Originally posted: May 10th, 2017

You can now move around line items in packages and invoices! Yay! I know this was something a lot of you were looking forward to. All you need to do is simply click and drag to move them.

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Originally posted: May 3rd, 2017

Your lead capture forms (embedded or not embedded) have the option to redirect the client filling out your form to a different webpage outside of Dubsado of your choosing!

To set this up, head to TEMPLATES >> FORMS >> and head into the lead capture section to edit to build a new one. On the right hand side, when in edit mode, you will see the redirect option. Drop that hyperlink in there. Be sure it includes the https:// or http://

Enjoy this little update!

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Originally posted: May 3rd, 2017

We have now added the ability for not only the date and job title to sync over (like before) but all details, notes, address, etc... are synced over to the calendar notes as well.

This is perfect if you are on the go and just want to pull up your calendar to review important info that you have previously added to Dubsado.

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Originally posted: May 3rd, 2017

You now have the option to change the alert that your client sees when submitting contracts or forms. It used to be just a standard YAY! message.

To change the alert, go to edit the form and on the side you will see the options to change. If it is left blank, it is the default, but if you add your own, it will use that!

This is done on a per form basis, so it can be different for every form!

This is a breakdown of how it looks when creating it!

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Originally posted: May 2nd, 2017

We know that you all have long awaited the ability to add in additional dates to jobs. We have just added that functionality to Dubsado. We have named this appointments 1.0 since it does not tie into workflow just yet. We wanted to bring this out in phases to make sure all works well. But within your job now, you will see an APPOINTMENTS tab at the top. This will allow you to add other dates to your calendar other than just the job date!

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Originally posted: April 23rd, 2017

We have now added the ability to have calendar synced events to show up in the dashboard.

Also, we have added a new funnel in the leads section for NEW leads :)

Originally posted: April 21st, 2017

We are so thrilled to be launching our new User Interface. It is cleaner, sleeker, and has ample working space with our widened pages. We can't stop lookin' at it ourselves ;)

Workflow was another thing we tackled with this update. We have added more triggers to take your automating one step further and run your business more efficiently.

Feature

• Use workflow as your automated to-do list with triggered todos that can generate more todos or actions based on completion
• Add a payment schedule to your workflow items so you can trigger actions based off deposits/payments being made
• Pause a workflow
• Send items on fixed/set dates instead of relative (ex: send email on 04/22/2017)
• New time trigger of waiting for all previous items to be completed

Originally posted: April 8th, 2017

We have dramatically improved lead capture speeds on your website!

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Originally posted: April 2nd, 2017

This is leading into the other goodness we have coming to workflows, but to start, we are releasing the ability to move around workflow items. This is perfect if you want to get them in the right order! ;)

Moving actions can be done in the lead / job mode or when editing a template workflow.

Originally posted: March 30th, 2017

We did a little update. You can now edit the auto response that gets sent out when a client has signed a contract. Before it was a standard canned email that went out. To change that, just head to TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES >> Contract Completed

Also, if you needed to delete an email from a client's account, you can do that now as well. Just click the little trash can!

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