Latest updates from the Dubsado team
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.
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.
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.
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.