Latest updates from the Dubsado team
Originally posted: June 20th, 2019
This is phase one of our Project Activity Tracker feature. The goal with activity tracker is to give you more insight to the "history" on your account. With this feature, you will be able to see what a user or workflow does on a project. As this feature develops, you will be able to see actions, removal of items, adding of items, etc... on that project. Especially when working with teams, it will give you the heads up on what is done.
Example:
With this phase one release, you can keep track of the following items:
- Adding/Removing tags from a project (within workflows as well)
- Changing the project status (within workflows as well)
- Changing the notes or call logs within a project
- Changing the project title
- Changing the project date
One of my favorite parts of this feature is you can see what user is doing what and if it was done via workflow, it will show that as well
Head to any project. Click notes and then activity log:
This is not retroactive. It will start tracking the above items from now on.
In future releases of this feature we will be launching:
- when appointment created
- when appointment updated
- when appointment deleted
- when appointment scheduler template added
- applied invoice
- sent invoice
- updated invoice
- email replied
- email deleted
- applied line item
- applied package
- removed invoice item
- created payment scheduler
- sent payment reminder
- approved workflow action
- update workflow action
- completed workflow action
- forced workflow action
You get the idea...basically all that you can do within in a project, will be recorded. We cannot wait for the full release on this!
Originally posted: May 30th, 2019
We have added the ability to edit the email and a few other options on the SEND APPOINTMENT SCHEDULE action in workflow.
The added options on the SEND APPOINTMENT SCHEDULER action in workflow now allow you to apply the scheduler to the portal and send an email, apply to portal only, or apply to project only. This feature is just like the forms and contracts have in workflows as well.
We also added the ability to customize the email that is sent out via workflow for the appointment scheduler.
Little update, but a nice one!
Originally posted: May 7th, 2019
There is no "one" title for this update. Just a bunch of littler updates with a few bigger ones at the end relating to emails and easy rescheduling ;)
We made some text changes within projects. Anywhere it said "jobs" before, it now says "project". This way it can relate to both jobs and leads. No functionality has changed here.
Just a few examples of what the changes look like:
We have updated the canned email search bar to only search the email subject and title. It will no longer search the wording the body of the email anymore. This is so you can have more precise and clean searches.
You can now rearrange the order of your scheduler templates by clicking and dragging them around.
We have added the ability on the SCHEDULER >> TEMPLATES page to see the full title of the scheduler if it is cut off. Simply hover over the scheduler title to see more.
We noticed that some users might have been using the feature wrong. Within the scheduler template under the basic settings there is a "Once booked, show me as" text. This means, once someone books that slot on your scheduler, would you like it mark you as busy (so that no one else can book that slot) or to mark you as available (so that your clients can overlap each other)
There is an added tool tip there to further explain that as well.
Emails, prior to this update, were only brought into Dubsado if they were sent through a project. With this update, as long as the client is in your address book any email from them will now be forwarded to Dubsado. So say a client that you have in Dubsado emails you out of the blue or out of thread...that email will now be populated within the system since your email is synced and they are in your address book.
Emails sent this way will only be placed in the Dubsado Inbox when it is initially brought in. You then have the option to assign emails to a project / client via the dropdown in the top left menu.
Gmail is fully launched, but if you are connecting via SMTP it is still in BETA.
This does not remove current functionality and emails sent via dubsado will have their replies populated properly.
You can now send your clients a manual reschedule request. Prior to this update, reschedules had to be done via the confirmation email on the client’s end. Now if the you or your client cannot make the appointment, you can simply can select the appointment on the calendar or from within the project and reschedule. There will be a few buttons on top of the modal: 1) the cancel button on the right (replacing the button that said (cancel appointment) and 2) the reschedule request button. Clicking this button will bring up the email composer with a regenerated email with the reschedule link.
Originally posted: May 6th, 2019
We have made some updates to workflow trigger speeds. They will now trigger very close to immediately for 0 days after XX triggers. Force now is also another action that will happen pretty much right away now.
We are excited for this update and getting your workflows running faster for you!
If you'd like to learn more about how to make workflows work for you, be sure to read our help article about it as well as download our guide here: https://help.dubsado.com/workflow/how-to-create-workflows
Originally posted: April 30th, 2019
Phase 2 of project reporting has launched. With this feature launch a new charts page is added. This will allow you to see how many of what type of inquiry are done within the X amount date range.
The new page for this feature can be found under REPORTING >> PROJECT BREAKDOWN
Within that page, you will see some added charts to show the number of inquires you are receiving over a period of time. If you are using a custom date range on the PROJECT BREAKDOWN page, it must be at least a 7 day date range.
If you would like to only filter by a source you can as well. In REPORTING >> PROJECT BREAKDOWN click FILTER on the right side of that page.
This is the number of projects that you have brought in on a per week average. This only accounts for those projects you brought in WITH sources. It will not count any projects / leads brought in without a project source. If you haven't yet, start adding in those project sources to your lead captures or questionnaires so you can start generating those metrics.
This is the net income from the selected project sources. It accounts for all invoices and expenses on those projects with that project source.
If you would like to export this report you can do so on the PROJECTS page, click FILTER, choose your sources and then export:
To learn more about Project Sources and setting them up on your Dubsado account here.
As time goes on, this page will be added to with more metrics and deeper insights to your lead to booking to closing conversion.
Any questions, feel free to email or chat us and we are happy to help!
Originally posted: March 25th, 2019
Phase 1 of Lead / Project Reporting is here.
What is project reporting? The ability to categorize and track where projects came from based on sources you have set up. This will allow you to effectively see where most of your business is coming from and where others might be dropping off. Project reporting will be a valuable insight into your business to analyze its strength and weaknesses.
This launch is phase 1. Phase 1 is a very basic release but with a larger impact for phase 2. This release includes setting up your lead sources (Instagram, Facebook, Google, etc...). You can then manually add the source to a project or include it as a question on a questionnaire, lead capture or proposal form. (Ex. How did you hear about us? Options: Instagram, Facebook, Google, whatever you set up)
What is so important about this Phase 1 launch is it is gathering lots of data for round 2. Phase 2 will consist of reporting, metrics, why a lead didn't book with you, etc... Our team is working hard on that release. For now, you can still benefit greatly from all that Phase 1 allows.
Here is what is released in Phase 1:
To create a new lead source, head to REPORTING >> PROJECT SOURCES and click ADD SOURCE.
Enter the name of the source (i.e. Facebook, Google, Instagram, Word of Mouth, etc.) and pick a color for the tag. Click Save to add the source!
Choose a color or enter a HEX code and click "Add" then "Use this color" to apply it.
Project Source Tags are applied to individual projects. Open the project you would like to tag with a lead source and scroll down until you see the heading Referral Source in the left side bar. Simply select the source you would like to apply to that project from the dropdown.
You can also select "Create New Source" to add a new lead source tag on the fly. It will be saved so that you can use it on other projects in the future.
Questionnaires, Proposals and Lead Capture forms are the forms that have the lead tracking question option.
Click and drag that into the form and add your sources or add more here as well:
And to your client, it will just look like a regular question:
But once that form is submitted, it will show as the referral source on the project:
On the REPORTING >> PROJECT SOURCES page is where you create those sources. To view what jobs are in what category (for phase 1) head to PROJECTS and then you can filter from there.
Any questions, feel free to chat or email us at hello@dubsado.com.
Originally posted: March 1st, 2019
Ending with a big one! Birthday Feature Day 5: Relative Expiration Dates on Forms
Now all forms, except lead capture forms, can have an expiration date set with the ability to add reminders to send to clients. Once a form is expired, the client cannot fill out the form anymore and it is locked until unexpired. Takes but just a few seconds to set up.
Head to the template you wish to set an expiration date on, then click SETTINGS.
Set the expiration date to be relative, fixed or none if you don't want it to expire.
Breakdown of the relative times
Relative dates can go off of X amount of hours, weeks, days or months
- after job start = this work off the start date of the project (ex: say you want the form to be due 2 days after the jobs start date)
- before job start = this works off the start date of the project (ex: say you want the form to be due 1 day before the job starts)
- after job end = this works off the end date of the project (ex: say you want the form to be due 1 day after the project ends)
- before job end = this works off the end date of the project (ex: say you want the form to be due 1 day before the project end date)
- after applied to job = right when the form is applied to the job (ex: form is due 2 days after you apply it to the project)
What's next?
Once you set the due date, you have the option to add reminders to that form. These reminders work off one email template that you can customize in TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES. It is titled "Form Reminder Email".
Once you apply that form to the project it will work off whatever due date that you have set. The reminders will fire off automatically, and once they have sent, they will show in the email history of that project.
Originally posted: February 27th, 2019
Birthday Feature Day 4: Canned Email Update
Just a nice simple UI update with big impact. We are excited.
Any questions, shoot us an email or chat!
Originally posted: February 26th, 2019
Birthday Feature Day 3: Multiple Links in Emails
We are excited for today's feature of multiple links in emails. This was a requested feature for a little while and we are happy it is here.
Why is this feature so exciting? Well, before, if you had multiple forms that you wanted to send in an email...you couldn't since that form link smart field only picked the form you actually clicked send on. This feature allows you to add multiple forms, appointment schedulers, invoices, contracts, sub-agreements...all in one email.
To add these links to your email, head to a PROJECT and add the forms, invoices, contract, appointments, etc.. whatever you are wanting to add to the email... add that to the project FIRST. Once everything is added, click SEND EMAIL on the email tab of that project. Next click the square icon on that email pop up:
This pop up will show ONLY the items that you added to the project.
Note: This works on projects only at the moment. We will be adding this to workflows soon!
Any questions, please feel free to shoot us an email and we are happy to help!
Originally posted: February 25th, 2019
Our day two birthday feature! For those users who have connected Square to their account, we have a special new feature. Square auto payments!
For any recurring invoice, you’ll now be able have your client select an “auto charge future invoices” option. Before this option was only limited to Stripe. We are excited that Square is now an option as well.
More info on how to set up recurring payments on recurring invoices here: http://help.dubsado.com/getting-paid/recurring-invoices-payments/setting-up-auto-deductions-on-recurring-invoices