Welcome. So great to have you here. Whether you are a new user or an existing Dubsado user wanting to learn the system more in-depth, this is the perfect place to be. These bite size videos will get you through all the how-tos to getting set up at a pace you want. Thank you for being here. Please let us know if we can be of any help. We are here for you.
Don't forget we also offer:
Free form template input: Email us (email@example.com) up to 10 templates and we can input those into your Dubsado account.
Free White Glove Migration: Coming from another CRM and need to transfer data? We are here to help!
VIDEO #1: The Dubsado Dashboard
VIDEO #2: Setting up your Brand Settings
VIDEO #3: Setting up your Template Forms (Contracts, Sub-Agreements, and Questionnaires)
VIDEO #4: Setting up your Packages
VIDEO #5.1: Setting up your Proposals (clients picking their own packages)
VIDEO #5.2: Setting up your Proposal (in a quote like form for more customized clients)
VIDEO #6: Building and Setting up Your Lead Capture Forms
VIDEO #7: Canned Emails
VIDEO #8: Intro to Workflow
VIDEO # 8.1: Setting up Workflows
VIDEO #9: Payment Schedules
VIDEO #10: How to Send a Form
VIDEO #11: Using "Projects"
VIDEO #12: Client Portals
VIDEO #13: Task Boards
Need help more specific to your business? Book a free call with our Account Solutions Team!
Sign up for a 30 min screen share session to go over your process and strategy in Dubsado or to learn more about how to set up a specific feature in your account.