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Projects and Clients
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