Dubsado

Trevor

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

Dubsado 3.0

Start your free trial

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

Getting started with Dubsado 3.0

Accessing your settings

Collect and store the information relevant to your business.

Custom fields

Team member roles & permissions

Notification settings & the updates panel

Essential settings for your Dubsado account and brand

Account & brand settings

Staying up to date using the Home page

Project reports

Chart of accounts

The Home page

The Projects page

Project statuses

Project tags

Creating projects

Navigation within a project

Projects

Managing your contact list

Contacts

Managing client communications with the Messages tab

Messages

Creating and managing tasks

Tasks

Using the Dubsado Calendar

Using scheduler templates

View, manage, and schedule your work and appointments

Events

Creating and sending invoices

Creating and sending recurring invoices

Invoicing

Form templates & the form builder

Using form response summaries

Forms

Using flows

Flows

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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