Project Sources and Tracking
How to Create and Apply Project Source Tags
Keep track of where your leads are coming from using Project Source Tags!
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Add a Project Tracking Element to Your Forms
Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Using the Project Breakdown Page
Get an overview of how many projects you have and the net income of those projects per source.
Written by Becca Berg
Updated over a week ago
Updated over a week ago
Bookkeeping
Bookkeeping in Dubsado
A breakdown of the accounting features built in to Dubsado.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Income Categories
Assign income categories to your invoice line items so that you can track how much you make in each category.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Tracking Your Expenses
You can manually record business and project-related expenses on the Transactions page to keep track of spending in your business.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago