The PROJECTS page is where you’ll spend the majority of your time working with clients once you’re set up in Dubsado.
You’ll see important info, like the client’s name, project date, and the status of invoices and contracts, here at a glance. Click on any project to open it up!
Across the top, you’ll see you’ll see your project statuses and how many projects are in each status. Click on a status to see the projects inside. Statuses are categorized into Leads, Jobs, and Archived:
- Leads: Projects where the client is still in the initial stages of booking with you. Generally, a project is considered a lead until they have signed your contract or paid.
- Jobs: Projects that are considered to be confirmed as booked.
- Archived: Any cold leads or past jobs that you no longer want in one of the other categories.
Quickly change a project’s status right from the Projects page using the dropdown under the Status column.
Click on a status to view all of the projects in that status. You can then sort your projects by clicking on any column header with the arrow symbol. Control which columns are visible from the Customize screen.
Within any status, you can click on the Filter button to further narrow down your projects.
You can filter by:
- Project Title
- Assigned Teams or Multi-Users