Dubsado

Becca Berg

Get a breakdown of your finances and project sources

Reporting

Keep track of where your leads are coming from using Project Source Tags!

How to create and apply project source tags in 2.0

Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.

Add a project tracking element to your forms in 2.0

Get an overview of how many projects you have and the net income of those projects per source.

Using the project breakdown page in 2.0

Project sources and tracking

A breakdown of the accounting features built in to Dubsado.

Bookkeeping in Dubsado 2.0

Assign income categories to your invoice line items so that you can track how much you make in each category.

Income categories in 2.0

You can manually record business and project-related expenses on the Transactions page to keep track of spending in your business.

Tracking your expenses in 2.0

Bookkeeping

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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