Using action dependent triggers within workflow. Smarten up your workflows!

Within Dubsado, you can have a general portal login that all your clients can access OR a client specific login for the portal.

It's good to be human. We love everyone equally! But, today, is a special day. A day to celebrate our ladies! Dubsado is led by a female CEO and here are some things that make us better because of it.

After sponsoring a fitness-based blog post where Jason Zook, Wandering Aimfully, set out to ride a stationary bike for 30 days, we wanted to join in on some of that workout action as well.

The how to on sending a contract and a form or subagreement in one email within Dubsado.

Recurring invoices are invoices that send on a schedule that you set. Here is a quick tip on how to set due dates for them!

You have a client management system to keep your organized, but it is also important to keep your projects within that system clean and organized as well.

Here is what Dubsado has been up to and an exciting announcement

All forms on Dubsado are secure. By default, anyone with the link to that form can access it. If you wanted to add a layer of protection to that form, this feature is great for you!

Office hours are a simple tool that will only allow emails to send in workflow during that time you set.

Tags in Dubsado allow you to categorize, sort, and search for projects within Dubsado.

As you prep your food, travel to see your family, or clean your house in preparation for the influx of guests, we made a playlist to set the perfect Thanksgiving Week vibes.

In the proposal functionality within Dubsado, you can allow your clients to pick and choose the packages they would like, sign the contract, and pay the invoice all within one form.

Yes, follow through and execution are difficult. But right at this moment, how many tasks do you need to do but really aren’t doing? The same can be said for different facets of our lives.

Did you know you can add smart fields in the subject line of an email? Well, now you do and it is super easy to accomplish.

Back at ya with Dubsado’s Weekly Jams 37! This week was curated by one of our new sales team members, Blake. In his own words, this playlist “pairs powerful synth tones with strong hip hop melodies...

Guest Post by: Marie Vanderpool . She is an adventure wedding and elopement photographer whose heart lives in the Pacific Northwest, but travels and lives full-time..

Back at you with another weekly playlist! For Dubsado’s Weekly Jams #36, our playlist is curated by one of our recent additions to our customer success team!

When you hear the word “salesman”, what is the first thing that jogs your memory? You might recall...

The number of people who are unable to work their way toward a goal...

After a long hiatus, we are finally back with our Dubsado Weekly Jams! Since we’ve last posted, we have had some new awesome team members join us.

1. Do the hard things first These are words I live by: “What are your choices when someone puts a gun to your head? […] You take the gun, or you pull...

Drained? Feel like you can’t continue? Well I’m here to tell you that A.) it’s okay to feel that way and B.) you’re going to make it through this. ‍ Since starting Dubsado, we’ve faced 1,000 challenges each scarier than the last.

From photographers to lawyers, calligraphers to doulas, the Dubsado family is a rich collection of skills, talents, and expertise. This week, we're hearing from two...

Workflows are such a huge part of your business. Most of the time you do the same process with each client, so why not automate that process. That is where workflow comes in. With Dubsado workflow you can have emails, forms, and reminders all send automatically…

Sometimes finding quality leads is all about being in the right place at the right time. Acquiring new leads isn’t just ‘getting an email address’, but rather, think...

You’ve followed all the guides. Implemented all the key words. Constructed charts and collected data to show just how amazing your service is. Still, locking down...

After a recent post in our community, I thought I’d share what we’ve learned about becoming a magnet for business instead of something static, stale, or even...

Welcome to our Dubsado User Series, where we highlight...

You really can’t run a modern business without an online presence, so there comes a time in every relevant professional career when you have to create a website...

I think the majority of the world religions would agree that humans are not perfect. I won't restrain myself: you’re not perfect. I’m not perfect. And I might...

Maybe you’ve started a business and things are going well: does that make you an expert? Do you consider yourself...

“Pride is a crown of the virtues; it is not found without them, and it makes them greater.” These are the words of none other than Aristotle. It’s high praise for something...

If that headline caught your attention, it’s likely you suffer from some form of anxiety. I am here to tell you that, because you are experiencing those feelings...

It's a good mentality to make MORE money tomorrow than you did today. ‍ If you can make an extra $10 in a day, then you’ve smashed your goal. And once you’ve smashed it...

If you’re like most creative entrepreneurs, managing your time..

If you scroll through the Dubsado Facebook community, you'll see a lot of people talking about how they utilize a program called QuickBooks alongside Dubsado...

It's time for us to sit down and have an honest discussion about what it means to provide value. Whether you're a photographer, a lawyer...

The two of them continued to work, eyes heavy...

A few months ago, I decided to do a wardrobe overhaul. If you’ve ever participated in a good ole fashioned spring clean, you know how invigorating it can be, especially...

Everyone likes an underdog story. It’s why these stories of humble tech startups, turned multi-billion dollar industry-changers are so fascinating. A team of scrapy...

We all dread disappointment. We get our hopes up...

Your business is picking up and suddenly, that paper...

I remember the day when I knew I had a deep interest in exploring some form of storytelling into my life or work: I was on a drive listening to one of my favorite podcasts...

The self-imposed “rut”. At our most recent huddle, we had two amazing creative entrepreneurs who have run their business entirely via referrals! Our minds...

As business owners, one of the greatest challenges we face...

Mastery is elusive. It's always right in front of us. Similar to a carrot in front of the horse, we keep reaching forward, hoping to close the gap between where our skills are and where we hope them to be. Eventually, we get to eat the glorious taste of stepping into our most creative self. Mastery is the pivotal moment where...

Who are you and why are you here?...

I heard an alarming statistic once that suggested that most people who set goals for the new year fall off by Valentine’s Day. Think about it, you start the new year feeling...

We are really here...year two! I love looking back at the very early stages of Dubsado because so much of the growth and struggles we've seen in our business are metaphors for what happens in our lives. Growing a business is just like raising a kid. The first 6 months you're not going to get a whole lot of sleep...

A life’s work is meant to have meaning and purpose. We don’t simply “do” for the sake of doing; what would that be worth, ultimately? That would be like cleaning a clean house. We work to clear our heads. We work to get ahead. We work to pass time. We work to achieve a goal. There are many reasons that inspire us to work. So what...

Raise your hand if you love podcasts. These days...

A user recently posted a comment I loved in our community: "Honestly, I'm really glad they take weekends with their families - I think that's super healthy...

Welcome to the Dubsado Industry Series, where we highlight how Dubsado...

Whether you’re one of our users, or on the team, you know that Dubsado is all about family. We love that you've always been able to know exactly...

As a creative entrepreneur, you may have noticed a few shifts in business lately; one of the most notable changes is that potential clients are no longer searching...

Some days are rough. Nothing you actually follow through on works out the way you planned. It just seems like you're in way over your head with the opportunity...

One thing we hear often when people start to feel the urge to leap into creativity is the fear of being wrong. We're afraid of feeling like we made a huge decision...

On my first day of class as a freshman at college...

The hiring process is one of the most difficult hurdles for any employer to overcome. It can be so easy to just hire at the minimum standard at the start, especially if work is just picking up. Your business, as you know, deserves the best in every capacity. If you’ve ever been in charge of hiring for even just a part-time gig, you know how it goes.

A few weeks ago, I read a comment that made me smile...

Welcome to the Dubsado Industry Series, where we highlight how Dubsado works for all the amazing industries that make up our Dubsado family!...

#MaskOff Becoming the person you ARE is more than just being that person while you’re home alone. We have to figure out how to be ourselves in day to day situations...

Is it going to last? This magical fling that Dubsado has...

If you’re a Dubsado user, you’ve likely started embedding...

One of our biggest points of pride at Dubsado, is the idea that we aren't just another CRM for a specific industry.