Dubsado is always here to help you. So if you need help getting set up, head through one of these channels:

 

Email/Chat Support 

This is the fastest way to get in touch when a question comes up! You can access the chat from the lower right corner of your account or email us at hello@dubsado.com any time.

Our chat support hours are:
1am - 9pm pst Monday - Friday
9am - 5pm pst Saturday - Sunday 

 

Book a Demo!

Brand new to Dubsado and want to get the lay of the land and make sure it's the right fit for your business? Schedule a demo with us! This is a great way to get an introduction to the system and get your questions answered.

 

Free Form Recreation

If you have templates outside of Dubsado and are looking to recreate those in Dubsado, you can email up to 10 over to us and we can input them into Dubsado for you for free. Just email your forms to forms@dubsado.com!

 

1:1 Screen Share Sessions

We offer both free and paid 1:1 screen share sessions to help you with your process and Dubsado strategy. Read on to find out which one is right for you!

*Technical, billing, email connection, and calendar syncing questions are best handled by our chat support team.
 

FREE 20 Minute 1:1 Calls

Our FREE 20 minute 1:1 calls are perfect if you would like to cover one topic in depth. We can answer questions on how a particular feature fits into your business process, walk you through specific strategies for using Dubsado in your business, or even review key areas in one of your workflows.

45 Minute Calls

The 45 minute call allows us to dive deeper into your process and create personalized strategies for using Dubsado. If you want guidance on the best way to set up Dubsado for your business or a go through a full audit of your client process and workflows, this call is for you.

 

Set up Services

If you need help in creating workflows, payment schedules, more than the 10 free forms, and just getting your account set up, our Set Up Services has us building your account for you. These prices vary.

 

Free White Glove Migration Services

If you have data in an old CRM and are looking to move it over to Dubsado, the Data Migration Services are perfect for you. We enter in clients and jobs up to 2 years back! Apply their forms and contracts they have filled out to their profile and more.

 

SquareOne 5-Week Intensive

Complete Hands-on Training. We've developed a foolproof roadmap to getting set up in Dubsado. With each weekly 45 min. 1:1 session, we'll help you construct your process from the ground up.

 

Webinars 

We host webinars often on walkthroughs of the entire system or specific areas.  Check out the webinars we have coming up!  

 

Phone Support

Fill out the form below and Dubsado will call you during normal business hours. Depending on call volume you can expect a call in under 3 hours. Our phone support hours are 9am - 5pm pst Monday - Friday.

Did this answer your question?