Getting started in a new system can be intimidating, and time consuming. To help you cut down on the learning curve, we've identified five key things to know about Dubsado that will greatly impact your experience as a new user.
#1 There's more than one "right" way to use Dubsado.
Every business works a little differently, so your account may look different from your neighbor's, even if you're in the same industry.
There is a basic framework that applies to everyone, but once you dig in to the resources, you'll often see multiple ways to approach the same outcome.
From deciding how to organize, which features to use, the right amount of automation, and more, Dubsado is a blank canvas where you can mix and match options as needed for your specific business.There's definitely not one "right" way to go about it.
#2 Templates help you streamline the way you work.
Instead of writing out the same email or form over and over, you can save time, and respond to clients faster, by creating templates inside of your Dubsado account.
You don't need to set up any automation or workflows to start using templates manually. Once a template has been created, you can apply a copy inside of a specific client's project, and email it over to them when ready. You can even make a few personalized adjustments before sending it, without impacting the master template.
#3 Test everything.
Want some practice? Use a sample project with a fake client to safely test things inside your account! Testing is the perfect way to learn and explore what's possible before sending anything to a real client.
Once you start to build out features and create workflows, testing your process is the best way to double check that it's all set up correctly. Because there's more than one "right" way to use Dubsado, testing is essential for ensuring that the settings, content and client experience that you currently have align with your vision and brand.
#4 The more complex your process is, the more you'll need to set up.
In a simple account, Dubsado is a bunch of building blocks ready and waiting to be manually shared with your clients.
In a complicated account, Dubsado is a bunch of building blocks nested within each other and strung together in an automated sequence, from the first point of contact with a client to the final payment.
Your time commitment for setting up an account will likely be proportionate to the complexity of the process you're after. Which brings us to our final tip...
#5 Go at your own pace.
Dubsado is a powerful tool that you are free to set up slowly or quickly, all at once or little by little. As long as things are getting easier and more organized, you are on the right track.
If you found these tips helpful, don't forget to check out our Dubsado Basics series of videos that walks you through covering the basics of Dubsado in bite size pieces.