Latest updates from the Dubsado team
Expanded CSV export. Effortlessly create a spreadsheet with your project and client information to build income reports, generate mailing addresses, or add emails to an email marketing platform! See our help article for more information.
Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! 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.
Solved the iPhone debate. Dubsado wasn’t loading from an iPhone 13 Pro or Mini on iOS 16.4. We’ve fixed this, so now Dubsado can be accessed on all phones.
View appointments at the right time. After a client booked an appointment, the Add event to your calendar link in the email confirmation page wasn’t showing the correct timezone. Now, the correct timezones will appear.
Increase minimums to the moon. Proposals with a minimum package quantity of two or more didn’t show an accurate quantity in the invoice. This is no longer an issue and quantities appear correctly.
Sign contracts at the right moment. For proposals with contracts, we found that you could sign the contract before submitting the proposal. We’ve addressed this so you must submit the proposal first.
No more static income categories. Editing an income category from the Reporting >> Transactions page wouldn’t save. This is fixed, so you can now recategorize as much as you want.
Schedule appointments even if the future is TBD. Some schedulers with invoices weren’t submitting correctly if a proposal with a TBD dated payment plan was included. Now, schedulers work regardless of what form or payment plan is attached.
Fixed mixed-up credit cards. Changing your payment information in Settings >> Billing didn’t update on the page itself. This is fixed, so updated cards appear correctly.
Hi there,
You need more than the basics. That’s why we’ve updated how you export your data from Dubsado. 🎉
Now introducing: A more robust method to downloading project or client information into one CSV file.
Customize what you export
Pick and choose the information you want to collect. Invoices, custom-mapped fields, or project locations are all fair game.
Gather data quickly
Build reports, generate mailing addresses, or add emails to an email marketing platform — whatever reason you need data for, you can quickly download it to your laptop.
We want to help you automate your business so you can concentrate on more important things. Manually transferring data out of Dubsado takes time and effort that we don’t want you to waste time doing it.
After all, the data already exists in Dubsado — you should have easy access to it!
Read our help article for more information on how to export a CSV file from your Dubsado account.
Have questions or need help? Send us a chat message!
None for now, but we’re always developing new ideas behind the scenes. 🤫
Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! 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.
Fixed repeat logins. Previously, clients who clicked “back to portal” went back to the portal login page even if they were logged in. Now, they’ll go to their portal home screen. Clients who aren’t logged in will still go to the login page.
Affiliate code freedom. Some of you couldn’t update your affiliate code. We fixed this so everyone can update their code.
Go on perfect dates. The date format always showed as MMDDYY regardless of your location. Now, the date format adjusts depending on your location settings.
No need to scroll. Some invoices had an unnecessary scroll bar on the Pay Now button. The scroll bar is now removed.
Stopped anonymous tasks. If you assigned a user a task, the user’s name wouldn’t display in the Assignee field. This is fixed so that the assigned user's name is always displayed.
Accurate time zones. Project and appointment dates weren’t displaying the timezone based on your setting in Settings >> International settings. This is no longer an issue — dates will match your timezone setting again.
Updated privacy policy. We updated our Google, Meta, and Twitter disclosures. We also added data processors Twitter, Inc, Meta Platforms, Inc, Mixpanel, LLC, and Xero Ltd. Please review our updated privacy policy.
Editing or deleting transactions in Reporting >> Transactions will now stop autopay. A warning popup will appear to confirm that you want to stop autopay on any invoices with payment plans.
Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! 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.
Answer multiple-choice questions. Clients could submit forms without answering a required multiple-choice question. We fixed this, so clients can’t skip the required questions.
Secure deposits again from a scheduler. If you attached a lead capture form and required an invoice with a scheduler, the invoice didn’t automatically become the primary invoice. In addition, clients couldn’t pay to book an appointment. Both are fixed, so clients can pay again and the invoice will become the primary invoice in the client’s project.
Browse all settings on mobile. On mobile, you couldn’t scroll down to see more form settings. We addressed this, so all form settings should appear in mobile view.
No more long sentences on mobile. Certain fonts in text boxes prevented line breaks on mobile, causing one long sentence that didn’t show correctly. Now, there are line breaks so all text appears on mobile.
Set higher minimums. On a proposal, setting a package minimum quantity of two or more wouldn’t show accurately on the invoice total. Now, the invoice total shows the correct amount.
Banned time travel on project dates. Depending on your time zone, some project dates appeared a day earlier than what the client entered. This is fixed, so the date the client enters matches the correct time zones for both you and your client.
Fixed off-timed events. The exact times didn’t appear if a Project Start Date and Project End Date were within 24 hours of each other. The time now shows correctly.
Stopped backward start and end dates. Forms were getting submitted even if the end date was earlier than the start date. This is no longer an issue so forms can’t get submitted.
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.
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.
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.
You asked. We listened.
One of our most requested features is now live! Start using the new autopay enrollment settings today. 🙌
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.
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!
Read our help articles for more information on autopay and how to set it up in your Dubsado account:
Have questions or need help? Send us a chat message!
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.
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.