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

• AUTOMATED PROPOSALS
• LEAD TO JOB AUTOMATION
• CUSTOMIZED LEAD PIPELINE/CATEGORIES
• PROSPECTIVE JOB DATES
• NO DATE OPTION FOR JOBS

Update

• You can now send a contract and invoice to a lead!

Originally posted: January 31st, 2017

We have now released Profit and Loss reports in Dubsado.

Originally posted: January 27th, 2017

Feature

• Apply a General Lead Workflow Automatically
• Apply "Smart" Workflow where you can send specific workflows for what your client selects!

Originally posted: January 21st, 2017

We have fixed the bug where you could send an email without a subject. It is now a required field.

Originally posted: January 21st, 2017

Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)

Originally posted: January 16th, 2017

Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info

Feature

• Multi Invoices
• Invoice Titles
• Invoice Numbers

Originally posted: January 9th, 2017

You can now change the name when sending an email.

Originally posted: January 9th, 2017

You can now BCC yourself on all emails in Dubsado.

You can now name your forms.

Originally posted: December 23rd, 2016

Feature

• Record of Transactions
• Adding Income
• Adding Expenses
• Net Profits per Job
• .CSV Export of Transactions
• Tax Balances and Record of Payments
• Easy to Read Reports/Graphs

Update

• Apply Categories directly to invoices and packages