Latest updates from the Dubsado team
Originally posted: February 24th, 2019
Today's birthday feature is public proposals. If you do not see it yet, it might take a few hours to roll out to your account. Just keep refreshing!
It is the ability to embed your proposals on your website. Have clients pick packages, sign the contract and pay the invoice all without leaving your site. This functions similar to our lead capture forms you are used to. You can add a default workflow to it as well. (Workflow dropdown for different workflow options on a proposal coming soon.) Alternatively, if you didn't want to embed, you can use a public link to the proposal, and like a lead capture form, this one link can be used over and over again.
When a client fills out your embedded or public shared link proposal, a client and project is created for them. The proposal, contract and invoice will all be stored in that new project that was created.
Head into your proposal template, TEMPLATES >> FORMS. Create a new proposal or choose from an existing one. In the settings of the proposal click YES on creating a new project when proposal is completed. This now means every time this proposal is used, it creates a new project. (Note: if you do not want your proposal to create a new project, create another template for one that you will be using to apply to specific clients.) Clicking YES, will give you additional options to use with your public proposals.
You need to have 3 required fields before saving and sharing. FIRST NAME, LAST NAME, and EMAIL. Without those required mapped fields it will not allow you to get the code needed to publicly share your proposal. After you have added those fields, SAVE the form and the share button will allow you to click on it.
To share your public proposal, after you have your first name, last name and email required fields on the form, click SHARE.
And choose from either your embed code or the URL.
Any questions or support needed on this feature, please email us (hello@dubsado.com) or chat with us using the chat icon in your Dubsado dashboard.
Originally posted: February 6th, 2019
With this update you now have the ability to display your scheduler in custom time increments.
What are time increments?
Time increments are how your availability is displayed. It has nothing to do with the length or duration of the appointment times, just how it would be displayed for the client to book. For example, if I have set for the time increment to be 15mins. The times would display at 9:00, 9:15, 9:30, etc...
With this update...
So with this update, instead of the past set increments of 15, 30 and 60 mins, you have the ability to have the scheduler display the times in increments from 5 mins - 120 mins.
Originally posted: January 22nd, 2019
You can now rearrange the order of forms from within a project. Changing the order of forms on the project reflects these changes within the client portal under the projects section. (This does not change the home page on the portal. The home page shows most recently added and incomplete)
To change the order, click and drag the form from within the project to the space you'd like it to be in.
Originally posted: January 10th, 2019
It has been so fun adding exciting updates to the Scheduler since our launch in November. Today's fun scheduler update is an added monthly view. We are thrilled that now you have the option to choose how your client will see your scheduler you set up.
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This is applied on a template level by the user. When it is switched on, it will default to previewing the times for the first available date on the right hand side. If there are no available days/times for the client to select, it will show a brief message noting that there are no times available next to the calendar.
To change your scheduler view to the new monthly view, head to the ADVANCED SETTINGS in your template and turn ON the monthly view.
Any questions, feel free to email or chat us! We are always happy to help!
Originally posted: January 9th, 2019
Originally posted: January 3rd, 2019
On a roll with the workflow updates lately. New today is the action of a workflow triggering another workflow. This allows you to add an action in workflow A to trigger workflow B on that project.
In the workflow template, click ADD ACTION. From there you can add the "Start A Workflow" action and choose the workflow you want to start.
Any questions, feel free to chat or email us!
Few things to note about using workflows and our newly launched feature:
- The new workflow does not add to the job until that action "Start A Workflow" has triggered.
- You cannot apply the same or duplicate workflows to one project. They have to be different workflows.
- When you have multiple workflow template applied, they do not talk to each other. Example, if you send a form in workflow A, you cannot trigger an email to send when form is completed in workflow B.
- If you want to review the additional workflow being applied before it starts sending things, use our newly launched APPROVE BEFORE SENDING feature on the first actions of that additional workflow.
Originally posted: January 2nd, 2019
We added a GREAT workflow addition today!
(insert happy dance) This is an exciting one. Now you can approve actions before they send to your clients. Approving before sending allows you to edit any items in that action before it sends. If all looks well you can approve it. If you don't approve right away, when it comes time for that action to trigger, you will receive an email alert reminding you to approve that action. There will also be a dashboard alert under the RECENT section letting you know which actions still need approval. You need to set it up in order for this to happen. Read below on how to do that!
To set up:
Approve before sending in a workflow is available on the following actions:
- send email
- send form
- send contract
- send primary invoice
- create invoice
- send appointment scheduler
When clicking into these actions, if you'd like to have approve before sending on, check the box!
How to approve actions:
You can approve actions as soon as you apply the workflow, even before it triggers so it can flawlessly send.
OR, if you choose to wait for that action to "trigger" you receive an email and dashboard alert reminder. It will NOT send until approve the action if you have that "approve before sending" on that action.
The dashboard alert:
When you click through the dashboard alert, it brings you to a page with all the triggered pending posts.
When that action is triggered for approval, in addition to the dash alert, you get an email:
Super exciting. Let us know if you have any questions! :)
Originally posted: January 1st, 2019
We recently added the ability to map times in addition to the job dates on forms. This is completely separate to the scheduler and just a simple date question you add on the form. My mapping it to the job start or end date, it will have an option for the client to pick a time. It does not block that time out for others (use the scheduler if you want it to do that). So if you just needed a simple way to ask a client for a date and time and have it map, here you are!
If you wish for that date select to not show a time, change the mapping to just JOB DATE...
Originally posted: December 20th, 2018
We have added two workflow updates for you today. One action and one trigger.
We added the new action of archiving a project a certain point, most likely at the very end of a workflow since archiving a project pauses a workflow.
We will be adding conditional logic to more areas in workflows, but we are first starting with forms. With conditional form logic, you can now trigger an action to happen if a form has not been filled out. The form first needs to be added into your workflow in order for you to look at it and watch for it to not be completed. The form MUST be sent/triggered within that workflow to use conditional logic on it.
Originally posted: December 16th, 2018