Dubsado functions primarily around projects. We recommend setting up a project first when you have a new client coming in. A new client can be added during the project creation process.

The ADDRESS BOOK is a great place to look back on all projects you had with that client. The address book is meant for just informational purposes. Contracts and Invoices cannot be sent to clients through the address book, you must send them through a project.

We recommend keeping all of your client communication - emails, forms, and invoices - inside of projects to stay organized!

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