Updated October 15, 2024
Stay on top of your client communication with Dubsado mobile app! Having to send an email from a separate email app on your mobile device is a thing of the past.
Overview of emailing in the mobile app
Just like Dubsado’s desktop application, sending and receiving emails in the Dubsado mobile app uses your connected external email account. Emails sent from the Dubsado mobile app will be sent from your email account, and emails received will appear within Dubsado and within your external email inbox.
Keep in mind that emails can only be forwarded into Dubsado if they are sent from an email that’s saved in your Dubsado address book.
To make changes to your email settings, log in to Dubsado’s desktop site and navigate to Settings ➔ Emails.
Emails tab
To view the emails associated with a project, send new emails in a project, or reply to project emails, tap on a project from the main Projects list and then navigate to the Emails tab at the top of the screen.
Viewing project emails
Within the Emails tab, you can view all emails that have been sent and received within the project. Each email entry within the list displays the recipient’s name, the subject line of the email, and a preview of the message.
By default, emails are listed in chronological order with the newest emails appearing at the top of the page. The time or date that each email was sent is listed on the righthand side of your screen.
If the email has been read by your client and you have the tracking pixel enabled, the last time that the client viewed the email is displayed beneath the preview of the message.
Sending a new email
Tap Compose to begin writing a new email.
Within the mobile app, the client associated with the project is automatically set as the primary recipient - just like on Dubsado’s desktop application. However, unlike the desktop app, you aren’t able to remove the primary client from the email.
In the email composition window, you can:
Tap Cc to add a Cc recipient. You can add as many Cc’s as you like!
Tap Add subject to add a subject line.
Tap into the email body to compose the body of your email.
Tap an option in the customization toolbar to add links, use canned emails or smart fields, and utilize rich text editing.
Tap the keyboard icon to minimize the keyboard.
Tap the paper plane icon to send your email.
By default, your Dubsado email signature is added to the bottom of the body of your email. To make changes to your Dubsado email signature, log in to Dubsado on desktop and head to Templates ➔ Canned Emails ➔ Signature.
After you send your email, you are returned to the main Emails tab of the project, and your newly sent email now displays at the top of the project’s email list.
Replying to an email
To send a reply in an existing email thread, tap on the thread from the Emails tab. The entire conversation is then displayed, with the newest emails showing at the bottom of the thread.
At the bottom of your screen, tap anywhere on the blank draft to pull up the keyboard and type your reply.
Don’t forget to tap the paper plane icon to send your email once you’re done!
Reply vs. reply all
If the previous message had more than one recipient, your reply will default to including the additional recipient(s). You can tap Reply all at the top of the screen and select Reply if you wish to reply only to the main client.
Or, you can remove an additional recipient from your reply by tapping their name in the To or Cc fields and then tapping the backspace button in the keyboard.
🔥 New feature: Synced reply drafts!
Within the Dubsado mobile app, any email reply you type up is automatically saved as a draft, and that draft is synced with Dubsado’s desktop site in real-time. This means you can type up a reply while out and about, and then send that reply later from your computer - no copying and pasting required!
Mobile App Roadmap
Curious about features and functionality that we plan to add to the mobile app? Check out our mobile app roadmap to see of a full list of the features we’re planning and working on! There, you can let us know how important our upcoming updates would be to you, and submit new ideas.
Don’t forget that you can chat our Customer Care team anytime by sending an email to hello@dubsado.com, or by heading to the More tab within the mobile app.