March 6, 2026 - Changelog

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• Project source deletion - You can now delete outdated project sources directly from the edit screen to keep your reporting data clean and relevant.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.