Holy smokes, you guys! When something is this good, you don't keep it to yourself; you share it!
I don't know if I've been living under a rock, or what, but I'd never heard of this company until a few months ago. I'm scratching my head now, trying to figure out what the heck took me so long to move forward!?
Disclaimer: Before I move on & tell you what this oh-so-special app is, I also need to tell you first & foremost (in favor of 100% transparency) that I am currently using this app for my own business, and this post has affiliate links & my referral code is at the bottom if you want it. That means, if you click on any link to their site AND sign up for their services we will both benefit, but only if you sign up (not just if you go check them out & look around). No, I'm not getting paid to advertise for them –I'm just THAT happy; I HAD to share!
Okay. Now that's out of the way, we can move on!
Let's have a drumroll please!
No, I'm just kidding. But I really am that excited to share this with you today!!
I just might be obsessed about finding & using Dubsado. Honestly. I'd heard of it before, a handful of times in the freelancer and entrepreneur community, but I didn't think anything of it. After all, I wasn't looking to replace the system I had yet.
The thing is, with my other system, I kept running into walls.
- First, I couldn't accept multiple payments on one invoice, which is a must-have for my price points.
- Second, I wanted automations that my last service didn't offer. Everything they did offer was great, but it was also rudimentary.
- Third, I wanted more customization for what I was sending out.
So when I hit a wall (yet again), using the other service, I thought: "That's it. I have GOT to look for something else." And I started searching!
Jenna Kutcher, a #girlboss photographer who runs a free podcast called Goal Digger (which I loooove by the way), uses Honeybook and offers her listeners a great discount for that system.
I checked into Honeybook, but I wasn't sure it had everything I needed right now, and the price tag seemed steep, even with JK's discount. It also seemed like a newer company, and some of the reviews I read, mentioned specific things about the system that I wanted, in which they were disappointed. I also didn't want to jump into anything too fast (I'm a slow decision maker when it comes to this stuff), so I kept looking.
And let me tell you, I've also tried PayPal, 17 Hats, Wave, and Hello Bonsai myself. I've also researched a handful of others, including: Pancake app, Freshbooks, Quickbooks Online, etc.. I was trying to find one with the most features in 1 service, so I wouldn't end up with 40-some-odd monthly bills for various services to achieve the automations I needed, because we all know those add up quickly!
So, why did I take the leap for Dubsado?
As they say down south, 'Ooooh, let me tell you all about, honey!'
Dubsado's Feature List:
Besides the fact that their interface is attractive, clean and pretty user-friendly!
1 | YOU CAN START FREE, WITH NO TIME LIMIT
Yep, you heard me! They offer a free trial for up to 3 clients, so you can take as long as you need to figure out whether you like Dubsado.
You have full access to their services on this trial too. So you can start off using it just like you would if you had 100 clients.
2 | MOBILE FRIENDLY + APP COMING SOON
So many services are internet browser based these days and don't have mobile apps. Editing on the go is an important feature for freelancers, because we never know where we'll be when we get a potential lead. Their site is currently mobile friendly, but they've got an App coming soon as well!
3 | I CAN USE MY BRANDING ON EVERYTHING
Dubsado doesn't put their logo on anything the customer sees, which avoids potential confusion about where the emails and/or documents are coming from.
Everything I send out has my logo on it, and I can even customize the colors and fonts to match my own branding. Seamless!
4 | DRAG & DROP LAYOUT & DESIGN
Whether you're building a new Contract, Proposal, or some other kind of form, you can design it with their drag & drop system. It's all very easily editable, which makes the process simpler, faster and so much more customizable!
5 | SEND & SIGN CONTRACTS
No attachments, scanning or mailing. Sending & signing contracts is quick and easy, and variables in the contract form allow certain types of fields to be automatically filled in, if that info is available to plug in.
6 | SEND INVOICES + ACCEPT ONLINE PAYMENTS
Easy to create, and credit card payments automatically show up in your dashboard. Check or cash payments can be applied also, of course.
You can accept credit card payments, and e-checks online. Only the standard fees apply, which means Dubsado doesn't charge their own (additional) fee for online payments. There are no duplicated fees, and there's a max fee cap of $5.00. Win, win!
7 | MANAGE CLIENT INFO
Store important contact information, notes if needed, and even a breakdown of past events, invoices, and more.
8 | CALENDAR INTEGRATION
They sync with Google Calendar and iCal, so you'll know what your schedule looks like wherever you go, no matter what calendar you're looking at.
COMING SOON: An Online Scheduling System. You've heard of Calendly, or Acuity Scheduling? Yeah that kind of additional functionality is currently being planned for Dubsado's Calendar, and I am stoked about it!
9 | INTERNATIONALLY FRIENDLY
Dubsado is based in the US, but has users worldwide. During set up, you add your location and what currency you'd like to be paid in, and that's that! Easy.
10 | SIMPLE BOOKKEEPING
Auto-applied categories (that you create during setup) to service packages, ability to track expenses and payments for tax season, and simple bookkeeping.
11 | MULTI-REDUNDENCY BACKUPS
Multiple backups (upon backups) make sure your info can't get lost and that it stays safe.
Now for the really fun stuff!
12 | TIME TRACKING
You can get rid of Harvest, Toggle, or whatever you're using to track your time. Dubsado has it's own simple Time Tracker!
13 | PAYMENT SCHEDULES
Oh the relief I felt when I first read that! Nobody wants to chase down a client for a payment owed. Nobody likes sending payment reminder emails, either.
That's why I'm in love with Dubsado's payment schedules! They can be set up before hand, and applied to any invoice or workflow you create. The schedules let you automatically send out payment reminder emails before and after the due dates, so you don't ever have to do that yourself again. (Pheeew!)
14 | LEAD CAPTURE FORMS
Embed it on your site, or link a button (example below) on your site to the form page. When filled out, Dubsado imports that info into the Leads section of your account so you won't forget to follow up.
You can set up these forms to have specific variable fields that can auto-populate those same fields in other forms, like the Contract or canned emails for example. You can also apply Workflows to these, to automate certain processes. (More on Workflows in a minute.)
15 | QUESTIONNAIRES AND FORMS
Like Google Doc's forms/surveys, or Typeform, you can set up things like Testimonial requests, Design Questionnaires, and more! You can set them up ahead of time, so you can send it out with a few clicks, or you can apply it to a workflow, and it will go out automatically, as scheduled in that workflow. (Again, more on Workflows in a minute.)
They are easy to set up, fill out, and get back, plus the client can update them later if needed (and you'll be alerted if they do).
16 | EMAIL TEMPLATES
Canned emails! If you're constantly writing and sending the same emails over and over again, then you will love this. I don't know about you, but I can spend a ridiculous amount of time trying to type up the perfect response, which is silly since I'm saying the same things over and over.
Save yourself some time, and type these up ahead of time. You can edit them if needed, otherwise, you can save yourself loads of time with the click of a button.
PLUS, you can set up custom email signatures to match whatever you normally use. My email signature from Dubsado looks the same as it would coming from my G-Suite email.
17 | CLIENT PORTALS
A simple place for your client to be able to access any documents or emails you send them during a project. They can edit their information, if their phone number or address changes; they can even view/print invoices, contracts, proposals and more from this portal. Anything the client updates here will sync with your account elsewhere in Dubsado.
It can have a password, or they can log in with their email address. You can send them a custom link to their portal, or you can embed a client portal login on your website so they can always find it easily. (Mine is in the main Nav at the top right of any page!)
18 | TO DO LISTS
This was a very simple system. You add an item, and you can check it off. That was pretty much it. However, they're working on adding a lot more functionality to it, and some of that has already been applied with a new update that was released in early August (2017)!
They are also working on a Trello or Asana-like board system, with the ability to send reminders for task due-dates, upload files to a task, and more! Yay!!
19 | WORKFLOWS
In a word: INVALUABLE. This really is the best part about Dubsado. No joke!
You can automate your entire process with this feature, and this is what sold me. You can set up a workflow for each package you offer, so that each step in the workflow will relate to that specific type of project.
How does it start? You can embed a lead capture form on your site, like the example in #14 (go ahead and click on it if you didn't earlier, ––you won't be required to fill out anything).
When you fill out this form, you can choose the service you're interested in, and if I've applied a workflow to the services listed in the form, it will also be applied to that lead, the second you hit Submit. That might be kind of confusing, so here's a breakdown of what happens:
Let's say you chose my Branding package from the Lead form; my workflow triggers a series of automatic events:
- First, you'd get an immediate follow up email that breaks down my Client Onboarding process, so you know what to expect in the process.
- The next day (or whenever I set it for), you'd get a Proposal specifically for the package you chose (which I'll go into detail about in the next section). After that's filled out, you'd receive (over time as the project progresses) the following.
- a custom contract for that project, with fields populated based on what you filled out in the initial Lead form, and sent out however many days/hours/weeks I choose after the proposal is completed (including the invoice amount, contact information, and payment schedule if one is applied).
- Once the contract is signed, the workflow sends an invoice for the amount in the proposal & contract, where you can choose to pay in full, or make just the initial deposit payment.
- If you chose to make payments, the payment schedule for that workflow is applied, and Payment Reminder(s) will go out on a schedule, before (and after) the due date (or however I set them up in the Workflow)
- thank you email(s) will go out for each payment made
- a design questionnaire, if applicable to that project, will be sent out after the first payment, and before I get started on the project
- after the final payment is made and the final thank you email has been sent, a testimonial email request will go out, with an a form you can fill out online
- lastly, a follow up email will go out after the project is complete and some time has passed, to see how you're doing, and ask if you have any questions or concerns.
Might sound a little weird to have so much automation, but think about it. I only set it up once, and I created a workflow for each major package I offer. I can interrupt the workflow any time to customize it further for that client, and I only set it all up once. That saves me LOADS of time, keeps me consistent and organized, and holds me to a schedule so I don't get behind or forget a step in the process.
I also don't have to use the Workflows at all. The system works perfectly fine without using this feature, and I have plenty of one-time projects which don't need it. It's a wonderful option to have!!
20 | PROPOSALS
This is another one of my favorite things about Dubsado! Proposals are enormously functional, and not just for proposing a price or package. A little confused? (What else would you use a proposal for, you ask?)
Proposals can be set up in your forms section, along with Lead Captures, Contracts, Questionnaires, and other stuff. BUT, Proposals have so much more functionality.
With Dubsado's Proposals, you can also handle revision rounds, order forms, and more. Say you're a designer like me, you can create a form with proof images on the form and include check boxes for "Yes, I approve" or "No, I'd like to make some changes." Then you can include a box for them to write in those changes.
Or, let's say you have a custom wedding album service or something like that. You can set up your Proposal form to be more like an order form, with photos of all the different styles you carry, the price for each & a check box to add it to the invoice. You can also list add-ons that are not required, but often requested (such as a special leather hardback cover, custom calligraphy, or adding more pages to the book). The total will tally up at the end with every additional thing the customer adds as they fill out the form, and Dubsado will alert you when they've completed it.
Pretty amazing right?
Currently in the works:
- Recurring subscriptions for clients (automatic renewal)
- being able to tag jobs, and sort by groups
- proofing for designers (already has this functionality, but they're cleaning it up a bit & adding more to it)
- being able to add vendors, not just clients!
- file sharing with clients - being able to upload files to forms and in the portal
- ability to customize the look of your clients portal!
- ability for clients to add a tip to an invoice
- ability to add custom fields in the job dashboard, customized for me & my process
- online scheduling system like Acuity Scheduling & Calendly ––did I mention that already ;)
- conversation mode / email integration
- bank syncing, so we can sync our bank transactions with the bookkeeping in Dubsado
- Quickbooks Online integration!
- more financial integrations like mileage tracking, receipt storage, etc.
- form expiration dates, if you don't want them to be applicable outside of a certain time frame
- email list integration (MailChimp, Convertkit, etc.)
- form logic!!! if a client answers one question a certain way, it triggers a new set of additional questions based on that answer
- sending questionnaires that don't have to apply to a job (sendable to anyone)
- more lead tracking
- more Zapier triggers and actions
- an app!
Dubsado's current pricing can be found here. Though currently (Oct. 2017) it's:
- MONTHLY = $25/mo
- YEARLY = $250/yr
- multiple brands per account, and multiple users per brand are also available!
If you want to try Dubsado free, you can click my link here, or just go to their website, as it's free to start for literally everybody. ;)
If you tried it, love it and want to sign up (like yesterday!), make sure you use my discount code below to get 20% OFF your first MONTH or YEAR!
my discount code: S1862
They were right!
Those people who suggested it, or recommended it to me,... they were all right. And now here I am sharing it with you, and I'm just as excited to share it with you as they were to share it with me!
I'm not sharing this because I have to, or because I've been asked to. I'm sharing it because I couldn't be happier with it. I'm sharing because I went through every nook and cranny of the my free trial, and it was WORTH every second I spent setting everything up.
And I know it will be for you too!