Dubsado

Sam Gioia

Charis Barg

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?

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

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

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

Add, edit, and delete project statuses and tags.

Manage project statuses and tags

Project Statuses and Tags

Clients, alternate contacts, and how they work.

What is a client?

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

Export clients and projects as a CSV file.

Export data from Dubsado

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

Clients

Activate or deactivate client portals

What are client portals?

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

Customize the client portal

Share the client portal

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

Add a custom banner image to your client portals.

Client portal banner images

Here is what your client can see in the client portal

What gets synced to my client's portal?

Adding an outside URL to the client portal

Add an external link to a client portal

Getting an error on my client portal login

Client Portal

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💡 Explore Updates and Bug Fixes

Find answers and get help from Intercom Support and Community Experts

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