Updated Aug 1, 2023
Dubsado is organized around projects. Everything you do with a client, such as sending a contract, creating an invoice, or even sending a simple email, happens inside a project.
Although you can add clients to your address book without creating projects, we recommend adding a new client while creating a new project so that you can get started working with them right away.
Go to Projects >> New Project and click Create New Client while creating a project.
When the new project opens, you'll see the client's information in the project sidebar.
After you start using a lead capture form to bring in new clients, Dubsado will add each new client to the address book and set up a project for them automatically, making this process much more seamless!
👋 Here's a tip... the address book is meant to be used as a reference tool to look up clients and projects you've had with them. Contracts and invoices cannot be sent to clients through the address book — you must send them through a project.
We recommend keeping your client communication (emails, forms, and invoices) inside of projects to stay organized!