So, you’re ready to get started with Dubsado as your CRM, but you’re unsure where the heck to start. We love Dubsado and would back it up with our lives, but we also know that, as with any software, it can be super intimidating to think about setting it all up. That’s where we come in!

We’re going to walk you through everything you need to know about getting your Dubsado account up and running in no time. When you break it all down, it really isn’t confusing or hard, there are just a lot of steps involved that can make it seem daunting.

So, save this post to come back to as you get to know Dubsado more and want to use it to its full potential! If you want, you can open up Dubsado in another tab now and read along as you set it up, but you definitely don’t have to complete all of this in one day.

We’re back with the second (and final) post in this comparison game between the three top CRMs in the game: Dubsado, 17Hats, and HoneyBook! Last week, we compared Dubsado vs. 17Hats. If you want to find out who our personal winner was, head here to check out that blog post.

Today, we’ll be diving into Dubsado vs. HoneyBook, so you can make an informed decision about which platform would be the best CRM for your business. Let’s get started!

CRMs offer an easier and more streamlined approach to sending contracts, proposals, forms, invoices, and other documents, all the while maintaining a consistently branded and professional image.

The thing about CRMs is that there are a lot of them, and it can make choosing the right one a very difficult decision. Three of the main top dogs in the CRM game right now are Dubsado, 17Hats, and Honeybook. Even though we’re hardcore Dubsado lovers, we believe in fair game for all, so to help you decide if it’s the best CRM for your business, we’ll be comparing it to 17Hats today

it’s super easy to fall down the rabbit hole of Googling which tools are best for which purpose, signing up for free trial after free trial, and getting lost in a sea of overwhelm when you notice that you’re 50 applications deep yet you only use about 2 or 3 semi-consistently.

So, to prevent you from going anywhere near that rabbit hole and save the time that you would otherwise be spending on trial and error, we’re going to break down our ultimate list of tools for new service-based businesses! We’ll be listing a few options for different categories so as to not overwhelm you. Some of these we currently use and some we’ve used in the past before our business grew and evolved.

Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.

There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!

We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.

Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!

Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.

Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.

Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!

One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!

You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!

This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!

Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.

You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.

In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!