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Choose the right Dubsado plan for your business

Compare the Starter and Premier plans to find the right fit for your business.

Written by Trevor

At Dubsado, we're passionate about supporting small business owners at every stage of their journey. We offer two plans, Starter and Premier, so you can choose the one that fits how you work today and grow with us as your business grows.

Both plans are packed with Dubsado's core features. The biggest difference between them comes down to automation, with Premier adding tools like the scheduler and Flows. For current pricing on both plans, visit the Dubsado pricing page.


Starter plan

The Starter plan suits new business owners and anyone easing into a business management tool without the overwhelm of setting up automation. If you're used to running things on pen and paper, or you'd rather ease into automating your business gradually, Starter gives you the tools to get organized without feeling overwhelmed.

The Starter plan includes:

  • Unlimited projects and contacts

  • Client portals

  • Email connection and Messages inbox

  • Calendar connection

  • One active lead capture form

  • Email templates

  • Form templates

  • Invoicing

  • Payment processing with Dubsado Payments, Square, and PayPal

  • Payment plans with automated payment reminders and autopay

  • Recurring invoices with autopay

  • Package and discount templates

  • Tasks and task boards

  • Financial reporting (the project reports widget on your dashboard is available on Premier)

  • Team members (up to 3 additional users included free)


Premier plan

The Premier plan includes all of Dubsado's features and suits anyone ready to automate right away. Two headline additions are the built-in scheduler and Flows, which help you save time and streamline your client process. If you've used a business management tool before and are comfortable running your business online, Premier is a great fit, and knowing your client process inside and out will help you get up and running quickly.

The Premier plan includes everything in Starter, plus:

  • Unlimited active lead capture forms

  • Public proposals

  • Scheduler

  • Video conferencing

  • Flows

  • Scheduled send for emails

  • Project source tracking and reporting

  • Time tracker invoicing

  • QuickBooks and Xero integrations for bookkeeping

  • Zapier integration


How to change your plan

You can upgrade or downgrade your plan at any time. Head to Settings ➔ Billing, and on the Billing page, under the Plans heading, each workspace card has a Manage dropdown. Choose Change plan to upgrade or downgrade.

You'll be subject to current pricing at the time of the change. If you downgrade to Starter, the change takes effect at the end of your current billing cycle, so you keep your Premier access through the time you've already paid for.

Billing is only accessible to the workspace owner. Team members, including those with the Admin role, can't view or change billing.

Changed your mind about a scheduled downgrade or plan change? Open the Manage dropdown again and choose Cancel plan change to reverse it before it takes effect.


FAQ

Can I try both plans during my free trial?

Yes. Your free trial includes every Premier plan feature, so you can explore everything Dubsado offers before deciding which plan is right for you. Learn more about your free trial.

What if I want to change plans after I subscribe?

You can upgrade or downgrade any time from the Billing page. See the How to change your plan section above for the steps, including how to cancel a scheduled downgrade before it takes effect.

Is there a pricing difference for team members or additional workspaces?

No. Both plans include up to 3 additional team members at no extra cost and use the same tiered pricing for 4 or more additional users. Additional workspaces are priced the same on both plans too, and any additional workspace runs on the same plan as your primary workspace. Check the Dubsado pricing page for current tier pricing.

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