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You can always count on us.

We know that running a business is hard, and doing it on your own is even harder. Above all else, our goal is to take care of you. No question is too simple and no problem is too big to reach out to us. We will always take the time to provide thorough, thoughtful answers, and work closely with you to reach a lasting solution.

Accounting & Reporting

Stay up-to-date on your finances and track lead generation metrics.

Want to see what it looks like on your client’s end? Receive a few forms from Dubsado as if you were one of your clients.

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Coming from the “other guy”?

We offer free White Glove Migration to transfer your data from your old CRM into Dubsado. And yes, it is completely free.

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Projects

Create projects for your clients and stay on top of upcoming tasks, completed forms, and deadlines.

Account Solutions

Our Account Solutions team is here to help you make the most of your account by exploring your business process and consulting on Dubsado strategy.

Otherwise, complete the form above and someone from our team will reach out soon!

The Dubsado Setup Service

Work with our team turn your client process into an automated workflow in Dubsado. Starting at $300.

What's included?
  • We'll set up one client process as an automated workflow in your Dubsado account and create the appropriate project statuses, tags, and payment schedules to go along with it.
  • Additional client processes will be quoted accordingly.
  • Building Dubsado templates for your existing forms, canned emails, and packages can be added on at our à la carte rates.
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testimonial

“Dubsado is the most intuitive, visual, user friendly platform I’ve ever used!! It helps me keep track of all my customers, send branded forms and makes everything look soooo professional. Thanks for making my life easier and for your exceptional customer service.”

Carlee Secor, Photographer
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form
Fill out the form below and you’ll get a call from us during normal business hours.
Typically you can expect a call in under 3 hours.
Phone support hours:
Monday - Friday 9am - 5pm
Someone from our team will reach out within the business day!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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Communication

Correspond with your clients through emails, forms, contracts and invoices—all from your own email address.

Brandon

CEO/Co-Founder/Head of Product

Correspond with your clients through emails, forms, contracts and invoices—all from your own email address.

Step 1

Process Outline

Submit a breakdown of your entire client process so that we can review each step and make sure it's a good fit for the setup service before you invest. If you have more than one process, we'll provide a custom quote.

Brands

Book jobs and schedule appointments based on your availability. Organize your projects with tags and funnels.

$10per additional brand, per month
Monthly plan
$35 per month
Unlimited clients and projects
First 3 additional users are free
*Additional brands and employee access extra
New Features & Updates
Most Recent
  • Dubsado updates
    April 26, 2019
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  • Workflow Speed Updates
    April 26, 2019
  • Project Reporting
    April 26, 2019
  • Lead/Project Reporting
    April 26, 2019

Tech Support

The quickest way to get in touch with us is through chat or email.

Submit a breakdown of your entire client process so that we can review each step and make sure it's a good fit for the setup service before you invest. If you have more than one process, we'll provide a custom quote.

Chat hours:
M - F: 4am – 12am (PST)
Sat - Sun: 9am – 5pm (PST)

If you still have questions after chatting, you can request a phone call for further assistance.

What’s included?

  • Migration from one system
  • Jobs and contacts attached to them
  • Import of client data if your previous CRM allows for a mass export
  • Invoices and payments made on that invoice

What’s not included?

  • Client email conversations/email communications
  • Bookkeeping categories or anything outside a project invoice
  • Templates
  • Workflows
rich text

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

  • List Item 1
  • List Item 2
  • List Item 3
  • List Item 4

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

Office hours are a simple tool that will only allow emails to send in workflow during the time that you set. You let Dubsado know when your office hours are... say 9am - 5pm and it will only send workflow emails at that time. Any workflow emails there were to send during the off hours will be held until 9am the next morning.

It is simple to set up too! Head on over to TEMPLATES >> WORKFLOWS. Right on that workflows page you can find the set office hours text. Click that to set them! More about that here

This a sample screenshot.