Top Tweets for #DubsadoTips
If you'd like to avoid a client receiving any automated workflow triggers in the middle of the night, make sure you set up Office Hours. This will only allow emails to send in workflow during the time that you set.
Head to Templates > Workflows to check this out!
#dubsadotips
💡 By editing the settings of your lead capture form, you can set a specific project status for a new project to land in. Once the client submits that form, the appropriate status will be set.
Is there something else that you do to save time in your processes?
#dubsadotips
💡 Did you know? You can create a discount code for 100% off to use while you’re testing invoices and discounts in Dubsado.
#dubsadotips
💡 Did you know?
You can create a discount code for 100% off to use while you're testing a set up.
#dubsadotips
Filtering on the Projects page will allow for you to view a specific group of projects. You can filter by project status, project tag, project title, and more. 🗄️
#dubsadotips
Did you know you can specify the time you'd like a reminder to send?
Do it from a template level and never worry about it again or a project level for one-off customization for each client.
Are you utilizing this feature?
#dubsadotips 💡
If you'd like to avoid a client receiving any automated workflow triggers in the middle of the night, make sure you set up Office Hours. This will only allow emails to send in workflow during the time that you set.
Head to Templates > Workflows to check this out!
#dubsadotips
Did you know? 💡
When you archive a lead project, any invoices will be removed automatically so you don't need to delete them yourself.
#dubsadotips
⏰ Time saving tip!
You can book an appointment on behalf of your client if you want to control the date/time that you meet, while still signing them up for automatic reminder emails.
#dubsadotips
💡 Did you know?
You can customize a lead capture form, proposal or questionnaire with CSS.
#dubsadotips
💡 Did you know?
You can schedule photography mini sessions using a scheduler and lead capture form.
#dubsadotips
💡 By editing the settings of your lead capture form, you can set a specific project status for a new project to land in. Once the client submits that form, the appropriate status will be set.
Is there something else that you do to save time in your processes?
#dubsadotips
💡 Did you know? You can create a discount code for 100% off to use while you're testing a set up.
#dubsadotips
💡 Need to make client specific changes to a form?
Once a template has been copied into a project, you can customize it for that client without impacting the master template.
#dubsadotips
💡 Did you know?
We have a template library on the forms page! Copy any template back to your account for further customization.
#dubsadotips
💡 Did you know?
You can change the name of “Sample Client” to your own name and email address for testing purposes!
#dubsadotips
💡 Did you know?
In Dubsado, you can upload a picture of your client to their client profile within the Address Book. Put a face to the name! 😊
#dubsadotips
💡 Already got a project in the works that you need to get entered into Dubsado?
You can fill out a lead capture form on behalf of your client to quickly create new projects and assign the appropriate workflow.
#dubsadotips
Did you know? In Dubsado, you can view when your client has read your email. 👀 #DubsadoTips
We talk about projects a lot because Dubsado is organized around 'projects'. Think of a project like a folder for your client. As a general rule of thumb, we recommend you start a new project when the client needs to sign a new contract for a new scope of work. #DubsadoTips
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