Originally posted: February 21st, 2017

We have added a new page in Dubsado to view all your invoices! :) This is perfect for a nice at a glance view of everything...plus you can sort it by invoices past due!

Originally posted: February 20th, 2017

We updated our help center to be more intuitive, along with a new little chat window at the bottom of your Dubsado page. Here to help with whatever you need!

Originally posted: February 14th, 2017

We have just released the ability for you to add another brand into your Dubsado account. To add a new brand, click the SETTINGS in your account and MY BRANDS. Add a new brand on that page and enjoy a free trial on that brand. When you are ready to add that to your plan, it is $7/month, a nice discounted rate! ;)

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Originally posted: February 9th, 2017

This Update Includes:

• AUTOMATED PROPOSALS: Sending a prospective client a proposal allowing them to choose their packages, sign the contract, and pay you all in one simple process.
• LEAD TO JOB AUTOMATION: Client completed your quote? AWESOME. Dubsado will automatically move them over to a booked job for you based on the parameters you set.
• CUSTOMIZED LEAD PIPELINE/CATEGORIES: Sort your leads the way you need them to be, all by dragging and dropping into your customized categories.
• PROSPECTIVE JOB DATES: Leads can now pick dates on your lead capture and it will show in your lead section and calendar.
• NO DATE OPTION FOR JOBS: Some of you guys don't need dates for jobs... well now if you don't have one, you don't need to put it.

Feature

• AUTOMATED PROPOSALS
• LEAD TO JOB AUTOMATION
• CUSTOMIZED LEAD PIPELINE/CATEGORIES
• PROSPECTIVE JOB DATES
• NO DATE OPTION FOR JOBS

Update

• You can now send a contract and invoice to a lead!

Originally posted: January 31st, 2017

We have now released Profit and Loss reports in Dubsado.

Originally posted: January 27th, 2017

Feature

• Apply a General Lead Workflow Automatically
• Apply "Smart" Workflow where you can send specific workflows for what your client selects!

Originally posted: January 21st, 2017

We have fixed the bug where you could send an email without a subject. It is now a required field.

Originally posted: January 21st, 2017

Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)

Originally posted: January 16th, 2017

Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info

Feature

• Multi Invoices
• Invoice Titles
• Invoice Numbers

Originally posted: January 9th, 2017

You can now change the name when sending an email.