We fixed an issue where the Czech Republic was missing from the country and currency dropdowns in payment settings. Users in this region can now accurately configure their accounts.
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• Proposal toggle reversion fix – The create new projects toggle on proposal templates was incorrectly reverting to off when using the save and quit option. Your template settings now stay exactly how you left them.
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• Project date deletion calendar sync – Deleting a project date was incorrectly creating an all-day event on external calendars instead of removing it. Your calendar now stays accurate and clutter-free.
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• Scheduler reminder compatibility fix – Scheduler reminders configured in Dubsado 3.0 were failing to send or appear enabled in the legacy view. Your reminders now trigger reliably across both versions of the scheduler.
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• Chronological sorting for finance charts – Dates on the revenue trends and expenses charts were appearing out of order. Your financial data now always displays chronologically.
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• Invoice smart field currency – Invoice smart fields in forms and proposals were sometimes displaying the wrong currency symbol. This now respects your brand's currency override settings so clients always see the correct pricing format.
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• Legacy font options in form builder – We restored several legacy font options to the form builder, including Helvetica, Fixed Width, and Arial Black. Your forms and emails will now maintain their consistent, on-brand styling.
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• Persistent images on forms after library deletion – Cleaning up your image library shouldn't break your active client documents. We fixed a bug where deleting an image from the library would remove it from existing forms and emails, so your sent content stays intact.
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• Sticky form builder toolbar – Formatting long blocks of text used to mean scrolling up and down just to find the bold button. The text formatting toolbar now stays docked at the bottom of your screen as you scroll, keeping your editing tools exactly where you need them. (It's like having a helper who doesn't wander off mid-task.)
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• Fix missing data in invoice and transaction exports – We fixed an issue where invoice and transaction CSV exports were dropping client names and descriptions. Your reports are fully accurate again.
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• Correct currency symbols in form responses – A bug was displaying all package prices in USD on form responses, regardless of your actual settings. Your correct brand currency symbol now shows up as it should when viewing or exporting responses.
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• Form editor font display fix – Custom fonts in the form builder were temporarily reverting to the default font when you made them bold or italic. Your text now keeps its custom styling while you edit.
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• Form and contract sent status tracking – Forms and contracts weren't being marked as 'Sent' when included as links in an email. Your project sidebar now always reflects the correct status.
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• Fix for unintended Zoom link generation – The scheduler was generating Zoom or Google Meet links even when video conferencing was disabled. Video links will now only be created when you explicitly turn them on.
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• Tag deletion modal visibility – On the projects page, the confirmation pop-up for deleting a tag was hiding behind other menus. The modal now correctly appears on top so you can actually click it.
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• Calendar credential refreshing – Dropped calendar connections can lead to double-booked meetings and a lot of stress. We updated our calendar connection logic to keep your credentials current, ensuring a reliable sync between Dubsado and your external calendars.
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• Flow visualization scrolling – Viewing complex workflows on a small screen used to be frustrating. You can now easily scroll and pan through your workflows on mobile devices and smaller windows.
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• Fix for incorrect needs countersign status on contracts – Contracts without an owner signature field were incorrectly getting stuck in a 'needs countersign' status. These contracts are now marked as fully signed the moment your client completes them.
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• Fix for missing client email replies in threads – Overly aggressive content filtering was causing some client email replies to appear completely empty in your message threads. You can now read all the messages your clients send.
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• Login loop fix – Expired session cookies were trapping some users in an endless login loop. You can now log into your account smoothly and get right to work. (No more revolving doors.)
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You show up for your business every day. We're doing the same for you ❤️ This week that looks like a round of improvements and over 25 bug fixes to make sure your tools keep up with you.

Improvements

• Smart fields in invoice terms - You can now use smart fields in your invoice terms settings to automatically pull in client names and dates, so you're not manually typing details that are one keystroke away from a typo.
• Payment plan label in flows - We added a clear "Payment plan" label and tooltip to flow templates so you know exactly what you're configuring.
• Email read receipts - Your inbox now shows "Last opened" timestamps for sent emails, so you can see when a client has engaged with your message.
• Flow's approval details - Approval steps in flows now show the specific trigger date or message, so you know exactly when that action is scheduled to run.
• Clear formatting button in email editor - Pasting text from other apps often brings along unwanted fonts and colors. We added a "Clear formatting" button to the email toolbar so you can strip those styles instantly.
• Appointment notifications and smart field improvements - Clients now automatically get confirmation emails when appointments are rescheduled or cancelled manually, so everyone stays on the same page without you sending manual updates.
• UI updates for beta bar and time tracker - We tucked the 3.0 beta bar into a tidy dropdown and polished the time tracker styling, giving you a cleaner workspace.
• Project source deletion - You can now delete outdated project sources directly from the edit screen to keep your reporting data clean and relevant.
• QuickBooks tax codes for invoices and packages - Tax math is nobody's favorite hobby. If you use QuickBooks, you can now apply tax codes directly to invoices and packages, automatically syncing rates so your books stay accurate.
• Heading styles in proposal editor - We brought back heading styles (Heading 1–4) in the form builder text editor so your proposals look structured and professional.
• Auto-edit for new flow templates - Creating a new flow template now drops you straight into the editor, so you can get right to building.
• Improved client CSV imports - The importer now automatically skips hidden empty rows and gives clear error messages, so you can get your contacts into Dubsado without the guesswork.

Bug fixes

• Updated scheduler label - The "Apply to project and portal" button didn't actually share to the portal. We renamed it to "Apply to project only" so the label matches what the button does.
• Microsoft email import fix - We fixed a connection issue with Microsoft accounts so your inbox scanning starts correctly and imports every message.
• Workflow trigger type switching - Switching between fixed and relative triggers in your workflows wasn't always saving your choice. Fixed, so your timing preferences stick after a page refresh.
• Home page invoice filtering - The home page invoice widget now properly hides paid and closed invoices so you can focus on the ones that still need attention.
• Scheduler template list fix - Project-specific schedules were showing up in your main template list. We fixed the filter so only your actual templates appear where they belong.
• System email delivery improvement - Team invites and system notifications were occasionally getting caught in spam filters due to link formatting. We fixed the encoding issue so these emails land in the inbox.
• Basic user invoice visibility - Basic users without invoice permissions could previously see the "Amount paid" column on the Projects page. We've hidden this so financial details stay visible only to the right team members.
• Fix for relative form expiration dates - Forms with relative expiration dates were sometimes closing too early. We fixed the calculation logic so your clients always have the full window to complete their work.
• Transaction category filtering fix - Filtering transactions by category was accidentally hiding tax items from the results. The filter now includes everything it should.
• Calendar sync and third-party connection fixes - Updates made to events inside Dubsado weren't always pushing to your external calendar. We resolved the sync issue so your schedule matches across all your devices.
• Prevent duplicate email connections during onboarding - Connecting a new email account during onboarding could sometimes overwrite an existing connection. We added a check to prevent this, so your emails always send from the right address.
• Simplified file field display in form responses - The form response parser was showing a redundant "Untitled Field" label on file uploads. We removed the clutter so you can focus on the actual files your client sent.
• Task assignment email notifications - Completing a task was incorrectly triggering an "assigned to task" notification. Now you'll only get emailed when the assignee actually changes.
• Microsoft email connection fix - Connecting a Microsoft account wasn't always updating the brand email address in your settings. We fixed this so your profile reflects the correct email immediately.
• Client email error handling - Changing a client's email to one that already exists used to look like it worked, but didn't actually save. Now you'll get a clear error message so you know exactly why the change didn't go through.
• Form element ID stability - For the CSS wizards: form element IDs were shifting when viewed by clients, breaking your custom styling. We stabilized these IDs so your custom designs stay put.
• Flows installment triggers and selection - Workflow actions triggered by installment payments were sometimes looking at the wrong invoice. We fixed the tracking logic so automations fire based on the project's primary invoice, exactly when they should.
• Fix for saving forms - Duplicating a form was triggering a validation error that prevented saves. Fixed, so you can copy, edit, and move on.
• Table sticky headers - Table headers now stay stuck to the top as you scroll, so you always know what column you're looking at.
• Scheduler rolling window default fix - Switching to a rolling window was accidentally setting your availability to zero days. It now defaults to 14 days so clients can actually book time with you.
• Category selection for project expenses - The category field for project expenses wasn't showing up. It's back now, so you can properly organize every transaction without leaving the project view.
• Recurring invoice notes HTML fix - We fixed a bug where recurring invoice notes showed raw HTML tags instead of clean, formatted text.
• Workflow action reordering - Rearranging flow steps with the arrows wasn't always sticking. Fixed, so your flow stays in the order you set it.
• Client portal link sharing fixes - Sending a client portal link via email was occasionally pulling up a blank email. We resolved this and added the client portal to the project links menu so sharing works the first time.
• Workflow scheduler tooltip fix - The workflow editor was falsely warning that a "Send scheduler" action was missing even when it was set up correctly. We fixed the validation logic so the warning only appears when it should.
• Automatic hex color formatting - Pasting a hex code without the hashtag used to break your color settings. Now we automatically add the # for you, so your brand colors look right every time.

You send forms to clients all the time. Questionnaires, lead captures, proposals, contracts. But actually reviewing what they submitted? That meant scrolling through the entire styled form to find the answers buried between headers and dividers.

Not anymore. Now when you open a completed form, you'll see a new "Responses" tab at the top right that pulls out just the answers in a clean, scannable table. No design elements in the way. Just the information you need.

What you can do with it:

Copy responses to your clipboard and paste them into an email, a note, or a message to your team

Export to CSV so you can open it in a spreadsheet, share it with someone who doesn't have Dubsado access, or pull it into another tool

View and download uploaded files with thumbnail previews right from the response table

Toggle empty fields on or off so you see exactly as much or as little as you need

Works with questionnaires, contracts, proposals, lead capture forms, and subcontracts. Open any completed form and click the "Responses" tab to try it.
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​Note: This feature is only available in Dubsado 3.0

Other 3.0 Improvements and bug fixes

Improvements

Send uploaded PDFs in flows You can now automate sending uploaded PDFs directly within flows. Your clients get exactly what they need without you lifting a finger.

Consolidated events view The events view now shows both past and upcoming events, giving you the full picture of your client timeline in one place. Previously, seeing only upcoming events left you guessing about recent history.

Automatic navigation to applied flows When you apply a flow to a project, you're taken directly to it so you can start working right away. No more hunting around for the flow you just applied.

Board task removal You can now remove tasks from a project board without deleting them from your master task list. Keep your board clean without losing the to-dos that matter.

Bug fixes

Package subtotals in proposal previews Fixed an issue where package subtotals were displaying as $0.00 in proposal previews. Your numbers now show correctly for both you and your clients.

Package editing on proposals Manual edits to package line items and pricing now stick instead of reverting to the original configuration. What you change is what they see.

Project and client smart fields in workflows Fixed an issue preventing project and client smart fields from being selected in workflow email actions. Personalized automated emails, working as expected.

Scheduler custom invite emails Custom scheduler invite emails were being overridden by default templates. Your specific invite emails now send exactly as you designed them.

Client portal initialization for manually created clients Manually created clients were missing the required settings to activate their portals via workflow. Your automation can now welcome new clients without interruption.

Dubsado Payments onboarding resume flow Users who exit onboarding can now return and pick up right where they left off.

Task list permissions Fixed a permissions bug so private tasks are only visible to the people who are supposed to see them.

Contacts page header label Corrected an issue where the contacts page header was incorrectly displaying "Project."

Alternate contact CC for forms Alternate contacts are now automatically CC'd when sending forms.

Client contact edit icon on touch devices Restored the edit icon on iPads and touch devices so contact details can be updated without issue.

Package description bullet points Fixed the smart field logic so bullet points in package descriptions display correctly on proposals. They were previously pulling a disappearing act.

Workflow form trigger remapping Workflows triggered by form completion now reliably stay mapped to the correct form when applied to a project.

Lavender spelling correction "Lavender" is now spelled correctly in the code. Still smells just as sweet.

We've been moving fast since launching 3.0, and this week we're bringing two big updates to 3.0: task boards and the affiliate dashboard. These were the last major pieces missing from 2.0, and now they're here - redesigned and ready to work. Along with these additions, we've shipped a handful of improvements and fixes to make your daily workflows smoother.

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New to 3.0

Task boards are now in 3.0 - A cluttered to-do list is the enemy of getting things done. We redesigned task boards with a cleaner layout and easier column management so you can see exactly where every project stands at a glance.

Affiliate dashboard is now in 3.0 - Track your referrals, grab your affiliate code, and view your affiliate revenue. Everything you need, right where you'd actually look for it.

Improvements

Expanded font options in forms - Your brand voice shouldn't get lost because of a missing font. We brought back your favorite legacy fonts to the form builder so your proposals look exactly the way you pictured them.

Improved email error messages - Vague error messages are about as helpful as a screen door on a submarine. We updated email errors to tell you exactly what went wrong (and how to fix it) so you can get back to sending.

Project pre-selection for events - If you're creating an event inside a project, you shouldn't have to tell us which project you're in. The system now selects the current project for new events automatically, saving you a few clicks and a bit of sanity.

QuickBooks tax codes - You can manage QuickBooks tax codes again right in your integration settings. No more detective work required.

Bug Fixes

Payment plan relative installments - Payment installments with relative due dates weren't saving their computed dates correctly, which threw off reminder schedules. We fixed the logic so dates lock in properly and your clients get reminded when they should.

Project source issues on starter plan - If you're on the Starter plan, the project sources column will now stay out of your way instead of taunting you with features you don't have access to.

Flow action time display - Timestamps in workflows were showing up in a confusing mix of formats that ignored your settings. We fixed this so times display in the 12-hour or 24-hour format your browser actually uses.

Client portal link error - The "Send link" option for client portals was occasionally failing to pull in the actual link. We fixed the connection so your forms, invoices, and portal links load into the email composer every time.

Chart of accounts - Income categories and taxes weren't displaying correctly in the chart of accounts. We corrected the calculations so your financial reports reflect the actual numbers.

Workflow proposals creating duplicate projects - Sending a proposal through a workflow was sometimes creating a duplicate project instead of updating the existing one. We fixed this so the proposal stays attached to the original project where it belongs.

Invoice status math - Fixed the math on invoice statuses. Turns out "paid" and "unpaid" are pretty important distinctions, and now they're actually accurate.

Another week, another round of updates. This is what the 3.0 rebuild was for: the ability to ship improvements at the pace your business actually needs. We're listening, we're fixing, and we're not slowing down.

Improvements

Flow action preview Clicking around your workflows shouldn't feel like walking through a minefield of accidental edits. Now when you click an action in Flows, it opens a safe preview mode first so you can review the details without worrying about breaking anything.

Enhanced calendar event details Trying to read a calendar event that's cut off by the screen edge? Frustrating. We redesigned the event pop-up to keep all details fully visible and consistent, making it easier to jump straight to the relevant client or project.

Duplicate flow templates Building a complex workflow from scratch just to tweak one email is a waste of your time. You can now duplicate existing flow templates with one click, giving you a head start on your next process.

Save invoice as package If you built the perfect invoice on the fly, you shouldn't have to rebuild it manually to use it again. We added back the option to save any invoice directly as a package template so you can reuse that brilliance later.

Bug fixes

Scheduler invite email Scheduler invites sent from a project were ignoring your custom email templates and sending the default message instead. We fixed this so your clients now receive the personalized email you intended.

Email sidebar date fix The email sidebar was getting confused about when emails were actually sent. We fixed the timestamp logic so your email history is accurate and easy to sort again.

Duplicated proposal packages Duplicating packages in proposals was sometimes causing items to drop off the final invoice. We fixed the logic to ensure every selected package appears on the bill, so you get paid for everything you do.

Form saving error Seeing an error message after spending time building a form is a nightmare. We fixed the saving issue in Dubsado 3.0 so your hard work is safe and sound.

Email signature HTML editor The "code view" button went missing from the email signature editor, blocking custom HTML. We put it back so you can style your sign-off exactly how you like it.

Appointment notification fix Appointment emails were displaying a funky "object, object" message instead of the actual status like "Confirmed." We fixed this so your confirmation emails show the proper details.

Recurring invoice date validation Adjusting the end date on a recurring invoice was triggering a false error on the start date. We fixed the logic so you can update your schedule without the system flagging a mistake that wasn't there.

Happy New Year! 🎉 We're back with our first updates of 2026, and we're kicking things off by squashing bugs and smoothing out the wrinkles you've been telling us about.

Here's what's new:

• Improved project archiving - Archiving a project should mean it's actually done. Now, archiving automatically pauses workflows and closes invoices, so you don't have to worry about ghost emails sending to past clients.
• Fix proposal form package calculations - Seeing $0.00 on a proposal preview is heart-stopping. We fixed an issue where package totals weren't calculating correctly in previews, so you can send proposals knowing the math is right.
• Improved Gmail connection process - Random email connection errors are a headache. We improved how we check your Gmail connection to catch issues, preventing unexplained disconnects and keeping your inbox flowing.
• Payment plan template name validation - Saving edits to payment plan templates were throwing a “name already exists” error for unique names when they should not have. We fixed this, so you can name and save your templates without getting stuck.
• PDF download naming - PDF files now download with clear, meaningful filenames based on the item downloaded.
• Scheduler form removal - Forms attached within the advanced scheduler settings can now be removed from the scheduler.

Projects

Project status filtering is back

You can now filter projects by status directly from the project list. A new status bar appears below the "All, leads, jobs and archived" tabs in table view, showing all project statuses along with item counts. Click any status to filter instantly. It's the quick overview you've been asking for.

Search is back in action

The search modal now opens and closes correctly without visual glitches or redirecting you back to the dashboard. Search, find what you need, and keep working.

Create notes on smaller screens

When your dashboard sidebar collapses on smaller screens, you'll see a "New note" button so you can still create notes without expanding everything. Small thing, but it matters.

Payments

Autopay and gratuity settings

You can now toggle autopay and gratuity options from your payment settings page again in 3.0. More control over how you collect payments and tips from your clients.

Transaction categories are working properly

Transaction categories and amounts now display correctly across expenses, taxes, and invoice line items. Filtering by category now works as expected, making reports more reliable.

Workflows & Flows

Dashboard only shows triggered flow actions

The dashboard now only shows flow actions that have actually been triggered and are awaiting approval. This removes confusion and keeps your pending list accurate.

Scheduler

Schedulers with lots of availability won't error anymore

If you had a scheduler with a ton of availability dates (we're talking hundreds), updating it would fail with a 400 error. Fixed by cleaning up how we handle scheduler dates behind the scenes. Your availability settings will save reliably now.

Email

Email sending won't crash on complex signatures

We fixed how signatures are processed so your emails send successfully, even with quirky formatting from legacy signature builders. Some email signatures with specific HTML formatting (particularly double semicolons in the styling) were causing emails to fail completely.

Form Builder

Text element edits saving fixed

Here's an annoying one we squashed: If you were actively editing a text element in the form builder and hit save without clicking away first, your changes would disappear. Not anymore. Changes save as you type, so you won't lose work.

Internal

We made some behind-the-scenes improvements that won't change what you see but help keep things running smoothly: test fixes, removed unused code, and hid the year-end wrapped notification after you've viewed it.

Year in Review is here 🎉

We built you something special to close out 2025.

Your Year in Review celebrates everything you accomplished this year—from revenue to autopay wins to your fastest response times. It's a snapshot of your business in motion, with all the numbers that prove you showed up and did the work.

Whether 2025 was your biggest year yet or a year you survived and kept going, we wanted to give you a moment to look back and see how far you've come.

You'll find it in your dashboard starting now until January 31st, 2026.

Take a look, share it if you want, and give yourself some credit.

You bet on yourself this year. Heck yes!

Other updates are below:

Messages

Message threads now sort by most recent activity

Your message inbox sorts threads by the most recent email in each conversation, not just the parent email. That reply from this morning shows up at the top where it belongs, so you never miss a client response.

Scheduler

Reschedule and cancel appointments directly from your calendar

Calendar events now include reschedule and cancel options. Click the action menu in the top right of the editing view to send your client a reschedule link or open the cancellation flow.

See all your scheduler templates when adding to projects

The scheduler list dropdown menu now shows everything you've created. No more "I know I made that template, where is it?" moments.

Flows

Completing a task will advance your workflow to the next action

Fixed a bug where checking off a task in your flow wouldn't trigger the next steps like it should. Your flows will now keep flowing automatically.

Forms

Resolved error saving proposals

Fixed the "Oops. Something went wrong" error that was blocking you from saving proposals. Package pricing and editing now work smoothly so you can get your proposals out to clients without fighting the form builder.

Invoicing

Invoice title column now available on the table

Your invoices table now shows titles so you can see what's what at a glance. No more squinting at client names and amounts to figure out which invoice is which.

Behind the scenes

Various security and stability improvements to make your experiences even more smooth and secure.

Projects

Upload signed contracts as PDFs — You can now upload scanned or offline-signed contracts directly as PDFs in your projects.

Custom field URLs actually work as links — Custom fields containing URLs now behave like real, clickable links across projects and contacts. You can finally click them instead of pretending plain text is a feature.

Workflows

Can't apply the same flow twice to one project — Trying to apply a flow that’s already attached now gives you a clear message instead of duplicating emails, tasks, and chaos. One less accidental mess to clean up.

Forms

Form styles no longer break signature fields — Signature and initial fields now stay consistent and correctly styled, no matter what fonts or colors you customize elsewhere on the form. What you see in the editor is (truly) what clients see.

Link forms correctly use your external URL — Link forms now send clients to the actual external URL you set, whether copied, emailed, or added to a project. No more surprise detours to a broken Dubsado page.

Email

Hyperlink button is back in the text editor — The hyperlink option has returned, so you can add links to text, images, and buttons without pasting raw URLs like it’s 2005.

Email signatures no longer duplicate — You’ll now see just one signature in the composer—the one that’s supposed to be there. No copy-of-a-copy surprises.

Invoicing

Paid invoices stay paid when you edit them — Updating titles or notes on a paid invoice no longer resets the payment status. Edits that don’t affect the balance… don’t affect the balance.

Autopay settings now reflect actual overrides — The autopay display now shows the correct settings, whether they come from workspace defaults or your payment plan overrides. No more guessing which rules are running the show.

Scheduling

Block off specific dates without affecting your full schedule — You can now mark individual dates as unavailable using date-specific hours. Perfect for taking a day off without reengineering your entire availability setup.

General

Created date column works across all tables — The created date column now appears everywhere it should, giving you consistent sorting and filtering options across all tables.