Dubsado

Becca Berg

Stay organized and connected with clients

Projects and Clients

Get started with this powerful way to communicate with your clients.

What is a project?

Learn the difference between projects and clients and how they work together.

Projects vs. clients

How to use Dubsado projects when you have a client-based business.

What if I don’t have "projects” in my business?

The difference between a lead status and a job status.

Leads vs jobs

Manually create a new project for working with a client.

Create a project

Plus, some tips on setting a project date that works for you.

Set a project date in 2.0

Customize the Projects page to organize your work.

Organize projects

How to archive and delete projects and what happens to them.

Archive or delete a project in 2.0

Projects

All about leads and jobs and how you should be using them.

Project statuses

Categorize your projects for quick identification and filtering.

Project tags in 2.0

Change the project status

Project statuses and tags

Clients, alternate contacts, and how they work.

What is a client? in 2.0

Should I create a project or client first?

Search through your existing clients to access contact information, notes, and past projects.

Manage clients in the address book

Import clients via a CSV file into Dubsado.

Bulk import a client list in 2.0

Export clients and projects as a CSV file.

Export data from Dubsado in 2.0

Coming over from another platform? Never had all your client info in one place before? Here's a guide to bringing in your existing clients!

Migrate existing clients into Dubsado in 2.0

Clients

Activate or deactivate client portals in 2.0

What are client portals? in 2.0

Change the colors and text of your client portal to match your brand.

Customize the client portal in 2.0

Share the client portal in 2.0

Add a form straight to the client portal without sending an email. Great for when you have lots of forms!

Adding a form to the client portal

Use a one-time link to easily share photo galleries with your clients

Share a photo gallery in the client portal in 2.0

Add a custom banner image to your client portals.

Client portal banner images in 2.0

Here is what your client can see in the client portal

What gets synced to my client's portal? in 2.0

Adding an outside URL to the client portal

Add an external link to a client portal in 2.0

Getting an error on my client portal login in 2.0

Client portal

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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