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Dubsado 3.0
Dubsado 3.0
Help Center articles for the newest version, Dubsado 3.0 (as of Nov. 17, 2025)
By Trevor and 1 other
2 authors
226 articles
Getting started with Dubsado 3.0
Migrate an existing business into Dubsado
Getting started guide
What to set up first
Collect leads with a form
Build a proposal or quote
Send invoices and get paid
Send a contract for e-signature
Account & brand settings
Managing your account
3 articles
Client-facing settings
5 articles
Team members
5 articles
Managing workspaces
3 articles
Signing in
2 articles
The Home page
Staying up to date using the Home page
Project reports & project sources
Chart of accounts
Projects
Creating and navigating projects
4 articles
Managing projects
5 articles
Contacts
Managing contacts
3 articles
Client portals
8 articles
Messages
Connecting your email
7 articles
Email deliverability
8 articles
Sending & the inbox
3 articles
Email templates
4 articles
Composing emails
5 articles
Tasks
Creating and managing tasks
Using task boards
Events
Calendar
3 articles
Building scheduler templates
4 articles
Availability & scheduling rules
3 articles
Video conferencing
2 articles
Appointments & booking
5 articles
Sharing & embedding schedulers
4 articles
Invoicing
Setting up invoicing
3 articles
Creating & sending invoices
7 articles
Managing invoices
4 articles
Packages
3 articles
Recurring invoices
2 articles
Payment plans & reminders
3 articles
Autopay
3 articles
Discounts & taxes on invoices
3 articles
Bookkeeping & expenses
3 articles
Forms
Forms & the form builder
12 articles
Managing & sending forms
10 articles
Lead capture forms
4 articles
Proposals
4 articles
Contracts & sub-agreements
5 articles
PDFs
3 articles
Flows
Planning your flows
2 articles
Building flows
4 articles
Flow actions & triggers
5 articles
Applying & running flows
3 articles
Managing & monitoring flows
3 articles
Platform tools
Notetaker
Smart field reference guide
Taking bulk actions
Template tagging and template archiving
Known Issues tracker
Dubsado Payments
Setting up Dubsado Payments
3 articles
Payments & payment methods
7 articles
Buy now, pay later
3 articles
Payments, refunds, & disputes
5 articles
Managing your payouts
3 articles
Third party connections
QuickBooks
3 articles
Xero
3 articles
Zapier
2 articles
Subscription & billing
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