Latest updates from the Dubsado team
Update

Change the Name When Sending an Email

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Shared by Becca • October 13, 2022

Originally posted: January 9th, 2017

You can now change the name when sending an email.

New feature

BCC Yourself on all Emails

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Shared by Becca • October 13, 2022

Originally posted: January 9th, 2017

You can now BCC yourself on all emails in Dubsado.

Update

Form Names

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Shared by Becca • October 13, 2022

You can now name your forms.

New feature

Bookkeeping

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Shared by Becca • October 13, 2022

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
New feature

Accepting ACH as a Form of Payment

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Shared by Becca • October 13, 2022

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
New feature

Adding Packages

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Shared by Becca • October 13, 2022

Originally posted: November 25th, 2016

Feature

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

Contracts and PDFs

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Shared by Becca • October 13, 2022

Originally posted: November 16th, 2016

New feature

Images in Emails

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Shared by Becca • October 13, 2022

Originally posted on: November 15th, 2016

Feature

  • You are now able to add a photo in email
  • You are now able to add a photo in canned response
  • You are now able to add a photo in signature
New feature
Update

Workflow 2.0

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Shared by Becca • October 13, 2022

Originally posted: October 31st, 2016

Feature

  • Conditional Triggers
  • Send Contracts
  • Send Invoices

Update

  • Improved Workflow List
Update

New Smart Fields

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Shared by Becca • October 13, 2022

Originally posted: October 24th, 2016

Feature

  • Auto-Fill Field for Current Date
  • Auto-Fill Field for Job Start and End TIME