A redesigned invoice builder is live

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:

• Inline editing on line items, no extra steps to update what you see
• A cleaner layout that puts the important stuff front and center
• Settings and adjustments are out in the open, not buried in menus

A few things to know:

• The new builder is your default starting now
• You can toggle back to the previous version through June 16 if you'd rather ease in
• After June 16, the new builder becomes permanent

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.

Improvements

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Calendar re-sync - Disconnecting and reconnecting your calendar just to fix an out of date event is a massive waste of time.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.

Bug Fixes

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.

A couple weeks of updates rolled into one this time. More like 48 updates!!! 🤩 Lots of calendar reliability work, a smoother public checkout for your clients, and a long list of smaller fixes that should make your day-to-day feel a little quieter.

Improvements

• More reliable calendar sync - We rebuilt the system that syncs your Dubsado events to external calendars (Google, Apple, Outlook, iCal). Syncs now retry automatically if there's a network hiccup, and your connection stays active without frequent re-logins. Events now sync in the background, so expect a minute or two of delay before they show up on your external calendar. That brief delay buys you significantly more reliable sync that's guaranteed to complete.
• Streamlined onboarding - We removed the email and calendar connection step from initial onboarding, so you can jump right into building your business and connect those tools whenever you're ready.
• 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.
• Manual payment workflow triggers - Getting paid by cash or check shouldn't bring your automations to a halt. Manually recording a payment now triggers workflow actions just like an online payment does, so your process keeps moving no matter how clients pay.
• Calendar event validation - We added validation to make sure only projects and appointments with valid dates sync to your external calendar, keeping your schedule accurate.
• Email inbox performance and visibility - We sped up loading times and made sure all message threads are visible (even ones without a client reply yet), so you can get in, reply, and get back to work.
• Improved calendar display names - Connected Google calendars now show your actual name by default instead of an email address, so it's easier to tell which calendar is which at a glance.
• Login form Enter key support - You can now press Enter to submit the login form instead of clicking the button. Small thing, real quality-of-life win.
• Bulk email failure notifications - If any messages fail to deliver in a bulk send, you'll get a summary email so you can follow up and make sure your clients get the memo.
• Contact export created date - We added a created date column to your contact CSV exports, so you can track client acquisition over time.
• Dashboard accessibility improvements - We added ARIA labels and semantic landmarks throughout the dashboard, so navigating with assistive technology is smooth and reliable.

Bug Fixes

• Calendar and conferencing cache fix - Disconnecting a calendar wasn't clearing old conferencing settings, which sometimes caused missing meeting links later. Disconnecting now fully resets your calendar state, so you start clean when you reconnect.
• External calendar event visibility - Imported events were hiding from the new calendar for some users, while deleted events were sticking around. Both are fixed, so your calendar reflects exactly what's on your schedule.
• Project location export to external calendars - Project addresses weren't syncing to external calendars, leaving you guessing where you needed to be. Locations now update automatically whenever an address is added or changed.
• Project calendar sync on creation - New projects with start and end dates weren't immediately syncing to external calendars. Project events now export to your connected calendar the moment you create them.
• Project and appointment availability sync - Toggling a project or appointment between available and busy wasn't updating on synced external calendars. Availability changes now reflect on your Google or Outlook calendar in real time.
• Calendar export cleanup for archived projects and cancelled appointments - Cancelled appointments and archived projects were sticking around on synced external calendars. They're now automatically removed, keeping your schedule accurate.
• Archived jobs preserved on external calendar exports - Archiving a completed project shouldn't erase its history. Only archived leads are now removed from external calendars, so your past job appointments stay visible on your synced calendars.
• Calendar sync cleanup on deletion - Deleting a calendar wasn't fully clearing its background sync data. Old calendar data now removes completely, keeping your account clean.
• Restored signup and calendar connection fixes - A recent technical hiccup caused issues with Google Calendar connections and new user signups. Both are restored and syncing properly.
• Workflow activity log attribution - Automated workflow actions were showing up in the activity log as if you ran them manually. They now correctly show as workflow-triggered, giving you an accurate history of what happened in a project.
• Workflow "expired" error fix - Workflows waiting on an approval or a previous step were incorrectly throwing an "expired" error. Your automations can keep running quietly in the background again.
• Invoice item names smart field - The "Item names" smart field wasn't populating in email templates. Your invoice line items now appear correctly when emailing clients.
• Non-primary invoice smart fields - Invoice smart fields were pulling blank when sending a non-primary invoice from a project. The mapping is fixed so your email templates populate with the correct invoice details.
• Sub-agreement email template fix - Sub-agreements were pulling the contract email template and link, causing confusion for you and your clients. They now correctly use the form email template and include the right link.
• Smart fields in scheduler event descriptions - Smart fields in the scheduler's calendar event description were greyed out and hard to select. The menu is fixed so you can drop smart fields into your event templates again.
• Failed transactions excluded from financial reports - Failed transactions were showing up in financial views like the dashboard and chart of accounts. Your net profit and revenue reporting now reflect exactly what actually cleared.
• Bulk email reliability fix - Sending an email to a massive client list was occasionally failing behind the scenes. We resolved the size limit causing this, so large bulk emails deliver reliably.
• Contact profile project status counts - The project status bar on a contact's profile was showing totals for your entire account instead of just that client. It now only counts projects for the specific person you're viewing.
• Ghost contract references on projects - Some projects were showing a "Project already has a contract" banner when no contract existed, blocking you from adding a new one. We cleared out these ghost contracts so you can send paperwork without hitting a wall.
• Project invoice creation fix - Creating an invoice from inside a project was occasionally throwing an error. New and recurring invoices now create smoothly.
• Decimal quantities in invoice line items - Invoice line items were forcing you to use whole numbers only. You can use decimal quantities again, which is helpful for time-based billing and partial hours.
• Filtered CSV exports respect your filters - CSV exports for invoices and the chart of accounts were ignoring your selected date ranges and search filters and giving you the entire account history. They now respect what you actually filtered for.
• Package price precision fix - Rounding errors were causing some package prices to save incorrectly. Package totals and subtotals now calculate accurately every time.
• Duplicate form element IDs - A bug was causing errors when editing or duplicating form elements. The form builder now saves your work as expected.
• Form builder save fix - An auto-save error was blocking saves in the form builder. Your form edits now store reliably.
• Form styling preview sync - The form preview wasn't showing styling updates until you saved. All your styling changes now show up immediately as you work.
• Custom CSS font support in form builder - Default font settings were overriding custom CSS for headings and paragraphs. Your custom fonts now display exactly how you designed them.
• File uploads with special characters - File uploads were failing if the name included an ampersand or other special character. You can now upload files no matter what's in the filename.
• Scheduler time settings fix - Setting a buffer in hours only to have the scheduler read it as minutes can completely throw off your availability. The math is corrected so your time settings are always accurate for clients.
• Scheduler invoice description display - Invoice item descriptions in scheduler templates were disappearing if you navigated away and came back. Your saved descriptions now stay visible exactly as you wrote them.
• Conferencing account visibility for team members - Team members were seeing their own video conferencing accounts in settings instead of the brand owner's connected account. Your team will now book meetings under the right brand.
• Checkout link routing - Some checkout links were routing to the wrong domain. Links now route exactly where they should, so clients can complete payments without confusion.
• Messages compose button on mobile - The compose button and navigation menu were missing on mobile devices, making it impossible to send a quick message from your phone. Both are restored, so you can reply to clients on the go.
• Mobile layout fix for sign-in settings - Long email addresses were pushing the disconnect button off-screen on mobile. The layout now fits everything properly.
• Project source dropdown limit - Accounts with more than 25 project sources were having some cut off from the dropdown menu. The cap is removed, so all your project sources are visible and ready to use.
• Red button and status pill readability - Red text on a red background was nearly impossible to read on some buttons and status pills. They now correctly show white text, so you can actually see what you're clicking.
• Text editor font and size display - The text editor toolbar was incorrectly claiming your text was a different font or size than it actually was. The toolbar now accurately reflects what you're working with.

If your template list has turned into a scroll-fest, this one’s for you.

Tag any template, your way

You can now create custom, color-coded tags and apply them to any template in Dubsado: packages, forms, workflows, flows, schedulers, and scheduler groups. Tag them however your brain works. By service type, client tier, season, project phase, whatever makes sense for your business.

A web designer might tag templates "Brand design" and "Website." A coach might use "VIP," "Group program," and "1:1." A photographer might tag "Wedding," "Engagement," and "Portrait." The tags are yours to create and yours to name.

How to add tags:

1. Go to any template list (packages, forms, workflows, flows, or schedulers)
2. Click "Add tags" on the template card (or the tag icon if tags already exist)
3. Select existing tags from the list, or type a new tag name and click "Create"
4. Click outside to close. Changes save automatically

Smart matching does the thinking for you

This is the part you're going to love. When you're inside a project and go to add a template, Dubsado checks your project's tags against your template tags and surfaces the best matches at the top of the list.

So if you're in a project tagged "Wedding" and you click to add a form, your wedding forms appear first. You'll see a colored dot next to matched templates, and hovering over it shows a tooltip like "2 tags match project" so you know exactly why it's there.

A quick note: smart matching only works when you're adding a template from inside a project. Make sure both your project and your templates have tags applied for this to work its magic.

Filter your template lists by tag

This is an example of filtering by tags in forms.

Tags work as filters too. On any template list, click "Filter," choose one or more tags, and your list narrows down to just what you need. You can stack filters together (filter by tag and archived status at the same time) and clear them with one click when you're done.

Archive what you're not using

Got templates you're not using right now but can't bring yourself to delete? Same. You can finally archive them. They're hidden from your active list but always one click away if you need them again.

To archive a template:

1. Click the three-dot menu on any template card
2. Click "Archive"
3. The template disappears from your active list

To unarchive:

1. On any template list page, click "Filter"
2. Toggle on "Archived"
3. Find the template you want back
4. Use the three-dot menu to unarchive

Nothing is ever truly gone. Your active list stays focused on what you're actually using day-to-day, and your old templates are safe in the background.

Hi friends! We've been busy squashing bugs and smoothing out rough edges across Dubsado. Below is everything we shipped recently, from being able to resend emails easily in 3.0 again to a long list of fixes you've been asking for. Thanks for sending in the reports that helped us catch these.

Improvements

• Visual updates for skipped workflow actions — Scanning through workflows used to mean guessing which steps actually ran. Skipped actions now show a distinct orange badge and skip icon, so you can see exactly where a project stands at a glance.
• Database stability improvements — We updated how our database handles transactions so your account runs smoother and more reliably behind the scenes.
• UI component improvements — Extra-long email template names were stretching out the screen. Long names now truncate neatly, keeping your workspace clean and organized.
• Transaction export column updates — Your transaction CSV exports now include separate columns for payment type and method, matching your transaction table exactly. Bookkeeping just got easier.
• DKIM settings for SMTP — Emails landing in your client's spam folder brings business to a halt. If you use SMTP or have no email connection, you can now manage your DKIM settings directly in your email settings to keep your messages in the inbox.
• Descriptive workflow error messages — Staring at a generic "action failed" message doesn't help you fix a broken workflow. When a workflow hits a snag, we'll now tell you the exact reason why so you can fix the issue and move on.
• Discounts for schedulers — You can once again enable discount codes directly on scheduler templates, letting clients apply their own promos during the booking process instead of you manually adjusting invoices after the fact.
• Re-send email button — You can now click the new re-send icon on any previously sent email to instantly open a pre-filled composer and send it again, no copy and paste required.

Bug Fixes

• Smart field character encoding fix — Smart fields with special characters like ampersands were occasionally showing up as messy HTML code in client emails. We fixed this formatting issue so your brand name and details always look polished.
• Fix for forms not appearing in client portal — Uploaded forms and PDFs were sometimes failing to appear in the client portal after you applied them. We resolved this so your clients can reliably access all the documents you share with them.
• Mobile bottom navigation visibility — The bottom navigation bar was getting cut off or hidden when using mobile browsers like Chrome and Safari. We adjusted the spacing so you can easily navigate your account from your phone again.
• Time tracker unpause fix — Unpausing the time tracker after a break was incorrectly adding your paused time to the total duration. We fixed this calculation so your tracked hours stay accurate.
• Search bar click interaction fix — A collapsed search bar was blocking clicks on nearby buttons. We fixed the layout so you can click sorting options and other actions without interference.
• General reliability improvements — Validation errors in calendar views and inconsistent naming for duplicate discounts were causing unnecessary friction. We smoothed out these bugs to keep your template and scheduling workflows running reliably.
• Fix installment payment display in Flows — Installment options in Flows were displaying as "undefined" when using specific payment triggers. We fixed the labeling so your payment plan details show up exactly as they should.
• Fix for appointment scheduler reminders not sending — Missing appointment reminders lead to frustrating client no-shows. We fixed a bug that was preventing reminders from sending on certain schedulers, so your clients always know exactly when to show up.
• Tax and discount precision fix — Tax and discount percentages were showing up with way too many decimal places on invoices. We fixed the rounding so your numbers look clean and professional again.
• Corrected status for zero-balance invoices — Invoices with a $0.00 total were incorrectly marking themselves as paid before any action was taken. They now stay in the unpaid status so your records stay accurate.
• Increased time tracker limit — Time trackers left running for more than 168 hours were getting stuck and couldn't be paused. You can now edit and pause those marathon tracking sessions without running into errors.
• Extended date range for project events — Appointments scheduled more than six months out were hiding from the project events tab. You can now see events up to 24 months in advance to easily manage your long-term bookings.
• Prevent duplicate invoice creation — Clicking the "New invoice" button a few times while the page loaded was accidentally creating duplicate invoices. The button now disables after the first click so you only create exactly what you need.
• Payment plan due date saving — Switching between fixed and relative dates on payment plans was causing custom due dates to not save properly. Your date changes will now stick exactly as you set them.
• Form saving and duplication fix — Leaving a URL field empty was causing form saving and duplication to fail. You can now save your progress and duplicate forms even if you don't have all your links ready yet.
• Workflow action button behavior — Clicking quick actions like approve or skip on a workflow was unintentionally opening the full action editor. You can now manage your workflow steps without the sidebar popping open every time.
• Calendar event availability toggle fix — The "Show as busy" toggle on project events wasn't saving properly from the calendar view. We fixed this so your availability stays accurate and double-bookings stay away.
• Form template saving fix — A validation error was preventing new lead capture forms from saving. We fixed this so your new forms save on the first try.
• Contract countersigning fix — Expired security tokens were causing contract countersignatures to fail unexpectedly. We fixed this so you can successfully sign your documents as long as you are logged in.
• Calendar export sync fix — Re-enabling the export setting on an existing calendar wasn't pushing events to your external calendar like it should. Toggling event export on now immediately pushes your Dubsado events to your connected calendar.
• Email template editor save button fix — The save and cancel buttons in the email template editor were hiding when you needed them. They now appear exactly when you make a change so you never lose your work.
• Project tab filtering fix — Status filters were sticking around when you switched between project tabs. The project list now correctly resets so you can see all the right projects for your selected category.
• Improved workflow error messaging — Error messages now clearly tell you if a form is missing or deleted so you know exactly how to fix your workflow.
• Project assist card crash fix — A bug was causing the project assist card to crash when trying to load your suggestions. We fixed this so you can reliably view and act on your project reminders without interruption.
• Missing font sizes in text editor — The 16pt and 20pt font sizes were missing from the text editor. We brought them back so you have full control over the formatting in your emails and forms.
• Infinite scroll reliability — Zooming in on your browser was causing lists to stop loading new items as you scrolled. Infinite scroll now works reliably no matter how you resize your screen.
• Workflow template push fixes — Updating project workflows from a template was sometimes scrambling the action order or losing skipped steps. We fixed the sync logic so your workflows stay exactly how you organized them.
• External calendar sync fix — Looking past 90 days in your calendar was causing external events to disappear. We fixed this so your synced events show up consistently, no matter how far out you're planning.
• Workflow action reordering fix — Reordering workflow actions with the up and down arrows was causing them to snap back to their original spots. They now stay exactly where you put them, and we batched rapid clicks together so you don't get spammed with save notifications.
• iCal calendar sync fix — External events from iCal and Google Calendar weren't showing up in the new calendar view. We fixed the connection so your full schedule is visible and up to date.
• Fix for missing payment plan installment dates — A bug was causing some payment plan installments with event-based triggers to hide their due dates. We restored the missing dates so your payment plans are accurate again.
• Prevent Zoom links on project calendar events — Project calendar events were incorrectly generating Zoom links just because a Zoom account was connected. We fixed this so conferencing details only appear on actual scheduled appointments.
• PayPal toggle fix — The PayPal toggle in payment settings was unresponsive for some users in Dubsado 3.0. This is now fixed so you can easily enable or disable PayPal as a payment method.

A few weeks ago, 25 of our certified specialists and ambassadors flew from to Dubsado HQ for an event we hosted. During the visit, two ambassadors told us their number one scheduling headache: clients rescheduling appointments without permission. As hair and makeup artists, a last-minute reschedule doesn't just move a time slot. It wrecks an entire day.

Our engineering team heard the request, and two hours later, the feature was built.

You set a rescheduling policy. Your clients ignore it. The reschedule link sits right there in their calendar invite, and no matter what your contract says, they can move things around on their own.

Not anymore.

There's a new toggle in your scheduler settings called "Prevent clients from rescheduling." Turn it on and the reschedule link disappears from the client portal, the calendar invite, all of it. If a client somehow lands on an old reschedule link, they'll see a message that says: "Reschedules are not allowed. Please contact [Your Brand Name] if you need to make changes."

It's enforced at every level, so there are no loopholes. No workarounds. No more awkward "per my policy" conversations.

And because this is a per-scheduler setting, you still have full control. Allow rescheduling on discovery calls. Lock it down on paid sessions. Whatever fits your business.

HOW TO SET IT UP

1. Go to Schedulers in your calendar settings.
2. Open the scheduler you want to update.
3. Head to the advanced settings and under Limits you'll see a toggle.
4. Toggle on "Prevent clients from rescheduling."
5. Save your scheduler.

Clients can still cancel. This only affects rescheduling.

Consider your projects handled

PART 1 OF 3

Project suggestions

If you manage a lot of projects, you know the feeling: something slips through. A contract your client signed sits waiting for your countersignature. A workflow step is stuck waiting on your approval.

The only way to catch these things before now was to open each project individually or look around on other pages.
​

Project suggestions fixes this. Open any project and you’ll now see a suggestions card at the top of the overview... it scans your project automatically and surfaces anything that needs your attention, with a one-click action to handle it right there.

What it introduces

There are four suggestion types. Here’s exactly what triggers each one and what you can do about it:

1. Signature needed

When a client signs a contract or sub-agreement and your countersignature is still missing, Dubsado flags it. You’ll see the contract name, when the client signed, and a Countersign button that takes you directly to the signing flow — no hunting through the Forms tab.

What triggers it: Client has signed. Your signature field is still empty.

What does NOT trigger it: Locked forms, form templates, or contracts you’ve already countersigned.

2. Overdue payments

When an invoice is past due, Dubsado surfaces it with a Remind button. Clicking it opens a pre-populated payment reminder email with your client’s name, project details, and invoice amount already filled in. Edit if you want, send when you’re ready.

What triggers it: An invoice is past its due date based on installment status, invoice status, or the next scheduled payment date.

Note: Even if a project has multiple overdue invoices, only one suggestion appears per project. It’s a signal, not a full invoice list.

3. Workflows requiring approval

When a workflow step is waiting on your manual approval and the trigger date has already passed, Dubsado flags it. You can approve individual actions right from the card, or — if you’re working across multiple projects — approve everything in bulk (more on that below).

What triggers it: Active, non-paused workflow actions that require your approval and have passed their scheduled trigger date.

4. No activity for 6+ months

Projects that have gone completely quiet — no activity log entries, no updates — for more than six months get flagged for archiving. This one is especially useful for cleaning up a project list that’s gotten out of control. You’ll see the last activity date and an Archive button.

What triggers it: Both the most recent activity log entry AND the project’s last-updated timestamp must be older than six months. Both conditions have to be true.

Note: Archiving from suggestions is reversible. You can restore projects from the Archive view any time.

How to find it

• Open any project from your Projects list
• Look for the Suggestions card at the top left of the project overview
• If there’s nothing to flag, the card won’t appear — a clean project stays clean

PART 2 OF 3

Expanded bulk actions

Bulk actions have been in Dubsado for a while, but this release takes them significantly further. You can now select multiple items from any view — Projects, Contacts, Tasks, or Invoices — and take action on all of them at once from a redesigned action bar.

Here’s everything that’s new:

In the Projects view

• Apply a flow to multiple projects at once. Select your projects, choose Apply Flow, pick your workflow template, and Dubsado applies it to all of them. Projects that already have that flow are automatically skipped — no duplicates, no error messages.
• Close primary invoices across multiple projects. Marks primary invoices as uncollectible across all selected projects in one action.
• Assign projects to team members in bulk. Select a group of projects and assign them all to a team member at once.
• Bulk add tags and change statuses. Apply tags or update project statuses across your whole selection simultaneously.
• Bulk archive and delete. Archive or permanently delete multiple projects at once. Archive is reversible. Delete is not.
• View project suggestions in bulk. Select multiple projects, open the All Actions menu (…), and choose Suggestions. More on this in Part 1.

In the Contacts view

• Send bulk email to multiple contacts. Select contacts and send them all a personalized email at once. Each recipient gets their own individual message — not a group send. (See Part 3 for everything about how bulk email works.)
• Bulk archive and delete contacts. Clean up your contacts list without going one by one.

In the Tasks view

• Mark tasks complete or to-do in bulk. Select a group of tasks and flip their status all at once.
• Bulk assign tasks to team members. Reassign a batch of tasks to a different team member in a single action.
• Move tasks between projects in bulk. Select tasks across your list and move them all to a different project at once.

In the Invoices view

• Bulk close invoices. Mark multiple invoices as uncollectible across your invoice list.
• Bulk sync to QuickBooks or Xero. Push multiple invoices to your accounting software at once.
• Bulk sync with payments. Reconcile multiple invoices against your payment records in one action.
• Bulk delete invoices. Remove multiple invoices at once. This is permanent — use with care.

How selection works

The bulk action system has a few mechanics worth knowing:

• Click the checkbox next to any item to select it
• Hold Shift and click another item to select everything in between
• Use Select All to grab up to 50 visible items at once
• Items load as you scroll — if you need more than 50, scroll down to load the next batch, then Select All again to add them to your selection
• Once you have items selected, the action bar appears at the top of the view. Look for the … icon for additional actions including Suggestions
• Right-click any selected item for a context menu with the same options

PART 3 OF 3 — THE BIG ONE

Bulk email sending

This is the feature that changes how you communicate with clients at scale. You can now select multiple projects or contacts and send a personalized email to every single one of them — in one send.

And when we say personalized, we mean it. Each recipient gets their own individual email with your smart fields — their name, their project name, their invoice details — populated automatically. It does not look like a blast. It looks like you sent it just to them.

This matters because the best follow-ups feel personal. Bulk email sending in Dubsado gives you the scale of a mass send with the feel of a one-on-one message.

Where you can send from

• From the Projects view: Select multiple projects → choose Send Email from the action bar. Dubsado emails the primary contact on each selected project.
• From the Contacts view: Select multiple contacts → choose Send Email from the action bar. Dubsado emails each selected contact directly.
• From the Suggestions modal: When reviewing bulk suggestions across multiple projects, you can send payment reminder emails to every client with an overdue invoice — all at once.

How the composer works

When you trigger a bulk send, a dedicated email composer opens. It works like your regular Dubsado email composer, with a few things to know:

• Smart fields work exactly as they do in regular emails
• You can use an existing email template or write from scratch
• You’ll see a recipient count before you send so you know exactly how many people are getting the email
• There is no “preview per recipient” before sending — review your smart fields carefully before hitting send

What happens after you hit send

Bulk emails don’t send instantly the way a regular one-to-one email does. They process in the background so your account isn’t locked up while Dubsado works through your list. Here is what is happening in the background:

• Emails are sent at 25 per minute. Example: A send to 50 contacts takes roughly 2 minutes. A send to 100 takes about 4 minutes

• You can navigate away from the screen. The send continues in the background
• Each recipient gets a separate, individual email — not a thread with everyone CC’d or BCC’d

Requirements and limits

Bulk email has a few requirements and guardrails in place to protect your sender reputation:

When to use bulk actions

Bulk email sending is not for any type of marketing content. Here some ideas that you can do with bulk email:

✔️ Check in on the leads who never booked

✔️ Out of office, vacation or maternity leave notice

✔️ Reach back out to clients who went quiet mid-project

✔️ Introducing a new team member

✔️ Holiday season delivery schedule update

DO NOT USE BULK EMAILS AS YOUR NEWSLETTER OR EMAIL MARKETING PLATFORM. This violates email marketing rules. Bulk email should only be used for business transitional / non marketing emails.

Improvements

• Custom field reordering – A disorganized list of client details makes it hard to find what you actually need. You can now drag and drop your custom fields into any order you like, so your workspace is set up exactly how your brain works.

• Xero tax and income category mapping – Bookkeeping headaches are the quickest way to ruin a good day. You can now map your Xero tax and income categories right from your settings, keeping your financial data synced and your accountant happy. (Your accountant will thank you. Silently, but they will.)
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• Payment plan templates for recurring invoices – Manually building out installment schedules for every recurring client is a tedious chore. You can now apply payment plan templates directly to recurring invoices, so complex billing schedules take just a few clicks.
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• Improved navigation for list items – Losing your place in a long list of projects is frustrating. The 'OPEN' button in project and transaction lists now works like a standard link, so you can right-click to open items in a new tab and use your browser's back button without losing your spot.
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• Messages unread badge and summarize UX – Digging around to see if you missed a client reply takes time. We added an unread message badge to your sidebar and cleaned up the AI summary interface, so you can see exactly what needs your attention at a glance.
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• Flexible scheduling for active recurring invoices – Rigid billing schedules don't always match real life. You can now set the next invoice date on active recurring invoices to before the original start date, giving you full control over when your clients get billed.
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• Square payment connection – Square is now available in Dubsado 3.0.
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• Mark all emails as read – Staring at a mountain of unread emails is completely overwhelming. You can now mark all emails as read across your entire brand or within specific projects, making inbox zero an actual reality. (Inbox zero: still a myth, but at least it looks like one.)

Bug fixes

• Czech Republic added to country and currency settings – We fixed an issue where the Czech Republic was missing from the country and currency dropdowns in payment settings. Users in this region can now accurately configure their accounts.
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• Proposal toggle reversion fix – The create new projects toggle on proposal templates was incorrectly reverting to off when using the save and quit option. Your template settings now stay exactly how you left them.
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• Project date deletion calendar sync – Deleting a project date was incorrectly creating an all-day event on external calendars instead of removing it. Your calendar now stays accurate and clutter-free.
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• Scheduler reminder compatibility fix – Scheduler reminders configured in Dubsado 3.0 were failing to send or appear enabled in the legacy view. Your reminders now trigger reliably across both versions of the scheduler.
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• Chronological sorting for finance charts – Dates on the revenue trends and expenses charts were appearing out of order. Your financial data now always displays chronologically.
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• Invoice smart field currency – Invoice smart fields in forms and proposals were sometimes displaying the wrong currency symbol. This now respects your brand's currency override settings so clients always see the correct pricing format.
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• Legacy font options in form builder – We restored several legacy font options to the form builder, including Helvetica, Fixed Width, and Arial Black. Your forms and emails will now maintain their consistent, on-brand styling.
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• Persistent images on forms after library deletion – Cleaning up your image library shouldn't break your active client documents. We fixed a bug where deleting an image from the library would remove it from existing forms and emails, so your sent content stays intact.
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• Sticky form builder toolbar – Formatting long blocks of text used to mean scrolling up and down just to find the bold button. The text formatting toolbar now stays docked at the bottom of your screen as you scroll, keeping your editing tools exactly where you need them. (It's like having a helper who doesn't wander off mid-task.)
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• Fix missing data in invoice and transaction exports – We fixed an issue where invoice and transaction CSV exports were dropping client names and descriptions. Your reports are fully accurate again.
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• Correct currency symbols in form responses – A bug was displaying all package prices in USD on form responses, regardless of your actual settings. Your correct brand currency symbol now shows up as it should when viewing or exporting responses.
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• Form editor font display fix – Custom fonts in the form builder were temporarily reverting to the default font when you made them bold or italic. Your text now keeps its custom styling while you edit.
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• Form and contract sent status tracking – Forms and contracts weren't being marked as 'Sent' when included as links in an email. Your project sidebar now always reflects the correct status.
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• Fix for unintended Zoom link generation – The scheduler was generating Zoom or Google Meet links even when video conferencing was disabled. Video links will now only be created when you explicitly turn them on.
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• Tag deletion modal visibility – On the projects page, the confirmation pop-up for deleting a tag was hiding behind other menus. The modal now correctly appears on top so you can actually click it.
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• Calendar credential refreshing – Dropped calendar connections can lead to double-booked meetings and a lot of stress. We updated our calendar connection logic to keep your credentials current, ensuring a reliable sync between Dubsado and your external calendars.
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• Flow visualization scrolling – Viewing complex workflows on a small screen used to be frustrating. You can now easily scroll and pan through your workflows on mobile devices and smaller windows.
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• Fix for incorrect needs countersign status on contracts – Contracts without an owner signature field were incorrectly getting stuck in a 'needs countersign' status. These contracts are now marked as fully signed the moment your client completes them.
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• Fix for missing client email replies in threads – Overly aggressive content filtering was causing some client email replies to appear completely empty in your message threads. You can now read all the messages your clients send.
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• Login loop fix – Expired session cookies were trapping some users in an endless login loop. You can now log into your account smoothly and get right to work. (No more revolving doors.)
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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.

You send forms to clients all the time. Questionnaires, lead captures, proposals, contracts. But actually reviewing what they submitted? That meant scrolling through the entire styled form to find the answers buried between headers and dividers.

Not anymore. Now when you open a completed form, you'll see a new "Responses" tab at the top right that pulls out just the answers in a clean, scannable table. No design elements in the way. Just the information you need.

What you can do with it:

Copy responses to your clipboard and paste them into an email, a note, or a message to your team

Export to CSV so you can open it in a spreadsheet, share it with someone who doesn't have Dubsado access, or pull it into another tool

View and download uploaded files with thumbnail previews right from the response table

Toggle empty fields on or off so you see exactly as much or as little as you need

Works with questionnaires, contracts, proposals, lead capture forms, and subcontracts. Open any completed form and click the "Responses" tab to try it.
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​Note: This feature is only available in Dubsado 3.0

Other 3.0 Improvements and bug fixes

Improvements

Send uploaded PDFs in flows You can now automate sending uploaded PDFs directly within flows. Your clients get exactly what they need without you lifting a finger.

Consolidated events view The events view now shows both past and upcoming events, giving you the full picture of your client timeline in one place. Previously, seeing only upcoming events left you guessing about recent history.

Automatic navigation to applied flows When you apply a flow to a project, you're taken directly to it so you can start working right away. No more hunting around for the flow you just applied.

Board task removal You can now remove tasks from a project board without deleting them from your master task list. Keep your board clean without losing the to-dos that matter.

Bug fixes

Package subtotals in proposal previews Fixed an issue where package subtotals were displaying as $0.00 in proposal previews. Your numbers now show correctly for both you and your clients.

Package editing on proposals Manual edits to package line items and pricing now stick instead of reverting to the original configuration. What you change is what they see.

Project and client smart fields in workflows Fixed an issue preventing project and client smart fields from being selected in workflow email actions. Personalized automated emails, working as expected.

Scheduler custom invite emails Custom scheduler invite emails were being overridden by default templates. Your specific invite emails now send exactly as you designed them.

Client portal initialization for manually created clients Manually created clients were missing the required settings to activate their portals via workflow. Your automation can now welcome new clients without interruption.

Dubsado Payments onboarding resume flow Users who exit onboarding can now return and pick up right where they left off.

Task list permissions Fixed a permissions bug so private tasks are only visible to the people who are supposed to see them.

Contacts page header label Corrected an issue where the contacts page header was incorrectly displaying "Project."

Alternate contact CC for forms Alternate contacts are now automatically CC'd when sending forms.

Client contact edit icon on touch devices Restored the edit icon on iPads and touch devices so contact details can be updated without issue.

Package description bullet points Fixed the smart field logic so bullet points in package descriptions display correctly on proposals. They were previously pulling a disappearing act.

Workflow form trigger remapping Workflows triggered by form completion now reliably stay mapped to the correct form when applied to a project.

Lavender spelling correction "Lavender" is now spelled correctly in the code. Still smells just as sweet.

We've been moving fast since launching 3.0, and this week we're bringing two big updates to 3.0: task boards and the affiliate dashboard. These were the last major pieces missing from 2.0, and now they're here - redesigned and ready to work. Along with these additions, we've shipped a handful of improvements and fixes to make your daily workflows smoother.

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New to 3.0

Task boards are now in 3.0 - A cluttered to-do list is the enemy of getting things done. We redesigned task boards with a cleaner layout and easier column management so you can see exactly where every project stands at a glance.

Affiliate dashboard is now in 3.0 - Track your referrals, grab your affiliate code, and view your affiliate revenue. Everything you need, right where you'd actually look for it.

Improvements

Expanded font options in forms - Your brand voice shouldn't get lost because of a missing font. We brought back your favorite legacy fonts to the form builder so your proposals look exactly the way you pictured them.

Improved email error messages - Vague error messages are about as helpful as a screen door on a submarine. We updated email errors to tell you exactly what went wrong (and how to fix it) so you can get back to sending.

Project pre-selection for events - If you're creating an event inside a project, you shouldn't have to tell us which project you're in. The system now selects the current project for new events automatically, saving you a few clicks and a bit of sanity.

QuickBooks tax codes - You can manage QuickBooks tax codes again right in your integration settings. No more detective work required.

Bug Fixes

Payment plan relative installments - Payment installments with relative due dates weren't saving their computed dates correctly, which threw off reminder schedules. We fixed the logic so dates lock in properly and your clients get reminded when they should.

Project source issues on starter plan - If you're on the Starter plan, the project sources column will now stay out of your way instead of taunting you with features you don't have access to.

Flow action time display - Timestamps in workflows were showing up in a confusing mix of formats that ignored your settings. We fixed this so times display in the 12-hour or 24-hour format your browser actually uses.

Client portal link error - The "Send link" option for client portals was occasionally failing to pull in the actual link. We fixed the connection so your forms, invoices, and portal links load into the email composer every time.

Chart of accounts - Income categories and taxes weren't displaying correctly in the chart of accounts. We corrected the calculations so your financial reports reflect the actual numbers.

Workflow proposals creating duplicate projects - Sending a proposal through a workflow was sometimes creating a duplicate project instead of updating the existing one. We fixed this so the proposal stays attached to the original project where it belongs.

Invoice status math - Fixed the math on invoice statuses. Turns out "paid" and "unpaid" are pretty important distinctions, and now they're actually accurate.