Dubsado for Small Business – How Can It Help You Organize & Streamline?

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Dubsado for Small Business – How Can It Help You Organize & Streamline?

Alyson Scott • Aug 13, 2021

Dubsado for Small Business – How Can It Help You Organize & Streamline?

In simplest terms, Dubsado is an effective business management tool (similar to a CRM but with so much more!) From creating onboarding processes to invoicing to project and task management, this software has you covered.

If you are looking to create systems in your business that will make you more efficient and productive, Dubsado is a great tool to help you get there!

Dubsado Features in A Nutshell:

Send contracts and invoices
Manage projects
Create customized questionnaires and forms
Manage bookkeeping
Track your time
Send and receive emails
Create to-do lists or boards
Organize your calendar
Create automated workflows

The Dubsado Dashboard

A customizable dashboard quickly displays must-haves, pending tasks, financial goals and alerts.

Financial overview – Allows you to see your sales amounts, what is owing, and a quick comparison to the previous month.

Recent Activity – You’ll find notes on contracts that need signed or invoices that have missed payments.

Monthly calendar – all the tasks you have scheduled (you can even sync with your Apple or Google calendar to automatically import tasks)

Financials – A snapshot of your sales, expenses and profit.

Tasks – A list of upcoming tasks

Alerts – When a client signs a contract or pays an invoice, you receive a notification.

Easily Track Your Projects

Dubsado allows you to easily view a list of leads, jobs and the status of each project. You can create customized proposals, onboarding questionnaires, forms, and invoices for each project with your branding for a consistent customer experience. You can quickly see upcoming tasks, appointments, and next steps for each client project.

Organize your Finances

Dubsado offers basic bookkeeping, which is more than enough for a new small business! You can create invoices, proposals, profit and loss statements, and a chart of accounts. If you are already using a different financial app or are ready to expand, Dubsado syncs with Quickbooks and will soon connect with Wave and Xero.

You can also connect to Strips, Square or Paypal, or apply for payments manually if paid offline

Manage your Calendar

To see tasks, appointments, and payment due dates, you can choose an overview list, monthly, weekly, or daily view. AND you can link your Google or Apple calendar to import your current calendars automatically.

You can also add a Dubsado scheduler right to your website so potential clients can easily book a spot in your calendar.

Plan your Tasks

You can create and assign tasks for yourself and your team members, either in list form or as a task board.

Communicate with Clients

With Dubsado, you can create a portal for every one of your clients. With a password-protected log-in, they can quickly access their forms, emails and invoices.

You can receive and send emails through your email address, and they will be organized within your client portal – no more scrolling your inbox searching for those messages!

Manage Customer Inquiries

You can set up automated email sequences that respond to potential clients who message you through your website. This allows you to nurture leads with quick responses.

Fun Features!

A time tracker to manage how long your tasks are taking you
Email scripts so you’re not typing the same thing again and again
Customizable templates (and you can even add images and videos!)
Send contracts for electronic signature.
Automate payment reminders, confirmation emails, and recurring payments

How much does Dubsado cost?

Considering all the features, Dubsado is an excellent price at 35 USD per month (or 350 USD per year). You can get a free trial that allows you to add three clients to test it out and see if it's right for you.

If you hadn't noticed, I'm kind of in love with this new tool! As a virtual assistant, I have used many apps and business tools to keep my clients organized. Dubsado is one of my favourites!

To learn more about the tool and if it’s right for your business, reach out with your questions. If you are ready to get your Dubsado set up, check out our 20% off promo below!

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