You know, just makin' life easy.
No more email attachments, scanning or mailing… Create beautiful contracts quickly and send to clients. Clients will be able to sign and send back way faster than they could before! Create your templates first, then all of your default contracts will be listed in one place. Once you’re set up, you can assign your contract to your clients with the click of a button. Using variables in your forms will allow the contract to fill in all of the details for you. Event date, client names, as well as their contact info and other information about the event.
Get paid fast! Send invoices through Dubsado with ease. If your client pays via credit card it will automatically be accounted for in your dashboard, if not, don’t worry, log their payment manually and never wonder who’s paid what again.
Easy to-do lists
Keep your to-dos in one place and never forget what you have to do next. With to-lists imbedded in workflow as well, you can get automatic email reminders when you want to be reminded!
Process credit Card payments
Clients can pay your invoices even faster with a credit card option. Simply authorize our app with the payment processors we have available and all of the funds will be directed to your account (only the standard fee to the credit card processor applies, 2.9% + .30 cents per transaction). Aka, we’re not in this for the commission. Our current processor is Stripe, but are adding more soon! Stripe gets you paid fast. Personally, we LOVE it!
Keep track of current and past clients with ease. Store emails, phone numbers and other little notes that you would like to remember about each client. Easily see their breakdown of events, invoices, and more.
The biggest of them all. Create workflows that automate your entire process. Have a lead? Set them up in a lead workflow that sends them quotes, reminders and emails all automatically. Or after working with a client want to send them a thank you email? No problem at all, Dubsado will send that out for you as well. Schedule your items based on certain conditions: date, client status, proximity to a date, whether a todo or event has been completed. Automated system events also have the option to alert you first for approval before sending in case you need to attach the clients images using your favorite image delivery system.
The key to having everything in one place is having all your calendars in the same place as well. Being able to sync from Dubsado to your iCal or Google Calendar will insure that you know the lowdown on your schedule whether on Dubsado or on your normal calendar.
Now your clients can keep everything all in one place as well. With client portals, you clients can easily access all emails, contracts, questionnaires, and invoices you send them. They can keep their personal info up-to-date and it automatically syncs to your side as well. Keepin’ life easy for everyone!
Send Questionnaires and forms
Need more information from your client? Send your questionnaires out to them and get your answers fast! You clients will love being able to see all of their interaction with you in one place. Their questionnaires can be filled out, and updated at later times if they need to update something (don’t worry, you’ll be updated!). Create custom questionnaire templates so that each time you go to send one to a client, it’s just the push of a button. With the use of workflows, you won’t even have to push the button and the process will be streamlined even further.
Even with canned responses, so much time can be spent crafting and sending emails. Being able to automate this and have templates saved will save bushels of time. With a click of a button you can have an email sent in seconds.
LEAD Capture forms
Embed a lead capture form onto your site and when a client fills out it, they will automatically be put into Dubsado as a lead! These are your potential clients and you don’t want to forget about that. Flagging someone as a lead reminds you to follow up with that client, send quotes or other documents to them and hopefully leads you to a booking quickly! You can also add a workflow to a lead so that this process is handled systematically.
BraNding to you
All your sent documents will have your logo and name attached to them. Nothing will have our logo or name on them. You can even send through Dubsado from your email address! In fact, most people will hardly be able to tell you’re using a system like this since it is so seamless. They will just wonder in awe at how organized you are.