Dubsado Help Center

Dubsado 3.0

Help Center articles for the newest version, Dubsado 3.0 (as of Nov. 17, 2025)

By Trevor and 1 other2 authors154 articles

Getting started with Dubsado 3.0

Getting started guide

Migrate from another tool

Collect leads with a form

Send invoices and get paid

Send a contract for e-signature

Build a proposal or quote

Account & brand settings

Accessing your settings

Team member roles & permissions

Notification settings & the updates panel

The Home page

Staying up to date using the Home page

Project reports & project sources

Chart of accounts

Projects

The Projects page

Project statuses

Creating projects

Navigation within a project

Project suggestions

Contacts

Managing your contact list

Messages

Connecting your email_{7 articles}

Email deliverability_{8 articles}

Email templates_{4 articles}

Composing emails_{5 articles}

Sending & the inbox_{3 articles}

Tasks

Creating and managing tasks

Using task boards

Events

Calendar_{3 articles}

Building scheduler templates_{4 articles}

Availability & scheduling rules_{3 articles}

Video conferencing_{2 articles}

Appointments & booking_{5 articles}

Sharing & embedding schedulers_{4 articles}

Invoicing

Creating & sending invoices_{6 articles}

Packages_{3 articles}

Recurring invoices_{2 articles}

Payment plans & reminders_{3 articles}

Autopay_{3 articles}

Discounts & taxes on invoices_{3 articles}

Bookkeeping & expenses_{3 articles}

Forms

Forms & the form builder_{12 articles}

Managing & sending forms_{10 articles}

Lead capture forms_{4 articles}

Proposals_{4 articles}

Contracts & sub-agreements_{5 articles}

PDFs_{3 articles}

Flows

Planning your flows_{2 articles}

Building flows_{4 articles}

Flow actions & triggers_{5 articles}

Applying & running flows_{3 articles}

Managing & monitoring flows_{3 articles}

Platform tools

Smart field reference guide

Template tagging and template archiving

Taking bulk actions

Known Issues tracker

Subscription & billing

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