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
Updated over a week ago
Projects vs. clients
Learn the difference between projects and clients and how they work together.
Written by Sam Gioia
Updated over a week ago
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
Updated over a week ago
Leads vs. jobs
Hint: leads and jobs are both projects.
Written by Sam Gioia
Updated over a week ago
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
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
Updated over a week ago
Organize projects
Customize the Projects page to organize your work.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Archive or delete a project
How to archive and delete projects and what happens to them.
Written by Charis Barg
Updated over a week ago
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
Updated over a week ago
Project tags
Categorize your projects for quick identification and filtering.
Written by Sam Gioia
Updated over a week ago
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
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
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
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
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
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
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
Updated over a week ago
Client Portal
Activate or deactivate client portals
Getting your client portal all set up.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
What are client portals?

Written by Charis Barg
Updated over a week ago
Updated over a week ago
Customize the client portal
Change the colors and text of your client portal to match your brand.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Share the client portal

Written by Charis Barg
Updated over a week ago
Updated over a week ago
Adding a form to the client portal
Add a form straight to the client portal without sending an email. Great for when you have lots of forms!
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Client portal banner images
Add a custom banner image to your client portals.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
What gets synced to my client's portal?
Here is what your client can see in the client portal
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Add an external link to a client portal
Adding an outside URL to the client portal
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Getting an error on my client portal login
Common errors on the client portal.
Written by Charis Barg
Updated over a week ago
Updated over a week ago