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.

Originally posted: January 9th, 2017

You can now BCC yourself on all emails in Dubsado.

You can now name your forms.

Originally posted: December 23rd, 2016

Feature

• Record of Transactions
• Adding Income
• Adding Expenses
• Net Profits per Job
• .CSV Export of Transactions
• Tax Balances and Record of Payments
• Easy to Read Reports/Graphs

Update

• Apply Categories directly to invoices and packages

Originally posted: December 2nd, 2016

Feature

• Accepting ACH as a form of Payment For more info , click here
• Turning ACH off or on PER client if needed
• Turning ACH off or on in the whole system

Originally posted: November 25th, 2016

Feature

• Adding Packages. For the how to video on this feature, click here