We're thrilled to bring the power of Dubsado right to your fingertips! Our new mobile app is designed to supercharge your on-the-go business management, focusing on swift actions and essential tasks perfect for your busy lifestyle. Think of it as your powerful pocket sidekick, extending your ability to manage projects, respond to clients, and keep your business running smoothly from anywhere. We've carefully curated the most crucial features and optimized them for smaller screens, ensuring you have the tools you need most when you're away from your desk. The mobile app works in harmony with the web version, each playing to its strengths to give you a comprehensive business management solution. With Dubsado mobile, your business is now supercharged and ready to go wherever you are:

Link to download:
App Store
Google Play

Key features and functionality

Projects

If you’re familiar with Dubsado’s desktop site, the mobile app’s projects page should look somewhat familiar - with some aesthetic updates.

• View and manage all your projects from the main Projects page
• Navigate through Lead, Job, Combined, and Archived funnels
• Sort projects by recently created, project date, or title
• View project details at a glance with compact project cards
• NEW: Assign custom emojis to projects for quick visual identification
• Change project status, archive, or delete projects directly from the app
• Access detailed project information in the new "Info" tab

Forms

Apply forms to projects, send forms to clients, and view their form responses within the forms tab of the Dubsado mobile app!

• View, send, and manage all project forms, including contracts
• NEW: Multi-select feature allows applying multiple forms at once
• View form statuses: Not sent, Sent, In progress, Completed
• Send forms via email, copy form links, or apply to client portal
• View client responses directly in the app
• Countersign contracts with built-in signature field

Emails

Stay up on top of your client communication with Dubsado mobile app! When you’re on the go, checking your external email inbox to view and reply to client emails is a thing of the past.

• View and respond to all project-related emails
• Compose new emails with ability to add images, files, and project links
• NEW: Auto-save drafts for seamless communication
• View entire email threads with easy reply and reply-all options

Invoices

In the Dubsado mobile app, the project invoices tab allows you to create, edit, and send invoices, view recurring invoices, and view refunds.

• Create and send new invoices with manual line items or existing packages
• View and manage all project invoices, including recurring invoices and refunds
• Edit invoice items, apply discounts, and manage payment plans
• View transaction history for each invoice

Scheduling

From the palm of your hand, you can send schedulers, book appointments for clients, reschedule or cancel appointments, and view upcoming events with the scheduling tab of the Dubsado mobile app!

• Send schedulers, book appointments, and manage your calendar
• View appointments and internal events in one place
• Reschedule or cancel appointments easily
• NEW: One-tap access to video calls, directions, or client phone numbers
• NEW: Book appointments with your scheduler for your clients

Workflows

Keep track of your automations while on the go with project workflows in the Dubsado mobile app!

• Apply and manage workflows for each project
• View workflow statuses: In progress, Paused, Completed
• Check off to-dos, approve actions, skip or force actions, and delete workflow steps
• NEW: Helpful payment plan override reminders when applying workflows

Events

Use the events tab in the Dubsado mobile app to get a bird’s eye view of all your Dubsado project dates, appointments, and internal events - right from your phone!

• Comprehensive view of all projects, appointments, and internal events
• Easy navigation through past and future events
• Quick access to event details and associated projects

Notifications

• Customizable notifications for contracts, forms, and scheduling
• Choose between push, email, and in-app notification styles
• Mark notifications as read individually or all at once

🔍 Notable differences from desktop version

Overall

Mobile app focuses on project-specific content, while desktop provides access to all Dubsado features. With the mobile app, we are focusing on an on-the-go experience and updates will align with taking quick action on-the-go. Any editing or creating of forms should still be done in the web version of Dubsado.

Projects

Right now, you cannot manually create a new project within the app, yet. This feature will be coming!

Forms

The mobile app doesn't support form editing; use desktop for creating or modifying form templates.

Emails

The mobile app introduces auto-save draft feature, not available on desktop. Canned emails and smart fields are not yet available in the mobile app.

Invoices

Mobile doesn't support manual payment application (yet) or advanced features like editing payment plan reminders.

Scheduling

Mobile introduces one-tap access to video calls, directions, or client phone numbers. Additionally, there is a dedicated button where you can schedule appointments for your clients.

Workflows

The mobile app is focused on workflow management and progression doesn't allow editing or reordering of workflow actions just yet.

Events

The mobile app has a streamlined view of projects, appointments, and internal events doesn't display external events, payment plan due dates, or tasks with due dates.

Search Functionality

Mobile has a search for projects only, not clients at the moment.

Client Management

The mobile app is focused on key info and has minimal client detail editing within projects (currently). Your address book will be making its way into the app with future updates.

Multi-user support

Here's what you can expect for different user types within the mobile app:

• Admin Users: Full Access Admins will enjoy the same comprehensive access as brand owners, allowing them to manage all aspects of your business on the go.
• Basic Users: Tailored Access Basic users will have a focused experience, seeing only the projects and clients they're assigned to. This streamlined view helps team members stay focused on their specific responsibilities. Invoices and contracts will only be visible to basic users if they have been granted the corresponding permissions in their account settings.
• Accountant Users: No Access Currently, the mobile app does not support access for accountant users. When accountants attempt to log in, they will see a blank page. For accounting functions, please continue to use the desktop version of Dubsado.

These access settings ensure that each team member has the appropriate level of access on mobile, maintaining your business's security and operational efficiency.

Notifications

The mobile app introduces push notifications in addition to email and in-app.

Remember, the mobile app is designed as a companion to the desktop version, optimized for on-the-go tasks and quick actions. For more complex operations and setup, the desktop version remains the go-to platform.

🔜 Coming soon

We are so excited to continue to build out the mobile app experience. Right off the bat, you'll notice a new key things that the mobile app is missing, but don't worry, they are coming:

• General inbox
• Address book
• Invoice list
• Project notes
• Ability to create new projects
• And many more exciting features. You can see that on our product roadmap.

Pro Tip: While the mobile app is perfect for on-the-go management, use the desktop version for in-depth template creation, advanced settings, and features not yet available on mobile. But if you have any on-the-go additions you would love to see in the app, let us know by requesting on our product roadmap.

🌎 Availability

The Dubsado mobile app experience is available for both App Store for iPhone and the Google Play Store for Android devices in the following locations: Australia, Austria, Belgium, Bulgaria, Canada, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States

📱 Device compatibility

• iOS: Requires iOS 13.0 or later
• Android: Requires Android 8.0 or later

Thank you for being a part of the Dubsado family. We can't wait to see how the mobile app enhances your business workflow!

Happy Dubsado-ing... on the go!