Latest updates from the Dubsado team

Year in Review and other updates to 3.0

Becca avatar
Shared by Becca • December 11, 2025

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.