Projects and Clients

25 articles in this collection
Written by Becca Berg, Sam Gioia, and Charis Barg

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

Projects vs. clients

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

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 or delete a project

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

Written by Charis Barg
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

Client Portal

How to activate client portals

Getting your client portal all set up.

Written by Becca Berg
Updated over a week ago

Customize the client portal

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

Written by Sam Gioia
Updated over a week ago

Client portal banner images

Add a custom banner image to your client portals.

Written by Sam Gioia
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 Becca Berg
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 Sam Gioia
Updated over a week ago

Adding an External Link to the Portal

Adding an outside URL to the client portal

Written by Becca Berg
Updated over a week ago

Embed a portal login on your website

Written by Becca Berg
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