Latest updates from the Dubsado team
Less clicking, less digging, more doing. The redesigned invoice builder brings the details you actually edit into view, so you can build and send invoices faster.
What's new:
A few things to know:
Open up your next invoice and take it for a spin.
We also have some other improvements and bug fixes coming at you today with this update.
Form template category reordering - Hunting for the right form type slows down your setup. Form templates are now ordered exactly how you use them (lead capture → proposal → questionnaire → sub-agreement → contract) so you can build your client experience faster.
Video conferencing selection improvements - Switching between Google Meet and Zoom used to require completely disconnecting your accounts. We smoothed out the video conferencing setup so you can easily swap providers and always generate the right meeting link for your clients.
Calendar re-sync - Disconnecting and reconnecting your calendar just to fix an out of date event is a massive waste of time. You can now manually trigger a re-sync right from your calendar settings to bring everything back in line instantly.
Assign projects to scheduler-created invoices - Losing track of an invoice just because it was created through the scheduler can bring your workflow to a halt. You can now manually assign these orphaned invoices to a project so you can easily view, share, and download them.
Calendar reconnection button - Fixing a calendar sync error used to mean disconnecting your account and losing all your settings. Now you can just hit the new re-authorize button to get things talking again, keeping your exported events and settings exactly where you left them.
Project navigation cleanup - Accidentally editing a master template when you meant to tweak a single client's project is a rite of passage we'd rather you skip. We hid the templates section from the sidebar while you're working inside a project so your master copies stay safe and sound.
Time tracker creation - Having to name a time entry before you could edit the rate or estimate was slowing down your workflow. Clicking 'Log Time' now instantly creates an entry with a default title so you can jump straight into editing the details.
Project assignment for manual payments - Manually logging a payment from the global invoices page was failing to assign that payment to the correct project. We fixed this so your transaction history stays accurate and organized.
Manual payment date persistence - Editing the date of a manual payment on an invoice wasn't saving correctly, which messes with your bookkeeping. We fixed this so your payment records stay accurate.
Autopay next payment date - Updating a payment plan sometimes caused autopay to skip an installment, which meant chasing down payments manually. Autopay now correctly recalculates the next payment date, so you get paid exactly when you're supposed to.
Decimal values in payment plan offsets - Using decimal values in payment plan offsets was causing installment due dates to shift incorrectly after a payment. We've restricted these offsets to whole numbers so your payment schedules stay accurate.
Custom scheduler invitation emails - Applying a scheduler to a project was accidentally sending your brand's default invitation email instead of the custom template you set up for that scheduler. We fixed this so your clients always get the exact messaging you intended.
Scheduler reminder template selection - Adding a reminder to a scheduler without picking an email template first was causing a frustrating save error. You'll now be prompted to select a template so your scheduler changes save successfully every time.
Scheduler group smart fields - Scheduler group smart fields were failing to populate when inviting a client to book directly from a project. We fixed this so the correct booking link always generates in your emails.
Flow action status bar - Untriggered flow actions were incorrectly showing up as completed, making it hard to tell where a client actually was in your process. We fixed the progress bar so it accurately reflects your workflow status, giving you a clear picture at a glance.
Workflow email templates with form smart fields - Selecting an email template with form smart fields in a workflow was triggering an unexpected error. We fixed this so your templates load correctly and smart fields resolve exactly as they should.
Microsoft email send reliability - Microsoft email users were running into frustrating "network timeout" errors when trying to send messages. We added automatic retries and better timeout handling so your emails actually reach your clients' inboxes.
Inbox filtering for sent messages - Sent emails without a client reply were incorrectly showing up in your inbox and causing unnecessary clutter. We fixed this so your inbox only displays threads with actual replies.
Client portal password trimming - Clients getting locked out of their portal because of an accidental space in their password creates unnecessary support emails for you. We fixed this by automatically removing hidden spaces from passwords so your clients can log in smoothly on the first try.
Client details in calendar exports - Calendar exports for new projects were missing crucial client details and project notes. We restored this connection so your synced calendar events show you exactly who you're meeting and what you need to know.
Google Calendar sync - External Google Calendar events weren't showing up in Dubsado due to incorrect timezone formatting. We fixed the date windows so your schedule syncs accurately and you never miss a meeting.
LEAD prefix on calendar events - Lead projects synced to your external calendar were missing their "LEAD - " prefix, making it hard to tell inquiries apart from booked jobs at a glance. We fixed this so your calendar stays organized and clear.
Task calendar export availability - Tasks with due dates were exporting to external calendars as "busy," accidentally blocking clients from booking time with you. These tasks now export as "available," keeping your schedule open for actual appointments.
Multi-brand trial subscriptions - Managing multiple brands is complex enough without subscription glitches causing accidental cancellations. Subscribing a trial brand now converts to a paid plan immediately, keeping your accounts active and your business running without interruption.
QuickBooks connection - Failing to connect your QuickBooks account due to silent authentication errors brings your bookkeeping to a halt. We fixed the underlying connection issue and improved our error reporting so you always know what's happening with your integration.