ake the guesswork out of Dubsado!Dubsado is our business management tool of choice. You can send contracts, get paid, manage your clients and send out questionnaires to gather important client information. With any tool this powerful, to get the most out of it you need to use it properly!
That’s why we’re offering Dubsado setup services. You’re busy. We get that. We can have you up and running in no time, so your business processes run on autopilot, giving you more time to get work done.
Here’s what’s included in our Dubsado Set Up:
- Implementing Workflows and Automations
- Setting up your Client Portal
- Inputting your Canned Emails
- Form setup: contracts, questionnaires, proposals and sub agreements (unlimited)
- If you’re using another CRM, we’ll move your client information into Dubsado
- Inputting packages, creating invoices and payment schedules
All forms, emails and invoices will be customized to match your branding. Please note: all forms, invoices and schedules will be inputted based on the content you provide us.