Projects and Clients

Manage and organize your projects and clients.

17 articles in this collection
Written by Sam Gioia

Projects vs. clients

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

Written by Sam Gioia
Updated over a week ago

Projects

What is a project?

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

Written by Sam Gioia
Updated over a week ago

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

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

Written by Sam Gioia
Updated over a week ago

Leads vs. jobs

Hint: leads and jobs are both projects.

Written by Sam Gioia
Updated over a week ago

Create a project

Manually create a new project for working with a client.

Written by Sam Gioia
Updated over a week ago

Set a project date

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

Written by Sam Gioia
Updated over a week ago

Organize projects

Customize the Projects page to organize your work.

Written by Sam Gioia
Updated over a week ago

Archive a project

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

Written by Sam Gioia
Updated over a week ago

Project Statuses and Tags

Project statuses

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

Written by Sam Gioia
Updated over a week ago

Project tags

Categorize your projects for quick identification and filtering.

Written by Sam Gioia
Updated over a week ago

Manage project statuses and tags

Add, edit, and delete project statuses and tags.

Written by Sam Gioia
Updated over a week ago

Clients

What is a client?

Clients, alternate contacts, and how they work.

Written by Sam Gioia
Updated over a week ago

Should I create a project or client first?

Hint: everything starts with a project!

Written by Sam Gioia
Updated over a week ago

Manage clients in the address book

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

Written by Sam Gioia
Updated over a week ago

Bulk import a client list

Import clients via a CSV file into Dubsado.

Written by Sam Gioia
Updated over a week ago

Export a client list

Export the clients in your address book as a CSV file.

Written by Sam Gioia
Updated over a week ago

Migrate existing clients into 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!

Written by Sam Gioia
Updated over a week ago