New feature

Proposals, Leads and So Much More!

Shared by Becca • October 13, 2022

Originally posted: February 9th, 2017

This Update Includes:

AUTOMATED PROPOSALS: Sending a prospective client a proposal allowing them to choose their packages, sign the contract, and pay you all in one simple process.
LEAD TO JOB AUTOMATION: Client completed your quote? AWESOME. Dubsado will automatically move them over to a booked job for you based on the parameters you set.
CUSTOMIZED LEAD PIPELINE/CATEGORIES: Sort your leads the way you need them to be, all by dragging and dropping into your customized categories.
PROSPECTIVE JOB DATES: Leads can now pick dates on your lead capture and it will show in your lead section and calendar.
NO DATE OPTION FOR JOBS: Some of you guys don't need dates for jobs... well now if you don't have one, you don't need to put it.

Feature

Update