Dubsado is always here to help you. So if you need help getting set up, head through one of these channels:
Free Form Recreation
If you have templates outside of Dubsado and are looking to recreate those in Dubsado, you can email up to 10 over to us and we can input them into Dubsado for you for free. (email: firstname.lastname@example.org) If you have more than 10 forms, see our set up services below...
Set up Services
If you need help in creating workflows, payment schedules, more than the 10 free forms, and just getting your account set up, our Set Up Services has us building your account for you. These prices vary. See link
for more information.
Free White Glove Migration Services
If you have data in an old CRM and are looking to move it over to Dubsado, the Data Migration Services are perfect for you. We enter in clients and jobs up to 2 years back! Apply their forms and contracts they have filled out to their profile and more. Click here for all the details.
We host webinars often on walkthroughs of the entire system or specific areas. Click here
for the webinars we have coming up!