Dubsado

Trevor

Mobile App

Installing the Dubsado mobile app

Notifications in the mobile app

Clients in the mobile app

Multi-users in the mobile app

Using the Events tab in the mobile app

Getting started with the mobile app

All about projects in the mobile app

Creating new projects in the mobile app

Project notes in the mobile app

Projects

Adding forms to a project in the mobile app

Sending forms in the mobile app

Countersigning contracts in the mobile app

Forms

Emailing within projects in the mobile app

Using the general inbox in the mobile app

Customizing emails in the mobile app

Scheduling emails to send later in the mobile app

Emails

Creating, viewing, and editing invoices in the mobile app

Applying and editing payment plans in the mobile app

Viewing, applying, and editing invoice transactions in the mobile app

Viewing recurring invoices in the mobile app

Viewing refunds in the mobile app

Tap to Pay in the mobile app

Using the invoice list in the mobile app

Invoices

Creating appointments and internal events in the mobile app

Viewing and editing events in the mobile app

Applying schedulers in the mobile app

Scheduling

Applying workflows in the mobile app

Managing workflows in the mobile app

Workflows

Tasks in the mobile app

Tasks

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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