Latest updates from the Dubsado team
Dubsado 3.0 beta is on a roll out all this week. Login to your Dubsado account to see if you have access. If you don't have access to it yet, hang in there... you should have access in a few days!
After 2.5 years of building, rebuilding, and obsessing over every detail with thousands of you in alpha, we're releasing Dubsado 3.0 beta today.
This isn't a few new features. It's Dubsado rebuilt from the ground up to work the way you actually work.
Everything loads faster. Navigation makes sense. Your most-used tools are exactly where you need them. And the interface gets out of your way so you can focus on your clients instead of wrestling with your software.
Your projects list now works however you want it to. Switch between table and Kanban views. Filter, sort, and organize until it matches your brain. Find any project in seconds instead of scrolling endlessly.
All your client emails in one place. No more hunting through projects to find that one message. It works like the inbox you already know, because managing client communication shouldn't require a learning curve.
Your invoices, payment schedules, and recurring billing now live in one spot outside of projects. Less clicks to get what you need.
Track time from anywhere in Dubsado with the global time tracker in your top bar. No more navigating to a specific project just to start a timer.
Change to money making mode to show how much money you're making, in real time, instead of a timer.
We renamed workflows to flows and rebuilt them with a visual node-based builder. Now you can actually see how your automation works before you turn it on. No more crossing your fingers and hoping.
The scheduler now looks and feels like the calendar apps you use every day. We rebuilt it to match what your brain already knows, so booking appointments feels natural instead of confusing.
Set your weekly schedule once with just a few clicks. Pick the days you're available, set your hours, and copy them across the week. Perfect if you take appointments on a regular schedule. No more setting the same hours over and over every week.
Need to set one-off availability or block out a custom date range? Click any date on the calendar to add hours just for that day. Or choose a date range to set availability across multiple days at once. Great for vacation blackouts, seasonal schedules, or when your availability changes temporarily for a scheduler.
Already set up availability in one scheduler? Copy those hours to a new one instead of rebuilding the same schedule from scratch. Save time when you're creating multiple appointment types with similar availability.
Press ⌘K (or click the launcher) and start any task in Dubsado. Create a project, send an invoice, find a client. Two clicks, done.
One of your most requested features. When a client needs to update their payment amount or add a service mid-autopay schedule, you no longer have to cancel everything and start over. Edit invoice details while keeping all scheduled payments running. Your client gets flexibility. You keep your predictable income. No disruption to cash flow.
Filter and sort anywhere you see a list. Projects, clients, invoices, transactions, forms, emails - if you're looking through information in Dubsado, you can now filter and sort it however makes sense to you. Find what you need in seconds instead of scrolling through pages of data.
Book an appointment in Dubsado and calendar events automatically appear in both your calendar and your client's. No copying details, no separate invites, no wondering if they remembered to add it. One booking, two calendars updated, zero extra steps. Fewer missed appointments and no more "I forgot to put it in my calendar."
Every recurring invoice now shows you its full payment history in one view. See which invoices have been sent, which have been paid, and what's still outstanding without clicking into individual invoices or running reports.
Long email threads with clients can eat up your time just trying to figure out what's been discussed. Now, if you choose, AI reads through the entire conversation and gives you a quick summary of the key points, decisions, and action items with the click of a button.
Accidentally filed an email in the wrong project? It happens. Now you can move any email to the correct project with just a couple clicks instead of leaving it in the wrong place or starting the conversation over. Keep your project threads organized without the mess of misplaced messages cluttering up the wrong client's history.
Collapse the navigation sidebar when you need more screen space. All your tools stay accessible, but your workspace expands when you're deep in a project.
Drill down search: Filter and sort within any database you're in. Looking through projects? Filter by status, client, or service. In your invoices? Sort by amount, due date, or payment status. Every list in Dubsado now has powerful filtering that lets you narrow down exactly what you're looking for.
Global search: Not sure where something lives? Hit the search bar (or use the keyboard shortcut) and search across all of Dubsado at once. Find clients, projects, invoices, forms, or any detail in seconds without clicking through multiple pages.
Your business software should reduce stress, not create it. For the past 2.5 years, we've been rebuilding Dubsado to do exactly that. Everything loads instantly. Every feature makes sense. Every flow feels natural.
But here's what we're really excited about: this foundation unlocks what comes next. We're already working on conditional logic, team scheduling, better team management, multiple clients on projects, SMS messaging, global branding settings, and so much more.
If 3.0 doesn't have exactly what you need today, stick with us. The future holds big things, and now we can finally build them for you.
We're releasing 3.0 on a rolling basis. If you don't have access yet, don't worry. Check back soon - we're releasing to a new randomized group each day, and you'll be updated automatically when it's your turn.
We’ve created several ways to help you get comfortable with Dubsado 3.0; whether you prefer to watch, read, or explore hands-on.