Latest News from the Dubsado team
Bug Fix

Bug Fixes Jan 16, 2023

Charis avatar
Shared by Charis • January 16, 2023

🎉 What’s new

Check out the new autopay enrollment settings! This new feature allows you to require or restrict automatic payments. Get more information here.

Updated tags within a project: Tags in an archived project now display an “Archived” badge next to them to differentiate them from an active tag. You can unarchive previously archived tags. Tags now have a 30 character limit. Basic users are no longer able to delete tags under Projects >> Customize.

📍 Roadmap

Watch for new features and submit feedback on our Roadmap Portal. We’re happy to share the awesome features we have planned! Small disclaimers: Our portal doesn’t cover everything we’re working on, details are subject to change, and features aren’t listed in any specific order.

🩹 Bug fixes

No more disappearing acts on Safari. When editing forms on Safari, the spacer element disappeared. The spacer element now appears on all browsers.

Chronological payment plan. Previously, fixed dates on payment plans always appeared before other installments. Now, payment plans will automatically list installments by order of date.

Smoothed out drag-and-drop on Firefox. When editing forms on Firefox, the page didn’t scroll down when you dragged elements. This is fixed, so Firefox now works as expected.

No more changing the past. Clients were able to reschedule a past appointment. Now, only future appointments can be rescheduled. If clients try to reschedule a past appointment, a banner error will appear.

Edit tasks from any view. Tasks couldn’t be edited if opened through the client portal. This is fixed, so editing tasks will work as expected.

Restart unfinished workflows. Archiving a project accidentally completed the workflow instead of pausing it. Now, archiving a project will only pause the workflow again. Note that unarchiving a project won’t automatically restart the workflow — reactivate the workflow through the Projects >> Workflows tab.

New feature

Get paid easier with autopay enrollment settings

Charis avatar
Shared by Charis • January 09, 2023

You asked. We listened.

One of our most requested features is now live! Start using the new autopay enrollment settings today. 🙌

Customize autopay and say goodbye to chasing down client payments

Instead of leaving it up to your clients to enroll in autopay, you now have more freedom to decide what’s best for your business.

More control over how you get paid

You can require clients to enroll in autopay, let the choice be up to your client, or even completely remove the autopay option.

Reduce missed payments

Require clients to enroll in autopay so they get charged automatically.

Why we developed it

We wanted to give you more flexibility to decide how you want your clients to pay!

Previously, autopay relied on your clients choosing to enroll. This update gives you the ability to require clients to enroll in autopay, so their credit card gets charged automatically when a payment is due.

Alternatively, you may not want the autopay option to show up at all. You now have the choice of removing autopay entirely, so your client can’t enroll when you don’t want them to.

We can’t wait to see how the autopay feature impacts your business!

Get started

Read our help articles for more information on autopay and how to set it up in your Dubsado account:

Additional support

Have questions or need help? Send us a chat message!

Bug Fix

Bug Fixes Dec 23, 2022

Charis avatar
Shared by Charis • December 23, 2022

🎉 What’s new

  • We’re pushing back the date to switch to the new form builder. We don’t have a new deadline yet, but we will update you with plenty of time when we do!
  • If you’re currently using the old form builder, we still recommend using the new form builder to ensure access to our latest features. If you don’t have any custom code, your forms are not impacted — switching to the new form builder will not erase your current forms nor will you have to remake them. If your forms have custom code, click here for more information.
  • Updated error messages for basic users. Basic users will now see a “permission denied” error message if they try to edit or delete a task that is assigned to someone else.

📍 Roadmap

  • Watch for new features and submit feedback on our Roadmap Portal. We’re happy to share the awesome features we have planned! Small disclaimers: Our portal doesn’t cover everything we’re working on, details are subject to change, and features aren’t listed in any specific order.

🩹 Bug fixes

  • One email per client. Emails with capitalizations created multiple client entries. Now, new emails added through a lead capture form or scheduler are no longer case-sensitive and will be shown in all lowercase.
  • No more missed appointments. If your client booked an appointment that wasn’t assigned to a project, the client portal wouldn’t show the appointment date and time. The client portal now always shows the appointment details.
  • Get filled-out contracts. If you required initials on a legacy contract that was attached to a non-legacy proposal, clients could submit the contract even without the initials. This is fixed, so legacy contracts work correctly with both legacy and non-legacy proposals.
  • Freely delete files. Clients couldn’t delete files uploaded to a form before submission. Now, your clients can delete files before they submit the form.
  • View reports correctly. Negative invoices caused errors in the Transactions, Chart of Accounts, and Reports sections under the Reporting tab. Negative invoices will no longer cause data errors.
  • Have a flexible schedule. The “reschedule” link in an email wouldn’t show any availability. Rescheduling now shows your availability correctly.
  • Keep invoice items organized. Categorized invoice line items showed up as “uncategorized” when viewed in the package element in the form builder. Categories will show correctly moving forward.
  • Fixed questionable payment plan statuses. Payment plans on an invoice occasionally showed “(TBD)” instead of “unpaid”. This is fixed and invoices should show the correct status.
  • Tasks are no longer in hiding. Basic users couldn’t see files uploaded to a task if the task was assigned to another user. Now, basic users can see all tasks and task attachments, even if assigned to someone else.
  • Greet clients by name. Adding a form to a client’s profile in Utilities >> Address Book wouldn’t populate smart field information on the form. All smart fields now show up as planned.
  • No more disappearing acts. Adding a payment plan to a recurring invoice with a due date of “relative” and a trigger of “after contract signed by client” caused the payment plan to disappear. This is no longer an issue.
  • Know how much you’re paid. If you attached a proposal with an invoice to a scheduler, the remaining balance on the invoice page sometimes incorrectly displayed $0. This is fixed, so the remainder will always show the correct amount.
Bug Fix

Bug Fixes Dec 2, 2022

Charis avatar
Shared by Charis • December 02, 2022

🔔 Reminders

  • Switch to the new form builder to ensure access to all the latest features. The old form builder will no longer be accessible starting Feb 1, 2023. If your forms don’t have any custom code, your forms are not impacted in any way! Switching to the new form builder will not erase your current forms nor will you have to remake them. If your forms have custom code, check out our help center article for more information.

🎉 What’s new

  • Added a warning message to decrease workflow errors. Normally, changing the scheduler in the workflow action Send Appointment Scheduler requires also updating all workflow actions that use an appointment-based workflow trigger (after an appointment is scheduled, before an appointment start time, and after an appointment has ended). The warning message “Please select a scheduler to watch” now appears for each action that requires edits.
  • Adjusted how schedulers are shown in a workflow. Appointment-based workflow triggers will now only list schedulers previously used in the workflow, instead of all available schedulers. This is to reduce workflow errors on which scheduler to use.
  • Made forms easier to edit on tablets. Our new form builder now shows you the mobile view on screens that are 768px or less to accommodate tablets.

📍 Roadmap

  • Keep track of planned new features and submit feedback on our Roadmap Portal. We work hard to deliver the best product we can! It makes us happy to share all the awesome features coming up. Small disclaimer: Our portal doesn’t cover everything we’re working on, details and timing are subject to change, and features aren’t listed in any specific order.

🩹 Bug fixes

  • Preview proposals within projects again. You couldn’t toggle between a proposal, contract, and invoice on the business owner view without submitting it first. Now, you can view it freely after applying the form to a project.
  • Plan your schedule months in advance without worry. If you wanted the scheduler to start in the future with a “Fixed date range”, the scheduler didn’t automatically jump to the start date. The scheduler now shows the first available date within the date range.
  • No more broken-up PDFs. Downloading and printing forms as PDFs showed information cut off at the page breaks. You can fix this issue by turning Legacy mode off.
  • Applicable error messages only. The workflow error message “Please select a scheduler to watch” appeared even if you already selected a scheduler. This was only appearing if you chose a scheduler group to watch. Now, this error message won’t appear except when needed.
  • Your graphs are ready to go. The graph on the Reporting >> Project Breakdown page didn’t populate any data until you manually selected a filter. Now, the graph will automatically display data based on the “Year to date” filter.
  • No more flickering text boxes. Editing a text box within a form by clicking “Edit inline” caused the text box to flicker or resize itself. Now, the text box won’t move around as you edit.
  • Shout out the correct name on invoices. Normally, invoices show the client’s name, the company name, or both. We had an issue where invoices only showed the client’s name, even if you wanted to show the company name. This issue is repaired so you can now address your invoices correctly.
  • Countersign legacy contracts without issues. If you countersigned a legacy contract that was attached to a non-legacy proposal, our system misinterpreted your signature as the client's signature. This is fixed, so legacy contracts now work correctly with both legacy and non-legacy proposals.
  • No more scheduler buffering. If you deleted a scheduler template with buffer time, booked appointments from that scheduler prevented availability on other schedulers. You should now see the correct availability on your schedulers.
  • Fixed calendar jet lag from different time zones. If your timezone was set to Europe or London, some dates didn’t match the correct days on the scheduler calendar template. All dates and days are now accurate regardless of location.
Bug Fix
Product update

Bug Fixes Nov 11, 2022

Charis avatar
Shared by Charis • November 11, 2022

⏳ Switch to the new form builder by Jan 31, 2023

We are officially switching solely to the new form builder! That means the old form builder will no longer be accessible starting Feb 1, 2023.

If your forms don’t have any custom code, your forms are not impacted in any way! Switching to the new form builder will not erase your current forms nor will you have to remake them.

If your forms have custom code, check out our help center article for more information.

🎉 Updates

  • We changed our email limits for unverified accounts. To send as many emails as you like, verify your login email address and connect an email to Dubsado. Read our email integration help article for step-by-step instructions.

🩹 Bug fixes

  • Drag form elements to your heart’s content. We fixed the issue where touchscreen devices couldn’t drag and drop within the form builder when a mouse was connected. Now you can use either a touchscreen or mouse at the same time.
  • View mapped fields every time. Mapped short answer fields populated correctly in the contract, but didn’t populate in the contract if viewed after a client submitted the proposal. The mapped fields now populate in both circumstances.
  • See the correct button colors for your brand. Button colors didn’t update when switching between brands.
  • No more time zone mismatch in the client portal. Within the client portal, client appointment times showed in the wrong time zone. The client portal now displays the appointment time in the correct time zone.
  • Client eagerness no longer creates duplicate projects. Lead capture forms with a redirect URL created multiple projects if a client repeatedly clicked the “submit” button before the redirect URL loaded. Clicking the submit button multiple times no longer creates multiple projects.
  • Redirect your clients again. The redirect URL didn’t load after clients submitted a proposal even after removing both the contract and invoice from the proposal. Now, your redirect page appears as expected for your clients.
  • Change client emails without affecting future emails. If you updated a client’s email address, any emails scheduled to send at a later date (either manually or within a workflow) went to the old email address and not the new one. We fixed this so now any scheduled emails will send to the new email address.
New feature
Available on all plans

Divider and Spacer Elements for Forms

Becca avatar
Shared by Becca • October 21, 2022

We’ve got not one, but two brand new form builder elements for you to start using. Say hello to the divider element and the spacer element.

The divider and spacer elements are small but mighty new features that will give you even more creative control when designing your Dubsado forms. Adding a dividing line or extra space wherever you need it is now quick and easy.

Our divider element comes with four line styles and settings for color, weight, width, and padding. Dividers are great for making different sections of your form more clear to your clients.

Our spacer element has an adjustable height from 50px to 200px. Just pop in a spacer wherever you need some extra breathing room between elements.

👋 Heads up! These new features are only available in the new form builder experience with legacy mode turned OFF.

We can’t wait to see what you build! And as always, if you have any questions or feedback, we are only a chat or email away.


Payment Plan Updates

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: September 28th, 2022

You can now make changes to payment plans on your invoices without the worry of reminder emails being unintentionally sent to your clients. With the replacement of autosave with a manual Save button, edits made to your payment plans won’t be applied until you hit Save.

Why we developed it

Our goal is to give business owners more confidence and control when making changes to their payment plans on invoices. Say goodbye to unintentional payment reminder emails being sent off while making changes to your payment plans! By removing autosave and implementing a manual edit and save process, we are ensuring that changes are made with peace of mind and saved with confidence.

In addition to the updates we’re bringing to how changes are saved, we’re making some small UI updates to add clarity and ease of use when viewing and editing your payment plans.

In these release notes

  • Edit and save
  • Save payment plan as a new template
  • UI Improvements

Edit and Save

In order to make changes to a payment plan, you must click Edit on the top right-hand corner of the payment plan.

Once you’ve clicked Edit, you will be able to:

  • Edit installments
  • Add or remove installments
  • Add additional payment plan templates
  • Save your payment plan as a new template
  • Create and edit reminder emails

After making your desired changes, clicking Save will apply all the changes you’ve made to your invoice.

💡 Unlike payment plans on your invoices, your payment plan templates under Templates >> Payment Plans will still autosave when changes are made to them.

Save payment plan as a new template

The option to save your payment plan as a new template has been placed within the Save split button. After naming your new template and selecting Save and apply this template can be found under Templates >> Payment Plans.

💡 Saving your payment plan as a new template will also apply these changes to your invoice.

UI Improvements

Changes have been made to the UI to improve usability and consistency in design patterns.

  • Relative date parameters are now visible next to the due dates for installments that use relative dates.
  • In order to better identify the order of installments, the Due Date column is now furthest to the left while the status column is now furthest to the right.
  • The row for editing Amount Due within an installment is now aligned as a column underneath Amount Due.


Do these changes affect how my clients see or pay their invoices on my current projects?

No. These changes only give you more control over editing your payment plans and does not affect the process for your clients.

What happens if a client makes a payment while I’m editing a payment plan?

If a client makes a payment on an invoice while you are editing its payment plan, the payment will successfully go through, although, you will not be able to save the changes you were making to your payment plan. You will have to refresh your page and redo your changes. Clicking Save will prompt an error that says “New client payment: Please refresh page”.

New feature
Available on all plans

Container Text Color Settings

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: September 12th, 2022

New Form Builder Setting: Container Text Color

We heard that you love setting background colors on our new container element, and we wanted to make it easier for you to quickly set a font color for all the text in the container as well! The new text color setting on containers will help you do just that.

Just click on a container to edit its settings. You'll find the text color setting right below the background color!

This is a shortcut for quickly setting one color for all of the text inside of a container, including question text.

<a href="/>

The text color setting will apply to any nested containers as well. We designed this feature to make it easy for you to move elements between containers with different background colors. If you have a container text color set, any new elements you add with text to the container will adopt that color.

This is the first of many great customization features to come. Let us know what you think!


Can I still set custom text colors inside the text box element?

Yes! You can still select custom text colors inside text box elements using the formatting toolbar if you’d like.

Setting a container text color will permanently override any color changes you made in the text box element.

Why don’t I have access to this setting?

All form builder features and updates going forward will only be available in our new form builder experience. If you are using the new form builder, but still can’t access this setting, go to the Form Settings panel (gear icon), scroll to the bottom, and ensure Legacy mode is turned OFF.

New feature
Available on all plans

The New Form Builder Experience

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: July 12th, 2022

Welcome to the new form builder experience!

When we began the journey of redesigning our form builder, we had a couple of important goals. First, we wanted to create a more powerful foundation for our form builder that would support many more features and customization options in the years to come. Second, we wanted to give everyone the ability to create beautiful forms without the barrier of needing custom code. So let’s jump in and take a look at what’s new.

With this release we have added:

All-new form builder design and layout
Breadcrumbs for easy navigation
Preview mode
"Sticky" save button for easier saving on long forms
Inline element adding
Inline text editing
Improved performance with easy dragging of elements
Click to edit settings
Form style panel (plus general form padding options)
Dedicated CSS editor
New sharing panel with one-click copy embed code and link
"Columns" are now called "containers"
Full-width containers
Container background colors and images
Improved image uploader
Container background image opacity
Container padding and margins
"Yes/no" field changed to "Multiple choice" and now allows more than two options
"Private" forms changed to "password-protection" setting
Toggle for the new form builder
Legacy mode option for forms with custom code

These changes give us the stronger foundation we needed to add more of the features and customization options you’ve been asking for.

You can view our keynote webinar all about the new things in this feature release plus a sneak peek at some features coming soon:

In this keynote, we mentioned we were going to share a proposal with you to get you started. Click here to access the form. It might look a little weird on that first screen, but once you click "copy to account" it will show correctly. (Note: You must be logged into Dubsado first before clicking this link)

All-new form builder design and layout

First, we’ve got a brand new layout. We took advantage of the full width of the page to give you more space to focus on building your form. Also, over on the left, you’ll find the element library. You can drag and drop elements from the element library onto the form, or click an element to add it to the bottom - just like in our old builder.

Breadcrumbs for easy navigation

In the top right we have some breadcrumbs that will take you back to your form templates.

Preview mode

We also redesigned our preview mode so that you can preview your form just as your clients will see it, without exiting the builder. It’s easy to toggle back and forth while you’re editing.

"Sticky" save button for easier saving on long forms

The save button will now stick to the top of the page, so you’ll be able to access it more easily when editing long forms.

Inline element adding

Now there’s a new way to add elements to your form. Hover over any existing element and click the + icon to add a new one right inline.

Inline text editing

You can edit text inline, too. Just double click any element with customizable text and you can start making your edits right away. Click the checkmark or click outside the element when you’re finished to save your changes. It works on text boxes, packages, and even question elements.

Improved performance with easy dragging of elements

Dragging elements around the form is still super easy, especially now with our improved performance. Just click anywhere on an element to pick it up and you can drag it around the form. A green bar indicates exactly where the element will land.

Click to edit settings

Clicking on an element will open its settings in the side panel. This is where you can map your short answer and date select fields, mark a field as required, and adjust other settings as needed.

For general form settings, click on the gear icon in our new side navigation panel. This is where you can adjust all the settings specific to the type of form you are editing.

Form style panel (plus general form padding options)

We have added a brand new form styling panel, which you can access by clicking the palette icon. This is where you’ll find the question styling settings and our new form padding settings that let you control the space at the top and bottom of the form. This is especially useful when you plan to embed your form on a website, and don’t want any extra space above your elements. We can’t wait to add more settings and customization options here!

Dedicated CSS editor

For those of you who love getting creative and styling your forms with custom CSS, we added a dedicated CSS editor in the styling panel! Now, there’s no need to have an invisible code block floating around on your form. Don’t worry, HTML and Javascript are still supported as well. You can add that code to an HTML block element and preview your form to see it in action.

New sharing panel with one-click copy embed code and link

For forms that can be shared publicly, you’ll find the new share panel here on the left-hand side. We made it super easy to copy your embed code or sharing link with a single click!

"Columns" are now called "containers"

Along with our new form builder, we are so thrilled to launch a very exciting update to the old columns element.

The container element is the same as the columns element you already know - it has a new name and some amazing new settings. Select from one, two, three, or four columns, then use the plus icons to add elements directly into your container, or drag them in.

Hovering your mouse over a container element displays a green toolbar. Just click and hold on this toolbar to pick up your container and move it around the form.

Full width containers

But here’s where the real fun starts. You can adjust the width of your container and the width of the content inside.

Container background colors and images (with the new image uploader)

You can now make the container take up the full width of the page, allowing you to create beautiful, colorful sections on your forms. The width of the container is a percentage, so it’s completely responsive. A slider adjusts the width of the content inside your container. It’s also a percentage, so it will adjust automatically based on the size of the container and the screen.

With our new image uploader, it’s even easier to bring an image into your Dubsado form. For a full-width element, we recommend an image 2500px or wider for best results. And the results are so fun. 🎉

Container background image opacity

You can now blend a background color with your image. In the example below, we selected a dark background color and adjust the background image transparency to blend the two together really making the image over it pop!

Container padding and margins

Our new padding and margins allow you to do just that. Adding padding will give some space around our content and show more of the background image. Below you can see we are adding bottom margin to this container to create a little space between the elements below.

"Yes/no" field changed to "Multiple choice"

Previously, this field could only have two options. With this addition, you can add more than just two options for your clients to select from. But they can only select one option on this list.

"Private" forms changed to "password-protection" setting

Same functionality, now with a new name. We changed this to ease any confusion around this feature and make it more clear what it is doing.

Toggle for the new form builder

There are so many ways to take advantage of the new form builder features, especially containers. And this is just the beginning.

As excited as we are to bring you these amazing updates today, we also know that a big change can take some getting used to, especially when you’ve got a business to run! That’s why we added two special features to our form builder to help you adjust.

The first feature is a toggle to turn on the new form builder. You’ll see it when you navigate to Templates > Forms. This toggle allows you to decide when you want to turn the new form builder on for your account. So if you’ve got a few important forms to send out today, don’t worry. You can wait to turn on the new form builder until you’re ready to start exploring - and turn it back off again if you need a little more time. This toggle will be available until January 31, 2023, so you have plenty of time to make the switch. But once you make the switch, we recommend committing to it especially if you use our neat, new features. For example, if you turn the new builder on and create some full width elements with images and color, but then decide to turn it off later, those "new" elements will not show properly.

Legacy mode option for forms with custom code

Our second feature to help you adjust is a legacy mode that we created especially for those of you with custom code on your forms. We love how creative so many of you have gotten with custom coded Dubsado forms, and we wanted to ensure those special forms would continue working for your clients. Custom code, including HTML, CSS, and Javascript, is still supported on new Dubsado forms. However, we had to make a few adjustments behind the scenes to support our new features, which might have an impact on your custom code. As we launch the new form builder, we’ve kept all existing forms in legacy mode to make sure nothing would change overnight.

If your form does NOT have any custom code on it, head to the form settings panel and turn legacy mode off so that you can start using our new features right away! This setting is specific to each form, so that you can update each template one at a time. If you do have custom code on your existing forms, we’ve got a special article that will help you decide if and when to turn legacy mode off.


Why did Dubsado update their form builder?

At Dubsado, we want your brand to be front and center. By redesigning our form builder experience from the ground up, we were able to create a more powerful foundation for adding new customization and design options that will allow you to create beautiful, branded forms.

I’m editing a form, but I don’t see the new form builder. How do I turn it on?

Head to Templates > Forms and use the toggle at the top of the page to turn on the new form builder experience! This toggle will turn the new builder on for the whole brand, so be sure to coordinate with your multi-users if you have them.

Does turning the new form builder on change how my forms appear to my clients?

No, simply turning the new builder on will not make any changes to how your forms appear to your clients. That's why we created legacy mode!

Legacy mode is a setting on each individual form. It will need to be turned off for you to access all of the new features added to the form builder.

Can I turn the new builder off if I need to?

Yes! We added the toggle to give you flexibility as you test and adjust to the new builder. If you ever run into any troubles, or just want to get a form out quickly while you're still learning your way around, you can always turn the new form builder off using the toggle on the Templates > Forms page.

Heads up! If you decide to turn the new form builder off, all of your forms will revert to legacy mode while you are using the old form builder. Turning the new form builder back on will restore your changes.

If I have multi-users on my brand, will they be able to see the new form builder?

Yes! The toggle on the Templates > Forms page will turn the new builder on or off for the whole brand. Be sure to give any multi-users on your brand a heads up.

Is custom code still supported on Dubsado forms?

Yes, absolutely! We are blown away by the amazing forms we’ve seen created with the help of custom code, and we want to support your creativity.

Custom HTML and Javascript can be added to your form with our HTML block element (formerly known as a code block). And we added a dedicated CSS editor in the form styling panel for you to manage all of your styles!

To keep Dubsado safe and secure for all, we have implemented additional security measures. While JavaScript is still supported on Dubsado forms, we no longer allow it to run while you are editing your form in the form builder. All you need to do is Preview your form to see it in action.

If I have custom code on my forms, will I need to update it?

In order to have access to all the latest form builder features, and for the best compatibility with the new form builder experience, we do recommend updating your custom code to work with legacy mode turned OFF. You will only need to do this on your form templates. Forms already added to projects can remain in legacy mode and do not need to be updated.

This article will help you decide if and when to turn legacy mode off on individual forms and our updated CSS cheat sheet will help you get started.

If you purchased code from a third party, we recommend reaching out to them for guidance. Please note that Dubsado’s Customer Success team is not able to assist with specific questions or troubleshooting regarding custom code on forms.

Bug Fix

April - June Bug Fixes

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: July 8th, 2022


  • Updates were made to our Yahoo connection. Yahoo is now requiring users to use an “app” password instead of their usual email password when trying to connect through SMTP. Steps can be found below on how to do that and we’ll be updating our help article shortly. Steps to connect a Yahoo email via SMTP with an app password: In your Yahoo email inbox, click on your account name at the top right of the page. Select “Account Info” Navigate to the “Account Security” tab Scroll down til you see “Other ways to sign in” Select “Generate app password” Enter in a name for the app you want to connect Select “Generate Password” Copy and paste the generated password into the password field when signing in via SMTP through Dubsado’s email settings.


  • We had a bug where the scheduler sent via email was not logged in the emails tab of the project. We’ve updated it to now be stored in the associated project’s email tab.
  • In Dubsado’s general inbox, there was a bit of confusion when archiving/deleting emails because there wasn’t any visual confirmation that an email was removed. Because of this, we’ve added auto refresh functionality that occurs after a user deletes an email to show that the email has been removed.
  • Any user with an errored calendar connection broke Cronofy connection for other users. Events didn't export as a result. Cronofy would stop sending events to all working calendars if one calendar failed to send. So if a multi-user calendar got disconnected, other users’ calendars would also stop exporting events. This bug fix prevents the disconnected calendar from interfering with the other calendars in the brand that are still working.
  • Error when trying to send a form from the address book. An error was being thrown when attempting to send a form from the address book. You should no longer encounter this error when sending a form.
  • We had a bug where the brand owner seeing different form statuses than multi-users. It should now show the same form status for all users in a brand.
  • The checkbox selection on the reporting>>invoices was not working correctly. With this fix, the top left selection will select all invoices on the current page. It can then be clicked again on the following page to combine the selection of both pages and so on. The top left selection is not intended to select ALL the invoices in the brand.
  • We sped up loading times while signing contract as client. The submit button on a contract used to take a while to load because it would wait for the “contract completed” email to be delivered. Now, the signature will happen right away and the client should see the success message immediately after submitting.
  • We had a bug where the send Reminder button on Dashboard Calendar opened an empty email window. Using the Send Reminder email link found on either the Overview or Weekly Calendar view should now populate the correct information that is associated with that event’s invoice and payment plan.
  • Before, appointments were disappearing on Calendar before “attempting” to cancel through the calendar. When attempting to cancel an appointment through the calendar, the appointment disappears off the calendar before clicking “Submit” on the cancellation modal. Now, the appointment will remain on the calendar going forward.
  • When pressing COMMAND and clicking on a project in Safari it opened the project in 2 tabs instead of 1. We've updated it to only open 1 tab.
  • Users were able to drag and drop project statuses even with projects assigned to them. This resulted in projects showing up under the incorrect status. Our update disables that functionality and keeps statuses separate between the lead and job categories.
  • Tag color options were different when viewing them from the Projects >> Customize page and from within a project itself. We’ve updated it to now display the same set of tag colors for both views.